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Best financial advisors in New Hope, PA

Registered advisers within 25 miles of New Hope, PA.

Offices
960
Firms
344
Combined AUM
$17.3T
Firm-wide filings, not assets booked only here
Clients
2.86M
2,864,228 clients when Item 5C has a number
Avg / client
$6.03M
Combined AUM ÷ clients

Nearby offices

Firms

JANNEY MONTGOMERY SCOTT LLC
LINCOLN INVESTMENT
OSAIC WEALTH, INC.
AMERIPRISE FINANCIAL SERVICES, LLC
ROCKWOOD WEALTH MANAGEMENT, LLC
J.P. MORGAN SECURITIES LLC
WELLS FARGO CLEARING SERVICES, LLC
RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC
CW ADVISORS, LLC
EQUITABLE ADVISORS, LLC
TLG ADVISORS, INC.
COMMONWEALTH FINANCIAL NETWORK
ORCHESTRA MEDICAL VENTURES, LLC
CETERA INVESTMENT ADVISERS LLC
MOONDANCE INVESTMENT ADVISORS, LLC
DEL VAL RETIREMENT AND INVESTMENT SERVICES INC
EDWARD JONES

Investors

Zoe Torres-Lyle
Mark Lee Strange
Daniel Francis Hogan
SCOTT JEFFREY KARPIAK
FRANK B HUNDLEY
Shane Timothy Ennis
MICHAEL PATRICK STEVENS
KEITH DAVID GRAHAM
CRAIG MCGOVERN
NORMAN KENNETH MIELZINER
BRADLEY KEITH ADAMS
MARK ALAN KATZOFF
GREGORY JOHN KUHN
Davis Nagg
CHELSEA Anne GORDON
Michael Izak
J. MICHAEL SEYMOUR
GERALD DONALD BARLOW
CHRISTOPHER JOHN KELLY
SCOTT Andrew UTTERBACk
LISA ANNE POLICARE
Geetha Mathew
PATRICK ANDREW TRAUGER
JOSEPH D'AMORE
Mackenzie Roedel
FRANK ROBERT POLICARE
Brett Clinton Osborn
ROBERT M VOGEL
PAIGE E MARLOW
Carlie Elizabeth Shorr
Benjamin S Herman
Robert Ney Dusek
Jack Paul Gawason
John Collins
Daphne Jillian Smoley
Jack Paul Ventresca
Robert James Maloney
MARK THEODORE KELLY
GERALDINE T BROADBENT
KENNY BRIAN BAUER
JOHN ROBERT AUGENBLICK
TRAVIS SIMAO ROE-RAYMOND
SAMUEL WHITAKER FELDBAUM
MARK ARCIDIACONO
Michael D Flaten
ADAM R KLAZMER
Robert Thomas Stephenson
Megan Jane Lottier
COURTNEY LYNN DURHAM
Maxwell Valentine Dalavai
Catherine P Morgan
Brian M Hansen
James A Smith
John T Hagan
Najeedah Ghias
Kyle David Quigley
Phoebe O'Malley
JADE Alanah MEIER
Siddhi Sagar Malvankar
James Hunter Gilmore
Jackson Charles West
Viviana Marie Salgado
Leigh Machion
John Andrew Little
Emily O'Connor
RENEE A SCHUSTER
JEFFREY BAKER LLEWELLYN
Joseph Robert Houk
Courtney Krzaczyk
John Earl Helvie
Kimberly A Evans
Natalia Rybak
JASON WAYNE COOPER
Casey Baker
David Robidoux
ROBERTA ANN LEVINE
BRIAN J BOSTANCIC
GEORGE A YARNALL
DAVID ALAN LOCHER
Kristeen Anna McConnell
Luis Celso Pasquale Rosa
LEONARD J BRODSKY
KELLY ANN BINKOWSKI
JAGRUTI D PANWALA
ARTI K SHAH
GROVER EDWARD STULTS
CHRISTOPHER EARL LINDENTHAL
DEBRA T JONES
CHRISTOPHER HAMILTON BRASHIER
WILLIAM HOWARD STANERT
WILLIAM SANDS JR
Anna Perasso
Tyler Dribbon
Karen Aversano

Within 25 miles of New Hope, PA, Best Investors lists 344 registered investment advisory firms with 960 offices nearby, managing about $17.3T in combined regulatory AUM across 2,864,228 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 New Hope

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 UBS FINANCIAL SERVICES INC. 18,245 clients · 9,839 advisers $916B AUM 7 LPL FINANCIAL LLC 209,600 clients · 24.4K advisers $819B AUM 8 BLACKROCK INVESTMENT MANAGEMENT, LLC 81 clients · 711 advisers $677B AUM