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Best financial advisors in Pottstown, PA

Registered advisers within 25 miles of Pottstown, PA.

Offices
1,223
Firms
517
Combined AUM
$43.3T
Firm-wide filings, not assets booked only here
Clients
3.43M
3,434,152 clients when Item 5C has a number
Avg / client
$12.6M
Combined AUM ÷ clients

Nearby offices

Firms

PFS INVESTMENTS INC.
CETERA INVESTMENT ADVISERS LLC
SANTANDER SECURITIES LLC
KEY INVESTMENT SERVICES LLC
STATE FARM INVESTMENT MANAGEMENT CORP.
FIRST FINANCIAL SECURITY, LLC
CENTAURUS FINANCIAL, INC.
LPL FINANCIAL LLC
PARK AVENUE SECURITIES LLC
THRIVENT INVESTMENT MANAGEMENT INC.
USA FINANCIAL SECURITIES LLC
IPI WEALTH MANAGEMENT, INC.
PRIVATE ADVISOR GROUP, LLC
J.P. MORGAN SECURITIES LLC
EDWARD JONES
LIMERICK FINANCIAL GROUP, LLC

Investors

GERALDINE EDITH WARDLE
Joseph Michael LoStracco
Stephanie Marie Serafin
Aaron Von Alst
JAMES VINCENT MARI
Caroline Elizabeth Wasielevski
DEAN E FOX
Matthew Anthony Kitchie
LAWRENCE RICHARD FIORINI
Joseph John Braut
Lance Isaiah Roetling
CHRISTOPHER CHARLES ROWE
WILLIAM JOHN MCCARTIN
SCOTT ALAN RAKOWSKI
GEORGE CHRISTOPHER DALLAS
MATTHEW CAPPELLETTI
Aaron J Tidd
ADAM E HARTZELL
STEPHEN THEODORE CLARK
Christopher Ryan Griffith
PATRICIA M PICARDI
GREGORY THOMAS POWERS
JOHN ANTON UNGERMAN
Bryan Wise
JEFFREY EARL BUSH
SHANNON E LAROSSE
STEVEN JABLONSKI
Stephen M Peters
SAMUEL PETER VARANO
EDWARD MICHAEL DIRUGERIS
STEVEN BEYLIS
Bonnie Lynn Thompson
JOSEPH JOHN BORGESE
LINDSEY JO BORGESE
Ceida Branca
CHARLES EDWARD FALCO
Waheed Abisoye Gbadamosi

Within 25 miles of Pottstown, PA, Best Investors lists 517 registered investment advisory firms with 1,223 offices nearby, managing about $43.3T in combined regulatory AUM across 3,434,152 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 Pottstown

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