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Best financial advisors in Lower Gwynedd, PA

Registered advisers within 25 miles of Lower Gwynedd, PA.

Offices
1,849
Firms
710
Combined AUM
$44.9T
Firm-wide filings, not assets booked only here
Clients
3.58M
3,579,362 clients when Item 5C has a number
Avg / client
$12.5M
Combined AUM ÷ clients

Nearby offices

Firms

BERKADIA CAPITAL ADVISORS LLC
HORNOR, TOWNSEND & KENT, LLC
PFS INVESTMENTS INC.
BCG SECURITIES, INC.
DILLON CAPITAL MANAGEMENT
CETERA INVESTMENT ADVISERS LLC
STATE FARM INVESTMENT MANAGEMENT CORP.
LPL FINANCIAL LLC
WELLS FARGO CLEARING SERVICES, LLC
BEACON BRIDGE WEALTH PARTNERS, LLC
UNITED CAPITAL FINANCIAL ADVISORS
CITIZENS SECURITIES, INC.
KEITZ INVESTMENT MANAGEMENT LTD.
PNC WEALTH MANAGEMENT LLC
VALLEY FINANCIAL GROUP
ENERTECH CAPITAL
RATIONAL CAPITAL ADVISORS LLC
BUOYANT WEALTH
MATTHEW 25 MANAGEMENT CORP
RITHOLTZ WEALTH MANAGEMENT

Investors

Kieran John ODonnell
Landon R Swallow
KEVIN PHILLIP MCGONAGLE
DINO TYRONE BRYANT
CHRISTOPHER THOMAS CRAIL
HO-TAE CHANG
DONALD PAUL ANTONACIO
GEOFFREY JOSEPH DEASEY
CHRISTIAN M NOYES
GEORGE FRANCIS FOLEY
Jay Woojae Kang
Mark Ziegler
AARON LEE LANDIS
JENNIFER ELLMAN
STEVEN JOHN KRZYWICKI
JOHN DAVID JIM
PETER J KEENAN
JAMES F SCHMIDT
Caitlin Victoria Sigler Escoffery
DAPHNE C HU
PATRICIA A ANGELOZZI
MICHAEL PATRICK MCKEEVER
MICHAEL LOREN KEITZ
BRIAN SCOTT ATKINSON
Edward S Woehlcke
KEVIN STEVEN MCGARRY
James T Donnelly
Frank Vincent Pizzichillo
MORRIS FRANCIS LICCIARDELLO
Yvonne Fu
ROBERT KEITH LUTEY
BRENDAN CHRISTOPHER DOOLEY
DANIEL CRAIG BAXTER

Within 25 miles of Lower Gwynedd, PA, Best Investors lists 710 registered investment advisory firms with 1,849 offices nearby, managing about $44.9T in combined regulatory AUM across 3,579,362 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 Lower Gwynedd

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