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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

OSAIC WEALTH, INC.
NORTHSTAR ASSET MANAGEMENT COMPANY, LLC
COOMBS WEALTH ADVISORY, LLC
BRYN MAWR TRUST ADVISORS, LLC
NORTHWESTERN MUTUAL INVESTMENT SERVICES, LLC
SUN GLOBAL LLC
TRANSGLOBAL ADVISORY, LLC
COMMONWEALTH FINANCIAL NETWORK
ROBERT W. BAIRD & CO. INCORPORATED
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED
PINNACLE STRATEGIC WEALTH MANAGEMENT, LLC.
PRESERVATION WEALTH MANAGEMENT
LPL FINANCIAL LLC
RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC
JANNEY MONTGOMERY SCOTT LLC
AMERIPRISE FINANCIAL SERVICES, LLC
PERSIMMON CAPITAL MANAGEMENT

Investors

KELLY JEAN BOYLAN
NICHOLAS JOSEPH FRESOLONE
CHRISTINE MARIE PIERCE
Julia Elizabeth Marino
JOHN GERARD CARSON
WILLIAM THOMAS KAELI
LONNIE A. COOMBS
BRIAN C. COOMBS
JAMES T BARNES
Adam M Rieger
Samuel Good
JASMINE ZHONG YU
MARK EDWARD BRADFORD
VALERI MARIE BOCLAIR
LUIS A SEPULVEDA
PHILIP C WAGNER
Ryan Jordon Egolf
JEFFREY Alexander KITCHEN
Kevin Dolan
THOMAS JAMES KEEFER
Ivan Shabalov
GEOFFREY J PASSEHL
Yongsheng Xu
QIN ZHANG
MICHAEL PENG
Ning Tang
Lin Fei
Yu Zhang
ADAMANTIOS Julian MORAITIS
RYAN CHRISTOPHER UNTHANK
KRISTIN ELIZABETH HILLSLEY
JORGE H DIAZ
NANCY JARRETT POPOVICH
Zachary T Bross
Elena K Leahy
JAMES WILLIAM MCGUIRE
PATRICK MICHAEL FOLEY
BRITTNEY MAY SCHLICKER
Jonathan Sklar
THOMAS MARCHOZZI
MICHAEL ANTHONY PIERSON SCHIMEK
STEVEN ALAN SUIB
MATTHEW RYAN SILVERHARDT
BARRY ARTHUR RUCKS
JOHN EDWARD FRAMPTON
RUSSELL R VALANTE
BRIAN PAUL CUTTIC
Juan Sturla
MARK ALAN KELLEY
RAYMOND T WILEY
EVAN FOOTER
JEFFREY WILLIAM REICHNER
H. BRAD KERR
MICHAEL ROBERT PATITUCCI
DANIEL S LEVIN
MARC STEVEN RAPOPORT
MARY ELLEN MCCULLAGH
ELLIOTT PAUL FOOTER
BINNIE SUE FOOTER
MICHAEL ROBERT PATITUCCI
H. BRAD KERR
MARIA L SHIELDS
CHRISTINE MARIE STEFANOU
MEGHAN ELIZABETH MCINTYRE
DAVID ANDREW DZENDZEL
SAMANTHA LYNNE FRICK
AMY BETH ARMSTRONG
JAMES TODD LERMITTE
GREGORY SCOTT HORN

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