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Best financial advisors in Perkiomenville, PA

Registered advisers within 25 miles of Perkiomenville, PA.

Offices
1,351
Firms
529
Combined AUM
$42.9T
Firm-wide filings, not assets booked only here
Clients
3.43M
3,433,278 clients when Item 5C has a number
Avg / client
$12.5M
Combined AUM ÷ clients

Nearby offices

Firms

WORLD INVESTMENT ADVISORS, LLC
EXODUS WEALTH, LLC
EDWARD JONES
CETERA INVESTMENT ADVISERS LLC
STATE FARM INVESTMENT MANAGEMENT CORP.
LPL FINANCIAL LLC
SANTANDER SECURITIES LLC
WELLS FARGO CLEARING SERVICES, LLC
RBC ROCHDALE, LLC
KEY INVESTMENT SERVICES LLC
THRIVENT INVESTMENT MANAGEMENT INC.
OSAIC WEALTH, INC.
CLIMECO ENVIRONMENTAL CAPITAL MANAGEMENT LLC
TRUIST ADVISORY SERVICES, INC.
AMERIPRISE FINANCIAL SERVICES, LLC

Investors

DOUGLAS MICHAEL DOUGHERTY
THOMAS BELL RUTTER
Sarah Elizabeth Fontanez
Janna Mary Lutz
Bonnie Lynn Thompson
JOSEPH JOHN BORGESE
LINDSEY JO BORGESE
MELVIN DALE NACE
APRIL L HEISER-LIEDIKE
Waheed Abisoye Gbadamosi
Benjamin S Kline
DAVID MICHAEL LITTLE
MATTHEW GREGG SHAFER
GREGORY THOMAS POWERS
JOHN ANTON UNGERMAN
Bryan Wise
BARRY LEE WELLER
BRIDGIT DIANE HOLLY
PAUL VALERIO
DEBORAH J HARRIS
JOHN DONALD KOCHEL
Matthew Buckery
DANIEL ANDREW WHITE
John J Shimp
Beth Wentzel

Within 25 miles of Perkiomenville, PA, Best Investors lists 529 registered investment advisory firms with 1,351 offices nearby, managing about $42.9T in combined regulatory AUM across 3,433,278 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 Perkiomenville

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