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Best financial advisors in Rosemont, PA

Registered advisers within 25 miles of Rosemont, PA.

Offices
2,017
Firms
786
Combined AUM
$45.5T
Firm-wide filings, not assets booked only here
Clients
3.59M
3,587,460 clients when Item 5C has a number
Avg / client
$12.7M
Combined AUM ÷ clients

Nearby offices

Firms

FOCUS PARTNERS WEALTH, LLC
AMERIPRISE FINANCIAL SERVICES, LLC
PRIME CAPITAL FINANCIAL
LOMBARD ADVISERS INCORPORATED
OSAIC WEALTH, INC.
CETERA INVESTMENT ADVISERS LLC
JOURNEY 1 ADVISORS, LLC
EQUITY SERVICES, INC.
JANNEY MONTGOMERY SCOTT LLC
J.P. MORGAN SECURITIES LLC
ARKADIOS WEALTH ADVISORS
MAI CAPITAL MANAGEMENT, LLC
COMMONWEALTH FINANCIAL NETWORK
FALCO WEALTH MANAGEMENT
PFS INVESTMENTS INC.
WAVERLY ADVISORS, LLC
LPL FINANCIAL LLC

Investors

ALAN MARK SCHAPIRE
CARL STEPHEN NADWODNY
MARVA LEAN HARDNETT
JOAN N GREENSPON
THOMAS STEPHEN WALLS
JOHN MICHAEL SKLENCAR
JAMES PATRICK FLANAGAN
DAVID RICHARD SNYDER
HOWARD M SIEGAL
IAN MURPHY
KEVIN SCOTT DROBNES
DAVID NORMAN JACOWITZ
BRYAN SCOTT MARVIN
DANIEL EDWARD FLAMMA
STEVEN EDWARD HACKER
SEAN PATRICK LORE
ROBERT NICHOLAS BOSWELL
ERIC WAYNE HEISHMAN
BRIAN JOSEPH WEYMAN
NEAL O REGINO
ANTHONY MICHAEL GAMBONE
SHEENA MARSTON
MATTHEW HAGOPIAN
MIROSLAVA BRITMAN
NICHOLAS JOSEPH MONDAK
Anthony James DeGerolamo
ALAN JEROME FISHMAN
STEPHEN MICHAEL SMITH
MICHAEL CREIGHTON
STEPHEN DENNIS GEPHART
MARC L HOROWITZ
KALYAN JAMPALA
ADHIT MENON
ROBERT KERR SMITH
MATTHEW STANLEY LEMPA
CHARLES VINCENT CREIGHTON
JILLIAN KATHERINE JONES
KATHLEEN DOUCET
BRYAN JAMES CLIFTON
SUZANNE MARIE RUMIGNANI
JOHN J KIRSTIEN
Michael Joseph Kernicky
BRUCE ERIC LORD
JOHN G KERNICKY
Kathleen Serano Vasko
Kyle Joseph Slane
Andrew Ignatius Lombard
JOSEPH RAYMOND SHEEHAN
MICHAEL KERNICKY
GREGORY CHRISTOS JAMGOCHIAN
SCOTT ARTHUR SPANGENBERG
JOSEPH SAMUEL QUINTO
Eric J Tuller
PETER MICHAEL MONAHAN
Jesse Morgan Raines
Scott Stern
JOHN GETZ FISCHER
DAVID LAWRENCE RIVERS
BRYAN R COGLIANO
FRANK B HANNA
VAUGHN RAYE SCHILL
JEFFREY ALLEN LEBER
Catherine Callaghan Gormley
JAMES KAY NESBITT
BRYAN PRESTON BENNER
STEVEN WAYNE LA PORTE
DAVID PAUL MINARCIK
MICHAEL JOHN FALCO
MICHAEL JOHN FALCO
SALVI JOSEPH DEBELLIS
DANIEL MALTBY
GERALD ANTON PETRUS
SCOTT DELANO SAFFORD
QUINN STEPHEN MICHEL
DAVID ARDEN EMERY
RICHARD WILLIAM BELL
MARTIN JAMES DEMPSEY

Within 25 miles of Rosemont, PA, Best Investors lists 786 registered investment advisory firms with 2,017 offices nearby, managing about $45.5T in combined regulatory AUM across 3,587,460 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 Rosemont

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