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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

WALDRON PRIVATE WEALTH
TROUTMAN WEALTH
PLUMTREE FINANCIAL PLANNING
TRANSAMERICA FINANCIAL ADVISORS, LLC
STONERIDGE WEALTH ADVISORS, LLC
PRIVATE ADVISOR GROUP, LLC
DIVERSIFIED, LLC
ENTRUST FINANCIAL LLC
CORIENT
PRINCIPAL SECURITIES, INC.
SEMINAL FOOD AND NUTRITION INVESTMENTS, LLC
SEMINAL CAPITAL INVESTMENTS, LLC
KATHMERE CAPITAL MANAGEMENT, LLC
SEMINAL EDUCATIONAL INVESTMENTS, LLC
SEMINAL TECHNOLOGY INVESTMENTS, LLC
STATE FARM INVESTMENT MANAGEMENT CORP.
OSAIC WEALTH, INC.
GWN SECURITIES INC.
WARREN FINANCIAL SERVICE

Investors

Sean Brian McGuigan
Noah Bushlow
Aaron Filbeck
STEPHEN MICHAEL TROUTMAN
BETH HOPE DANDREA
XUPING FAN
Yu Tao
JEFFREY ALAN THOMPSON
ROY MICHAEL BLUMBERG
SCOTT FRANCIS LAVELLE
JONATHAN FRANCIS CAHILL
WILLIAM ELLIOTT TORRANCE
STEPHEN CHRISTOPHER WILDMAN
CLARK THOMAS SCHWEITZER
Peter J Hackenbrack
Tyler Robert Procacci
MCKENZIE JANE FRANKEL
JOSEPH MARTINEZ
Jay Gordon Llewelyn
JOSLYN GAIL EWART
JENNIFER MARY BRAVO
Joseph Robert Giorgio
MICHAEL NEWMAN MATTISE
BRIAN JOSHUA JACOBS
CARL MICHAEL ROSENFELD
BRYAN ROBERT BLADES
CASEY ZISTEL SHURE
AUSTIN DODGE HOGGAN
Derrick Joseph Goodenow
Alyssa Marie Otway
Ashley Diane Nimon
Jack Michael Gartlan
Haley Paige Langan
Kathryn Rose Riesberg
Matthew Horan
JUSTIN MATTHEW SPIKE
Max Elfenbein
Andrew Michael Matusik
JOHN ARCHIBALD ONEILL
GEOFFREY Frederick FORCINO
MATTHEW HAMILTON LUGAR
Nicholas Olesen
William Schumacher
Grant Boyle
Kevin McDermott
Michael P McDermott
Brian Fenlin
BRIAN LYNCH
DAVID JOSEPH HILL
Kevin Doyle
JASON ALEXANDER LIPKA
Nicholas Reed Ryder
CLARE P DIAMOND
Brian Michael Todaro
James Nicholas Leasure
Franklin Jay Singleton
DOUGLAS ANDREW KAUFMAN
RICHARD ALBERT KAUFMAN
BRIAN DOUGLAS DART
SEAN JOSEPH MURPHY
BRYCE GABRIEL SISKO
RONALD LESTER WENRICH
TYLER BRET LIECHTY
RAYMOND FRANK DUNEGAN
RYAN SCOTT CHRISTENSEN
BRET-MICHAEL DESTEFANO
JEFFREY JOHN MILLER
JOSHUA P MILLER
KERRY HAWVER
Patrick James Bello
MATTHEW HENRY CUNNINGHAM
JULIE F ARANOWITZ
COLIN PHILIP SHANNON

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