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Best financial advisors in Shillington, PA

Registered advisers within 25 miles of Shillington, PA.

Offices
377
Firms
146
Combined AUM
$12.1T
Firm-wide filings, not assets booked only here
Clients
2.76M
2,755,352 clients when Item 5C has a number
Avg / client
$4.40M
Combined AUM ÷ clients

Nearby offices

Firms

WELLS FARGO CLEARING SERVICES, LLC
OSAIC WEALTH, INC.
STATE FARM INVESTMENT MANAGEMENT CORP.
HYPERION FINANCIAL
LPL FINANCIAL LLC
CETERA INVESTMENT ADVISERS LLC
AMERIPRISE FINANCIAL SERVICES, LLC
BFC PLANNING, INC.
PERIGON WEALTH MANAGEMENT, LLC
GOOD LIFE ADVISORS, LLC
HIGHTOWER ADVISORS, LLC
CREATIVEONE WEALTH, LLC
FINANCIAL PLANNING ADVISORS INC.
VAN REED WEALTH MANAGEMENT LLC
EQUITABLE ADVISORS, LLC
EDWARD JONES

Investors

TAJAI F SMITH
DOUGLAS ANDREW KAUFMAN
RICHARD ALBERT KAUFMAN
Franklin Jay Singleton
TYLER CHARLES STORMS
MICHAEL PAUL HARTMAN
DANIEL PAUL CIENIEWICZ
Chere Lynn High-Robles
MARK A STONE
MaryElizabeth Irene Stone
TIMOTHY ANDREW MOGFORD
Brianna Garber
STEPHEN JOSEPH KACH
Jodi Lynn Bukowski
Steven Thomas Hofmann
STEVE H REITER
JOSEPH ANTHONY PANCERELLA
TIMOTHY ALBERT RUDY
MICHAEL PATRICK BUTTERWORTH
MICHAEL LEE KRUMHOLZ
KEVIN MICHAEL CAVANNA
BRIAN DOUGLAS TRAINER
JAMES BERNARD POOLE
COURTNIE ELIZABETH GRAY
CHRISTOPHER N NEEDS
Woodrow Wilson McGill
CHRISTOPHER CARL WHITCOMBE
Pierce A Giancaterino
NOAH HARRIS BROOKS
William McCanney
ANDREW STEVEN HEIFER
GARY L SHUMATE
JASON KURRASS
JOHN RICHARD SCHROLL
STACY JEAN PFIZENMAYER
ANN C KAVANAUGH
BRYAN ANTON STEPHEN
PETER WARREN MILLER
GARY LEE NOECKER
BENJAMIN JOHN LAMANNA
KEVIN JOSEPH MILLER
JOSEPH RANDALL MILLER
ALEX JAMES PATTERSON
ELIZABETH MARY GALLEN MASTROMARINO
JESSE ALEXANDER THOMAS
Ramsey Rayan
Joseph William Plageman

Within 25 miles of Shillington, PA, Best Investors lists 146 registered investment advisory firms with 377 offices nearby, managing about $12.1T in combined regulatory AUM across 2,755,352 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 Shillington

Ranked by regulatory AUM. AUM is firm-wide, not only this area.

1 MORGAN STANLEY 416,984 clients · 24.0K advisers $1.96T AUM 2 MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED 16,844 clients · 26.7K advisers $1.78T AUM 3 STRATEGIC ADVISERS LLC 17,518 clients · 17.7K advisers $1.37T AUM 4 EDWARD JONES 28,751 clients · 24.6K advisers $1.01T AUM 5 LPL FINANCIAL LLC 209,600 clients · 24.4K advisers $819B AUM 6 WELLS FARGO ADVISORS 5,302 clients · 15.3K advisers $671B AUM 7 AMERIPRISE FINANCIAL SERVICES, LLC 124,349 clients · 13.6K advisers $660B AUM 8 J.P. MORGAN SECURITIES LLC 407,036 clients · 14.8K advisers $430B AUM