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Best financial advisors in Oak Lane, PA

Registered advisers within 25 miles of Oak Lane, PA.

Offices
1,899
Firms
723
Combined AUM
$44.9T
Firm-wide filings, not assets booked only here
Clients
3.59M
3,585,101 clients when Item 5C has a number
Avg / client
$12.5M
Combined AUM ÷ clients

Nearby offices

Firms

FS STRUCTURED PRODUCTS ADVISOR, LLC
FS GLOBAL ADVISOR, LLC
FS CREDIT INCOME ADVISOR, LLC
FS REIT ADVISOR, LLC
FS/KKR ADVISOR, LLC
FR CAPITAL HOLDINGS, LP
LEM CAPITAL, L.P.
LL FUNDS
MISSIONOG
LUBERT-ADLER MANAGEMENT COMPANY, L.P.
ZENITH WEALTH PARTNERS
ADDISON FAMILY MANAGEMENT, LLC
FARTHER
TRU INDEPENDENCE ASSET MANAGEMENT, LLC
FIDEM CREDIT ADVISORS
SAGONA CAPITAL, INC.
RTD FINANCIAL ADVISORS INC
WESCOTT FINANCIAL ADVISORY GROUP LLC
MML INVESTORS SERVICES, LLC

Investors

Jesse James Wideman
Chelsea Ransom-Cooper
Nina C Milligan
JASON MICHAEL RAY
Fahmin Fardous
Raeonna Aleumay Jefferson
Adrienne Nicole Hill
Andrew Tudor
Nate Charles Granito
JEREMY DAVID LEVINN
MAXWELL HARRISON CAMP
GREGORY JOHN YOUNG
NICOLE MARIE OFFERMAN
MARC CHARLES LABADIE
JEFFREY ALAN WEIAND
MITCHELL JEFFREY METZ
RICHARD JOHN DURSO
WILLIAM GEORGE LOVE
CHRISTOPHER NONE VASSALLO
GARRET JAMES DESJARDINS
Man-Hyung Hahn
Maxine Dara Shevlin
BRENT JACOB ZACOK
Stephen Frederick Horstmann
Zachary Robert Merring
Jacob William Carroll
Gavin Llewellyn Maurer
RACHEL FIEWEGER MORAN
Lillia Smith
Molly Wentz Baker
IRENE SUSAN GIMAN
KAREN BETH MCINTYRE
JAMES PATRICK CIAMACCO
CHARLES Howard JOHNSTON
Alexander Jonathan Rawdin
Benjamin G. Janssen
GRANT RAWDIN
SCOTT ANTHONY MICHALEK
Scott Howard Levin
DANIEL JAMES ESQUIRELL
Robert A Bap-Wasko
CHRISTOPHER ANTHONY CORTESE
STEPHANIE MICHELLE JAMES
SUSAN MARY GREEN
REBECCA IACOPELLI
BETHANY JILL LANDIS
Dylan George Audi
LEONARD GABRIEL CHERRY
Brittni Sennett
Jake Murphy
Tricia Pape
David Dong Hyun Park
Joseph Frazer
SEAN MARK ROBERTS
TIMOTHY F FERKO
WENDY M ELLIS
PETER T HENSON
RICHARD JOHN VOLPE

Within 25 miles of Oak Lane, PA, Best Investors lists 723 registered investment advisory firms with 1,899 offices nearby, managing about $44.9T in combined regulatory AUM across 3,585,101 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 Oak Lane

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