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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

ASHFORD CAPITAL MANAGEMENT INC
EQUITABLE ADVISORS, LLC
OSAIC WEALTH, INC.
WELLS FARGO ADVISORS FINANCIAL NETWORK, LLC
FINANCIAL COACH
CSP ADVISOR LP
LIBERTY ASSET PARTNERS
IPOSHARKS VENTURE MASTER FUND, LLC
KESTRA ADVISORY SERVICES, LLC
GREAT VALLEY ADVISOR GROUP, LLC
CETERA INVESTMENT ADVISERS LLC
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED
J.P. MORGAN SECURITIES LLC
LIMITLESS ASSET MANAGEMENT INC.
TD PRIVATE CLIENT WEALTH LLC
WELLS FARGO CLEARING SERVICES, LLC
PNC WEALTH MANAGEMENT LLC
AMERIPRISE FINANCIAL SERVICES, LLC

Investors

THEODORE H., III ASHFORD
JOSEPH FRANCIS PETKO
CLIFFORD JOHN SHORT
THEODORE H ASHFORD
THOMAS JOHN SHOPA
PAUL LAURENCE MILLER
LORI ANN RUTKOWSKI
ROBERT GEORGE ZIEGLER
GERARD PHILLIPPE VIARS
STEPHEN CRAIG MCDERMOTT
BRENT CHRISTOPHER FUCHS
Michelle Keiko Mullinix
LAWRENCE JOSEPH KELLY
JEFFREY NMN MASTRONARDO
OWEN FRANCIS MULHERN
MICHAEL BRIAN TRAYNOR
MEGHAN THERESA TAIT
KEVIN JANIEC
JEFFREY MICHAEL WOLF
IAN KAHIL
JASON R KNIGHT
DANIELLE JOHANNA IVES
DANIEL DAVID GUSTAFSON
GEORGE THOMAS CLARKE
JASON MATHEW FORSTOT
Michael Edward Tindall
Jared Steven Deutsch
Aaron Robert Harwood
LYNN PAGANS
GREGORY R MALLISON
CHARLES JOSEPH MCNAMARA
DREW ALTON NEMETH
RICHARD HENRY ROPELEWSKI
PETER ANTHONY AUGUSTINE
OMAR FERNANDO CUJAR
GEORGE ROBERT PLOCK
MATTHEW DANIEL FITCH
ANDREA JOELLEN ARGUE
ANDREA S SCHRIEFFER
MICHAEL G DOLEZAL
ADAM PAUL WERNER
Trevor Campbell
HARALDS BONDARIS
PAUL THOMAS MORRONE
STEVEN JOSEPH HAUG
ELIZABETH MADONNA
KEVIN DAVID RAFFERTY
H PAUL FRIEDMAN
Ellen L Welsh
Trevor Raymond Wasbotten
Ruth Renee Stene
ANTHONY JAMES BENZ
Evan Coffey
Michael P Butrica
MICHAEL JOSEPH MARTIN
JEFFREY MARC ALEXANDER
MICHAEL JOSEPH DEDDA
Jay Douglas Thompson
JOEL WAYNE JOSEPHS
EDWARD WILLIAM QUIRK
CLAIRE DELANEY HART
JEFFREY PAUL KOLODJSKI
PHILIP ALEXANDER ROSENAU
RICARDO JOAO FERREIRA
MICHAEL RYAN LAATSCH
PATRICK ABRUNZO
Kayla Hall
CODY JAMES KAVE
JORDAN THOMAS WOLD
JAMES J SPINELLI
SETH CHARLES HANSVICK
Alexis Perron
SARAH LOUISE JOHNSON
JULIE ANN DOUGLAS MADDOX
JOSEPH STUART KARP
MATTHEW WAYNE MARTINSON
JONATHAN WILLIAM CHILDS
NICHOLAS DAVID DALESSANDRO
ROBERT STEVEN SCHMAUK
Tiernan Patrick Talbot
MARK ANTHONY ROSSBACH
RYAN JOHN SHANLEY
THOMAS JOHN LALLY
SCOTT DANIEL BANTZ
JARED RAY KROG
JASON L DELCOLLO
ROBERT STEVEN SCHMAUK
RICHARD MARK TYROLER
Brian J Samec
JAMES OTTO SHOUP
MICHAEL BRADLEY ENGLUND
DAMON JEREMY BOYAR
CARMEN MARIA BOLIUS ANDREWS
ERIN MARIE FREUND
ERIC BRIAN PARNELL
Robert Taylor Anderson
DAVID M HAWLEY
Benjamin Joseph Johnson
ROGER ALAN ANDERSON
RICHARD T MILLER
Patrick Sean Ryan
James Kyle Boyd
Erik Ermentraut
Bradly Scott Schultz
BRANDON Joseph LEBOON
NEHANDA TREVA-MARIE SPENCER
Benjamin Geiger
Max Teyral
JACOB FREEMAN PECK
AMOS PAUL
AMY BAIRD
RAYMOND J FERRY
KEVIN MCGARVEY
Dharshan Premaratne
Dale E Morra
PHILIP DEANGELIS
CHRISTIAN THOMPSON
JEFFREY WARD HUNTER
EVAN D WINTERS
WASEEM ABBAS KHAN
GLENN HUNTER THOMAS
BRIAN Kyle BERLIN
JOHN JAMES WATSON
DENVILLE LONEY
MICHAEL STEPHEN LEVAY
GINO DIPIETRO
John Patrick Collins
JUSTIN EARL BRANAM
THOMAS JAMES BELL
Michael Steinrock
JACOB EARL LUSBY
EDUARDO TIONGKO DEGUZMAN
Kieran Hickey
DYLAN TYLER AMOROSO

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