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Best financial advisors in Southampton, PA

Registered advisers within 25 miles of Southampton, PA.

Offices
1,703
Firms
658
Combined AUM
$21.0T
Firm-wide filings, not assets booked only here
Clients
3.48M
3,478,419 clients when Item 5C has a number
Avg / client
$6.03M
Combined AUM ÷ clients

Nearby offices

Firms

DSC FINANCIAL ADVISORS, LTD.
OSAIC WEALTH, INC.
EDWARD JONES
STATE FARM INVESTMENT MANAGEMENT CORP.
WELLS FARGO CLEARING SERVICES, LLC
CETERA INVESTMENT ADVISERS LLC
MML INVESTORS SERVICES, LLC
BLACKRIDGE ASSET MANAGEMENT, LLC
CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC.
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED
PNC WEALTH MANAGEMENT LLC
PALADIN RETIREMENT ADVISORS
MERIT FINANCIAL ADVISORS
LPL FINANCIAL LLC
PW NOVA FINANCIAL SERVICES LLC
JMAC ENTERPRISES LLC

Investors

WILLIAM JOSEPH SIFER
STANLEY MICHAEL ROBBINS
WILLIAM JAY NORBERG
Stephen Andrew Moyer
Scott McCrea
NICHOLAS PETER DEMAIO
CHARLES ERIK HALLORAN
JEFFREY PAUL DEISSLER
MICHAEL JOSEPH AMATO
BERNARD P ROONEY
DANIEL Jake LEAHY
JOSEPH FRANCIS SASKIEWICZ
Lori A Hoppmann
Shikha Prashar
MICHAEL THOMAS MCGINN
Brian Joseph Dobisch
BARRY ROBERT SHEVLIN
FRANK MIGNONI
RICHARD JAMES DEVLIN
MICHAEL DOUGLAS HANAHAN
Jeffrey Scott Beyer
MARK DAVID FRIED
SETH JAMES DIENER
Donovan Louis Stuard
MICHAEL RAYMOND SMITH
KENNETH CHARLES CONIGLIO
CHRISTOPHER MCNESBY
BRIAN JOSEPH HENRYSEN
MICHAEL DAVID CARLUCCI
JOHN KENNETH WHITEHEAD
L CONNOR ROBERT MACAULAY
ROBERT CHARLES MACAULAY
MORGAN ELIZABETH ZAFONTE

Within 25 miles of Southampton, PA, Best Investors lists 658 registered investment advisory firms with 1,703 offices nearby, managing about $21.0T in combined regulatory AUM across 3,478,419 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 Southampton

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 CAPTRUST 963 advisers $1.24T AUM 5 EDWARD JONES 28,751 clients · 24.6K advisers $1.01T AUM 6 UBS FINANCIAL SERVICES INC. 18,245 clients · 9,839 advisers $916B AUM 7 LPL FINANCIAL LLC 209,600 clients · 24.4K advisers $819B AUM 8 ALLIANCEBERNSTEIN L.P. 16 clients · 538 advisers $763B AUM