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Best financial advisors in Villanova, PA

Registered advisers within 25 miles of Villanova, PA.

Offices
1,999
Firms
777
Combined AUM
$46.0T
Firm-wide filings, not assets booked only here
Clients
3.59M
3,587,445 clients when Item 5C has a number
Avg / client
$12.8M
Combined AUM ÷ clients

Nearby offices

Firms

TROUTMAN WEALTH
PLUMTREE FINANCIAL PLANNING
TRANSAMERICA FINANCIAL ADVISORS, LLC
STONERIDGE WEALTH ADVISORS, LLC
PRIVATE ADVISOR GROUP, LLC
JFS WEALTH ADVISORS, LLC
AMERIPRISE FINANCIAL SERVICES, LLC
EDWARD JONES
WELLS FARGO CLEARING SERVICES, LLC
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC
STATE FARM INVESTMENT MANAGEMENT CORP.
OSAIC INSTITUTIONS, INC.
INDEPENDENT FINANCIAL PARTNERS
TAURUS PRIVATE MARKETS, LLC
MITCHELL SINKLER & STARR
NEW WAVE FINANCIAL LLC
CA ADVISER, LLC
J.P. MORGAN SECURITIES LLC
LIMERAL RESEARCH

Investors

STEPHEN MICHAEL TROUTMAN
BETH HOPE DANDREA
XUPING FAN
Yu Tao
JEFFREY ALAN THOMPSON
ROY MICHAEL BLUMBERG
Adam Richard Etzel
THOMAS A FOGLIA
RYAN DAVID WIZOV
SHAWN CHRISTOPHER SMITH
DIANE MARIA BERNHARD
KENT D KEITH
BARRY W MCCARTHY
Salvatore Alfano
SETH PHILIP GANSMAN
Elena Marie Sickles
MICHAEL FRANCIS CONNELLY
DAVID ANGELO CORREALE
JOSEPH MICHAEL CONNELLY
KEVIN CONNELLY
MARGARET MATTHEWS TODD
STEVEN FLEISHER
GERALD DENNIS FAHEY
PETER ANTHONY SCILOVATI
BRIAN JOSEPH FISHER
Edward Braun
Amy Keller
WILLIAM BARRETT MULLIN
Connor Louis Smith
KEVIN SMITH
Katherine B Mullin
Peter Kent Hoover
THOMAS FLYNN
Charles Gregory Berrouet
CHRISTOPHER REED
David Holin
Jonathan Holin
Susan Fuhrman-Holin
WILLIAM WOOD WYLIE
NICHOLAS WOOD CARPER
JONATHAN ROBERT MONROE
STEPHEN R DIORIO
Zachary OConnor
Dia Khan
Andrew Werkheiser
Grant Wei

Within 25 miles of Villanova, PA, Best Investors lists 777 registered investment advisory firms with 1,999 offices nearby, managing about $46.0T in combined regulatory AUM across 3,587,445 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 Villanova

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