Best Investors Account Sign in

Best financial advisors in Trappe, PA

Registered advisers within 25 miles of Trappe, PA.

Offices
1,583
Firms
656
Combined AUM
$45.3T
Firm-wide filings, not assets booked only here
Clients
3.57M
3,572,685 clients when Item 5C has a number
Avg / client
$12.7M
Combined AUM ÷ clients

Nearby offices

Firms

WELLS FARGO ADVISORS FINANCIAL NETWORK, LLC
DEWITT CAPITAL MANAGEMENT
OSAIC WEALTH, INC.
J.P. MORGAN SECURITIES LLC
STATE FARM INVESTMENT MANAGEMENT CORP.
ON INVESTMENT MANAGEMENT CO
CHRISTINE MESSMER, P.C.
CETERA INVESTMENT ADVISERS LLC
UNITED PLANNERS' FINANCIAL SERVICES OF AMERICA A LIMITED PARTNER
CITIZENS SECURITIES, INC.
SENSENIG CAPITAL ADVISORS, INC.
TRUIST ADVISORY SERVICES, INC.
LPL FINANCIAL LLC
EDWARD JONES

Investors

WILLIAM SCHULTZ
ROBYN MARIE GEISS
NICKLAUS SERAFINI
JOSEPH G. DIGIACOMO
EARL DANIEL AXELSON
CHARLES BRACKEN
ROBERT BRANDON KRUT
GREGORY RON BOWDEN
WILLIAM BOLAS
SHAUN D SMALL
MICHAEL PAUL FINKELSTEIN
MEGHAN GALLAGHER
JOSEPH JAMES REINEMANN
JOSEPH RICHARD AZZARA
CHRISTINE MARIE BURGHART
COLLEEN MARY GEISS
MATTHEW JAMES BOLEY
ORLANDO MALDONADO
GENE N. SCHRAEDER JR.
BARBARA SILBERMAN
DAVID VIOLA
PHILIP ROBERT MELTZER
SAMANTHA VIOLA TRUDELL
WILLIAM LEWIS
MICHELLE WEILACHER
DONALD PAUL CORNAGIE
LORI PIAZZA-TIMCHACK
KELLEY THOMPSON
TARA MALDONADO FIBER
ALAN BRADLEY GUENZEL
SCOTT DAVID FRANK
DAVID HUNTER DEWITT
DAVID TREAT DEWITT
RUSSELL J TALONE
George M. Scafidi
Andrew M McGinley
PETER CHARLES CISICK
John Cisick
Christopher Anthony Torzone
MARILYN ANN BANYAI
RICHARD A. BREVOGEL
WILLIAM M SCHINDLER
Harrison Frederick Fosnocht
JEREMY CLAYTON BRENN
Kevin Michael Hartnett
Jacob Paul Wolfman
JASON DENNIS HARKEN
Ryan Samuel Satterthwaite
RACHEL MARIE SATTERTHWAITE
DENISE MARIE SATTERTHWAITE
Randal Robert DeFillippis
STEVEN JOSEPH MORROW
LAWRENCE RICHARD FIORINI
Matthew Anthony Kitchie
JOHN CHRISTOPHER FAIR
MICHAEL James FREDERICK
BRANDON JOSEPH SKUPSKI
ELLEN ROBINSON GUNDER
JEFFREY FRANCIS GUNDER
JOSEPH ROBERT HERRON
Dillon DeAntonio
Justin Hayes Bartolomucci
RAYMOND MATTHEW WILLOUGHBY

Within 25 miles of Trappe, PA, Best Investors lists 656 registered investment advisory firms with 1,583 offices nearby, managing about $45.3T in combined regulatory AUM across 3,572,685 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 Trappe

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