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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

TRUE HORIZON WEALTH ADVISORS, LLC
BCG SECURITIES, INC.
TLG ADVISORS, INC.
LPL FINANCIAL LLC
CETERA INVESTMENT ADVISERS LLC
CITIZENS SECURITIES, INC.
COMMONWEALTH FINANCIAL NETWORK
VERTEX FINANCIAL ADVISORS LLC
J.P. MORGAN SECURITIES LLC
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC
RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC
NOMURA INVESTMENT MANAGEMENT BUSINESS TRUST
OSAIC WEALTH, INC.
AMERIPRISE FINANCIAL SERVICES, LLC
REGAL INVESTMENT ADVISORS LLC

Investors

ERIC JOSEPH PIRHALLA
HO-TAE CHANG
DONALD PAUL ANTONACIO
Miguel Angel Castaneda
Gabriela Brandt Rudeck
ROLAND REDMOND MCDUELL
DAWN L. MCDUELL
Dawei Yan
MATTHEW D. BIFFEN
DANIEL ANDREW DELIA
GREGORY DAVIS
THOMAS MICHAEL GALE
THOMAS MICHAEL ROYCROFT
Clayton Wesley Sturgeon
John Ring O'Brien
Colin P Smith
DOMENICA L LEITNER
DEBORAH MACK ROUNDTREE
ANDREW A ARNO
LEE ROBERT JOHNSON
DAVID SAMUEL WATERS
Mitchell Lawrence Harris
Kevin Thomas Kane
knitwanza drayton
James W Fox
Mason Lee Paulus
Charles Hammel
Sarah E Schiavoni
Joseph M. Hurchik
Alison B Simpson
Doron Eisenscher
DOUGLAS DIKIJIAN
PETER DAVID DRISCOLL
Christopher C Garvin
Lindsey Cain Bulger
John A DiGirolamo
ROBERT C ANZURES
Samuel C Bookbinder
Gabriella Joyce Lewald
Sean Thomas Connelly
Theodore J DeCencio
David E Tierney
Herb W Zimmerman
MATTHEW TODD CHENEY
ANDREW FORD TOMSON
JAMES MURPHY BROWN
BRETT HOWARD SCHRYER
Matthew J Tomasino
EUGENE JAMES EIGNOR
GREGREY JAMES THOMAS
JOSEPH TYLER CINOTTO
GARRETT S GOGGIN
Olivia T. Bakunas
DAVID J CHORBA
AJ HELGERSON
Liam J Hart
Mark M Bourdin
RICHARD JOHN PINOLA
JAMES FRANCIS NOTARIANNI
TAMARA LEAH HIGGINS

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