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Best financial advisors in Unionville, PA

Registered advisers within 25 miles of Unionville, PA.

Offices
984
Firms
448
Combined AUM
$41.8T
Firm-wide filings, not assets booked only here
Clients
3.11M
3,108,286 clients when Item 5C has a number
Avg / client
$13.4M
Combined AUM ÷ clients

Nearby offices

Firms

INDEPENDENT FINANCIAL PARTNERS
FOUNDERS FINANCIAL SECURITIES LLC
CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC.
OSAIC WEALTH, INC.
SHERPA CAPITAL MANAGEMENT
BRUTON CHISNELL ADVISORS, LLC
EDWARD JONES
TRIPLE IMPACT CAPITAL
TRINITY INVESTMENT ADVISORS, LLC
WEDMONT PRIVATE CAPITAL
BALLAST FINANCIAL ADVISORS, LLC
HIBERNIA SALES CORPORATION
CETERA INVESTMENT ADVISERS LLC
GREAT VALLEY ADVISOR GROUP, LLC

Investors

Erik Somerville
GREGG MICHAEL SOMERVILLE
Andrew Jonathan Douglas
RICHARD KEVIN MCLAUGHLIN
PETER JOHN SUCCOSO
SCOTT HOTTEL CHAPIN
PETER J SEELAUS
DAVID ROCCO L'ERARIO
LAWRENCE EARL SPRINGER
Michael Anthony Chisnell
BENJAMIN CULVER BRUTON
JAMES MARSHALL BRUTON
Brad Abel
CARMELA LEE ELCO
JENNIFER TRACEY KIRBY
MICHAEL KEVIN MCCABE
RICHARD DENNIS PEARCE
JEFFREY MICHAEL KROPP
Daniel Earl Holdridge
RYAN EVERETT GRAHAM
Thomas FRANCIS Ginty
DOMINIC JOSEPH CORABI
Daniel Elser
Mark Allen May
Jake Dexter Burnham
DANIEL PATRICK MCHUGH
Timothy Ireland
Jeffrey Wayne Kitchen
Max Gabriel Honig
Emily Anne Lanning
Richard Gostkowski
Brendan Murphy
Joseph P Kicinski
Hanna McCarthy
MICHELLE SIANO
Jesse Andrew Colgan
GARY JOSEPH SIANO
STEVEN DOUGLAS
KRISTY MAE DOUGLAS
KRISTEN M TAYLOR
PHILIP HENRY SEARS
LYNDA BRITTAIN BLESSING

Within 25 miles of Unionville, PA, Best Investors lists 448 registered investment advisory firms with 984 offices nearby, managing about $41.8T in combined regulatory AUM across 3,108,286 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 Unionville

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