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Best financial advisors in Plymouth Meeting, PA

Registered advisers within 25 miles of Plymouth Meeting, PA.

Offices
1,979
Firms
748
Combined AUM
$45.3T
Firm-wide filings, not assets booked only here
Clients
3.59M
3,592,825 clients when Item 5C has a number
Avg / client
$12.6M
Combined AUM ÷ clients

Nearby offices

Firms

WELLS FARGO CLEARING SERVICES, LLC
WELLS FARGO INVESTMENT INSTITUTE, INC.
GWYNEDD WEALTH PARTNERS, LLC
LPL FINANCIAL LLC
FOCUS PARTNERS WEALTH, LLC
AMERIPRISE FINANCIAL SERVICES, LLC
PRIME CAPITAL FINANCIAL
LOMBARD ADVISERS INCORPORATED
OSAIC WEALTH, INC.
LEGACY ADVISORS, LLC
CETERA INVESTMENT ADVISERS LLC
SPC
STEWARD PARTNERS INVESTMENT ADVISORY, LLC
NORTHSTAR ASSET MANAGEMENT COMPANY, LLC
COOMBS WEALTH ADVISORY, LLC

Investors

JEFFREY SCOTT MICHETTI
WILLIAM JOSEPH MICHETTI
GREGORY SCOTT NASSOUR
JEFFREY ERVIN BIERNAT
ANDREW PAUL TOMASKO
ALAN MARK SCHAPIRE
CARL STEPHEN NADWODNY
MARVA LEAN HARDNETT
JOAN N GREENSPON
THOMAS STEPHEN WALLS
JOHN MICHAEL SKLENCAR
VINCENT ALBERT PANVINI
JOHN EDWARD KROL
MICHAEL THEODORE PIOTROWICZ
THOMAS RICHARD HOLT
JOSEPH SAMUEL QUINTO
Eric J Tuller
PETER MICHAEL MONAHAN
Jesse Morgan Raines
Scott Stern
JOHN GETZ FISCHER
STUART ALAN LEIBOWITZ
EDWARD CHARLES HOGAN
ROBERT B LOGAN
BRIAN Dennis DARLING
Matthew Charles Gaughan
BRIAN THOMAS CALLAHAN
PATRICK THEODORE WAYMAN
DENNIS IVAN FREEDMAN
LESLIE VANDIVIERE CALLAHAN
Francis J Sortino
ARI MARC FRAZER
STEVEN MICHAEL WEISZ
KEITH THOMAS MORRIS
THOMAS SCOTT ROBBINS
Jennifer Lynn MacKerchar
Suzanne Kitchen
JOHN GERARD CARSON
WILLIAM THOMAS KAELI
LONNIE A. COOMBS
BRIAN C. COOMBS
STEPHANIE RACHEL BRODOF
ERIC JASON KELMAN
MASSIMO AV MAGLIARI
Robin Ligon Matthews
DIANN JUNE SLAVINSKI
HOWARD MICHAEL STEPHENSON
SEAN MICHAEL PEARSON
URSULA SHEILA MCCARTHY JOHNSON
ANDREW JOSEPH HYLAN
WILLIAM GILES BISHOP
JEFFREY PAUL SMITH
DANIEL JOSEPH SAMARIN
ALAN COMPTON GOOD

Within 25 miles of Plymouth Meeting, PA, Best Investors lists 748 registered investment advisory firms with 1,979 offices nearby, managing about $45.3T in combined regulatory AUM across 3,592,825 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 Plymouth Meeting

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