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Best financial advisors in Philadelphia, PA

Registered advisers within 25 miles of Philadelphia, PA.

Offices
2,064
Firms
811
Combined AUM
$47.4T
Firm-wide filings, not assets booked only here
Clients
3.59M
3,588,445 clients when Item 5C has a number
Avg / client
$13.2M
Combined AUM ÷ clients

Nearby offices

Firms

PINNACLE INVESTMENTS, LLC
OAKBOURNE ADVISORS
NEXWEALTH LLC
CETERA INVESTMENT ADVISERS LLC
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC
GLOBAL OPPORTUNITY PENNSYLVANIA MANAGEMENT, LLC
ARDEN FUND MANAGEMENT, LLC
GLOBAL OPPORTUNITY PHILADELPHIA MANAGEMENT, LLC
PNC WEALTH MANAGEMENT LLC
PNC CAPITAL ADVISORS LLC
STIFEL, NICOLAUS & COMPANY, INCORPORATED
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED
LULU CHENG MESERVEY MANAGEMENT, LLC
DIVERSIFIED HUMAN SOLUTIONS
GLASSTX CAPITAL LLC
RITTENHOUSE WEALTH MANAGEMENT, LLC
CERITY PARTNERS RETIREMENT PLAN CONSULTANTS

Investors

ROBERT STEVEN BECK
CHRISTOPHER TYLER DIEDERICH
MATTHEW EDWARD WEST
Evan Thomas Dwyer
MICHAEL ANGELO BONVENTURE
Charles P Hoffmann
STEPHEN S KRAJNAK
William Edward Mills
KEVIN PETRONE
PATRICK BRIAN CUNNINGHAM
ROBERT PHILIP EDMISTON
JOHN RONALD HONOVICH
WILLIAM EDWARD MCCORMACK
LANCE ARI GOLDSTEIN
BYRON A COLEMAN
EMILY S HEPBURN
SEYOUNG STROHMEIER
Noah Wiegand
LAURA A BONGARD
James Connor Montgomery
Dante Pierantozzi
Alexa Rose Swetz
Jeffrey Donald Austinson
Natali E Sanchez
Paola Gonzalez Sierra
Timothy G Good
Madeleine Louise Keane
WILLIAM GEORGE BURROUGH
PHILIP E ZIMMERMAN
ROSALIE HUNTER
CLEO B COATES
William J. Meagher
John-David Mallach
JOSEPH D GUALTIERI
DEBRA ANN O'MALLEY
BENJAMIN LEE JOHNSON
DEBORAH JEAN SHEEHAN
DAVID MARK EBNER
Lauren L Caracciolo
JAMES PATTERSON STERRETT
MICHAEL G HACKER
CHRISTOPHER LEE JOHNSON
CHRISTOPHER JAMES BRYAN
Anthony Concha
ANGELO JOSEPH PINTI
Ronald Huang
KATHERINE CUOMO
Jeffrey N Weiss
Natalie Laux
Sean peter Volz
Evan Savoth
Chase Davis
Samantha Talecki
Mark Louis Capocasale
Calvin Lewis Thomas
Robert Reagan Dolce
Matthew John Ryan
NICHOLAS JAMES JOESTEN
Tyrone Hart
Joseph Connor Warwick
Moses Kinney
Charles G Walker
JARROD Douglas HOWARD
Ryan Corbley
FLORENCE TORSON-HART
G SEBASTIEN LUNDBY-THOMAS
Analeigha OLIVIA Ortega
Allison D DiPilla
ZACHARY SHUSTER
Daniel Shamkhorskaya
Thomas Meyer
Tracy Le Heinze
SEBASTIAN ANTONIO CORNEJO
Jay Vincent
Endri Rama
Neftali Esau Jimenez-Castro
James J Kelly
MARGARET R DISAMMARTINO
GEOFFREY ALAIN THOMAS
Deirdre Jones
STEPHEN L HUDACEK
JAMES ALEXANDER SKORUPSKY
DURRELL JAVON NOEL
Matthew H Von Worrall
Jennifer Cardinale
DENNIS NEVIN OMALLEY
Brendan Michael Rotondi
Justyn Jeffrey Caccese
Stephen Aaron Giannangeli
William Henry Rogers
Robert J Murray
JOHN VENTURA
Don Charles Livio
ANDREW GIRARD SLECHTA
Jessica M Heckel
Zachary Duymich
MATTHEW UKI TAE
SHAWN LEE MCGILL
Gregory William Del Colombo

Within 25 miles of Philadelphia, PA, Best Investors lists 811 registered investment advisory firms with 2,064 offices nearby, managing about $47.4T in combined regulatory AUM across 3,588,445 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 Philadelphia

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