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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

WELLS FARGO CLEARING SERVICES, 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
WEALTHCARE ADVISORY PARTNERS LLC
PATRIOT FINANCIAL MANAGER, L.P.
EXETER PROPERTY GROUP, LLC
TGS FINANCIAL ADVISORS
CLEARVIEW FINANCIAL PARTNERS
SCHWAB WEALTH ADVISORY, INC.
MERCER GLOBAL ADVISORS INC.
CHARLES SCHWAB & CO., INC.
KESTRA ADVISORY SERVICES, LLC

Investors

BYRON THOMAS CLARK
PETER JAMES RESSLER
VANESSA PAPARONE
GERALD JOSEPH LAUDICINA
KEVIN M JANKE
JASON PATRICK FRESCOLN
DOUGLAS P HEPBURN
KIMBERLY ANN WARNER
JEREMY DANIEL HELLER
DANIELLE ROSE YOCH
ELLIOTT ROSS MILLER
DAVID BRADLEY FORREST
RACHEL LYNN ENDRES
BLAIR GEOFFRION JOHNSON
STEPHEN ANTHONY TULLI
DANIEL JOSHUA WEISS
russell reinhart
THOMAS ALAN RYLKO
MARVIN LEE BARRON
AUDREY LIBOIS
Caroline Rose Kiser
Yousef Mohammed Maher Almbaid
JAMES STEUART HEMPHILL
JEFFREY MITCHELL FACTOR
WINFIELD ROSS YOUNG
DAVID LOUIS FITZGERALD
STEVEN RICHARD MONTGOMERY
ANDREW WILLIAM FACTOR
IAN EDWARD HIGGINS
JASON FORSYTHE
Michen Sirleaf
Ming Cheung
Andrew Joseph Johnson
Thomas Buckman
KEVIN M DILLON
CHRISTOPHER PETER BLAKELY
Geoffrey Lee Franklin
DAVID CHARLES HAMAN
JASON O'MEARA
Edward M Lettieri
JOSEPH CONNOR PRICE
Bradley Vialpando
Rodney Nicholson
Andrew James Brown
COREY GARNIER
Brian Mahony Nash
Carson D Rau
Evan Bigler
BRANDON PIERCE ADAMSON
Evan James Allvord
ASHLEY MCCLINTOCK
WALTER DEAN JOHNSON
Joseph Wraga
Jeffrey Barry Lown

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