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Best financial advisors in Pennsburg, PA

Registered advisers within 25 miles of Pennsburg, PA.

Offices
1,166
Firms
463
Combined AUM
$42.4T
Firm-wide filings, not assets booked only here
Clients
3.43M
3,431,187 clients when Item 5C has a number
Avg / client
$12.4M
Combined AUM ÷ clients

Nearby offices

Firms

GIBBS WEALTH MANAGEMENT, LLC
STATE FARM INVESTMENT MANAGEMENT CORP.
EDWARD JONES
WORLD INVESTMENT ADVISORS, LLC
LPL FINANCIAL LLC
B. RILEY WEALTH ADVISORS, INC.
OSAIC WEALTH, INC.
PROSPERA FINANCIAL SERVICES, INC.
PFS INVESTMENTS INC.
CETERA INVESTMENT ADVISERS LLC
CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC.
EXODUS WEALTH, LLC

Investors

THEODORE M MOYER
MELVIN DALE NACE
Sarah Elizabeth Fontanez
Janna Mary Lutz
DOUGLAS MICHAEL DOUGHERTY
GEORGE LAWRENCE MCREYNOLDS
BRIAN JAMES SMITH
MICHAEL MAHER
KENNETH JOSEPH MCANDRESS
MATT J BALKE
KENNETH RICHARD GULA
Robert James Podraza
NICOLE POMPA
DAVID DONALD BILGER
RANDY STEPHEN BOCHNIAK
THERESA MARIE WEAVER
Mary Jo Anne Webb
WILLIAM BRUCE QUAGLIO
LEO SCOTT WEBB
Savannah Webb
TIMOTHY VERNON SWARTLEY
SIDNEY JASON RUTH
Bonnie Lynn Thompson
THOMAS BELL RUTTER
JOSEPH JOHN BORGESE
LINDSEY JO BORGESE
LESLIE J. BENZAK
Sage Justin Bleakney
JOHN WALTER GALLAGHER
LYNN JEAN CRAIG
BRIAN H HINES
STEVEN ROGER SANSON
Avery Alan Sanson
Owen Edward Kelly
GARY CARL SANSON

Within 25 miles of Pennsburg, PA, Best Investors lists 463 registered investment advisory firms with 1,166 offices nearby, managing about $42.4T in combined regulatory AUM across 3,431,187 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 Pennsburg

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