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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

LPL FINANCIAL LLC
STATE FARM INVESTMENT MANAGEMENT CORP.
RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC
WATKINSON CAPITAL ADVISORS LLC
MERIT FINANCIAL ADVISORS
TRAYNOR CAPITAL MANAGEMENT
CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC.
GOAL QUEST ADVISORS, LLC
PNC WEALTH MANAGEMENT LLC
CHARTWELL INVESTMENT PARTNERS, LLC
GALLAGHER FIDUCIARY ADVISORS, LLC
SEQUOIA FINANCIAL GROUP, L.L.C.
STERLING INVESTMENT ADVISORS LTD.
RED SPRUCE CAPITAL, LLC
ROLEK RETIREMENT PLANNING
JACOBI CAPITAL MANAGEMENT, LLC

Investors

Matthew Maskarinec
JARED IAN HARK
KELLY K PASTER
MARK EDWARD MUELLER
ROBERT STACY FRIED
WILLIAM JEFFREY WATKINSON
MARK CHRISTIAN WATKINSON
WILLIAM JOHN WATKINSON
ROBYN ELIZABETH JAMESON
Matthew Alan Ligman
MICHAEL JOHN JORDAN
SIMON ANTOINE ARRATA
DAVID CURTIS PECK
MATTHEW ROBERT IHLEIN
JULIA VANDERGAST
KEITH THOMAS TRAYNOR
MICHAEL EUGENE MARCIANO
WILLIAM GERARD RENYE
JOSEPH ANDREW MARCIANO
ERIK CHRISTOPHER EVANS
LISA ANNE BROOME
JASON ERIC KORFF
THOMAS DIBARI
NATHAN KRYS TROTMAN
GERARD E DESMOND
CHRISTOPHER C WOLFF
ANTHONY THOMAS MADERA
CASSANDRA SPARKS
MICHAEL STEPHEN ORFE
Timothy Jake Landmesser
NICHOLAS ZAMPARELLI
CARLOS ALBERTO GONZALEZ
Nicholas John Willson
SCOTT MICHAEL WALSH
MICHAEL CHRISTOPHER COYNE
Heidi Jane Zirnkilton
EVAN CLARK HIRSH
JOHN FREDERICK KEMMERER
MICHAEL FRANCIS KELLEY
Matthew T. Schmidt
Andrew Francis Hogan
Andrew Francis Smith
JOSEPH August FREDERICK
Cody Lewis Pittman
EDWARD NISHAN ANTOIAN
SEAN MICHAEL FLATLEY
MATTHEW PAUL CROLEY
BRAY ANDREW HANSEL
DAVID SCOTT NEWCOMB
Gabriel Michael Fairorth
TIMOTHY EDWARD FLATLEY
MARK JOSEPH VASQUEZ
AMISH BHASKER DESAI
MARK ERNEST KENNEDY
KYLE J ROLEK
FRANCIS JOSEPH HAAS
MATHEW STEPHAN HAMMER
KATHLEEN A JOHNSON
MICHAEL DOMINIC LOVECCHIO
MARY E HIRTHLER

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