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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

INDEPENDENT FINANCIAL GROUP, LLC
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED
KEY FINANCIAL, INC.
WELLS FARGO ADVISORS FINANCIAL NETWORK, LLC
PROWELL FINANCIAL MANAGEMENT, LLC
COMMONWEALTH FINANCIAL NETWORK
AMERIPRISE FINANCIAL SERVICES, LLC
EQUITABLE ADVISORS, LLC
CETERA INVESTMENT ADVISERS LLC
WELLS FARGO CLEARING SERVICES, LLC
ARGYLE CAPITAL MANAGEMENT, LLC
MML INVESTORS SERVICES, LLC
STIFEL, NICOLAUS & COMPANY, INCORPORATED
NORTHWESTERN MUTUAL INVESTMENT SERVICES, LLC
RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC

Investors

MICHAEL LOUIS SCHWARTZ
Ameya A Naik
Samuel James Maxey
FRANK MIGNONI
PATRICIA CLARK BRENNAN
ERIC RYAN FUHRMAN
RICHARD BRADLEY EVERETT
MICHAEL PATRICK BRENNAN
DIANE L KRAINIK
SPENCER PAUL PEET
MATTHEW DOUGLAS MAINWARING
ELIZABETH JANE MILLER
SAMUEL DAVID BAEZ
THOMAS J BELISARI
LAWRENCE JOSEPH KELLY
SARAH COOK LYNCH
MARK EDWARD PROWELL
Courtney Lynn Kauffman
Michael David Barone
Todd Wesley Cottingham
Sydney Bianca Ronzano
GEORGE SAMUEL MASTROGIORGOS
BRAD PHILLIPS KRAJSA
ALEJANDRO RAY BUTTERS
GABRIEL GOFORTH
Rory Alexandra Ronzano
MARK ALEXIS OHLER
ANTHONY PAUL LUBRANO
Andrew Thomas Migliore
Stefanie Jean Feinstein
Timothy Cicala
ROBERT A MCLARNON
JOHN G HURST
CHARLES M TESSLER
PETER KINSLEY MILLER
Dawn Elizabeth Marx
JOHN PETER BANKS
ROBERT W MEUSER
THOMAS JAMES BRADSHAW
BRIAN JOSEPH DUELFER
DEBORAH KLATZ ROUNICK
JOHN DOMINIC DONOFRIO
NERMIN FERHADBEGOVIC
Joseph Michael Ayers
Patrick Burke
DONALD L GRETTA
WILLIAM RAYMOND TRAVIS
DAWN TYRA TOBIN
MARIO EARL CARANNANTE
Thomas Patrick Fulfaro
Karen Elizabeth Schoeller
SCOTT EDWARD SYLVAINUS
JOSEPH WILLIAM LEARY
Jonathan Michael Mull
Patrick Looney
WALTER ROLAND
Christopher Varela
WALTER JOSEPH ROLAND
RYAN D OESTREICH
STEVEN MICHAEL SHERMETTA
GREGORY BERNARD FALKENBACH
Nicholas Hinkle
BRADFORD CHARLES GREENAWALD
TODD STEVEN HARVEY
ALAN CARL WOLMAN
GLORIA JENNIE MONDSCHEIN
ADAM KEITH CADWALLADER
MARK PABLO ENRIQUEZ
DONNA ANN LEFFLER
Michael Guldin
EDWARD JOHN TIERNEY
KENNETH TODD MACKENZIE
BLAINE WILLIAM FRITSCH
MICHAEL SEAN OKEEFE
JOSHUA LOUIS HINKLE
ROBERT WILLIAM PRICE
ROBERT WILLIAM BECK
KARL DAVID REED
KEVIN JOSEPH DWYER
JASON MATTHEW ESPENSHADE
JAMES MACPHERSON MILLER, III
Mary Clements Evans
CRYSTAL ANNE DYE
Richard Joshua Whitelock
Morgan Lynn McNeely
Zachary David Long
MICHELLE ANN TAUBER
LINDA SUE BOVE
ANDREW MICHAEL STORTI
KIMBERLY JEAN BRUMBAUGH
Christopher John Martin

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