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Best financial advisors in Upper Gwynedd, PA

Registered advisers within 25 miles of Upper Gwynedd, PA.

Offices
1,733
Firms
688
Combined AUM
$45.1T
Firm-wide filings, not assets booked only here
Clients
3.57M
3,573,079 clients when Item 5C has a number
Avg / client
$12.6M
Combined AUM ÷ clients

Nearby offices

Firms

UNITED CAPITAL FINANCIAL ADVISORS
EAGLE STRATEGIES LLC
STATE FARM INVESTMENT MANAGEMENT CORP.
CETERA INVESTMENT ADVISERS LLC
HORNOR, TOWNSEND & KENT, LLC
WELLFULL
LPL FINANCIAL LLC
LPL ENTERPRISE, LLC
BCG SECURITIES, INC.
CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC.
PFS INVESTMENTS INC.
GIRARD ADVISORY SERVICES, LLC
AMERIPRISE FINANCIAL SERVICES, LLC

Investors

DAPHNE C HU
PATRICIA A ANGELOZZI
MICHAEL F CALAFATI
DENNIS GRIMES BALLOW
Craig Allen Mathews
PATRICK JOSEPH GROARKE
VITO MARTUTARTUS
Joshua Hartline
ROBERT BRUCE MUSSELMAN
JUSTIN MICHAEL MUSSELMAN
JOHN ANTHONY MALENO
ANTHONY ROBERT SERGIO
ANTHONY R SERGIO
LISA RENAE LEATHERMAN
JOSEPH ROBERT HERRON
GLENN MICHAEL PALMITESSA
Andrew Paul Pilone
Jason ELLIOTT Hine
ERIC MICHAEL LEWANDOWSKI
Brian F Duross
HO-TAE CHANG
DONALD PAUL ANTONACIO
Joshua Todd Gummo
BRIAN H HINES
STEVEN ROGER SANSON
Avery Alan Sanson
Owen Edward Kelly
GARY CARL SANSON
Kieran John ODonnell
Landon R Swallow
KEVIN PHILLIP MCGONAGLE
DINO TYRONE BRYANT
CHRISTOPHER THOMAS CRAIL
LUISA FERNANDA SORKNESS
Thomas Joseph Flynn
Jennifer Ashley
ROBERTA JEAN KESSLER
CURTIS MICHAEL JOHNSTON
Keegan Michael Billie
Michael T McGuire
THOMAS EDWIN HELLINGS
JAMES HARLAN HAROL JACOBSON
MICHAEL MATTHEW STEWART
L RANDALL FAULKNER
ANDREW PAUL MCDONOUGH
JORDAN LEIGH SOWHANGAR
KAREN ELIZABETH LATOURETTE
JOSEPH DANIEL SMITH
THOMAS WESLEY REMMEY
GARY E BROWN
WILLIAM FRANCIS VANSANT
BRYAN SCOTT PECHEREK
LESLIE J. BENZAK
Sage Justin Bleakney
JOHN WALTER GALLAGHER
LYNN JEAN CRAIG
PETER JOHN CONTE
KAREN ELIZABETH TEJKL
Andrew David Lein
Nicholas Francis Plawa
BRUCE KEVIN FREESTON
Kevin Charles Cuthill

Within 25 miles of Upper Gwynedd, PA, Best Investors lists 688 registered investment advisory firms with 1,733 offices nearby, managing about $45.1T in combined regulatory AUM across 3,573,079 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 Gwynedd

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