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Best financial advisors in Lower Merion, PA

Registered advisers within 25 miles of Lower Merion, PA.

Offices
1,957
Firms
766
Combined AUM
$45.4T
Firm-wide filings, not assets booked only here
Clients
3.59M
3,586,606 clients when Item 5C has a number
Avg / client
$12.7M
Combined AUM ÷ clients

Nearby offices

Firms

LPL FINANCIAL LLC
RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC
ARKADIOS WEALTH ADVISORS
MAI CAPITAL MANAGEMENT, LLC
COMMONWEALTH FINANCIAL NETWORK
COPPELL ADVISORY SOLUTIONS LLC
AMERIPRISE FINANCIAL SERVICES, LLC
WELLS FARGO CLEARING SERVICES, LLC
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED
M HOLDINGS SECURITIES, INC.
CARNEGIE WEALTH MANAGEMENT, LLC
WELLS FARGO ADVISORS FINANCIAL NETWORK, LLC
BANKERS LIFE ADVISORY SERVICES, INC.
STATE FARM INVESTMENT MANAGEMENT CORP.
EAGLE STRATEGIES LLC
ELLIS INVESTMENT PARTNERS, LLC

Investors

MATTHEW RYAN SILVERHARDT
BARRY ARTHUR RUCKS
JOHN EDWARD FRAMPTON
BRYAN R COGLIANO
FRANK B HANNA
VAUGHN RAYE SCHILL
JEFFREY ALLEN LEBER
Catherine Callaghan Gormley
JAMES KAY NESBITT
BRYAN PRESTON BENNER
STEVEN WAYNE LA PORTE
DAVID PAUL MINARCIK
DANIEL WILLIAM DUBYK
MARIA L SHIELDS
CHRISTINE MARIE STEFANOU
MEGHAN ELIZABETH MCINTYRE
DAVID ANDREW DZENDZEL
SAMANTHA LYNNE FRICK
JOHANNA GRACE JACKSON
ELIZABETH CATHERINE RUSSELL
Weihao Shen
John T McNeila
Josie xiao jing Chen
SHANE M JOHNSON
MATTHEW CHRISTOPHER MAYER
FRANCIS DEWEY BURKE
SCOTT TAYLOR SHEFFER
AMY GRACE ABROMAITIS
MATTHEW ADAMS
CAROLINE JONES
RICHARD PAUL KEARNEY
Bo Hoffman
Brian Alexander Villanueva
Jill Kaye Dreibelbis
Brittany Regina Allenson
Ryan Earl
Edmund Kean John
LINDA DIANE JONES
SALLY HOFFMAN
Kurt Andrew Hayn
SHANE MICHAEL LEVEY
Karl Eric Hanson
Issac M Gao
Matthew Cinciripino
HERBERT CONLEY HUFFMAN
Tyler Ciemniecki
CHRISTY BARILOTTI
Jessica Squadroni
DINA ANTONETTE HARTNETT
Nicholas Woo-Hsiung Sun
JENNIFER ANN GARRETT
CHRISTIAN GRUDE
DAVID YU-WEN SUN
SAMUEL MARCELINO CARPIN
DEREK ALLEN LEMKE
JONATHAN D SMITH
ROSS BRIAN MULDOON
anthony michael civitello
Alexis Rose Barnhart
MICHAEL ALLEN NEWMAN
DANIEL JOSEPH KELLEY
EVAN AVGERINOS
ANDREW DONALD SCHAFFER
WOODWARD TOWN ODIORNE

Within 25 miles of Lower Merion, PA, Best Investors lists 766 registered investment advisory firms with 1,957 offices nearby, managing about $45.4T in combined regulatory AUM across 3,586,606 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 Merion

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