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Best financial advisors in Lansdale, PA

Registered advisers within 25 miles of Lansdale, PA.

Offices
1,759
Firms
696
Combined AUM
$45.3T
Firm-wide filings, not assets booked only here
Clients
3.57M
3,573,155 clients when Item 5C has a number
Avg / client
$12.7M
Combined AUM ÷ clients

Nearby offices

Firms

ADVISORY SERVICES NETWORK
TANNHAUSER FINANCIAL LLC
COMMONWEALTH FINANCIAL NETWORK
WELLS FARGO CLEARING SERVICES, LLC
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED
STATE FARM INVESTMENT MANAGEMENT CORP.
LPL FINANCIAL LLC
J.P. MORGAN SECURITIES LLC
WESCOTT FINANCIAL ADVISORY GROUP LLC
WELLFULL
CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC.
CETERA INVESTMENT ADVISERS LLC
AURORA RE FUND MANAGER, LLC
BEACON BRIDGE WEALTH PARTNERS, LLC
EDWARD JONES

Investors

Matthew James Dewitt
KENNETH MICHAEL CORDELLA
BRADY EDWARD YOHN
GREGORY HARRIS STEIN
SEAN CHRISTOPHER WIELAND
Nicholas Romano
JOSEPH ANTHONY ROMANO
DANIEL JARROD PETERS
DIANA C RUSHTON
Gregory Malcolm
RYAN DAVID O'SHURAK
MATTHEW FABIAN WEIDINGER
ALEXANDER JORDAN MONGAN
Matthew Stephen Delzingaro
Michael Ryan Kern
BRADLEY CHRISTOPHER BISHOP
Austin Jarred Seibert
Jared Scott Mason
JOHN GRANT GRIFFITH
Drew Herb
SANDRA ELAINE GOODSTEIN
CHRISTOPHER ANTHONY CORTESE
KAREN BETH MCINTYRE
MARK DAVID KEMP
Luke Childs
TODD ALEXANDER LITTLE
Sean Kieran Larkin
ROSE ALYSSA BERNARDO
Victoria Noelle Williams
MATTHEW RYAN RITTENHOUSE
NICHOLAS ANTHONY BERNARDO
Matthew Haraburda
MICHELE LYN HEWITT
Brock Hewitt
Martha Suzanne Pope
LANCE JOSEPH ROSINA
ANTHONY BERNARDO JR
LISA RENAE LEATHERMAN
DANIEL S MELVILLE
JOANNE MARIE NATALE
JOHN DAVID ANDERSON
Jennifer Dawn Detweiler
CHRISTOPHER DEAN CHICHILITTI
DANNY JAY BUESING
JOSEPH WALTER GUNSIOROWSKI
STEVEN JOHN KRZYWICKI
JOHN DAVID JIM
PETER J KEENAN
JAMES F SCHMIDT
Caitlin Victoria Sigler Escoffery
Elena Marie Sickles

Within 25 miles of Lansdale, PA, Best Investors lists 696 registered investment advisory firms with 1,759 offices nearby, managing about $45.3T in combined regulatory AUM across 3,573,155 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 Lansdale

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