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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

LPL FINANCIAL LLC
RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC
CITIZENS SECURITIES, INC.
CETERA INVESTMENT ADVISERS LLC
STATE FARM INVESTMENT MANAGEMENT CORP.
PNC WEALTH MANAGEMENT LLC
EDWARD JONES
ISQ CAPITAL
INDEPENDENCE SQUARE HOLDINGS, LLC
PARK AVENUE SECURITIES LLC
TRUIST ADVISORY SERVICES, INC.
STERLING CAPITAL MANAGEMENT LLC
CLIFTONLARSONALLEN WEALTH ADVISORS, LLC

Investors

MATTHEW RYAN SILVERHARDT
BARRY ARTHUR RUCKS
JOHN EDWARD FRAMPTON
JOHN BATTISTA
LAWRENCE RICHARD FIORINI
Matthew Anthony Kitchie
Ray S Greenberg
JOHN FRANCIS DEGIROLAMO
Carline Diane Gondre
Dillon DeAntonio
Justin Hayes Bartolomucci
Brenton Friden Stransky
MEG RYAN
MICHAEL BRIAN BURCHELL
DALE BRIAN FOARD
RICHARD JOSEPH CATANESE
JOHN ROBERT DELP
DANIEL MARTIN AGOGLIA
JESSE LEVY
JOHN J GRIMLEY
CHRISTOPHER BARTLEY LUNDMARK
CHRISTOPHER GEORGE GROEBER
TIMOTHY JOSEPH DORAZIO
BRIAN D PLATT
THOMAS JOSEPH MCHUGH
ANDREW W OMALLEY
MONICA ANNE PEDANO
MICHAEL ANDREW SLATTERY
JOSEPH BLACK ELLIOTT
BENJAMIN MORRIS AUSLANDER
ERIK CLIFFORD LINDHOLM
CHRISTINE DIANE MCEWAN
Zachary Scott Mineur
Kaleb Matthew Burns
NORMAN STANLEY BATANSKY
STEPHEN MATTHEW SCHLICHTER
MATTHEW RYAN REESE
Mark Ailer McMahon
BLAISE WILLING MILANEK
DONALD LEE CONNORS
JAMES ALLEN COX
JEFFREY F BRYANT
Olivier Sureau
BRIAN SYKES
ADAM J BOYER
ALEXANDRE MORGAN QUANTIN
VINCENT M MAZZEI
MORGANE EYRAUD
Sean Patrick Sykes
STEVEN D EARHART
LAWRENCE J ROSENTHAL
LUCA SUDAN
KEVIN S MARTIN
Rocco Anthony Mazzei
PATRICIA M PICARDI
Robert Anthony Filipone
ANTHONY J CORIO
JOHN JOSEPH COLL
JOHN EDWIN HORN
ALAN RALPH GLASSEY
HARRY WILLIAM HORN
JOHN LOUIS MCCRAW
TYLER REID MCCRAW
LOUIS PASTORE
STEPHEN BALDWIN MORRIS
MICHAEL ROTHMAN
GERALD MICHAEL VAN HORN
ANDREW THOMAS DIZIO
MICHAEL JAMES KYPREOS
JORDAN CHRISTIAN NORLEY
SHANE PATRICK SMITH
ERIC JUSTIN LONG
BLAISE JAMES MILANEK
DOUGLAS JOHN SWEENEY
EDWARD VICTOR FRANCE
MARK G COMYNS
JENNIFER LEIGH BURKHARDT
JESSICA KATHRYN SELVANATHAN
Michael Quinn
Jordan Battee
Timothy Henry Bolinski
PAULETTE MALLIOS CALLAS
ROBERT L NAVE
Kyle EDWARD Fitzpatrick
THOMAS FREDERICK SCHUBERT

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