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Best financial advisors in Sassamansvlle, PA

Registered advisers within 25 miles of Sassamansvlle, PA.

Offices
1,211
Firms
492
Combined AUM
$42.9T
Firm-wide filings, not assets booked only here
Clients
3.43M
3,432,454 clients when Item 5C has a number
Avg / client
$12.5M
Combined AUM ÷ clients

Nearby offices

Firms

CETERA INVESTMENT ADVISERS LLC
EDWARD JONES
SANTANDER SECURITIES LLC
WELLS FARGO CLEARING SERVICES, LLC
WORLD INVESTMENT ADVISORS, LLC
OSAIC WEALTH, INC.
THRIVENT INVESTMENT MANAGEMENT INC.
CLIMECO ENVIRONMENTAL CAPITAL MANAGEMENT LLC
TRUIST ADVISORY SERVICES, INC.
AMERIPRISE FINANCIAL SERVICES, LLC
STATE FARM INVESTMENT MANAGEMENT CORP.
EXODUS WEALTH, LLC
PFS INVESTMENTS INC.
LPL FINANCIAL LLC
CENTAURUS FINANCIAL, INC.

Investors

JOSEPH JOHN BORGESE
LINDSEY JO BORGESE
Bonnie Lynn Thompson
Waheed Abisoye Gbadamosi
Benjamin S Kline
DOUGLAS MICHAEL DOUGHERTY
BARRY LEE WELLER
BRIDGIT DIANE HOLLY
PAUL VALERIO
DEBORAH J HARRIS
KENNETH JOHN KRIEBEL
Sarah Elizabeth Fontanez
Janna Mary Lutz
MELVIN DALE NACE
THOMAS BELL RUTTER
GERALDINE EDITH WARDLE
GREGORY THOMAS POWERS
JOHN ANTON UNGERMAN
Bryan Wise
MATTHEW CAPPELLETTI
SCOTT ALAN RAKOWSKI
GEORGE CHRISTOPHER DALLAS
Joseph Michael LoStracco
Stephanie Marie Serafin
Aaron Von Alst
JAMES VINCENT MARI
Caroline Elizabeth Wasielevski
DEAN E FOX
Matthew Anthony Kitchie
LAWRENCE RICHARD FIORINI

Within 25 miles of Sassamansvlle, PA, Best Investors lists 492 registered investment advisory firms with 1,211 offices nearby, managing about $42.9T in combined regulatory AUM across 3,432,454 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 Sassamansvlle

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