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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

WELLS FARGO CLEARING SERVICES, LLC
CENTAURUS FINANCIAL, INC.
JANNEY MONTGOMERY SCOTT LLC
CETERA INVESTMENT ADVISERS LLC
WELLS FARGO ADVISORS FINANCIAL NETWORK, LLC
AMERIPRISE FINANCIAL SERVICES, LLC
CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC.
SIMPLICITY WEALTH
OSAIC WEALTH, INC.
EQUITABLE ADVISORS, LLC
LPL FINANCIAL LLC
UP FINTECH ASSET MANAGEMENT
NEWSQUARE CAPITAL, LLC
LYNCH INVESTMENT PLANNING, LLC
MML INVESTORS SERVICES, LLC

Investors

JAY ROBERT BEAULIEU
MICHAEL EDWARD MAITNER
Christopher Ryan Deering
DEAN CONSTANTINOS VETSIKAS
JARED ANDREW CROUSE
BRUCE HOWARD CHMARA
JAMES LAWRENCE STOTTER
JUDITH R LUDOVICO
MICHAEL JOHN DECHIARIO
JOSEPH WESLEY SHULTZ
KATIE L HEMMERT
JOSEPH RICHARD RUBIN
JENNIFER GUARINO
JAMES PATRICK MCFADDEN
MORGAN ELIZABETH KANE
MEGAN MICHELLEE GRAHN
WILLIAM JACK RAPINE
BENJAMIN EVAN CRANE
SANDRA LEE NEILL
SAMUEL C BOOKBINDER
SUZETTE ANNE HIPPERT
WILLIAM G O'BRIEN
GARY STEPHEN GOUNARIS
CHRISTOPHER PERRY SHIELDS
SALVADOR CONSTANTINO-ARIZAGA
VICTOR ANDRES LUGO
PATRICIA DUNNE MCNAMARA
WILLIAM ALBERT ANGELOS
KIMBERLY ANN WARNER
GREGORY KESSLER JR
PAUL FIELDING LOCKWOOD
JOSEPH STANLEY BODALSKI
KEVIN M JANKE
SCOTT PHILIP DOLSON
JOSEPH MICHAEL CUCINOTTA
JEFFREY TODD BACH
GARY BRIAN REMP
BRETT DARYL HUTCHINS
JOHN PATRICK CAVEN
MICHAEL RONALD ZOLLERS
SHAWN DAVID PEARSON
JOHN PAUL SAUER
Nelia McBride
MICHAEL ROBERT PAPA
GAIL ROBIN WEIGLE
JONATHAN JOSEPH ZEMINSKI
Richard LOUIS Trotta
DIANA LYNN MOONEY
JOSEPHINA OSTI LUCZAK
HELENA ESTVANOVA
PAVEL MORDASOV
NATALIE PEARL MUSCATELL
TYLER SHERIDAN FRANKS
SAGAR MAINALI
ZACHARY BRYCE FIRESTONE
Judah Rubin
JOHN CHRISTOPHER STROHMAN
MICHAEL JOSEPH GERMANA
JEFFREY SCOTT FISS
MATTHEW M STRUBE
KEVIN JAMES MCKNIGHT
JOHN LEO WILLIAMS
DEBRA L JETTE
DANIEL JARROD PETERS
GAIL ELLEN KNIGHT
ANDREW JAMES STRAUSS
ANTHONY JEROME CALDERONE
WILLIAM JOSEPH MICHETTI
RAYMOND EDWARD MCCARTY
MAHFUZ HASSAN
JEFFREY THOMAS MACALUSO
MICHAEL KEVIN WAGNER
JAMES CRAIG STRETCH
THOMA CAPO
ANTHONY JAMES BAVLISH
EMMANUEL ALADE
Gabriel Lukas
RAYMOND ROCCO REGALBUTO
TIMOTHY JOHN HERRERA
KIRK J STENSRUD
CHRISTINA MARIA MCGINN
ANDREW CHARLES CARNEVALE
JAMES CLAYTON FLAHERTY
Anthony Michael Lanzone
YALE JOSEPH
ANTHONY ALLEN SNAITH
MICHAEL WALTER HASSELL
JOHN ANTHONY BATTISTA
JAN PETER CUMMINS
ARNOLD CHARLES CARNEVALE
ROBERT JOSEPH BOWMAN
KENNETH STUART MINTZ
DAVID WILLIAM WEBB
Michael Hassell, Jr
BYRON THOMAS CLARK
PETER JAMES RESSLER
VANESSA PAPARONE
GERALD JOSEPH LAUDICINA
JASON PATRICK FRESCOLN
DOUGLAS P HEPBURN
JEREMY DANIEL HELLER
DANIELLE ROSE YOCH
ELLIOTT ROSS MILLER
DAVID BRADLEY FORREST
RACHEL LYNN ENDRES
BLAIR GEOFFRION JOHNSON
STEPHEN ANTHONY TULLI
DANIEL JOSHUA WEISS
JARED KRIST STANLEY
Yang Xu
MIGUEL L BIAMON
Tyler Andrew Pugliese
TIMOTHY ANDREW CHISHOLM
LEE SCOTT GROUT
RYAN L KIRK
Robert Kenneth Kuberski
David Francis Lynch
Michael Joseph Lynch
JAMES LYNCH
DAVID SCOTT CARR
MICHAEL L MILEY
WALTER J TIMBY
WILLIAM RAYMOND STINGER
DANIEL TODD FIRST
ROBERT JOSEPH MULLIN
BRIAN CHARLES MCGEEHAN
PAUL GREGORY EVANS
MARK ANDREW KIRSCH
ROBERT M MARASHESKI
ALBERT M CORRATO
CHRISTOPHER BRETT MONTICH
SCOTT IRA LISSANSKY
WILLIAM DONALDSON ROOT
JAMES S TROTTER
MATTHEW SHANE GRECO
CHRISTOPHER MICHAEL FALLON
KYLE JAMES CLEARY
STEVEN MATTHEW KAPLAN
MARC P VIRGA
Steven Tanner Broll
William Wayne Gruehn
Connor Thomas Davis
James Laurence Unger
Trevor Ryan McNulty
Patrick Michael McCann
Jack Walker
Nicholas Sigismondi
Victor Manuel Marcelo
DARREN Michael DIRENZO
Julia Yvonne Tremblay
Joseph Montooth
Avery Law
Jacob Ellison Baumann
DANIEL RALPH JOIE
H. WARREN INGERSOLL
JUDITH ANNE CASSIDY
JEFFREY LAURENCE GRUEHN
ROBERT ARTHUR NEWMAN
JAMES HAROLD UNGER
JEFFRY COOLIDGE CAMPBELL
MATTHEW ERIC PRATZNER
RAYMOND E MOORE
DAVID A. BROLL
STEPHEN J DEMCHYK
DONNA GERACE
GREGORY MICHAEL SMALL
PATRICK MICHAEL MCCANN
ROBERT JOSEPH HAGENBERG
JOSEPH CHARLES CARR
ANDREW ANTHONY DEL BEATO
JAMES ROBERT VEIT
BENJAMIN IAN SKUPP
PETER NICHOLAS LUZAK
JONATHAN JAMSHEED JARAIEDI
Ryan Michael Maloney
MICHAEL RAYMOND TAYLOR
STEPHEN FRANCIS IZZI
DANIEL JOSEPH FORDICE
Edward Bonnefond Kerschner
Brenan Sanders McAllister
Nicholas John Fowler
Cole R Vanderwerf
William Walker Heath
Mason Benjamin Abate
Stephen Weigner
Benjamin David Bauer
Peter Klein
Christopher Joseph Scoffone
Kearen Quinn Miller
Matthew Delphais
KEVIN BARRY ONEILL
Joseph Robert Hamilton
Richard A Sterling
Jacklyn Naselli
Connor Jacob Fernholz
Jacob Parker Myers
Michael Andrew Crowley
Alexander Stewart
John M Doyle
Michael Vincent McKnight
Brynne Lee Kuberski-Garris
Eric Donohue
Stephen John Kostyk
Nicholas Familetti
Samuel Stuart Gruehn
Shawn Bradley
Kyle William Mittelstadt
Anthony Richard Scarpino
William Milligan
Brad Thomas Corsi
David Anthony Grabowski
Salvatore Rendin Kaufman
Keith Anthony Lecky
Victor Paul Valeski
THOMAS JOHN TREA
CHARLES JOSEPH DOWDS
MELANIE KOPKA DAHL
JOHN MICHAEL KLUSARITS
DANIEL PATRICK MAGUIRE
MARK BERNARD FUESSINGER
FRANCIS ANTHONY NASELLI
JAMES FRANCIS BURNS
COLIN BAXTER LAW
KEITH VINCENT LECKY
KEVIN BARRY ONEILL
JOSEPH EDWARD SYERNICK
TIMOTHY THOMAS IRVINE
JAMES JOSEPH RANIERI
JOHN J PRESTA
JOHN SMITH SWARTS
ANTHONY JOHN SANTISI
JOHN DAVID MCCULLOUGH
MICHAEL PATRICK ROOT
TRENT MICHAEL LEUPOLD
PAUL JOHN MONTEFIORE
Joseph John O'Shea
PAUL N VENTO
ANTHONY MARK LUCIDONIO
MICHAEL ROBERT DAYTON
GERARD BENEDICT
RYAN SCOTT GALLOWAY
ADAM C. DOUGLAS
MARTIN ANDREW SCHWEITER
PHILIP STOLTZFUS
BENJAMIN YEAGER
ERIC WELLS SHARPE
PAUL GAGLIARDI
Robert Sean McKernan
Nicholas Chad Pisorchik
Nicholas Martino
HUNTER HERSCHELL
Gerald Michael Gray
Thomas Anthony Powers
Ryan Michael Maguire
Anthony Paul Basciano
NICHOLAS SCOTT FOREMAN
JOSEPH VINCENT NASELLI
GARY EARL DANIELS
HUNTER SCOTT TROTTER
JOHN FRANK MAZZOLA
EDWARD GEORGE KERSCHNER
PETER JOSEPH BLAUERT
JAMES WILLIAM CLEARY
OSCAR LUIS MESTRE
PETER SMITH ZONINO
WAYNE MARK BARTOLACCI
John McElwee
ROBERT C MCMASTER
MICHAEL SAMUEL MONASTRA JR.
Anthony Stephen Degli Obizzi
CHARLOTTE ROSE RICE
MICHAEL SAMUEL MONASTRA
DAVID JOSEPH MONASTRA
VINCENT PAUL DURSO
Vincent A Durso

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