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Best financial advisors in North Penn, PA

Registered advisers within 25 miles of North Penn, PA.

Offices
1,654
Firms
657
Combined AUM
$44.6T
Firm-wide filings, not assets booked only here
Clients
3.57M
3,570,803 clients when Item 5C has a number
Avg / client
$12.5M
Combined AUM ÷ clients

Nearby offices

Firms

LINCOLN INVESTMENT
CITIZENS SECURITIES, INC.
CETERA INVESTMENT ADVISERS LLC
STATE FARM INVESTMENT MANAGEMENT CORP.
INTEGRITY INVESTMENT ADVISORS, LLC
CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC.
AURORA RE FUND MANAGER, LLC
WELLS FARGO CLEARING SERVICES, LLC
ALLSTATE FINANCIAL ADVISORS, LLC
GLOBAL WEALTH MANAGEMENT, LLC
OSAIC WEALTH, INC.
EDWARD JONES
LPL FINANCIAL LLC
ADVISORY SERVICES NETWORK
J.P. MORGAN SECURITIES LLC
WELLFULL

Investors

KELLY S OCHOTNY
LEONARD JOSEPH RIZZOTTI
TYLER E MANGUM
MICHAEL PATRICK KLEIN
WILLIAM JOHN KELLER
JAMES BERNARD SIMON
David Jwanier
HARRIET LITZ
KIMBERLY WESTON
GRACE SHWUHUEY HUANG
MARK BENJAMIN ZINMAN
IRA M. FELDMAN
JOHN ROBERT HICKEY
Daniel Joseph Carney
TIMOTHY VERNON SWARTLEY
SIDNEY JASON RUTH
DANNY JAY BUESING
JOSEPH WALTER GUNSIOROWSKI
Deanna Michele LaSpino
RAYMOND ZONG
Jeffrey E Pascoe
ELIZABETH ANNE HERMAN
Kia N Coleman
BRYAN SCOTT PECHEREK
Matthew James Dewitt
KENNETH MICHAEL CORDELLA
BRADY EDWARD YOHN
GREGORY HARRIS STEIN
JOHN GRANT GRIFFITH
ROSE ALYSSA BERNARDO
Victoria Noelle Williams
MATTHEW RYAN RITTENHOUSE
NICHOLAS ANTHONY BERNARDO
Matthew Haraburda
MICHELE LYN HEWITT
Brock Hewitt
Martha Suzanne Pope
LANCE JOSEPH ROSINA
ANTHONY BERNARDO JR
LISA RENAE LEATHERMAN
ALEXANDER JORDAN MONGAN
Matthew Stephen Delzingaro
Michael Ryan Kern
BRADLEY CHRISTOPHER BISHOP
Austin Jarred Seibert
Jared Scott Mason

Within 25 miles of North Penn, PA, Best Investors lists 657 registered investment advisory firms with 1,654 offices nearby, managing about $44.6T in combined regulatory AUM across 3,570,803 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 North Penn

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