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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

J.P. MORGAN SECURITIES LLC
SUN GLOBAL LLC
TRANSGLOBAL ADVISORY, LLC
ENTRUST FINANCIAL LLC
CORIENT
PRINCIPAL SECURITIES, INC.
PINNACLE STRATEGIC WEALTH MANAGEMENT, LLC.
PRESERVATION WEALTH MANAGEMENT
LPL FINANCIAL LLC
RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC
EAGLE STRATEGIES LLC
STATE FARM INVESTMENT MANAGEMENT CORP.
EDWARD JONES
AMERIPRISE FINANCIAL SERVICES, LLC
OSAIC WEALTH, INC.
DSC FINANCIAL ADVISORS, LTD.
ALLIANT RETIREMENT CONSULTING
HIGHTOWER ADVISORS, LLC

Investors

JILLIAN POLANCO
Yongsheng Xu
QIN ZHANG
MICHAEL PENG
Ning Tang
Lin Fei
Yu Zhang
MCKENZIE JANE FRANKEL
JOSEPH MARTINEZ
Jay Gordon Llewelyn
JOSLYN GAIL EWART
JENNIFER MARY BRAVO
Joseph Robert Giorgio
MICHAEL NEWMAN MATTISE
BRIAN JOSHUA JACOBS
CARL MICHAEL ROSENFELD
BRYAN ROBERT BLADES
CASEY ZISTEL SHURE
AUSTIN DODGE HOGGAN
Derrick Joseph Goodenow
Alyssa Marie Otway
Ashley Diane Nimon
Jack Michael Gartlan
Haley Paige Langan
Kathryn Rose Riesberg
Matthew Horan
JUSTIN MATTHEW SPIKE
Max Elfenbein
Andrew Michael Matusik
JOHN ARCHIBALD ONEILL
THOMAS MARCHOZZI
MICHAEL ANTHONY PIERSON SCHIMEK
STEVEN ALAN SUIB
MATTHEW RYAN SILVERHARDT
BARRY ARTHUR RUCKS
JOHN EDWARD FRAMPTON
PETER LANZA
GREGORY THOMAS DEXTER
Frank Moschella
ROBERT GEORGE KARALIUS
Dominick Francis DiNofa
Isaiah Cooper
Cara Jaclyn Archer
MARK CHARLES WELLER
NICOLE MARIE PIZZI
THERESA ANN SIMS
KEVIN S MARTIN
ALEXANDER FOSTER CABOT
RYAN MICHAEL PINTER
EDGAR WILLIAM LAMBERT
Jared Kyle Pinter
GRACE SHWUHUEY HUANG
Stephen Andrew Moyer
Scott McCrea
NICHOLAS PETER DEMAIO
MARIA L SHIELDS
CHRISTINE MARIE STEFANOU
MEGHAN ELIZABETH MCINTYRE
DAVID ANDREW DZENDZEL
SAMANTHA LYNNE FRICK
STANLEY MICHAEL ROBBINS
WILLIAM JAY NORBERG
WILLIAM JOSEPH SIFER
Julia Scaringe Sell
JAMES ALAN IAN LASCHINGER
KATHLEEN MONAHAN
Ryan OConnor
Brett Barron
Mark Erven Meyer
TERESSA LEA RAMBO
ROBERT HENRY NELSON
SEAN PAUL WAGGONER
ADRIANA RAMOS COURTS
QUAY DIXON
RYAN CHRISTOPHER BARNETT
PATRICK Ralph TINKHAM
Alexandra Marie Parsons
KATHLEEN RUTH AICHER
CARA CAPPETTO REYNOLDS
CARRIE LYNN SILVESTRO
Tyler Glenn Olson
CHRISTIE CHENG SCOTT
FRANCIS XAVIER MASSE
Brayden Daniel Sauerbier
RAYMOND LAWRENCE BARALDI
GREGORY CHARLES SARIAN
KEVIN LEO WAGER
George Breckinridge Cauffman
Nicole Morgan Serio

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