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Best financial advisors in Phoenixville, PA

Registered advisers within 25 miles of Phoenixville, PA.

Offices
1,621
Firms
677
Combined AUM
$45.1T
Firm-wide filings, not assets booked only here
Clients
3.58M
3,582,679 clients when Item 5C has a number
Avg / client
$12.6M
Combined AUM ÷ clients

Nearby offices

Firms

OSAIC WEALTH, INC.
LPL FINANCIAL LLC
NEW WAVE FINANCIAL LLC
BOUVEL INVESTMENT PARTNERS, LLC
AMERITAS ADVISORY SERVICES, LLC
EDWARD JONES
BARNSTONE ADVISORS LLC
J.P. MORGAN SECURITIES LLC
STATE FARM INVESTMENT MANAGEMENT CORP.
VERMILLION & WHITE WEALTH MANAGEMENT GROUP
CETERA INVESTMENT ADVISERS LLC
TRUIST ADVISORY SERVICES, INC.
SENSENIG CAPITAL ADVISORS, INC.

Investors

JULIA A BRUFKE WENGER
SEAN K OSBORN
Liam Joseph DiFonzo
Derrick J Arnold
ANTHONY LEE NICOLAI
ALFRED DAVID BARBATO
JONATHAN ROBERT MONROE
STEPHANE ERIC BOUVEL
JEAN PIERRE GEORGES BOUVEL
WAYNE S CREEDEN
DAVID FAZZINI
FRANK SAMUEL HENNESSEY
MICHAEL CHRISTIAN POLIN
MARK VINCENT GREIM
JAMES THORTON HOWER
Zachary Evan Halvonik
Dillon DeAntonio
Justin Hayes Bartolomucci
MICHAEL James FREDERICK
BRANDON JOSEPH SKUPSKI
ELLEN ROBINSON GUNDER
JEFFREY FRANCIS GUNDER
JOHN CHRISTOPHER FAIR
PATRICIA MARKELL MCHUGH
John Aneser
JAMES BRINTON DETWILER
Marcus Lucchese
Garrett Tait
JAMES THOMAS TAIT
SHAWN MITCHELL STASKA
Ryan Samuel Satterthwaite
RACHEL MARIE SATTERTHWAITE
DENISE MARIE SATTERTHWAITE
Randal Robert DeFillippis
RYAN LEE VERMILLION
ROBERT P DECAMPLI JR
BRIAN JOSEPH WHITE
CHRISTI LYNN BENDER
MARY ELIZABETH MCCLENNEN-GLICA
BRAD JAMES BRYAN
JASON DENNIS HARKEN
JEREMY CLAYTON BRENN
Kevin Michael Hartnett
Jacob Paul Wolfman

Within 25 miles of Phoenixville, PA, Best Investors lists 677 registered investment advisory firms with 1,621 offices nearby, managing about $45.1T in combined regulatory AUM across 3,582,679 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 Phoenixville

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