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Best financial advisors in Souderton, PA

Registered advisers within 25 miles of Souderton, PA.

Offices
1,501
Firms
569
Combined AUM
$42.6T
Firm-wide filings, not assets booked only here
Clients
3.47M
3,469,416 clients when Item 5C has a number
Avg / client
$12.3M
Combined AUM ÷ clients

Nearby offices

Firms

GIRARD ADVISORY SERVICES, LLC
EDWARD JONES
CETERA INVESTMENT ADVISERS LLC
AMERIPRISE FINANCIAL SERVICES, LLC
LPL ENTERPRISE, LLC
CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC.
LPL FINANCIAL LLC
KEY INVESTMENT SERVICES LLC
TRUIST ADVISORY SERVICES, INC.
WELLFULL
WELLS FARGO CLEARING SERVICES, LLC
HORNOR, TOWNSEND & KENT, LLC
STATE FARM INVESTMENT MANAGEMENT CORP.

Investors

LUISA FERNANDA SORKNESS
Thomas Joseph Flynn
Jennifer Ashley
ROBERTA JEAN KESSLER
CURTIS MICHAEL JOHNSTON
Keegan Michael Billie
Michael T McGuire
THOMAS EDWIN HELLINGS
JAMES HARLAN HAROL JACOBSON
MICHAEL MATTHEW STEWART
L RANDALL FAULKNER
ANDREW PAUL MCDONOUGH
JORDAN LEIGH SOWHANGAR
KAREN ELIZABETH LATOURETTE
JOSEPH DANIEL SMITH
THOMAS WESLEY REMMEY
GARY E BROWN
WILLIAM FRANCIS VANSANT
Scott Brong
Joshua Todd Gummo
PETER JOHN CONTE
KAREN ELIZABETH TEJKL
Andrew David Lein
Nicholas Francis Plawa
BRUCE KEVIN FREESTON
Kevin Charles Cuthill
BRENT ELIOT BERND
SHAUN PATRICK CONAHAN
TIMOTHY VERNON SWARTLEY
SIDNEY JASON RUTH
ROBIN LOUISE CLAY
SAMUEL J FLAHERTY
MICHAEL EMANUEL ROPER
SHAWN R BURGER
ROSE ALYSSA BERNARDO
Victoria Noelle Williams
MATTHEW RYAN RITTENHOUSE
NICHOLAS ANTHONY BERNARDO
Matthew Haraburda
MICHELE LYN HEWITT
Brock Hewitt
Martha Suzanne Pope
LANCE JOSEPH ROSINA
ANTHONY BERNARDO JR
LISA RENAE LEATHERMAN
GEORGE LAWRENCE MCREYNOLDS
DANIEL JARROD PETERS
DIANA C RUSHTON
JOHN ANTHONY MALENO
ANTHONY ROBERT SERGIO
ANTHONY R SERGIO
VITO MARTUTARTUS
Joshua Hartline
ROBERT BRUCE MUSSELMAN
JUSTIN MICHAEL MUSSELMAN
BRIAN H HINES
STEVEN ROGER SANSON
Avery Alan Sanson
Owen Edward Kelly
GARY CARL SANSON
LESLIE J. BENZAK
Sage Justin Bleakney
JOHN WALTER GALLAGHER
LYNN JEAN CRAIG
Craig Allen Mathews
MARK DAVID KEMP
Luke Childs
TODD ALEXANDER LITTLE
Sean Kieran Larkin

Within 25 miles of Souderton, PA, Best Investors lists 569 registered investment advisory firms with 1,501 offices nearby, managing about $42.6T in combined regulatory AUM across 3,469,416 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 Souderton

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