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Best financial advisors in Upper Darby, PA

Registered advisers within 25 miles of Upper Darby, PA.

Offices
1,932
Firms
764
Combined AUM
$45.4T
Firm-wide filings, not assets booked only here
Clients
3.59M
3,587,135 clients when Item 5C has a number
Avg / client
$12.7M
Combined AUM ÷ clients

Nearby offices

Firms

J.P. MORGAN SECURITIES LLC
THRIVENT INVESTMENT MANAGEMENT INC.
CETERA INVESTMENT ADVISERS LLC
EAGLE STRATEGIES LLC
INSIGHT TOTAL STEWARDSHIP
CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC.
LPL FINANCIAL LLC
WELLS FARGO CLEARING SERVICES, LLC
ALLSTATE FINANCIAL ADVISORS, LLC
DEDICATED INVESTMENT ADVISERS LLC
EDWARD JONES
STATE FARM INVESTMENT MANAGEMENT CORP.
SANTANDER SECURITIES LLC
INDEPENDENCE ASSET ADVISORS, LLC
MAINLINE INVESTMENT ADVISERS, LLC
MERION REALTY ADVISERS, LLC
BIRCH CREEK CAPITAL, LLC
CW ADVISORS, LLC

Investors

Blair Aden Thompson
Robert S. Hughes
MICHAEL PETER GHELARDI
THOMAS J O'BRIEN
PATRICK GERARD BROUGH
Benjamin Conrad Baehr
SHAYNA LYNNE HARVEY
STEPHEN FRANCIS CAGGIANO
BRUCE RICHARD COOKE
DAVID LAWRENCE RIVERS
MARK D STAUFFER
JOSEPH MICHAEL DOUGHERTY
FELICIA JONES
JOSEPH ALOYSIUS BRACKEN
STEVEN MARK CLOTT
Kevin Conway
THOMA CAPO
CHARLES CHRISTOPHER MCAVENEY
Brian Ruht
KATIE ELIZABETH KEARNS
MARY STAMM DALY
WILLIAM ALAN LANDMAN
DAVID ANDREW CLAPPER
TYLER WILLIAM WYNN
LOREN L MCDOUGALL
JUSTIN STEVEN HOROWITZ
Richard Ernest Milburn

Within 25 miles of Upper Darby, PA, Best Investors lists 764 registered investment advisory firms with 1,932 offices nearby, managing about $45.4T in combined regulatory AUM across 3,587,135 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 Upper Darby

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