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Best financial advisors in Milford Sq, PA

Registered advisers within 25 miles of Milford Sq, PA.

Offices
800
Firms
269
Combined AUM
$15.5T
Firm-wide filings, not assets booked only here
Clients
2.81M
2,808,722 clients when Item 5C has a number
Avg / client
$5.50M
Combined AUM ÷ clients

Nearby offices

Firms

KEY INVESTMENT SERVICES LLC
STRATEGIC ADVISERS LLC
OSAIC WEALTH, INC.
CAPITAL PLANNING WEALTH MANAGEMENT
PRIVATE ADVISOR GROUP, LLC
LPL FINANCIAL LLC
CETERA INVESTMENT ADVISERS LLC
CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC.
IVC WEALTH ADVISORS LLC
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED
MILESTONE FINANCIAL ASSOCIATES, LLC
ROCHE ASSET MANAGEMENT, LLC

Investors

KEITH JOSEPH HOLMES
LOUIS JOSEPH LAMOREAUX
ANN FOREMAN
JANENE LYLES-DAVIS
JACOB CRAWFORD
OLIVIA ACKERMAN
TEAGAN JAMES RENNER
STEVEN D WERNER
THEODORE CHARLES WIEDENMAN
NICOLE ANDRE
JEFFERY FEDELE DEPALMA
TERRI DADIO CAMPBELL
JOSEPH B DANCHO
WYATT WILLIAM WOLF
MELISSA LYNN
JERMAINE D EDWARDS
BRIAN WILLIAM LAIRD
Timothy O'Connors
WANQIAN ZHOU
RONALD JOHN YELLETS
JON M ERNST
John Jerry Strasburger
ANN SHEERIN BRINCKMAN
JONATHAN LLOYD CARPENTER
JOHN WILLIAM SULLIVAN
DAVID SCOTT BAHNICK
Cameron Thomas Witherow
ROBERT ROY EVERITT
JOSEPH AUGUST FREDERICK
LEE DENNIS BERGER
REBECCA ANN BERGER
HAESOO CHEON
BRUCE D HILLEGASS
TIMOTHY VERNON SWARTLEY
SIDNEY JASON RUTH
HUGH JOSEPH CAMERON
ROBERT WILLIAM CLARKE
JANE IADEMARCO
JAMES REIMOLD
WILLIAM E REIMOLD
THOMAS J ROBERTS
DIANA MARIE COLAHAN
DAVID WILLIAM GOTWALS
RONALD JACK JOYCE
ERIC VAUGHN LANDES
PAUL JOSEPH MCCOLGAN
JULIE ANN MACDADE
SCOTT JOSEPH CENDALI
Charan Preet Kaur
DAVID SAMUEL COULT
JEFF W LANSCEK
Holly O Clarke
Jeffrey Alex Hegedus
Justin T Poccia
Mihir Shital Saudagar
JUSTIN RUSSELL MILLER
PAUL ANTHONY JULIANO
JOSHUA JOHN ROCHE
JOHN LEROY ROCHE
LOUIS GERALD MAMMANA

Within 25 miles of Milford Sq, PA, Best Investors lists 269 registered investment advisory firms with 800 offices nearby, managing about $15.5T in combined regulatory AUM across 2,808,722 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 Milford Sq

Ranked by regulatory AUM. AUM is firm-wide, not only this area.

1 MORGAN STANLEY 416,984 clients · 24.0K advisers $1.96T AUM 2 MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED 16,844 clients · 26.7K advisers $1.78T AUM 3 STRATEGIC ADVISERS LLC 17,518 clients · 17.7K advisers $1.37T AUM 4 CAPTRUST 963 advisers $1.24T AUM 5 EDWARD JONES 28,751 clients · 24.6K advisers $1.01T AUM 6 LPL FINANCIAL LLC 209,600 clients · 24.4K advisers $819B AUM 7 WELLS FARGO ADVISORS 5,302 clients · 15.3K advisers $671B AUM 8 AMERIPRISE FINANCIAL SERVICES, LLC 124,349 clients · 13.6K advisers $660B AUM