Best Investors Account Sign in

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

WELLS FARGO CLEARING SERVICES, LLC
CENTAURUS FINANCIAL, INC.
JANNEY MONTGOMERY SCOTT LLC
CETERA INVESTMENT ADVISERS LLC
WELLS FARGO ADVISORS FINANCIAL NETWORK, LLC
AMERIPRISE FINANCIAL SERVICES, LLC
CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC.
SIMPLICITY WEALTH
OSAIC WEALTH, INC.
EQUITABLE ADVISORS, LLC
LPL FINANCIAL LLC
DSC FINANCIAL ADVISORS, LTD.
HORNOR, TOWNSEND & KENT, LLC
TRUIST ADVISORY SERVICES, INC.
MCKENNA & SULLIVAN INC

Investors

JAY ROBERT BEAULIEU
MICHAEL EDWARD MAITNER
Christopher Ryan Deering
DEAN CONSTANTINOS VETSIKAS
JARED ANDREW CROUSE
BRUCE HOWARD CHMARA
JAMES LAWRENCE STOTTER
JUDITH R LUDOVICO
MICHAEL JOHN DECHIARIO
JOSEPH WESLEY SHULTZ
KATIE L HEMMERT
JOSEPH RICHARD RUBIN
JENNIFER GUARINO
JAMES PATRICK MCFADDEN
MORGAN ELIZABETH KANE
MEGAN MICHELLEE GRAHN
WILLIAM JACK RAPINE
BENJAMIN EVAN CRANE
SANDRA LEE NEILL
SAMUEL C BOOKBINDER
SUZETTE ANNE HIPPERT
WILLIAM G O'BRIEN
GARY STEPHEN GOUNARIS
CHRISTOPHER PERRY SHIELDS
SALVADOR CONSTANTINO-ARIZAGA
VICTOR ANDRES LUGO
PATRICIA DUNNE MCNAMARA
WILLIAM ALBERT ANGELOS
KIMBERLY ANN WARNER
GREGORY KESSLER JR
PAUL FIELDING LOCKWOOD
JOSEPH STANLEY BODALSKI
KEVIN M JANKE
SCOTT PHILIP DOLSON
JOSEPH MICHAEL CUCINOTTA
JEFFREY TODD BACH
GARY BRIAN REMP
BRETT DARYL HUTCHINS
JOHN PATRICK CAVEN
MICHAEL RONALD ZOLLERS
SHAWN DAVID PEARSON
JOHN PAUL SAUER
Nelia McBride
MICHAEL ROBERT PAPA
GAIL ROBIN WEIGLE
JONATHAN JOSEPH ZEMINSKI
Richard LOUIS Trotta
DIANA LYNN MOONEY
JOSEPHINA OSTI LUCZAK
HELENA ESTVANOVA
PAVEL MORDASOV
NATALIE PEARL MUSCATELL
TYLER SHERIDAN FRANKS
SAGAR MAINALI
ZACHARY BRYCE FIRESTONE
Judah Rubin
JOHN CHRISTOPHER STROHMAN
MICHAEL JOSEPH GERMANA
JEFFREY SCOTT FISS
MATTHEW M STRUBE
KEVIN JAMES MCKNIGHT
JOHN LEO WILLIAMS
DEBRA L JETTE
DANIEL JARROD PETERS
GAIL ELLEN KNIGHT
ANDREW JAMES STRAUSS
ANTHONY JEROME CALDERONE
WILLIAM JOSEPH MICHETTI
RAYMOND EDWARD MCCARTY
MAHFUZ HASSAN
JEFFREY THOMAS MACALUSO
MICHAEL KEVIN WAGNER
JAMES CRAIG STRETCH
THOMA CAPO
ANTHONY JAMES BAVLISH
EMMANUEL ALADE
Gabriel Lukas
RAYMOND ROCCO REGALBUTO
TIMOTHY JOHN HERRERA
KIRK J STENSRUD
CHRISTINA MARIA MCGINN
ANDREW CHARLES CARNEVALE
JAMES CLAYTON FLAHERTY
Anthony Michael Lanzone
YALE JOSEPH
ANTHONY ALLEN SNAITH
MICHAEL WALTER HASSELL
JOHN ANTHONY BATTISTA
JAN PETER CUMMINS
ARNOLD CHARLES CARNEVALE
ROBERT JOSEPH BOWMAN
KENNETH STUART MINTZ
DAVID WILLIAM WEBB
Michael Hassell, Jr
BYRON THOMAS CLARK
PETER JAMES RESSLER
VANESSA PAPARONE
GERALD JOSEPH LAUDICINA
JASON PATRICK FRESCOLN
DOUGLAS P HEPBURN
JEREMY DANIEL HELLER
DANIELLE ROSE YOCH
ELLIOTT ROSS MILLER
DAVID BRADLEY FORREST
RACHEL LYNN ENDRES
BLAIR GEOFFRION JOHNSON
STEPHEN ANTHONY TULLI
DANIEL JOSHUA WEISS
WILLIAM JOSEPH SIFER
THEODORE MACK
JOHN J PARKER
HARRY NOAH SPAR
MARY COBB
BENJAMIN SPALTER
SEAN EASTON
JOSEPH ARTHUR DIORIO
WILLIAM MCKENNA

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