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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

CETERA INVESTMENT ADVISERS LLC
WELLS FARGO CLEARING SERVICES, LLC
COMMONWEALTH FINANCIAL NETWORK
BRANDYWINE ASSET MANAGEMENT
CITIZENS SECURITIES, INC.
WELLFULL
BANCROFT CAPITAL, LLC
BARRISTER
FORVIS MAZARS WEALTH ADVISORS, LLC
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC
MML INVESTORS SERVICES, LLC
LPL ENTERPRISE, LLC
EQUITA FINANCIAL NETWORK, INC.
THRIVE CAPITAL MANAGEMENT, LLC
XML FINANCIAL GROUP

Investors

THOMAS MICHAEL GALE
THOMAS MICHAEL ROYCROFT
JENNIFER ELLMAN
CHARLES GREGORY CROTHERS
JOSEPH FRANCIS TORTIS
MICHAEL PATRICK MCKEEVER
LISA RENAE LEATHERMAN
CHARLES CLAUDE WEEKS
SEAN MICHAEL COOK
David Rucki
BRIAN MARK STIGLIANO
KATHLEEN MARIE BALTRA
CAULDON DEAN QUINN
GLENN DAVID MEYER
CORY SCOTT MEYER
ERIC BRUCE FELT
SUSAN ELIZABETH GRESS
JARED KRIST STANLEY
GLENN MICHAEL PALMITESSA
Andrew Paul Pilone
Jason ELLIOTT Hine
ERIC MICHAEL LEWANDOWSKI
Brian F Duross
AMY MARGARET HAMASAKI
KATHLEEN LYNDA BURKE
Stephen Jay Witte
BRIDGET VENUS GRIMES
JENNIFER CHANG DAZOLS
Diana Margaret Freeburg
STEFANIE DZIEDZIC CROWE
KIMBERLEE ANN SPENCER
LAURA ANN TURO CORBIANI
Jaclynne Paige Walsh
Margaret Anne Bonner
TRICIA A PREHLE
BRET THOMAS ELAM
JORDAN ELIOT COHEN
RANDI HILLARY LEESE
JEFFREY RICHARD WALKER
Corey Michael Cohee
ADAM BURG
Matthew Harrison
Christian Joseph Abraham
MICHAEL LEWIS ABBOTT
JACOB ANDREW STINSON
Sean DeBarberie
Richard Alan Parrett
DAVID BEZAR
CHRISTOPHER JOSEPH BAK
Kandarp Shah
Eric James Cassel
Joseph Anthony Fitzpatrick
JENNIFER BIXLER TELESCA
DOUGLAS CALLAN

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