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Best financial advisors in Spring House, PA

Registered advisers within 25 miles of Spring House, PA.

Offices
1,869
Firms
713
Combined AUM
$45.2T
Firm-wide filings, not assets booked only here
Clients
3.58M
3,577,997 clients when Item 5C has a number
Avg / client
$12.6M
Combined AUM ÷ clients

Nearby offices

Firms

PINNACLE STRATEGIC WEALTH MANAGEMENT, LLC.
PRESERVATION WEALTH MANAGEMENT
LPL FINANCIAL LLC
RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC
AMERIPRISE FINANCIAL SERVICES, LLC
AMERITAS ADVISORY SERVICES, LLC
J.P. MORGAN SECURITIES LLC
EDWARD JONES
STATE FARM INVESTMENT MANAGEMENT CORP.
HATCH BIOFUND MANAGEMENT, LLC
PFS INVESTMENTS INC.
OSAIC WEALTH, INC.
CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC.
KREMPA ASSOCIATES INC.
IVC WEALTH ADVISORS LLC
INVERNESS GRAHAM INVESTMENTS, INC.
SYNDICATED CAPITAL, INC.

Investors

THOMAS MARCHOZZI
MICHAEL ANTHONY PIERSON SCHIMEK
STEVEN ALAN SUIB
MATTHEW RYAN SILVERHARDT
BARRY ARTHUR RUCKS
JOHN EDWARD FRAMPTON
MARIA L SHIELDS
CHRISTINE MARIE STEFANOU
MEGHAN ELIZABETH MCINTYRE
DAVID ANDREW DZENDZEL
SAMANTHA LYNNE FRICK
ANTHONY JOSEPH PETTOLA
George M. Scafidi
Stephen Andrew Moyer
Scott McCrea
NICHOLAS PETER DEMAIO
EUGENIA RITVIN
ROBIN LEWIS
JODI BANKS
CHRISTOPHER SARR
STANLEY MICHAEL ROBBINS
WILLIAM JAY NORBERG
ERIC LEE JAY
A CHARLES KREMPA
WILLIAM THOMAS KREMPA
ALBERT CHARLES KREMPA
DAVID WILLIAM GOTWALS
RONALD JACK JOYCE
ERIC VAUGHN LANDES
PAUL JOSEPH MCCOLGAN
JULIE ANN MACDADE
SCOTT JOSEPH CENDALI
Brian Francis Scheiblein
SCOTT EDWARD MARSHALL
JACQUELYN E DOUBET
JEROME ROBERT GRAHAM
JEFFREY JON JACOBY
Adam Older
MATTHEW BRIAN FRANK
DAVID JOHN SHANTZ

Within 25 miles of Spring House, PA, Best Investors lists 713 registered investment advisory firms with 1,869 offices nearby, managing about $45.2T in combined regulatory AUM across 3,577,997 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 House

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