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Best financial advisors in Overbrook Hills, PA

Registered advisers within 25 miles of Overbrook Hills, PA.

Offices
2,019
Firms
789
Combined AUM
$45.5T
Firm-wide filings, not assets booked only here
Clients
3.59M
3,587,641 clients when Item 5C has a number
Avg / client
$12.7M
Combined AUM ÷ clients

Nearby offices

Firms

FARTHER
KESTRA ADVISORY SERVICES, LLC
CETERA INVESTMENT ADVISERS LLC
DIMATTEO FINANCIAL GROUP
J.P. MORGAN SECURITIES LLC
LPL FINANCIAL LLC
CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC.
EDWARD JONES
STATE FARM INVESTMENT MANAGEMENT CORP.
WELLFULL
OSAIC WEALTH, INC.
DSC FINANCIAL ADVISORS, LTD.
WELLS FARGO CLEARING SERVICES, LLC
CREATIVE CAPITAL WEALTH MANAGEMENT GROUP
EAGLE STRATEGIES LLC

Investors

NICHOLAS PAUL PANTLE
JOHN MARTIN TORRENCE
CHRISTOPHER JOSEPH MASSO
DIANE LYNNE BOEN
JOSEPH FRANCIS SASKIEWICZ
JOHN N DIMATTEO
Matthew S. Cruz
David Robidoux
BRYSON RYAN BOWERS
LOUIS ALDO INGLESE
DANIEL S MELVILLE
Stephen Andrew Moyer
Scott McCrea
NICHOLAS PETER DEMAIO
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
STANLEY MICHAEL ROBBINS
WILLIAM JAY NORBERG
WILLIAM JOSEPH SIFER
TIMOTHY PETER ROSSI
Frederick Edwin Hubler
DEREK DOBIN
Sean Patrick Gunning
Liam McIntyre
CHRISTOPHER DEAN CHICHILITTI
Jennifer Elizabeth Staudenmayer
Jennifer McDonough
RICKY ANTHONY BOONE
MICHAEL F CALAFATI

Within 25 miles of Overbrook Hills, PA, Best Investors lists 789 registered investment advisory firms with 2,019 offices nearby, managing about $45.5T in combined regulatory AUM across 3,587,641 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 Overbrook Hills

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