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Best financial advisors in Limerick, PA

Registered advisers within 25 miles of Limerick, PA.

Offices
1,373
Firms
564
Combined AUM
$43.1T
Firm-wide filings, not assets booked only here
Clients
3.44M
3,435,514 clients when Item 5C has a number
Avg / client
$12.6M
Combined AUM ÷ clients

Nearby offices

Firms

STATE FARM INVESTMENT MANAGEMENT CORP.
CONSERVEST CAPITAL ADVISORS INC
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED
BANCROFT CAPITAL, LLC
BARRISTER
COMMONWEALTH FINANCIAL NETWORK
FORVIS MAZARS WEALTH ADVISORS, LLC
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC
MML INVESTORS SERVICES, LLC
DEDICATED INVESTMENT ADVISERS LLC
J.P. MORGAN SECURITIES LLC
ALLSTATE FINANCIAL ADVISORS, LLC
SHARP FINANCIAL
ATLAS
WELLS FARGO CLEARING SERVICES, LLC
EDWARD JONES
SANTANDER SECURITIES LLC

Investors

Luke Stauffer
CHRISTINA FRANCESCA COPELAND
DAVID JON LORINE
WILLIAM MACLAY HALL
Lacy Redwine
BRUCE EUGENE KARDON
KRISTIN SINDONI
BRENDAN MOLESKI
Avery Elizabeth Cotter
Josie xiao jing Chen
HENRY C NACE
CHARLES CLAUDE WEEKS
SEAN MICHAEL COOK
David Rucki
BRIAN MARK STIGLIANO
KATHLEEN MARIE BALTRA
CAULDON DEAN QUINN
GLENN DAVID MEYER
CORY SCOTT MEYER
ERIC BRUCE FELT
SUSAN ELIZABETH GRESS
STEVEN MARK CLOTT
Alexander Canakis
Claudia R. Morales-Herrera
JOSEPH ALOYSIUS BRACKEN
STEPHAN ALLAN COLGLAZIER
MICHAEL HOWARD SHARP
EDWARD VENTS RIMBENIEKS
TASHA DENISE MILES
Katherine Carmichael Morosani
Cody Ryan Terrion
TREVOR PINTO
Brett Diamond
Brian Ruht

Within 25 miles of Limerick, PA, Best Investors lists 564 registered investment advisory firms with 1,373 offices nearby, managing about $43.1T in combined regulatory AUM across 3,435,514 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 Limerick

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