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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

USA FINANCIAL SECURITIES LLC
IPI WEALTH MANAGEMENT, INC.
LPL FINANCIAL LLC
HOLOS INTEGRATED WEALTH
J.P. MORGAN SECURITIES LLC
STATE FARM INVESTMENT MANAGEMENT CORP.
VICTORY WEALTH PARTNERS
EDWARD JONES
WELLS FARGO CLEARING SERVICES, LLC
OSAIC WEALTH, INC.
AMERIPRISE FINANCIAL SERVICES, LLC
DSC FINANCIAL ADVISORS, LTD.
THRIVENT INVESTMENT MANAGEMENT INC.
INDEPENDENT FINANCIAL GROUP, LLC
QUAKER WEALTH MANAGEMENT LLC
RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC

Investors

JEFFREY EARL BUSH
SHANNON E LAROSSE
STEVEN JABLONSKI
Stephen M Peters
Andrew Johnston
ASHLEY RENEE ROSSER
HOWARD ROY VERFAILLIE
DAVID JAMES MATULEWICZ
PETER WALFREID QUIGLEY
BRIAN JEFFRY STEPHENSON
Patrick Farr Morocco
WILLIAM ELSBERRY LLOYD
G WARD KEEVER
DANIEL WARD JOHNSON
DONALD CHETNEY TURNER
Stephen Andrew Moyer
Scott McCrea
NICHOLAS PETER DEMAIO
JOHN JAMES IULIANO
HUGO M ROCHA
STANLEY MICHAEL ROBBINS
WILLIAM JAY NORBERG
Daniel Charles Lamb
Steven Ferrigno
WILLIAM JOSEPH SIFER
Tyler Franco
Jack Randolph Beasley
ROBERT STEVEN MORSE
LAWRENCE JOSEPH KELLY
JOHN JACOB HEISLER
PETER RICHARD NEWS
JOSEPH JOHN SKWARA
ROBERT HOWARD MARTIN

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