Best Investors Account Sign in

Best financial advisors in Oaks, PA

Registered advisers within 25 miles of Oaks, PA.

Offices
1,619
Firms
670
Combined AUM
$45.3T
Firm-wide filings, not assets booked only here
Clients
3.58M
3,580,857 clients when Item 5C has a number
Avg / client
$12.7M
Combined AUM ÷ clients

Nearby offices

Firms

ENVESTNET PMC
VILLANOVA INVESTMENT MANAGEMENT COMPANY, LLC
PARADIGM MONEY MANAGEMENT, LLC
BROOKSTONE CAPITAL MANAGEMENT LLC
CETERA INVESTMENT ADVISERS LLC
STATE FARM INVESTMENT MANAGEMENT CORP.
CORIENT
PRINCIPAL SECURITIES, INC.
ENTRUST FINANCIAL LLC
SEMINAL FOOD AND NUTRITION INVESTMENTS, LLC
SEMINAL CAPITAL INVESTMENTS, LLC
KATHMERE CAPITAL MANAGEMENT, LLC
SEMINAL EDUCATIONAL INVESTMENTS, LLC
SEMINAL TECHNOLOGY INVESTMENTS, LLC
M HOLDINGS SECURITIES, INC.
CAMELOT CAPITAL MANAGEMENT LTD
GWN SECURITIES INC.

Investors

KEVIN PATRICK ST. CLAIR
MEGAN L. MEAD
TIMOTHY JAMES KELLEY
BRAD NICHOLAS MCILVAINE
ANDREW THOMAS MCDONALD
Eric Donato
Ryan S. Horvath
BRIAN J CONNELLY
CATHERINE THERESA REESE
EDWARD ANTHONY TRUMPBOUR
DONALD IRVING OHARA
RASTISLAV BERLANSKY
ANDREW David BRICK
Alicia Lynette Stingley
Abigail Lee Vick
ARTHUR RONALD TAXIN
LAWRENCE RICHARD FIORINI
Matthew Anthony Kitchie
DAVID WOODS
BRAD JAMES BRYAN
Joseph Robert Giorgio
MICHAEL NEWMAN MATTISE
BRIAN JOSHUA JACOBS
CARL MICHAEL ROSENFELD
BRYAN ROBERT BLADES
CASEY ZISTEL SHURE
AUSTIN DODGE HOGGAN
Derrick Joseph Goodenow
Alyssa Marie Otway
Ashley Diane Nimon
Jack Michael Gartlan
Haley Paige Langan
Kathryn Rose Riesberg
Matthew Horan
JUSTIN MATTHEW SPIKE
Max Elfenbein
Andrew Michael Matusik
JOHN ARCHIBALD ONEILL
MCKENZIE JANE FRANKEL
JOSEPH MARTINEZ
Jay Gordon Llewelyn
JOSLYN GAIL EWART
JENNIFER MARY BRAVO
GEOFFREY Frederick FORCINO
MATTHEW HAMILTON LUGAR
Nicholas Olesen
William Schumacher
Grant Boyle
Kevin McDermott
Michael P McDermott
Brian Fenlin
BRIAN LYNCH
DAVID JOSEPH HILL
Kevin Doyle
JASON ALEXANDER LIPKA
Nicholas Reed Ryder
CLARE P DIAMOND
Brian Michael Todaro
James Nicholas Leasure
SHANE M JOHNSON
MATTHEW CHRISTOPHER MAYER
FRANCIS DEWEY BURKE
BRIAN DOUGLAS DART
SEAN JOSEPH MURPHY
BRYCE GABRIEL SISKO
RONALD LESTER WENRICH
TYLER BRET LIECHTY
RAYMOND FRANK DUNEGAN
RYAN SCOTT CHRISTENSEN
BRET-MICHAEL DESTEFANO
JEFFREY JOHN MILLER
JOSHUA P MILLER
KERRY HAWVER
Patrick James Bello
MATTHEW HENRY CUNNINGHAM
JULIE F ARANOWITZ
COLIN PHILIP SHANNON

Within 25 miles of Oaks, PA, Best Investors lists 670 registered investment advisory firms with 1,619 offices nearby, managing about $45.3T in combined regulatory AUM across 3,580,857 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 Oaks

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