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Best financial advisors in Spring City, PA

Registered advisers within 25 miles of Spring City, PA.

Offices
1,298
Firms
556
Combined AUM
$43.6T
Firm-wide filings, not assets booked only here
Clients
3.44M
3,436,035 clients when Item 5C has a number
Avg / client
$12.7M
Combined AUM ÷ clients

Nearby offices

Firms

STATE FARM INVESTMENT MANAGEMENT CORP.
COMMONWEALTH FINANCIAL NETWORK
EDWARD JONES
GREAT VALLEY ADVISOR GROUP, LLC
AMERIPRISE FINANCIAL SERVICES, LLC
CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC.
J.P. MORGAN SECURITIES LLC
CETERA INVESTMENT ADVISERS LLC
HORNOR, TOWNSEND & KENT, LLC
VERMILLION & WHITE WEALTH MANAGEMENT GROUP
JANNEY MONTGOMERY SCOTT LLC
LPL FINANCIAL LLC
LIMERICK FINANCIAL GROUP, LLC
FIRST FINANCIAL SECURITY, LLC
CENTAURUS FINANCIAL, INC.
BARNSTONE ADVISORS LLC

Investors

SHAWN MITCHELL STASKA
JAMES HOFF
ANDREW KARL HOFF
John Bruce Castner
RYAN CHRISTOPHER TODD
KENNETH WESTON DEL GOLETO
DARRIN MCCLAIN WALLACE
Marcus Lucchese
BRAD JAMES BRYAN
BRIAN GOODMAN
RYAN LEE VERMILLION
ROBERT P DECAMPLI JR
BRIAN JOSEPH WHITE
CHRISTI LYNN BENDER
MARY ELIZABETH MCCLENNEN-GLICA
JACELYN DARLENE GOFUS
TAMMY ELAINE BOWMAN
THOMAS MARTORANA
Reece Everett Maurer
Conor Staples
CHARLES LEROY WISNER
Kathleen Ann Lynn
SELDEN PAUL STAPLES
DENNIS JOHN KEYSER
Jeffrey Lehocky
Nathan Shane Christman
RICHARD WALTER STORMS
JOSEPH ST. PEDRO
DAVID JAMES WOOD
Christopher Ryan Griffith
Ceida Branca
CHARLES EDWARD FALCO
Aaron J Tidd
ADAM E HARTZELL
STEPHEN THEODORE CLARK
WILLIAM JOHN MCCARTIN
MATTHEW CAPPELLETTI
SCOTT ALAN RAKOWSKI
GEORGE CHRISTOPHER DALLAS
PATRICIA MARKELL MCHUGH
John Aneser

Within 25 miles of Spring City, PA, Best Investors lists 556 registered investment advisory firms with 1,298 offices nearby, managing about $43.6T in combined regulatory AUM across 3,436,035 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 Spring City

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