Best Investors Account Sign in

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

KESTRA ADVISORY SERVICES, LLC
LEGACY ADVISORS, LLC
GIBRALTAR WEALTH MANAGEMENT, LLC
SPC
WELLS FARGO CLEARING SERVICES, LLC
PFS INVESTMENTS INC.
CHESTNUT INVESTMENT ADVISORY
J.P. MORGAN SECURITIES LLC
KEY INVESTMENT SERVICES LLC
AMERIPRISE FINANCIAL SERVICES, LLC
STEWARD PARTNERS INVESTMENT ADVISORY, LLC
PENNSYLVANIA CAPITAL MANAGEMENT INC.
SILVER OAK SECURITIES, INCORPORATED
DICCIANNI FINANCIAL GROUP, INC.
PNC WEALTH MANAGEMENT LLC

Investors

DIANE LYNNE BOEN
VINCENT ALBERT PANVINI
JOHN EDWARD KROL
MICHAEL THEODORE PIOTROWICZ
THOMAS RICHARD HOLT
JAMES EDWARD BICKLEY
JAMES JORDAN DODDERIDGE
WILLIAM HOWARD MILLER
DOUGLAS ROWLAND HOPKINS
Colton Inglis Growney
STUART ALAN LEIBOWITZ
EDWARD CHARLES HOGAN
ROBERT B LOGAN
BRIAN Dennis DARLING
MARCOS ANTONIO FRANCO
NEAL IRA RUTMAN
THOMAS VINCENT FORSCHT
RANDY LEE SWOPE
ROBERT CROYLE
Martin John Grourke
David Forscht
KEITH E SCHWARZ
DARRELL ANTON COLLINS
NATHAN KLEVIT
LAWRENCE JAY ISAACMAN
TOREY LAFERNEY
ANTHONY JOSEPH MOLETTIERE
MANOJ MURALEEDHARAN
JOSEPH S MEDICA
GEORGE TOTH
Paul Thomas Duffy
DANIEL EDWARD HENDEL
Matthew Charles Gaughan
BRIAN THOMAS CALLAHAN
PATRICK THEODORE WAYMAN
DENNIS IVAN FREEDMAN
LESLIE VANDIVIERE CALLAHAN
Francis J Sortino
ARI MARC FRAZER
STEVEN MICHAEL WEISZ
THOMAS SCOTT ROBBINS
Jennifer Lynn MacKerchar
Suzanne Kitchen
KEITH THOMAS MORRIS
STEPHEN THOMAS PALMER
Christopher Mallon
DONNA M ZANETTI
IRVIN G SCHORSCH
MARC VICTOR ROSENBLUM
CYNTHIA DEMETRIS DICCIANNI
Luc Lawson
SCOTT ALAN TROILO

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