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

WEALTHCARE CAPITAL MANAGEMENT LLC
GARDINER INVESTMENT GROUP, INC.
COMMONWEALTH FINANCIAL NETWORK
WELLS FARGO ADVISORS FINANCIAL NETWORK, LLC
DT INVESTMENT PARTNERS, LLC
RBC CAPITAL MARKETS, LLC
KINGSVIEW WEALTH MANAGEMENT, LLC
STRATEGIC ADVISERS LLC
EDWARD JONES
WELLS FARGO CLEARING SERVICES, LLC
STATE FARM INVESTMENT MANAGEMENT CORP.
CETERA INVESTMENT ADVISERS LLC
OSAIC WEALTH, INC.
REGAL INVESTMENT ADVISORS LLC
LPL FINANCIAL LLC
BRANDYWINE ASSET MANAGEMENT
CORECAP ADVISORS

Investors

Joseph Anthony Gairo
AYAD AMARY
HENRY BENJAMIN SUPINSKI
TIMOTHY SCOTT GARDINER
Michael David Barone
Todd Wesley Cottingham
LAWRENCE JOSEPH KELLY
JOHN LEROY BLAIR
John Leroy Blair
Michael David D'Antonio
Ryan Riley Omensetter
LUKE PENSEROT SMITH
JONATHAN DARRELL SMITH
CHARLES Andres SMITH
Jennifer Hahn Giles
LORA BALDINI
Michael Richard Kilburn
MICHAEL JOSEPH NAGLE
MICHAEL ADAM STRULSON
ALLY SARA FEINMAN
ELIAS JEAN PERY
PAUL ERIC KARCHER
SCOTT ANDRE FEINMAN
ZACHARY ALAN KNABLE
EUAN LIVINGTON
MATTHEW J. KELLEHER
PATRICK M FARREN
BRIAN SCHWEITZER
MANDY SUE SNIDER
DOUGLAS MCALLISTER
ANDREW JAMES MASON
KYLE GADIEL
STEVEN SCHRIVER
KELLY A ROSE
STEVEN SCORNAJENGHI
MATTHEW N. MAGINNIS
RYAN G. SCHILLER
NICOLE FEAN
DANIEL SHAPERO
JARED FOLSOM
DEREK T LITTLE
THOMAS MICHAEL SMITH
FRANCIS DUNCAN DEPIANO
GEORGE RALPH BELL
KEITH B. JACKSON
MICHAEL C. VERGARI
KEVIN PHELAN
CEEGAN D. COOK
GREGORY MAXEY
SEAN ENAMA
Timothy C Hernandez
David William Rakow
ARASH AHMADPOUR
JOSEPH FRANCIS FEENEY
Grant William Gaugler
TODD A. MAROTTA
DEAN ADAM MIOLI
ETHAN TREVOR HARRIS
Darian Kishaun Daniel David
SHAWN ANDREW WAGNER
ROBERT VINCENT PROTESTO
TAMARA LEAH HIGGINS
Miles Christian Nissly
Kyle Banal
G WARD KEEVER
WILLIAM ELSBERRY LLOYD
Kyle Smith
CHRISTOPHER DEEGAN VINCENT
RANDAL THOMAS EVELAND
David S Walker
Patrick Farr Morocco
Ella Jane Drazek
DANIEL ANDREW DELIA
MATTHEW D. BIFFEN
Brian Wolfer
Alison Elizabeth Slezak
Parker Wine

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