Best Investors Account Sign in

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

FOUNDATION WEALTH MANAGEMENT, LLC
AURDAN CAPITAL MANAGEMENT, LLC
WELLS FARGO CLEARING SERVICES, LLC
KESTRA ADVISORY SERVICES, LLC
THE FAIRMAN GROUP, LLC
WELLS FARGO ADVISORS FINANCIAL NETWORK, LLC
CETERA INVESTMENT ADVISERS LLC
FLAGSHIP CAPITAL MANAGEMENT INC
BARNSTONE ADVISORS LLC
VERMILLION & WHITE WEALTH MANAGEMENT GROUP
ARKADIOS WEALTH ADVISORS
LPL FINANCIAL LLC
ROSE VALLEY ASSET MANAGEMENT LLC

Investors

STEPHEN MARK MCDADE
PAUL ANDREW LAVIOLA
OWEN MICHAEL BROWN
ERIC MICHAEL HILDENBRAND
ZACHARY BRYANT HAMM-PHIPPS
SARA ALYSSA TURNER
MELISSA LEE TOMASIC
KRISTIN JONES
CHRISTOPHER HUNTER ATLEE
BROOKE WOODING
MIROSLAVA ALTAY
Michelle Brianna Adams
JOSEPH WILLIAM O'CONNELL
CHARLES DAVID KURTZMAN
LAWRENCE DAVID BORGER
AARON SCOTT RICHMAN
JONATHAN HENRY SHEVLIN
GREGORY J KNIGHT
ROBERT TIMOTHY HIGGINS
ANTHONY LOUIS CELENTANO
THOMAS RITSON FERGUSON
ROBERT ERIK IMMENDORF
RYAN BURKE
GENE STANLEY FERRARO
MICHAEL CENCI
JOHN JOSEPH KNIGHT
CAROLYN JEAN PORTER
NICOLE MALTESE
GREGORY DENNIS MACK
JESSICA LYNN BILBY
DELORES RUTH BROCKINGTON
THOMAS CLEGG SMITH
ROBERT PHILIP CAUTILLI
BRIAN GRANT VASSALLUZZO
JAMES HEALY PEPE
DANIELLE LEE SHUGHART
DEAN BELLOS
MICHAEL SAMUEL SIRIANNI
SCOTT MICHAEL KORUBA
BRIAN THOMAS D'AMICO
BRUCE R MARGER
JONATHAN WILLIAM DIAMOND
GEORGE ANTHONY BELLOS
BRETT DAVID COLE
J TIMOTHY CORLE
Dustin Michael Willing
Samantha Lee Lavrich
Nathan Lee Fullmer
ROY MILTON FAIRMAN
KELLEY REBECCA TAYLOR
PATRICK RANDALL GORGONZOLA
Samuel Joseph Mullen
Matthew Snyder
Andrea Michelle Gorniok
RYAN JEFFREY GELROD
ANDREW RUNYON GREEN
MARY DAL NOGARE
Kyle Daniel French
Jason Thomas Kleinschmidt
John Raymond Kugel
MARC GREGORY MENICKELLA
WILLIAM MICHAEL HUGHES
KIRSTEN TOVE NILSEN
STEVEN GILBERT KRAUS
CHARLES RIDDELL HUNTINGTON
AARON MICHAEL RUSSELL
THOMAS B HELM
SHAWN PAUL KINDT
ANTHONY DENNIS CELLUCCI
BRAD JAMES BRYAN
THOMAS ALLEN GOLDSMITH
PATRICIA MARKELL MCHUGH
John Aneser
JAMES BRINTON DETWILER
RYAN LEE VERMILLION
ROBERT P DECAMPLI JR
BRIAN JOSEPH WHITE
CHRISTI LYNN BENDER
MARY ELIZABETH MCCLENNEN-GLICA
BRYAN R COGLIANO
FRANK B HANNA
Christopher Anthony Sciarrino
JAMES WILLIAM OCONNOR
Kelly Erin McCarthy
GENNARO VUONO
MICHAEL WILLIAM CIRARD
WILLIAM GRESHAM COONEY
BRUCE EVERETT HUNT
WILLIAM PATRICK TOUEY

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