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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

TRUEWEALTH SOLUTIONS
TRAVERSE PRIVATE WEALTH
MONDRIAN INVESTMENT PARTNERS (U.S.), INC.
MML INVESTORS SERVICES, LLC
BC ADVISORS, LLC
OPPENHEIMER & CO. INC.
TLG ADVISORS, INC.
CETERA INVESTMENT ADVISERS LLC
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC
OSAIC INSTITUTIONS, INC.
STEVEN G. BLUM AND ASSOCIATES, LLC
CITIZENS SECURITIES, INC.
GIRARD ADVISORY SERVICES, LLC
PFS INVESTMENTS INC.
STATE FARM INVESTMENT MANAGEMENT CORP.
SUN GLOBAL LLC

Investors

KAHLILAH K DOWE
BRYAN ANDREW MOYLAN
MICHAEL JOSEPH DALY
JAMES FRANCIS BRECKER
LAURA ANNE CONLON
JASON THOMAS LAIRD
Ryan Michael Schrader
EDWARD ALLEN RITTENHOUSE
JUSTIN ALEXANDER RICHARDS
DANIEL ROBERT PORTER
Kyle S Evans
ZACHARY DOV GOLEN
KENNETH T PODELL
SCOTT DAVID WARSHAW
Anna Dinh
Zoe Tauriello
ANDREW STARFIELD
William Langston Laury
ANTHONY SPATICHIA
HOWARD P COHEN
Kyle Frechette
Jason Thornton
Susan Claire Walter
JOHN MICHAEL NOVAK
ROBERT WILLIAM FITZMAURICE
PAUL JOHN FELIX
MICHAEL GIRARD ABRUZZO
Troy Clements
Matthew Kochen
MATTHEW JOHN ASCIUTTO
MICHAEL ANTHONY MELITO
GARRETT PHILLIPS FLASINSKI
ALEXANDER RUSSELL MOTTLE
Samuel Christie
Christine Marie Topping
Grey Mitchell
CASEY MURPHY MCKEE
Jeffrey John Filoon
David Dong Hyun Park
DOMINIC BISIRRI
Michael Joseph Gibbons
Phillip Chai
DAVID JAY WEISMAN
CAREN R LEVINE
GINA L MAIDEN
RORY T SULLIVAN
DONTE TYREE LLOYD
CHRISTOPHER M. OTTEN
MICHAEL HARTSOUGH
ROBERT F RYAN
Jacob Castaneda
James Andrew Woodcock
ALVIN KINGCADE
LINDA RUTH KATZ
BRUCE HARVEY SHAM
David McFadden
Cameron S Flasinski
Dean Ranlof
Max Austin Tebbens
Nikolaus Michael Kilmer
BRADLEY STEVEN WILLIAMS
JOHN ALAN HANHAUSER
DUANE DOMINIC CABRERA
ERIC DAVID GARTLAND
MARK D ABBONIZIO
SEAN MCANENEY
PATRICK KEVIN MCFADDEN
BENYAMIN N LEVY
Grant William Gaugler
TODD A. MAROTTA
DEAN ADAM MIOLI
ETHAN TREVOR HARRIS
Darian Kishaun Daniel David
SHAWN ANDREW WAGNER
GERALD DENNIS FAHEY
PETER ANTHONY SCILOVATI
BRIAN JOSEPH FISHER
Edward Braun
Amy Keller
WILLIAM BARRETT MULLIN
Connor Louis Smith
KEVIN SMITH
Katherine B Mullin
Peter Kent Hoover
THOMAS FLYNN
David Paul Wilson
Matthew W. Fry
Christopher Michael Mayer
STEVEN G. BLUM
MARY QUINN BONFINI
Joseph Patrick Mylotte
CHRISTOPHER MARTIN BRISCOE
MICHAEL JOSEPH LITZ
Angela Brooke Yang
JENNIFER LYNN STRAWSER
TIMOTHY SCOTT CHUBB
JAMES NICHOLAS COLAO
Pawel Adam Durka
RENEE J. BOWEN
LISA MARIE BUONO
DAVID WARREN GEIBEL
CHRISTOPHER PATRICK POWERS
CATHY LYN RAHAB
THOMAS EDWIN MILLER
Brian Keith Hungarter
KELLY MARIE REGAN
EMILY JANE SAFFORD
TIMOTHY DAVID ELLIS
RYAN CHRISTOPHER HAMILTON
BLAINE HAMILTON MOONEY
JOHN HENRY JANDRASITS
DYLAN ZACHARY WELSH
MARY SUN
COLLIN BRIAN GAMBLE
Derek Jones
Yongsheng Xu
QIN ZHANG
MICHAEL PENG
Ning Tang
Lin Fei

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