Best Investors Account Sign in

Best financial advisors in Phila, PA

Registered advisers within 25 miles of Phila, PA.

Offices
1,926
Firms
756
Combined AUM
$45.3T
Firm-wide filings, not assets booked only here
Clients
3.59M
3,586,790 clients when Item 5C has a number
Avg / client
$12.6M
Combined AUM ÷ clients

Nearby offices

Firms

MAPLEWOOD GLOBAL VALUE IM, LLC
HORNOR, TOWNSEND & KENT, LLC
AMERIPRISE FINANCIAL SERVICES, LLC
PATHSTONE
MMA SECURITIES LLC
JANNEY MONTGOMERY SCOTT LLC
HIRTLE & CO., LLC
PPB ADVISORS, LLC
SAGE FINANCIAL GROUP INC.
HC CAPITAL PARTNERS, LLC
TOWER BRIDGE ADVISORS
CITIZENS SECURITIES, INC.
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC
EQUITABLE ADVISORS, LLC
WEALTH MANAGEMENT ASSOCIATES, INC.

Investors

ROBERT GROSCH
JOSEPH OZAG
TRACY LYNN CHIPMAN
ERIC WILLIAM RHOADS
Jeffrey Zavila
Maria Victoria Colon
ZINA DEVASSAL LAUMAN
Robert Gerraputa
ANTHONY CONDE
Daniel I Forbes
AARON JAY SPAHR
DANIEL PETER PETROVICH
STEPHEN BARD SCHAACK
GIANNA MARIE KENNEDY
JEREMIAH JOSEPH KENNEDY
VICTORIA MARIE ROBINSON
Lawrence William Schierl
Mark Jones
AARON JOSEPH ARNOLD
JEFFREY ALLEN BORROWMAN
SCOTT BRADY STRAWSER
JAMES RAYMOND BISHOF
Stefen Blasingame
ERIC EDWIN KUESTER
Niki Lee Muller
STEVEN CARUSO
JOSEPH ANTHONY DELUCA
MICHAEL SIEBECKER
MICAH TIENSUNG WEI
THOMAS ROLAND SIMONS
MARY ELIZABETH CROMLEIGH
STEVEN L. MINNER
Jacob Matthew Rogers Kowalski
Ashley Christine McNeely
ROGER MATTHEW HERRERA
NICHOLAS MICHAEL LEIGHTON
Alex Ryan Maicks
Amicka Hall
STEPHEN JOSEPH RYAN
BARBARA ROSE DAVIS
LORI RENAE BOGATZ
JOSEPH W NICHOLSON
Allen Keller
Drew Harshaw
SUSANNE MARIE DENBY
Elizabeth Janine Kassen
KRISTOPHER OLSEN
KYLE BOWMAN WILDEMORE
ELIZABETH O'REILLY PATE
ROBERT JOSEPH BIGLEY
GEORGE GENE BRADLEY
DELANA RAQUEL ROMENESKO
Christopher King
MICHAEL LAWRENCE HARTNETT
LISA MARKGRAF
ANDREE HASTOY BLUSKE
SCOTT HENRY ABRAMSON
JOSEPH RONALD PADULA
Sally Acosta-Zarzuela
BRUCE JONATHAN KUNKLE
GARY LOUIS VOGEL
SHRINIVAS PENUGONDA
BRIAN ROBERT PEERS
ROBYN ZITZEWITZ ROSE
DEBORAH KLATZ ROUNICK
MICHELLE RENEE HAND
TIMOTHY RYAN HALL
MICHELE MONGILUTZ BURKHOLDER
MICHAEL C DEFILLIPO
JAMES PATRICK BERGMAIER
THOMAS M MINGER
KAREN ROSSI
BRIAN GEORGE KELNHOFER
BRETT WILLIAM GARRISON
ADAM TODD SHERMAN
DOUGLAS LEE HALL
MICHAEL PAUL GREGOR
THOMAS EDWARD LANDY
NANCY KEOSATHIT GUYNN
KEVIN MICHAEL KENNEDY
HEATH RYAN DAVIS
GUIDO ANDREAS GAEFFKE
JOANNA NINA CRANEY
LISA BETH DAVIS
AVERY JEFFREY STINE
Kyle Andrei Gaeffke
Blake Szymanski
JASON YARNALL
MARSHALL MAYER SHIGON
TODD ROBERT OCKOVIC
LARRY G SUN
JON EDWARD MAITZ
JEREMY JOSEPH PRIAR
RASHON MAURICE HOWARD
JOSEPH BONFANTI
SIMON FILIP
Elijah J Haber
ROBERT MICHAEL HALLIGAN
Xin Sherry Chen
KOBY DEGENHARDT
SAMUEL OWEN MCFALL
MICHAEL WYNTON CROOK
NORA LINDSEY WENTZLER
BRIAN ANDREW MAXWELL
JOSHUA STIRLING GROSS
DAVID JAMES LOGAN
GRETCHEN REGAN
RYAN M CAMPBELL
MICHAEL THOMAS LOCASALE
JENNIFER DAVIS PHAM
SEAN MICHAEL BANNON
PATRICK JOSEPH BURKE
RICHARD WALTER STEVENS
ROBERT M ASKLAR
JACLYN MARIE SHAUGHNESSY
JILL TILZER JOKELSON
MATTHEW GEORGE ROESSER
PAUL MICHAEL VETERI
H William Benjamin SAUTTER
RYAN BERRY TICKNER
JENNIFER SANGILLO
MICHAEL S ARCHER
ROBERT THOMAS HOEY
MAEVE L TOBIN
SCOTT DAVID ARCHER
Robert Walter Hoey
JAMES MARTIN SMALL
John Michael O'Connor
LISA MICHELLE PHILLIPS
Kaitlin Nicole Lepre
GHAZAL EGHBALI AFSHAR
Brian Kelly
JOHN JOSEPH DOUGHERTY
JOHN MARTIN KIRSCH
AMY BEGNAUD
Connor Joseph Webb
Gary Begnaud
MARK JAMES DUFFY
ANGELA MARIE GAVIN
DANIEL ROBERT MILLER
BENJAMIN KI PARK
Brian Gilchrist Ilsley
Christopher Seidl
Christopher James Colapinto
Derek Ethan Jordan
JOHN CONRAD FABIE
ROBERT MALONE EBERLEY
KRISTOFER THOMAS KELLEHER
GREGORY BONNER PEARCE
RICHARD F FONASH
SUSAN H. MCEVOY
NICHOLAS JOSEPH FAZZIE
GARRETT RODGERS WILSON
Thomas Loran Austin
Paul Alan Shaffer
ALAN E. WEISSBERGER
RACHAEL MARIE FERRARO
Matthew Christopher Madel
John Michael Bozzone
Catherine Helen Lee
Paul Joseph Staab
Stephen Vaccaro
TERENCE BRADLEY CONGER
MATTHEW STEWART MEAD
JOHN WHEATON GRIFFITH
Andrew J Ramsey
Adam Ross Bergen
BRUCE ANDERSON SELF
Erin Michelle Byrd
Daniel Joseph Landau
Sameena Shakir
Denise Ellen McClain
Michael Franklin Casey
RALPH JOHN CETRULO
ANDREW CARDWELL BROWN
JEFFREY E KARPEL
WILLIAM ANTHONY MALLOY
ALAN JEFFREY COHN
STEPHEN LEONARD COHN
LUCILE ALLEN STEITZ
MITCHELL EVAN BEDNOFF
JOHN JAMES SION
ADAM GREENE
GEORGE THOMAS HARRIS, III
Ryan Adams Kraus
BRANDON ALLEN BAKER
Daphne Antigoni Richards
Ross Cohn
GREGG ANTHONY RIDGE
JASON MARDINLY
DANIEL SCOTT HOCHBAUM
JOSEPH MICHAEL GALLAGHER
Benjamin Robert Kogan
THOMAS GERALD BLAIR
CHRISTOPHER MURRAY CROOKS
MICHAEL JOSEPH ADAMS
DANIEL PATRICK RODAN
SHAWN MICHAEL GALLAGHER
CHRISTOPHER EUGENE GILDEA
JAMES MAURICE MEYER
BRAD ALLYN HOSTETTER
Mohammed Zubairu
DENNIS JOSEPH ROSADIO
ANTHONY MICHAEL STANZIANO
Enerjeta Hoxhaj
Mackenzie Thomas Swartz
Jason A Freedman
Lawrence Richard Greenberg
DEVINDRA NARINE
Michael David Sandy
JONATHAN TURNER
Christian Gotzman
Jesse Khai An Chau
Kyle A Vander Schauw
TALAR SARKIS
GARY BICKHAM
CHRISTOPHER WALTER EBLE
JESSICA ALBRECHT LANDRETH
PATRICK STEPHEN MULLEN
DANIEL MATTHEW MOORE
ZANE JASON MICHALSKI
Roshanna Richardson
JORDAN W BUSCO
TIMOTHY E KNAPP
MATTHEW SHANNON AYRES
STEVEN ANDREW DUNN
JOSHUA IVAN RODRIGUEZ
Brandon Lorenz
Lucas Zane Dittenhofer
Anthony Schifano
Hamza Khan
Kyle Maylish
Patrick George Heller
MARINA KUMI SMALANSKAS
Jeniece McClary
MAURICIO GAITAN
FRANCIS GEORGE GIAMBOY
ALEXANDER BEZUGLY
David Carlor
JESSICA LYNN MORROW
DANIEL JOSEPH SEIDEN
Melissa Jane Howard
Rosemary Alison Sobrinski
Jhenae Reanna Martin
SOTHEAVY VANN
ANTHONY MICHAEL COIRO
SCOTT POLLACK
EDWARD JAMES GOLDEN
James Paul Scherer
Kevin Francis Crook
Phyllis Marie Petrillo
PHILIP A CRAWFORD
REBECCA L BEAR
Minh Lu
SUSANNA NICOLE NIETO
RONALD L WOODS
Rong Jian Jiang
KUNAL SHARMA
DYLAN SMITH
Hayden Paul Silverman
Omar Ali Tanane
CHRISTOPHER ANTHONY PELLEGRINO
Harrison Frederick Fosnocht
Stephen Patrick Koons
Timothy Hewitt
Kimberly B Jobson
Michael David Langerhans
Donald Riley
Chris Schiffer
DOUGLAS JOSEPH MONTY
MARK JOSEPH BAGLEY
CHRISTOPHER TODD VALERIO
JONATHAN JACOB HIRTLE
WILLIAM LAWRENCE HAGAN
RENATO SIRIANNI
REAGAN IAN GOOLCHARAN

Within 25 miles of Phila, PA, Best Investors lists 756 registered investment advisory firms with 1,926 offices nearby, managing about $45.3T in combined regulatory AUM across 3,586,790 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 Phila

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