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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

UNIO CAPITAL LLC
ROCHE FINANCIAL PARTNERS LLC
BAHL & GAYNOR LLC
2048 VENTURES, LLC
STATE FARM INVESTMENT MANAGEMENT CORP.
LPL FINANCIAL LLC
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED
CITIZENS SECURITIES, INC.
NIGIDO MULLIN INVESTMENT STRATEGIES, LLC
PNC WEALTH MANAGEMENT LLC
CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC.
FINANCIAL SPECTRUM INC.
ALVIN CLAY FINANCIAL ADVISORS, LLC
PFS INVESTMENTS INC.
COMPREHENSIVE INVESTMENT MANAGEMENT, LLC
EQUITABLE ADVISORS, LLC
ENDOWBRIDGE CAPITAL, LLC

Investors

ROBERT S GREGOV
KEVIN PATRICK BOMAN
AMY KATHLEEN HENEGAN
CHRISTOPHER DANIEL GIUNTA
RYAN FORD QUILLEN
Justin Theodore Hughes
Anthony G Molfino
PRAKASH MADHU SHETTY
SUSAN MULLIN
ROBERT SALVATORE MULE
KYLE THOMAS VITO
KARL THOMAS CRYTSER
MICHAEL DICHRISTOFARO
ALVIN ABRAHAM CLAY
PAUL KENNETH KINGSTON
RICHARD E BOROWY
THERESA MARIE WEAVER
Mary Jo Anne Webb
WILLIAM BRUCE QUAGLIO
LEO SCOTT WEBB
Savannah Webb
DONALD EDWARD JONES
Michael A Benscoter
Gregory Malcolm
MICHAEL STEVEN KARRIS
NICOLE POMPA

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