Best Investors Account Sign in

Best financial advisors in Newtown Sq, PA

Registered advisers within 25 miles of Newtown Sq, PA.

Offices
1,779
Firms
728
Combined AUM
$45.3T
Firm-wide filings, not assets booked only here
Clients
3.58M
3,584,946 clients when Item 5C has a number
Avg / client
$12.6M
Combined AUM ÷ clients

Nearby offices

Firms

MARINER
WORLD INVESTMENT ADVISORS, LLC
AC WEALTH PARTNERS
ENVESTNET PMC
ENVESTNET PORTFOLIO SOLUTIONS, INC.
ENVESTNET RETIREMENT SOLUTIONS, LLC
FDX ADVISORS, INC.
QRG CAPITAL MANAGEMENT, INC.
VILLANOVA INVESTMENT MANAGEMENT COMPANY, LLC
EDWARD JONES
GWN SECURITIES INC.
ALPHA ROCK INVESTMENTS, LLC
WELLS FARGO CLEARING SERVICES, LLC
KESTRA ADVISORY SERVICES, LLC
LPL FINANCIAL LLC
GREEN DRAKE ADVISORS LLC

Investors

JOHN CHRISTOPHER GREGO
Robert Norton
WILLIAM THOMAS COLE
BRENDAN PATRICK MCCONNELL
MICHAEL JOHN KERR
JASON BRADFORD MOORE
JOHN EDWARD COYNE
JAMES JOSEPH TRACY
George Brooks Wrightnour
DAVID Lee HEIN
CALVIN DON BRYANT
Christopher Layton Barlow
LACEY BLAIR Zavelovich
Richard Andrew Stanek
JAMES F CONYBEAR
CATHERINE THERESA REESE
MATTHEW AUBREY ERICKSON
SCOTT M PEARLMAN
MICHAEL ANTHONY SALDUTTI
MICHAEL HOFFER FEATHERMAN
ROBERT W RIGGS
MICHAEL ANDREW PESCATORE
JENNIFER MARIE TARNOFF
Trinity S. Gray
RUSSELL CHARLES COLBURN
JEFFERSON FRANCIS BARTLEY
JOSEPH THOMAS HEIDEMAN
BRAD NICHOLAS MCILVAINE
RACHEL B MANDEIX
BRIAN PATRICK MALLEN
ANDREW THOMAS MCDONALD
Luke Andrew Maioriello
ALEXANDER CHRISTIAN AYCOCK
BRANDON ROCKWELL THOMAS
ANDRE CHARLES BEHRMANN
SETH GARRETT WAGER
STEVEN DAVID MISHEIKIS
ALAN ROBERT KREUZBERGER
TODD DOUGLAS RAIS
ANTHONY JOHN DELMASTRO
NATHAN LLOYD JOHNSON
MICHAEL JAMES DREVENY
JANET LOUISE MARICONTI- SHABMAN
Shannon Michelle Massey
ROBERT LEE VINES
DENISE MARIE DIANA
KEVIN PATRICK ST. CLAIR
REGAN BURKE RYAN
WILLIAM MICHAEL RYAN
ANDREW BARTHOLOMEO SIMONETTI
ANDREW ARTHUR STAVARIDIS
KIPP RICHARD CORMIER
Sarah Lynn Abernathy
ERIK ROBERT PREUS
JANIS ZVINGELIS
MEGAN L. MEAD
TIMOTHY JAMES KELLEY
Eric Donato
Ryan S. Horvath
BRIAN J CONNELLY
EDWARD ANTHONY TRUMPBOUR
DONALD IRVING OHARA
RASTISLAV BERLANSKY
ANDREW David BRICK
Kevin Conway
BRIAN DOUGLAS DART
SEAN JOSEPH MURPHY
BRYCE GABRIEL SISKO
RONALD LESTER WENRICH
TYLER BRET LIECHTY
RAYMOND FRANK DUNEGAN
RYAN SCOTT CHRISTENSEN
BRET-MICHAEL DESTEFANO
JEFFREY JOHN MILLER
JOSHUA P MILLER
KERRY HAWVER
Patrick James Bello
MATTHEW HENRY CUNNINGHAM
JULIE F ARANOWITZ
COLIN PHILIP SHANNON
BRIAN ANDREW SCHREINER
MELISSA LEE TOMASIC
KRISTIN JONES
CHRISTOPHER HUNTER ATLEE
BROOKE WOODING
MIROSLAVA ALTAY
Michelle Brianna Adams
JOSEPH WILLIAM O'CONNELL
CHARLES DAVID KURTZMAN
LAWRENCE DAVID BORGER
AARON SCOTT RICHMAN
JONATHAN HENRY SHEVLIN
GREGORY J KNIGHT
ROBERT TIMOTHY HIGGINS
ANTHONY LOUIS CELENTANO
THOMAS RITSON FERGUSON
ROBERT ERIK IMMENDORF
RYAN BURKE
GENE STANLEY FERRARO
MICHAEL CENCI
JOHN JOSEPH KNIGHT
CAROLYN JEAN PORTER
NICOLE MALTESE
GREGORY DENNIS MACK
JESSICA LYNN BILBY
DELORES RUTH BROCKINGTON
THOMAS CLEGG SMITH
ROBERT PHILIP CAUTILLI
BRIAN GRANT VASSALLUZZO
JAMES HEALY PEPE
DANIELLE LEE SHUGHART
DEAN BELLOS
MICHAEL SAMUEL SIRIANNI
SCOTT MICHAEL KORUBA
BRIAN THOMAS D'AMICO
BRUCE R MARGER
JONATHAN WILLIAM DIAMOND
GEORGE ANTHONY BELLOS
BRETT DAVID COLE
J TIMOTHY CORLE
Dustin Michael Willing
JAMES HENRY CLARK
PAUL LOWELL SLOATE

Within 25 miles of Newtown Sq, PA, Best Investors lists 728 registered investment advisory firms with 1,779 offices nearby, managing about $45.3T in combined regulatory AUM across 3,584,946 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 Newtown Sq

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