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Best financial advisors in Sellersville, PA

Registered advisers within 25 miles of Sellersville, PA.

Offices
1,341
Firms
517
Combined AUM
$42.4T
Firm-wide filings, not assets booked only here
Clients
3.47M
3,467,076 clients when Item 5C has a number
Avg / client
$12.2M
Combined AUM ÷ clients

Nearby offices

Firms

MORGAN STANLEY
PRINCIPAL SECURITIES, INC.
ELLIS INVESTMENT PARTNERS, LLC
GREAT VALLEY ADVISOR GROUP, LLC
CREATIVE PLANNING
VISTA FINANCIAL SERVICES LLC
ENGLEBERT FINANCIAL ADVISERS, LLC
WELLS FARGO CLEARING SERVICES, LLC
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED
STATE FARM INVESTMENT MANAGEMENT CORP.
STANLEY-LAMAN GROUP LTD.
LPL FINANCIAL LLC
JANNEY MONTGOMERY SCOTT LLC
STERLING INVESTMENT ADVISORS LTD.
RED SPRUCE CAPITAL, LLC
ROLEK RETIREMENT PLANNING

Investors

SHERRI A MAGSAM
WILLIAM HOOPER MUNDY
KATHLEEN HEAD PEZZUOLI
Hailey Jordan Schwartz
TIM John CALIO
Jane T Kuntz
ROBERT WAYNE YODER
JOHN LAWRENCE MCCARTHY
KEITH CLARK STEVENS
JOSEPH ERNEST MORGANTI
John Ruggero
JOEL HOWARD FRANKEL
Malkia S Dandy
STEPHANIE GAMBER
KEITH THOMAS MUNERA
BRETT DANIEL CAFFREY
MARTHA ALICE TEMPLE-CASS
Emily Elizabeth Endres
PAUL J ABELN
Blaise T Connor
KATHARINE CALLAGHAN POWERS
William Wolfe
Tony V Queiroz Silva
Angela Marie Tonrey
Ryan Joseph Snarski
Tara Frohner
Curtis Nelson
BRIAN PATRICK KEARON
KEITH EDWARDS FORD
JENNIFER MARIE RAINES
CHARLES FRANK KUNTZ
JOHN KRAMER
DAVID ANDREW OSCAR
Lauri Marie Graziano
Allen C Minton
RYAN WILLIAM ASHCROFT
Kelsey Elizabeth Crawford
Patrick Fitzgibbon Frohner
JOHN WARREN KRAUS
CHARLES PATRICK ROBINSON
ARTHUR JAMES FROHNER
MICHAEL JOSEPH DIMENNA
CHRISTOPHER JAMES KEARON
MICHAEL PETER TROY
CHARLES MICHAEL PIRES
Nicholas Woo-Hsiung Sun
JENNIFER ANN GARRETT
CHRISTIAN GRUDE
DAVID YU-WEN SUN
SAMUEL MARCELINO CARPIN
DEREK ALLEN LEMKE
JONATHAN D SMITH
ROSS BRIAN MULDOON
anthony michael civitello
Alexis Rose Barnhart
MICHAEL ALLEN NEWMAN
DANIEL JOSEPH KELLEY
EVAN AVGERINOS
ANDREW DONALD SCHAFFER
WOODWARD TOWN ODIORNE
JAMES OTTO SHOUP
ROBERT STEVEN SCHMAUK
ERIC BRIAN PARNELL
ERIC J. HOUGH
Kate Elizabeth Templeton
ANURATI A PATEL
RYAN JOHN SHANLEY
NICHOLAS DAVID DALESSANDRO
ELIZABETH MADONNA
KEVIN DAVID RAFFERTY
Evan Coffey
John F Satterfield
ROBERT STEVEN SCHMAUK
JOSEPH STUART KARP
RYAN JONATHAN DAVIS
JEFFREY PAUL KOLODJSKI
PHILIP ALEXANDER ROSENAU
RICARDO JOAO FERREIRA
MICHAEL RYAN LAATSCH
PATRICK ABRUNZO
THOMAS JOHN LALLY
SCOTT DANIEL BANTZ
JARED RAY KROG
Ruth Renee Stene
ANTHONY JAMES BENZ
JASON L DELCOLLO
JASON R KNIGHT
ADAM PAUL WERNER
JODI KAY GIBSON
MATTHEW WAYNE MARTINSON
Kayla Hall
JORDAN THOMAS WOLD
JONATHAN WILLIAM CHILDS
SETH CHARLES HANSVICK
AARON PATRICK BRANDT
JULIE ANN DOUGLAS MADDOX
ROGER ALAN ANDERSON
DANIEL DAVID GUSTAFSON
RICHARD MARK TYROLER
MICHAEL BRADLEY ENGLUND
ANDREA S SCHRIEFFER
MICHAEL G DOLEZAL
Benjamin Joseph Johnson
LYNN PAGANS
Brian J Samec
GREGORY R MALLISON
CHARLES JOSEPH MCNAMARA
RICHARD HENRY ROPELEWSKI
DAMON JEREMY BOYAR
CARMEN MARIA BOLIUS ANDREWS
OMAR FERNANDO CUJAR
GEORGE ROBERT PLOCK
MATTHEW DANIEL FITCH
ANDREA JOELLEN ARGUE
Michael Edward Tindall
Robert Taylor Anderson
Aaron Robert Harwood
MARK ANTHONY ROSSBACH
MICHAEL JOSEPH MARTIN
JEFFREY MARC ALEXANDER
MICHAEL JOSEPH DEDDA
Jay Douglas Thompson
Kayla Isabella Fusaro
ANDREW M REDER
MICHAEL ANDREW CONNER
DAVID STANLEY KOVACH
MICHAEL GILBERT FANCHER
MATTHEW PEARCE ARNOLD
Tara Cylcewski
MATTHEW ROBERT SHERIDAN
JAMIE LYN ENGLEBERT
Andrew Gordon Gaines
CHRISTOPHER PAUL ENGLEBERT
REID IRA CHIZIK
RICHARD JAMES DEVLIN
FRANK MIGNONI
Carlos Orlando Ramirez
WILLIAM G STANLEY
MARY TRYON
ANDREW MICHAEL MADDALONI
JOSEPH DAVID WATERMAN
ALEXANDER WEBER BOYER
RANDI L MOULDER
MARTIN PATRICK KRAFT D'AMICO
JULIE SEHER BICKEL
DANIEL ALEXANDER NYIRI
JAMES CARL CORTS
HAROLD FRANCIS SCATTERGOOD
PHILIP JOSEPH BALDASSARI
BRIAN JAMES MCGRATH
DANIEL B BOYER
STEPHEN EDWARD BALEN
JOHN MICHAEL DURKAN
JOEL PHILLIP FELDMAN
JAN ROBERT CARR
LISA ANN SCHAUB
KATHLEEN A FISHER
SCOTT JAY KAMINSKY
JOSEPH FINE
Joshua Patrick Dupre
JOHN PHILLIP CASALE
DAWN AUTIN DUPRE
CHRISTOPHER WILLIAM CLAVIN
JOHN MICHAEL CONABOY
SARAH LINDSAY STEVENS SMITH
SEAN MICHAEL FLATLEY
MATTHEW PAUL CROLEY
BRAY ANDREW HANSEL
DAVID SCOTT NEWCOMB
Gabriel Michael Fairorth
TIMOTHY EDWARD FLATLEY
MARK JOSEPH VASQUEZ
AMISH BHASKER DESAI
MARK ERNEST KENNEDY
KYLE J ROLEK

Within 25 miles of Sellersville, PA, Best Investors lists 517 registered investment advisory firms with 1,341 offices nearby, managing about $42.4T in combined regulatory AUM across 3,467,076 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 Sellersville

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