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Best financial advisors in Montgomeryville, PA

Registered advisers within 25 miles of Montgomeryville, PA.

Offices
1,779
Firms
695
Combined AUM
$44.8T
Firm-wide filings, not assets booked only here
Clients
3.58M
3,576,952 clients when Item 5C has a number
Avg / client
$12.5M
Combined AUM ÷ clients

Nearby offices

Firms

UNITED CAPITAL FINANCIAL ADVISORS
J.P. MORGAN SECURITIES LLC
BEACON BRIDGE WEALTH PARTNERS, LLC
COMMONWEALTH FINANCIAL NETWORK
INTEGRITY INVESTMENT ADVISORS, LLC
TANNHAUSER FINANCIAL LLC
WELLFULL
CETERA INVESTMENT ADVISERS LLC
RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC
LPL ENTERPRISE, LLC
KEITZ INVESTMENT MANAGEMENT LTD.
BCG SECURITIES, INC.
STATE FARM INVESTMENT MANAGEMENT CORP.
HORNOR, TOWNSEND & KENT, LLC
AURORA RE FUND MANAGER, LLC
WELLS FARGO CLEARING SERVICES, LLC
PFS INVESTMENTS INC.
COMPREHENSIVE ADVISORS, LLC
PRIVATE ADVISOR GROUP, LLC

Investors

DAPHNE C HU
PATRICIA A ANGELOZZI
JOHN GRANT GRIFFITH
STEVEN JOHN KRZYWICKI
JOHN DAVID JIM
PETER J KEENAN
JAMES F SCHMIDT
Caitlin Victoria Sigler Escoffery
Nicholas Romano
JOSEPH ANTHONY ROMANO
MARK BENJAMIN ZINMAN
IRA M. FELDMAN
JOHN ROBERT HICKEY
Daniel Joseph Carney
SEAN CHRISTOPHER WIELAND
LISA RENAE LEATHERMAN
GRANT REID RASKIN
STEPHANIE HENRYKA MCCURRY
ARTHUR MICHAEL STRACKHOUSE
GLENN MICHAEL PALMITESSA
Andrew Paul Pilone
Jason ELLIOTT Hine
ERIC MICHAEL LEWANDOWSKI
Brian F Duross
MICHAEL LOREN KEITZ
HO-TAE CHANG
DONALD PAUL ANTONACIO
GRACE SHWUHUEY HUANG
Kieran John ODonnell
Landon R Swallow
KEVIN PHILLIP MCGONAGLE
DANNY JAY BUESING
JOSEPH WALTER GUNSIOROWSKI
DINO TYRONE BRYANT
CHRISTOPHER THOMAS CRAIL
WILLIAM R SULLIVAN

Within 25 miles of Montgomeryville, PA, Best Investors lists 695 registered investment advisory firms with 1,779 offices nearby, managing about $44.8T in combined regulatory AUM across 3,576,952 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 Montgomeryville

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