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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

J.P. MORGAN SECURITIES LLC
EDWARD JONES
LPL FINANCIAL LLC
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC
LEGACY ADVISORS, LLC
LPL ENTERPRISE, LLC
KESTRA ADVISORY SERVICES, LLC
PINE VALLEY INVESTMENTS
PINE VALLEY PRIVATE WEALTH
STATE FARM INVESTMENT MANAGEMENT CORP.
ETHOS FINANCIAL GROUP, LLC
NICHE INVESTMENT ADVISORS LLC
GLEN EAGLE ADVISORS, LLC
CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC.
PLANMEMBER SECURITIES CORPORATION
WELLS FARGO CLEARING SERVICES, LLC
WELLS FARGO INVESTMENT INSTITUTE, INC.

Investors

Paul F. Halbkram
Rajesh Patel
Kelli M Brack
Craig D LaFay
BRYAN DAVID ROBERTS
FIELDING SCOTT MILLER
TODD DANIEL LINDEMUTH
Robert Anthony Breitner
Benjamin Edward Hoffmann
VINCENT ALBERT PANVINI
JOHN EDWARD KROL
MICHAEL THEODORE PIOTROWICZ
THOMAS RICHARD HOLT
Luke David Anthony
MICHAEL FRANCIS JOHNSON
MATTHEW JOSEPH ROBINSON
Brandon Oruch
JONATHAN TODD VISCOUNTE
Dylan Hansen
GLENN JAY HANSEN
RUSSELL MELVILLE HANSCOM
JAMES TODD VOGT
KATHLEEN QUINLAN FAY
THOMAS J CROSSETT
JOSEPH BRIAN DUNCAN
Isaac Douglas Jones
ANTHONY A VASILE
Corey John Fisher
Thomas Mcelgunn
James William Varley
JONATHAN DAVID MARKOE
JERRY LOREN BRAATZ
CHRISTOPHER MARK BRYAN
Nicholas Lampone
SCOTT ALLEN LERMACK
CHRISTOPHER J O'NEILL
HARRY EDWARD MORAD
FRANCIS FREDERICO
SCOTT WALDEN
Joshua Feldschneider
DAREK KOLEDA
Noah James Modica
Jake A Markoe
ROBERT ALLEN MOORE
MICHAEL LEWIS WOJCIK
VICTORIA ASHLEY COCCIOLONE
Keval Patel
GREGORY MATTHEW PIZZANO
JASON LANDRY BRAATZ
ALAN CHARLES GOTTLOB
Kashyap Bulsara
JAMIE MICHELLE STAPF
ROBERT KEVIN CAWLEY
JOHN FRANCIS MARSINI
Edward Butowsky
DANIA FITZGERALD TANGUIS
WILLIAM LOWRY LANE
MATTHEW WILLIAM MCCLENDON
JAMES WILLIAM JUDGE
John Santini
Jacob Wade Stull
JEFFREY PAUL WRABEL
DUSTIN SCOTT DOWLING
MICHAEL CHARLES MCCONAHY
ROBERT J BAGONIS
KYLE PHILLIP STUCKEY
JAMES ADAM GONNASON
ALEXANDER HAAB NIKPOUR
DANIEL COOK GUY
MICHAEL DENNIS MALONE
Antonio Betancourt
KIM MEYERS SAMS
SETH ELI BITTNER
Jack Roland Costello
MICHAEL O'NEAL JOHNSON, JR.
ARTHUR RICHARD EGLINGTON
Timothy Curvan
JAY S LIPSCHUTZ
THOMAS BARRETT MISSETT
Ralph R. Richetti
JEFFREY SCOTT MICHETTI
WILLIAM JOSEPH MICHETTI
GREGORY SCOTT NASSOUR

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