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Best financial advisors in Kimberton, PA

Registered advisers within 25 miles of Kimberton, PA.

Offices
1,388
Firms
607
Combined AUM
$43.9T
Firm-wide filings, not assets booked only here
Clients
3.44M
3,444,581 clients when Item 5C has a number
Avg / client
$12.7M
Combined AUM ÷ clients

Nearby offices

Firms

SCP VITALIFE MANAGEMENT COMPANY, LLC
COPPER BEECH ADVISORS, LLC
HERITAGE ADVISORY SERVICES, INC.
FINANCIAL FREEDOM
AMERITAS ADVISORY SERVICES, LLC
PRIVATE ADVISOR GROUP, LLC
HORNOR, TOWNSEND & KENT, LLC
BIRCH RUN INVESTMENTS, LLC
EHB FINANCIAL RESOURCES MANAGEMNT, INC.
RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC
WHARTON WEALTH MANAGEMENT, LLC
WHARTON BUSINESS GROUP, LLC
OSAIC WEALTH, INC.
LPL ENTERPRISE, LLC
THE AMERIFLEX GROUP
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC
EDWARD JONES
CMG CAPITAL MANAGEMENT GROUP, INC.
PACER ADVISORS, INC.

Investors

TIMOTHY LEOPOLD CABAN
BRIAN KEITH LUREEN
ALLEN AGLE OSGOOD
DAVID FAZZINI
FRANK SAMUEL HENNESSEY
MICHAEL CHRISTIAN POLIN
MARK VINCENT GREIM
JAMES THORTON HOWER
Zachary Evan Halvonik
Collin Michael Hess
BRIAN GOODMAN
JOHN BOLTON DELANEY
DAVID MICHAEL KILLIAN
Bradford Davis Alliger
Tyler Richard Beck
BILLY JOE WEBSTER
MATTHEW SULLIVAN DELANEY
MARC ALEXANDER HEMBROUGH
SOPHORN BROWN
ROBERT CHARLES GUERIERA
Nicholas Michael Del Viscio
JOHN JOSEPH MORGENTHALER
Eric Previti
THOMAS SCHWARZ
John Robert Gavin
ERIC MARK FILIPPONE
GERALD THOMAS DOWLING
Kevin Patrick Phillips
Joshua E Van Oostrom
VINICIUS TAHA PEREIRA
George Webber
DANIEL R CALLAHAN
Alf Martin Markussen
DASHNILOV EMERI YOYO
STEPHANIE B WADE
GERALD DENNIS FAHEY
PETER ANTHONY SCILOVATI
BRIAN JOSEPH FISHER
Edward Braun
Amy Keller
WILLIAM BARRETT MULLIN
Connor Louis Smith
KEVIN SMITH
Katherine B Mullin
Peter Kent Hoover
THOMAS FLYNN
Ryan John Brumfield
AVI JONATHAN RUTSTEIN
STEPHEN BRUCE BLUMENTHAL
Garrett S Tingle
Marc Westburg
BRAD SCHAFENACKER GERY
DANIEL MARK ALIVERNINI
PATRICK RYAN HULL
DEREK RADCLIFF
John Abbott
Nathan Grant Baker
MICHAEL Patrick GILLESPIE
Joseph Albert Werner
BRUCE ALAN KAVANAUGH
ASHLEE ANN THOMSON BRADBARD
MARK CHARLES KETTENHOFEN
DONALD C KORNSE
JOE MCKEE THOMSON
SEAN EDWARD OHARA
MARK AUSTIN DONOVAN
Jeffrey Shawn Johnson
ERIN MARIE JAGUSAK

Within 25 miles of Kimberton, PA, Best Investors lists 607 registered investment advisory firms with 1,388 offices nearby, managing about $43.9T in combined regulatory AUM across 3,444,581 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 Kimberton

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