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Best financial advisors in North Wales, PA

Registered advisers within 25 miles of North Wales, PA.

Offices
1,816
Firms
708
Combined AUM
$45.3T
Firm-wide filings, not assets booked only here
Clients
3.58M
3,577,749 clients when Item 5C has a number
Avg / client
$12.7M
Combined AUM ÷ clients

Nearby offices

Firms

FS REIT ADVISOR, LLC
FS/KKR ADVISOR, LLC
B. RILEY WEALTH ADVISORS, INC.
STATE FARM INVESTMENT MANAGEMENT CORP.
ARCHETYPE FUND MANAGEMENT LLC
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED
MCADAM LLC
CETERA INVESTMENT ADVISERS LLC
OSAIC WEALTH, INC.
MERIT FINANCIAL ADVISORS
ATTINGER, LLC
NEWMARKET INVESTMENT MANAGEMENT, LP
RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC
CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC.
LPL FINANCIAL LLC
SPC
MVO PRIVATE WEALTH, LLC

Investors

BRIAN JAMES SMITH
MICHAEL MAHER
KENNETH JOSEPH MCANDRESS
KELLY K PASTER
Therry Venescar
Jeffrey Scott
James Trevouledes
William James Burrough
MICHAEL RYAN BLAHUSCH
Dante Anthony Wright
Conor Francis O'Malley
DAVID DONALD BILGER
JARED REED WEISS
ARTHUR ROBERT WEISS
Tevin Deante Hill
MARK EDWARD MUELLER
ROBERT STACY FRIED
GRANT C HOLDREN
CHRISTOPHER JOHN LYMAN
JAMES EARL FOOTE
ISIDORE R OGOUSSAN
MITCHELL JAY ADLER
David Sung
Matthew Maskarinec
JARED IAN HARK

Within 25 miles of North Wales, PA, Best Investors lists 708 registered investment advisory firms with 1,816 offices nearby, managing about $45.3T in combined regulatory AUM across 3,577,749 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 Wales

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