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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

ROSEMONT INVESTMENT PARTNERS, LLC
LPL FINANCIAL LLC
KESTRA ADVISORY SERVICES, LLC
KAGAN COCOZZA ASSET MANAGEMENT
LEGACY EDGE ADVISORS
BFC PLANNING, INC.
TACTICAL WEALTH PLANNING LLC
OSAIC INSTITUTIONS, INC.
GIRARD ADVISORY SERVICES, LLC
PENN MUTUAL ASSET MANAGEMENT, LLC
CLOVERLAY INVESTMENT MANAGEMENT, LLC
PITCAIRN
HORNOR, TOWNSEND & KENT, LLC
ARBA CREDIT MANAGEMENT, L.P.
COPELAND CAPITAL MANAGEMENT, LLC
CENTERSQUARE INVESTMENT MANAGEMENT LLC
MMA ASSET MANAGEMENT LLC

Investors

James H Mooney
PETER ANTHONY DAMICO
LAURENCE MICHAEL KAGAN
MICHAEL TIMOTHY COCOZZA
CARLOS ALBERTO PRINCE
KRISTEN MORAN HALEY
NICHOLAS DAVID LAGER
David Paul Wilson
Matthew W. Fry
Christopher Michael Mayer
CHRISTOPHER MARTIN BRISCOE
MICHAEL JOSEPH LITZ
Angela Brooke Yang
JENNIFER LYNN STRAWSER
TIMOTHY SCOTT CHUBB
JAMES NICHOLAS COLAO
Pawel Adam Durka
RENEE J. BOWEN
LISA MARIE BUONO
DAVID WARREN GEIBEL
CHRISTOPHER PATRICK POWERS
CATHY LYN RAHAB
THOMAS EDWIN MILLER
Brian Keith Hungarter
KELLY MARIE REGAN
EMILY JANE SAFFORD
TIMOTHY DAVID ELLIS
RYAN CHRISTOPHER HAMILTON
BLAINE HAMILTON MOONEY
JOHN HENRY JANDRASITS
DYLAN ZACHARY WELSH
PACE ROY KESSENICH
JENNIFER ANNE PROPER
Matthew Case Breidenbach
JAMES RAMSEY GOETSCHIUS
ROBERT JOHN MILEFF
HAROLD FREDERICK PITCAIRN
PAULETTE MERCEDES GIROD
JOHN MICHAEL OLSON
Carlin Rose Calcaterra
ANDREW LEA BUSSER
Jocelyn Schwartz
Matthew David Perri
MORGAN MEARS
ETHAN William EBNER
JOHN MATTHEW MCCARTE
Natalie Anne Wolaniuk
David Thomas Medici
Derek James Cavanaugh
Peter Chirico
George Francis Smith
Joseph Whelan
Craig Scott Schmauder
Jacob Rudolfo Martinez
Ashley Elizabeth Ruhling
Andrew Drummond Pitcairn
Brendan Michael Heffernan
Emilee Frances Stepoulos
Joshua Edward Kramer
Maryann Walker Bechta
Patrick Michael Darcy
MARK TODD ROBINSON
KAREN ANNE CARLSON
ANDREW DAVID STRAIN
John Richard Jeffrey
Amy Hart Clyne
MAN TOU IAU
David Harold Slover
Sean Patrick Duffy
MICHAEL JOSEPH GEBHARDT
COBY JAMES SCHWARTZ
ERIC COPELAND BROWN
ROBIN J. LANE
CHARLES MICHAEL BARRETT
Sean Bradley

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