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Best financial advisors in Lafayette Hill, PA

Registered advisers within 25 miles of Lafayette Hill, PA.

Offices
2,023
Firms
761
Combined AUM
$45.5T
Firm-wide filings, not assets booked only here
Clients
3.59M
3,586,938 clients when Item 5C has a number
Avg / client
$12.7M
Combined AUM ÷ clients

Nearby offices

Firms

CETERA INVESTMENT ADVISERS LLC
EDWARD JONES
STATE FARM INVESTMENT MANAGEMENT CORP.
VASS FINANCIAL STRATEGIES
AMERIPRISE FINANCIAL SERVICES, LLC
STEWARD PARTNERS INVESTMENT ADVISORY, LLC
SPC
FIRSTRUST FINANCIAL ADVISORS
EQUITABLE ADVISORS, LLC
INDEPENDENCE SQUARE HOLDINGS, LLC
LPL FINANCIAL LLC
NORTHSTAR FINANCIAL COMPANIES, INC.
KITCHING PARTNERS, LLC
WEALTHFD
CITIZENS SECURITIES, INC.
ARIN RISK ADVISORS LLC
PFS INVESTMENTS INC.

Investors

MICHAEL NEIL GROSSMAN
Margaret Ann Barker
James Joseph Barker
Elizabeth Rose Barker
LORI PELLEGRINI HENRY
DANIEL P VASS
THOMAS SCOTT ROBBINS
Jennifer Lynn MacKerchar
Suzanne Kitchen
KEITH THOMAS MORRIS
Matthew Charles Gaughan
BRIAN THOMAS CALLAHAN
PATRICK THEODORE WAYMAN
DENNIS IVAN FREEDMAN
LESLIE VANDIVIERE CALLAHAN
Francis J Sortino
ARI MARC FRAZER
STEVEN MICHAEL WEISZ
STUART ALAN LEIBOWITZ
EDWARD CHARLES HOGAN
ROBERT B LOGAN
BRIAN Dennis DARLING
JEFFREY DITALIA
Omari F Thomas
SUSAN VALERIE BOEHM
David Hugh Schultz
Demetrios Lowry
Logan Damon Brown
Anthony Brian Leneghan
Michael Lawrence Heck
DAVID FLEISHER II
ANDREW HUNT MCILHENNY
SHAUN DAVID O'CONNOR
WILLIAM THOMAS MANCHESTER
BRIAN COOPER SMITH
JEREL KEITH RUTTENBERG
PAUL ALLEN MARKOWICH
Russell Colosi
CHRISTOPHER OHJOON KWON
ROBERT M GAINES
WESLEY JORDAN BURKE
RYAN CHRISTIAN FUEHRER
DAVID N MEBS
GREGORY Russel MUGNIER
Cristian Patrick Surdykowski
SHANE KENNEDY CAMERON
Tristan James Hulme
Guerlio St Vrestil
Giovanni Salvatore Astorino
Anson Lynn Dewar
Samuel Pershing Hicks
ERIC MARKOWITZ
BRANDON GEORGE FRIDAY
MATTHEW S CRANE
KENNETH R. BEEBE
JACOB EDWARD LONG
MATTHEW RYAN FIORI
Geordan Alexander Vincent
Ryan Crosby
Andrea Goldstein
Alana Elizabeth Storr
Thomas Geoffrey Cuffari
JEFFREY L SLAVICH
Patrick Falkenstein
Steven Loos
ZACHARY J PADERSKY
Cameron Jacoby
Caleb David Hissong
Alec Hayden
STEPHANIE RACHEL BRODOF
ERIC JASON KELMAN
MASSIMO AV MAGLIARI
Robin Ligon Matthews
DIANN JUNE SLAVINSKI
HOWARD MICHAEL STEPHENSON
Adam Jason Scherzer
TUAN THANH LE
JULIA MEGAN RANDALL
Thomas Tuskey
Gavin B King
STEVEN BRIAN GIRARD
GLENN ALFRED WILLIAMS
Joshua Grimes-Avery
Gregory Dob
STEPHEN RICHARD KITCHING
NICHOLAS NEILIO
Allison M Kade
VICTORIA RACHEL ABAEV
Rose DeFrank
Joseph Benjamin Hogan
Ryan DiFabrizio
MICHAEL SANTIFORT
Hayden Paul Silverman
Arielle Jones
JOSEPH D ROBERTS
RYAN MICHAEL BAILEY
LAWRENCE HOWARD LEMPERT
JOSEPH JOHN DESIPIO
RAYMOND ROBERT BYRNES
ANTHONY TIMET
CARA RENEE PUCCIO
ROBERT PAUL KARR

Within 25 miles of Lafayette Hill, PA, Best Investors lists 761 registered investment advisory firms with 2,023 offices nearby, managing about $45.5T in combined regulatory AUM across 3,586,938 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 Lafayette Hill

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