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Best financial advisors in Merion Sta, PA

Registered advisers within 25 miles of Merion Sta, PA.

Offices
2,058
Firms
798
Combined AUM
$45.5T
Firm-wide filings, not assets booked only here
Clients
3.59M
3,587,878 clients when Item 5C has a number
Avg / client
$12.7M
Combined AUM ÷ clients

Nearby offices

Firms

RADCLIFFE CAPITAL MANAGEMENT, L.P.
OVP MANAGEMENT CO., LLC
MINERVA ADVISORS LLC
EQUITABLE ADVISORS, LLC
PNC WEALTH MANAGEMENT LLC
CETERA INVESTMENT ADVISERS LLC
EAGLE STRATEGIES LLC
WELLS FARGO CLEARING SERVICES, LLC
STRAFFORD CAPITAL MANAGEMENT, LLC
TRUIST ADVISORY SERVICES, INC.
ORBITAL MANAGEMENT
LPL FINANCIAL LLC
PLC INVESTMENT SOLUTIONS, LLC
CITIZENS SECURITIES, INC.
OSAIC INSTITUTIONS, INC.
J.P. MORGAN SECURITIES LLC

Investors

NORINA R VITTESE
Thomas Lyman Bryan
DOUGLAS ALLEN BURTNICK
WILLIAM B WEIHENMAYER
Alexander Ewing Snyder
MICHAEL STEPHEN PAUL
ANDREW DAVID RUBIN
ANDREW ABRAHAM GOLDMAN
ANDREW STEPHEN KLAZMER
JASON TODD KLAZMER
GARY MICHAEL KLAZMER
ROBERT WILLIAM GEIGER
KEVIN LOGAN
AVRAM GREENBERG
DARRYL KENNETH LONGO
DAVID PAUL PFOTENHAUER
DAVID ANTHONY FATTIZZO
ROMANA MARIA POPEWINY
EDWARD HA
LAWRENCE DAVID SHAW
MICHAEL J KULINSKI
Steven G Trojanov
Joseph Michael DeSipio
CHRISTOPHER ANTHONY SIAPLAY
THOMA CAPO
ANTHONY DAVARO
JONATHAN REED LIGGETT
SCOTT ARI SHAW
OFIR MAMAN
ERIC WILLIAM LOUGHNANE
ROSS ELLIOT COHEN
DAVID JOSEPH DIEAL
MATTHEW SCOTT BAGELL
DEREK SCOT DAVIDSON
BRIAN CHARLES DOUGHERTY
Joseph Patrick Mylotte
David Paul Wilson
Matthew W. Fry
Christopher Michael Mayer
JONATHAN MASTER
Michal Robert Pieczonka

Within 25 miles of Merion Sta, PA, Best Investors lists 798 registered investment advisory firms with 2,058 offices nearby, managing about $45.5T in combined regulatory AUM across 3,587,878 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 Merion Sta

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