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Best financial advisors in Newtown Square, PA

Registered advisers within 25 miles of Newtown Square, PA.

Offices
1,807
Firms
735
Combined AUM
$45.7T
Firm-wide filings, not assets booked only here
Clients
3.59M
3,585,204 clients when Item 5C has a number
Avg / client
$12.7M
Combined AUM ÷ clients

Nearby offices

Firms

UP FINTECH ASSET MANAGEMENT
NEWSQUARE CAPITAL, LLC
LYNCH INVESTMENT PLANNING, LLC
MML INVESTORS SERVICES, LLC
PRIVATE ADVISOR GROUP, LLC
CETERA INVESTMENT ADVISERS LLC
GWN SECURITIES INC.
EQUUS CAPITAL PARTNERS, LTD.
LOGAN CAPITAL MANAGEMENT, INC.
LPL FINANCIAL LLC
RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC
GRAHAM PARTNERS, LLC
CONCENTUS WEALTH ADVISORS
ETF ARCHITECT
ALPHA ARCHITECT
MORGAN STANLEY
CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC.

Investors

Yang Xu
MIGUEL L BIAMON
Tyler Andrew Pugliese
TIMOTHY ANDREW CHISHOLM
LEE SCOTT GROUT
RYAN L KIRK
Robert Kenneth Kuberski
David Francis Lynch
Michael Joseph Lynch
JAMES LYNCH
DAVID SCOTT CARR
MICHAEL L MILEY
WALTER J TIMBY
WILLIAM RAYMOND STINGER
DANIEL TODD FIRST
ROBERT JOSEPH MULLIN
BRIAN CHARLES MCGEEHAN
PAUL GREGORY EVANS
MARK ANDREW KIRSCH
ROBERT M MARASHESKI
ALBERT M CORRATO
CHRISTOPHER BRETT MONTICH
SCOTT IRA LISSANSKY
WILLIAM DONALDSON ROOT
JAMES S TROTTER
MATTHEW SHANE GRECO
CHRISTOPHER MICHAEL FALLON
KYLE JAMES CLEARY
STEVEN MATTHEW KAPLAN
MARC P VIRGA
Steven Tanner Broll
William Wayne Gruehn
Connor Thomas Davis
James Laurence Unger
Trevor Ryan McNulty
Patrick Michael McCann
Jack Walker
Nicholas Sigismondi
Victor Manuel Marcelo
DARREN Michael DIRENZO
Julia Yvonne Tremblay
Joseph Montooth
Avery Law
Jacob Ellison Baumann
DANIEL RALPH JOIE
H. WARREN INGERSOLL
JUDITH ANNE CASSIDY
JEFFREY LAURENCE GRUEHN
ROBERT ARTHUR NEWMAN
JAMES HAROLD UNGER
JEFFRY COOLIDGE CAMPBELL
MATTHEW ERIC PRATZNER
RAYMOND E MOORE
DAVID A. BROLL
STEPHEN J DEMCHYK
DONNA GERACE
GREGORY MICHAEL SMALL
PATRICK MICHAEL MCCANN
ROBERT JOSEPH HAGENBERG
JOSEPH CHARLES CARR
ANDREW ANTHONY DEL BEATO
JAMES ROBERT VEIT
BENJAMIN IAN SKUPP
PETER NICHOLAS LUZAK
JONATHAN JAMSHEED JARAIEDI
Ryan Michael Maloney
MICHAEL RAYMOND TAYLOR
STEPHEN FRANCIS IZZI
DANIEL JOSEPH FORDICE
Edward Bonnefond Kerschner
Brenan Sanders McAllister
Nicholas John Fowler
Cole R Vanderwerf
William Walker Heath
Mason Benjamin Abate
Stephen Weigner
Benjamin David Bauer
Peter Klein
Christopher Joseph Scoffone
Kearen Quinn Miller
Matthew Delphais
KEVIN BARRY ONEILL
Joseph Robert Hamilton
Richard A Sterling
Jacklyn Naselli
Connor Jacob Fernholz
Jacob Parker Myers
Michael Andrew Crowley
Alexander Stewart
John M Doyle
Michael Vincent McKnight
Brynne Lee Kuberski-Garris
Eric Donohue
Stephen John Kostyk
Nicholas Familetti
Samuel Stuart Gruehn
Shawn Bradley
Kyle William Mittelstadt
Anthony Richard Scarpino
William Milligan
Brad Thomas Corsi
David Anthony Grabowski
Salvatore Rendin Kaufman
Keith Anthony Lecky
Victor Paul Valeski
THOMAS JOHN TREA
CHARLES JOSEPH DOWDS
MELANIE KOPKA DAHL
JOHN MICHAEL KLUSARITS
DANIEL PATRICK MAGUIRE
MARK BERNARD FUESSINGER
FRANCIS ANTHONY NASELLI
JAMES FRANCIS BURNS
COLIN BAXTER LAW
KEITH VINCENT LECKY
KEVIN BARRY ONEILL
JOSEPH EDWARD SYERNICK
TIMOTHY THOMAS IRVINE
JAMES JOSEPH RANIERI
JOHN J PRESTA
JOHN SMITH SWARTS
ANTHONY JOHN SANTISI
JOHN DAVID MCCULLOUGH
MICHAEL PATRICK ROOT
TRENT MICHAEL LEUPOLD
PAUL JOHN MONTEFIORE
Joseph John O'Shea
PAUL N VENTO
ANTHONY MARK LUCIDONIO
MICHAEL ROBERT DAYTON
GERARD BENEDICT
RYAN SCOTT GALLOWAY
ADAM C. DOUGLAS
MARTIN ANDREW SCHWEITER
PHILIP STOLTZFUS
BENJAMIN YEAGER
ERIC WELLS SHARPE
PAUL GAGLIARDI
Robert Sean McKernan
Nicholas Chad Pisorchik
Nicholas Martino
HUNTER HERSCHELL
Gerald Michael Gray
Thomas Anthony Powers
Ryan Michael Maguire
Anthony Paul Basciano
NICHOLAS SCOTT FOREMAN
JOSEPH VINCENT NASELLI
GARY EARL DANIELS
HUNTER SCOTT TROTTER
JOHN FRANK MAZZOLA
EDWARD GEORGE KERSCHNER
PETER JOSEPH BLAUERT
JAMES WILLIAM CLEARY
OSCAR LUIS MESTRE
PETER SMITH ZONINO
WAYNE MARK BARTOLACCI
John McElwee
ROBERT C MCMASTER
MICHAEL SAMUEL MONASTRA JR.
Anthony Stephen Degli Obizzi
CHARLOTTE ROSE RICE
MICHAEL SAMUEL MONASTRA
DAVID JOSEPH MONASTRA
VINCENT PAUL DURSO
Vincent A Durso
LOUIS JOSEPH BUTERA
CHRISTOPHER MCPHERSON JACKSON
BERNARD JOSEPH AUDET
DANA HAINES STEWARDSON
TREVOR PHILLIPS JOHNSON
BRIAN PAUL RUSSO
PETER FISCHER COOKE
CHRISTOPHER MOORE TRAVERS
MARY ELIZABETH FUGLER
SARAH JOY MENKES
JENNIFER ANN ROSEN
JULIE DENTEN KELLY
William Thomas Fitzpatrick
CHRISTOPHER PAUL OUIMET
STEPHEN SUBERS LEE
AL BESSE
JOSEPH WILLIAM LANGELLA
MERTON WAYNE BREISCH
CHRISTOPHER P O'KEEFE
Gbarclai Mowenn
RICHARD Eric BUCHWALD
JAMES HOWLEY SWEENEY
NATHAN JOSIAH HAYWARD
John Alfred Liberatore
Garrett Charles Roach
Thomas Greco
PAUL FLICK STRID
Patrick Johnson
Andrew John Brewster
ERIK ORTLIEB STRID
Paige E Deasy
WILLIAM JOSHUA ANTHONY RUSSELL
JESSICA DAWN LEIGHTY
RICHARD MOODY SHANER
PATRICK RUSSELL CLEARY
ERIK CHAVEZ
RICHARD KYLE BAXTER
WESLEY ROBERT GRAY
SEBASTIAN DOUGLAS PUGLIESE
JOHN ROBERT VOGEL
SARAH E BUONOCORE
Alain Boletta
Kristen I Weil
DAVID ROSS SCHAEFFER
JEFFREY KENNETH MERTEN
THOMAS J O'ROURKE
Vicki Pace
CARL GISSLER MORGAN
DOUGLASS RALPH TIETBOHL
ADAM MATTHEWS SAUNDERS
BRETT WAYNE WALLACE
Christine Elizabeth Gallo
CHRISTOPHER WILLIAM GRANDIERI
MATT RIFKIN
Alyssa Noelle Follo
WILLIAM DREWES SMITH
Matthew Newcomb McKenzie
AARON JOSEPH MCINTYRE
DIANNE B WILLIAMS
JOSEPH GUERINO DIGREGORIO
KRISTA MARIE FINEGAN
DENISE A WINE
JUSTIN T WELLEN
John Donald McQuarrie
ALLYSON DEFRUSCIO
MICHAEL LAWRENCE RIFKIN
DAVID ANDREW BENTLEY
TIMOTHY WEAVER TREXLER
THOMAS BARRETT MISSETT

Within 25 miles of Newtown Square, PA, Best Investors lists 735 registered investment advisory firms with 1,807 offices nearby, managing about $45.7T in combined regulatory AUM across 3,585,204 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 Square

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