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Best financial advisors in Skippack, PA

Registered advisers within 25 miles of Skippack, PA.

Offices
1,633
Firms
664
Combined AUM
$45.1T
Firm-wide filings, not assets booked only here
Clients
3.57M
3,572,623 clients when Item 5C has a number
Avg / client
$12.6M
Combined AUM ÷ clients

Nearby offices

Firms

JANNEY MONTGOMERY SCOTT LLC
MARKET STREET WEALTH MANAGEMENT
TRILLIUM WEALTH LLC
WELLS FARGO CLEARING SERVICES, LLC
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED
AMERITAS ADVISORY SERVICES, LLC
DEL VAL RETIREMENT AND INVESTMENT SERVICES INC
PGIM INVESTMENTS LLC
J.P. MORGAN SECURITIES LLC
HORNOR, TOWNSEND & KENT, LLC
EDWARD JONES
STATE FARM INVESTMENT MANAGEMENT CORP.
TD PRIVATE CLIENT WEALTH LLC
OSAIC WEALTH, INC.
CETERA INVESTMENT ADVISERS LLC
OAKTREE ADVISORS LLC
LPL FINANCIAL LLC

Investors

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
MARK MELORO
KEVIN ANDREW HOLT
KELLY LIVESEY DOHERTY
ANDREW CHRISTOPHER THRIFT
JEFFREY WILLIAM LEPPERT
MATTHEW GARRETT EICHERT
TROY BATES VOGT
SARAH LOUISE CLAYTON
Nathan Ives Daniel
Richard George Elias
Maxwell Joseph Meloro
THOMAS AVERY SKELLEY
ARSHAN ABID
JOHN WILLIAM SHULTZ
Juan Jose Benjumea
Thaddeus Jean Baptiste
Natali E Sanchez
DAVID ERIC SMALL
WILLIAM SANDS JR
JAMES ROBERT RENSMAN
Bajram Elezaj
Max Land
CHRISTINE PALMER HENNIGAN
CHARLES ERIK HALLORAN
Stephen Andrew Moyer
Scott McCrea
NICHOLAS PETER DEMAIO
DAVID LAWRENCE RIVERS
Luke Patrick Cantwell
STANLEY MICHAEL ROBBINS
WILLIAM JAY NORBERG
JAMES PATRICK FLANAGAN
GEORGE PAUL KURTZ
DANIEL EDWARD NEMETH
John Pelcheck
LOUIS JOSEPH HERSHMAN
PAUL EICHMAN
BENJAMIN EICHMAN
TRUDY ANN FEARON
Christopher Anthony Sciarrino
JAMES WILLIAM OCONNOR
Kelly Erin McCarthy
GENNARO VUONO
MICHAEL WILLIAM CIRARD
WILLIAM GRESHAM COONEY
LAWRENCE JAMES GRIEST

Within 25 miles of Skippack, PA, Best Investors lists 664 registered investment advisory firms with 1,633 offices nearby, managing about $45.1T in combined regulatory AUM across 3,572,623 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 Skippack

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