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Best financial advisors in Kennett Square, PA

Registered advisers within 25 miles of Kennett Square, PA.

Offices
996
Firms
459
Combined AUM
$42.2T
Firm-wide filings, not assets booked only here
Clients
3.11M
3,107,780 clients when Item 5C has a number
Avg / client
$13.6M
Combined AUM ÷ clients

Nearby offices

Firms

HOLOS INTEGRATED WEALTH
LPL FINANCIAL LLC
EDWARD JONES
LEGACY SOLUTIONS, LLC
LINCOLN INVESTMENT
J.P. MORGAN SECURITIES LLC
COMMONWEALTH FINANCIAL NETWORK
CETERA INVESTMENT ADVISERS LLC
WELLS FARGO ADVISORS FINANCIAL NETWORK, LLC
STATE FARM INVESTMENT MANAGEMENT CORP.
UNION SQUARE CAPITAL PARTNERS, LLC
WELLS FARGO CLEARING SERVICES, LLC
CITIZENS SECURITIES, INC.
COMPASS ION ADVISORS, LLC
PROSPERITY CAPITAL ADVISORS
DIMATTEO FINANCIAL GROUP

Investors

DAVID JAMES MATULEWICZ
PETER WALFREID QUIGLEY
BRIAN JEFFRY STEPHENSON
Patrick Farr Morocco
WILLIAM ELSBERRY LLOYD
G WARD KEEVER
Donald Gerrod Sellers
JEFFREY RYAN HALL
CIARA DANESE PRICE
DANIEL CARMEN DANESE
DANIEL WARD JOHNSON
DANIEL P GANNON
Kenneth Franklin Vance
EDWARD DAVID STILES
WILLIAM CHAD FENSTERMACHER
MITCHELL VANSANT CAMP
HARRY FREDERICK WELCH
DANIEL GENNUSA
MALCOLM RAYNE
STANLEY JOSEPH WILCOX
JENNIFER ESTHER COLON
DEAN VANSANT CAMP
MICHAEL RAY MOYER
Michael Steven Caccavo
Gordon Pealock
MICHAEL THOMAS BOYLE
Jason Kim Babiarz
Stephanie Lynn Maurer
Nicholas Lombardo
DAVID VANCE DUNCAN
Denise Schatz
JON DAVID WALTON
EDWARD JAMES GOLDEN
TYLER JOSEPH BURNS
MARK JOSEPH MANNING
CHARLES W. MANNING
CHARLES PAUL WELDE
BRYSON RYAN BOWERS
LOUIS ALDO INGLESE
JOHN N DIMATTEO

Within 25 miles of Kennett Square, PA, Best Investors lists 459 registered investment advisory firms with 996 offices nearby, managing about $42.2T in combined regulatory AUM across 3,107,780 advisory clients (Form ADV Item 5F and 5C, self-reported).

Totals use firm-wide filing data, not assets booked only in this area.

Largest firms in Kennett Square

Ranked by regulatory AUM. AUM is firm-wide, not only this area.

1 VANGUARD GROUP INC $11.1T AUM 2 VANGUARD CAPITAL MANAGEMENT, LLC $8.44T AUM 3 VANGUARD PORTFOLIO MANAGEMENT, LLC $2.66T AUM 4 MORGAN STANLEY 416,984 clients · 24.0K advisers $1.96T AUM 5 MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED 16,844 clients · 26.7K advisers $1.78T AUM 6 STRATEGIC ADVISERS LLC 17,518 clients · 17.7K advisers $1.37T AUM 7 CAPTRUST 963 advisers $1.24T AUM 8 EDWARD JONES 28,751 clients · 24.6K advisers $1.01T AUM