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Best financial advisors in Saint Davids, PA

Registered advisers within 25 miles of Saint Davids, PA.

Offices
1,844
Firms
742
Combined AUM
$45.4T
Firm-wide filings, not assets booked only here
Clients
3.59M
3,585,438 clients when Item 5C has a number
Avg / client
$12.7M
Combined AUM ÷ clients

Nearby offices

Firms

DIVERSIFIED, LLC
WALDRON PRIVATE WEALTH
CAMELOT CAPITAL MANAGEMENT LTD
ENTRUST FINANCIAL LLC
CORIENT
PRINCIPAL SECURITIES, INC.
PNC WEALTH MANAGEMENT LLC
PROPER FINANCIAL, LLC
GUARDIAN CAPITAL PARTNERS
ALPHA LEONIS PARTNERS, LLC
SECOND CURVE CAPITAL, LLC
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED
CAPTRUST
J.P. MORGAN SECURITIES LLC
WELLS FARGO CLEARING SERVICES, LLC
ACADIA INVESTMENT ADVISORS LLC
SEMINAL FOOD AND NUTRITION INVESTMENTS, LLC
SEMINAL CAPITAL INVESTMENTS, LLC

Investors

SCOTT FRANCIS LAVELLE
JONATHAN FRANCIS CAHILL
WILLIAM ELLIOTT TORRANCE
STEPHEN CHRISTOPHER WILDMAN
CLARK THOMAS SCHWEITZER
Peter J Hackenbrack
Tyler Robert Procacci
Sean Brian McGuigan
Noah Bushlow
Aaron Filbeck
MCKENZIE JANE FRANKEL
JOSEPH MARTINEZ
Jay Gordon Llewelyn
JOSLYN GAIL EWART
JENNIFER MARY BRAVO
Joseph Robert Giorgio
MICHAEL NEWMAN MATTISE
BRIAN JOSHUA JACOBS
CARL MICHAEL ROSENFELD
BRYAN ROBERT BLADES
CASEY ZISTEL SHURE
AUSTIN DODGE HOGGAN
Derrick Joseph Goodenow
Alyssa Marie Otway
Ashley Diane Nimon
Jack Michael Gartlan
Haley Paige Langan
Kathryn Rose Riesberg
Matthew Horan
JUSTIN MATTHEW SPIKE
Max Elfenbein
Andrew Michael Matusik
JOHN ARCHIBALD ONEILL
Thomas Francis Robert Powell
MATT HEINTZ
GRANT STEPHEN FREDERICK
Andrew Michael Stephens
ERIK RICHARD SCHUSTER
William J Leckey
Michael G D'Allaird
MARK THOMAS LYDON
SANDRA KASPAR
Matthew J Colflesh
RACHEL NADINE PUGH
Mary Saidis Thompson
JARED E VICHKO
MATTHEW J MILNES
JOANNE M SHANAMAN
Jeffrey Gerhard Patterson
BENJAMIN Anthony JUNIOR
Danielle A Siravo
William Daniel Loucks
Ava E Stone
Jessica B Cabral
DIANE F LAULIS
Carmine Pezzella
KIMBERLY RENEE KEEMER
GREGORY CHARLES MELARA
KEVIN DONN PLOTKIN
JOSEPH J DEVLIN
GERALDINE ANN PACOR
SCOTT T ENGLE
SUMMER A BLANCHARD
J DOUGLAS MORAN
ROBERT EDWARD DEFALCO
Charles L Cutshall
OSCAR A PEDRAZA
HUGH MERGAN
LAURA GRACE NOLAN
THOMAS F HELMIG
PAUL DUNN
JAMES IAN TOTH
MARGARET D'AGOSTINO
Adam John Barker
Michael Anthony Marotta
THOMAS CHRISTIAN EYBYE
CHRISTOPHER S HESS
Ryan Christopher Donnelly
Tina Maria Cifferello
Leah Eileen Lezanic
Nicole DeBlasi
Adam Goldin
Zachary Goodwin
Roberto D Calderon
JAMES EDWARD WALLACE
JOSEPH JOHN O'NEILL
JEFFREY NATHAN GLADSTEIN
Elizabeth A Lammers
Carl G Gordinier
Damon K Slepian
ROGER P KENT
Anastasia M Kingsbury
Kevin A Kimzey
Brett Rosenthal
JARED D MARSHALL
MATTHEW G RAFFERTY
WILLIAM J BURR
SATYAM P DESAI
Jack Lee
THOMAS FRANCIS HELMIG
Nancy A Rainer-Wallace
BETH A REINKING
Kyle L Pedraza
Monica Ann May
Cung Nghi Chau Nguyen
Samuel R Seidler
Tracy Le Heinze
BRUCE ALAN SPARTZ
CATHERINE KORESH
SUSAN BUTLER
Peter A Rohr
GUSTAVO A GUTIERREZ
BEATRIZ HELENA GOMEZ
Peter Rohr
RITA MANGINI
GARY BAKER
JONATHAN B WEST
SCOTT RICHARD ROLLICK
CHRISTOPHER DAVID KULICK
Cara Cannon
PAUL HOWARD SCHAFFER
SURABHI SHUKLA
Vertell Stinson
JAMES CRAIG STRETCH
DAVID ALEX MASTRO
Eric Tornoe

Within 25 miles of Saint Davids, PA, Best Investors lists 742 registered investment advisory firms with 1,844 offices nearby, managing about $45.4T in combined regulatory AUM across 3,585,438 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 Saint Davids

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