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Best financial advisors in Paoli, PA

Registered advisers within 25 miles of Paoli, PA.

Offices
1,685
Firms
710
Combined AUM
$45.2T
Firm-wide filings, not assets booked only here
Clients
3.58M
3,583,742 clients when Item 5C has a number
Avg / client
$12.6M
Combined AUM ÷ clients

Nearby offices

Firms

PAOLI FINANCIAL ADVISORS, LTD.
NWF ADVISORY SERVICES INC
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED
WELLS FARGO CLEARING SERVICES, LLC
STATE FARM INVESTMENT MANAGEMENT CORP.
DELUCA FINANCIAL PLANNING
VALEN PRIVATE CAPITAL, LLC.
CETERA INVESTMENT ADVISERS LLC
HARVEST FINANCIAL PARTNERS
NORTHEAST ADVISERS, INC.
BRYN MAWR TRUST ADVISORS, LLC
FALCO WEALTH MANAGEMENT
PFS INVESTMENTS INC.
WAVERLY ADVISORS, LLC
LPL FINANCIAL LLC
MVO PRIVATE WEALTH, LLC

Investors

RICHARD LEWIS SWITZER
CHRISTOPHER PAUL NAWN
SEAN WILLIAM BECKER
Weihao Shen
John T McNeila
Josie xiao jing Chen
THOMAS M HOPKINS
Thomas Charles French
Thomas Joseph DeLuca
Benjamin Durham
JOHN P DURHAM
DANIEL SCOTT SWINEHART
KEVIN EDWARD LESZCZYNSKI
JOHN GREGORY FATTIBENE
JAMES JOSEPH WRIGHT
JOHN MICHAEL DEVINE
REBECCA PROETTO
Sarah E Cardamone
ERIC J BLEILER
JAMES T BARNES
Adam M Rieger
Samuel Good
JASMINE ZHONG YU
MARK EDWARD BRADFORD
VALERI MARIE BOCLAIR
LUIS A SEPULVEDA
PHILIP C WAGNER
Ryan Jordon Egolf
JEFFREY Alexander KITCHEN
Kevin Dolan
THOMAS JAMES KEEFER
Ivan Shabalov
MICHAEL JOHN FALCO
MICHAEL JOHN FALCO
SALVI JOSEPH DEBELLIS
DANIEL MALTBY
GERALD ANTON PETRUS
SCOTT DELANO SAFFORD
QUINN STEPHEN MICHEL
DAVID ARDEN EMERY
RICHARD WILLIAM BELL
MARTIN JAMES DEMPSEY
David Sung

Within 25 miles of Paoli, PA, Best Investors lists 710 registered investment advisory firms with 1,685 offices nearby, managing about $45.2T in combined regulatory AUM across 3,583,742 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 Paoli

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