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Best financial advisors in Lynnewood Gardens, PA

Registered advisers within 25 miles of Lynnewood Gardens, PA.

Offices
1,958
Firms
745
Combined AUM
$45.3T
Firm-wide filings, not assets booked only here
Clients
3.59M
3,586,326 clients when Item 5C has a number
Avg / client
$12.6M
Combined AUM ÷ clients

Nearby offices

Firms

WELLS FARGO CLEARING SERVICES, LLC
CITIZENS SECURITIES, INC.
COPPELL ADVISORY SOLUTIONS LLC
EDWARD JONES
PNC WEALTH MANAGEMENT LLC
J.P. MORGAN SECURITIES LLC
CETERA INVESTMENT ADVISERS LLC
STATE FARM INVESTMENT MANAGEMENT CORP.
KESTRA ADVISORY SERVICES, LLC
COMMONWEALTH FINANCIAL NETWORK
RAYMOND JAMES & ASSOCIATES, INC.
OPPENHEIMER & CO. INC.
VERTEX FINANCIAL ADVISORS LLC
TLG ADVISORS, INC.
KEITZ INVESTMENT MANAGEMENT LTD.
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED
CHESTNUT INVESTMENT ADVISORY

Investors

REID IRA CHIZIK
DARRON LAMONT CARPENTER
DANIEL WILLIAM DUBYK
MARCUS ROBINSON
Christopher Charles Kemezis
Jonathan Basta
KEVIN PETRONE
Alexander Canakis
Claudia R. Morales-Herrera
SANGHOON HUH
STEPHEN THOMAS JARVIS
ROGER DALE WALTON
NICOLAS S GRANT
BRIAN HUGH GRANT
LANCE WARREN RULTENBERG
AMY E BAKER
RYAN SACKS
PAUL STEPHEN BAKER
STEVEN JAMES DEPAUL
ELENA GOSHEVA KOSTOVA
KRISTIN JONES
Francis Xavier Blust
HILARY SEABROOK BLUST
CHRISTINE DIANE PEDRICK
ERIN ANN CRESKO
SUSAN CRIST
Christopher John Jud
Eliza Jane McDevitt
Grace Loveland
DANIEL COLLETTE JONES
DANIELLE R. PAGE
EDWIN R MCDEVITT
GEORGE M SCHWARTZ
JEFFREY WOLF MARGOLIES
KARIM REZQUI
ERIK JOHN HANHAUSER
ROBERT J DARIES
PAUL DAVID KELLER
E MATTHEW STEINBERG
WILLIAM STODDARD VALENTINE
ROBERT C LINK
CHARLES LEWIS HILLIS
JAMES E MARCONIS
MICHAEL CHRISTOPHER DICKSTEIN
MARK D ABBONIZIO
DUANE DOMINIC CABRERA
JOHN ALAN HANHAUSER
MELISSA HAUA
PATRICK KEVIN MCFADDEN
STELLA MA DESANTIS
DAWN M EHRET
ROBERT EDWARD TERNOSKY
STEPHEN GIRONTA
BATIA PRAIZNER
ERIC DAVID GARTLAND
PETER PAUL REMBALSKY
GREGORY DAVIS
Miguel Angel Castaneda
NEAL HOWARD KEITZ
MIANICOLE BRINKLEY
WILLIAM JOSEPH TORRANCE
Amy L Brantz
JOSEPH RALPH CHIARANTONA
KYLE C. MALLACH
Christopher D Schell
Matthew ARTHUR Schell
STEPHANIE LOUISE HECKMAN
Scott M Blanche
Gershon Trimpol
JOHN MAWSON
Bruce JONATHAN Diamond
Caprese G. Harmon
Joshua Adler Surkin
bruce Evan graeber
David A Mallach
Gregory John Curran
Sean peter Volz
DONNA GOLDHORN
GEORGE TOTH
ROLAND REDMOND MCDUELL

Within 25 miles of Lynnewood Gardens, PA, Best Investors lists 745 registered investment advisory firms with 1,958 offices nearby, managing about $45.3T in combined regulatory AUM across 3,586,326 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 Lynnewood Gardens

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