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Best financial advisors in Wallingford, PA

Registered advisers within 25 miles of Wallingford, PA.

Offices
1,856
Firms
754
Combined AUM
$45.4T
Firm-wide filings, not assets booked only here
Clients
3.59M
3,586,836 clients when Item 5C has a number
Avg / client
$12.7M
Combined AUM ÷ clients

Nearby offices

Firms

STEVEN G. BLUM AND ASSOCIATES, LLC
HORTER INVESTMENT MANAGEMENT, LLC
PARAGON CAPITAL ADVISORS, LLC
COMMONWEALTH FINANCIAL NETWORK
J.P. MORGAN SECURITIES LLC
FLAGSHIP CAPITAL MANAGEMENT INC
CETERA INVESTMENT ADVISERS LLC
LPL FINANCIAL LLC
PUBLIC RESOURCES ADVISORY GROUP
ROSE VALLEY ASSET MANAGEMENT LLC
CBIZ INVESTMENT ADVISORY SERVICES, LLC
PRINCIPAL SECURITIES, INC.
OBRIEN GREENE & CO INC
MEMBERS WEALTH LLC
OSAIC WEALTH, INC.
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED
STONE PINE FINANCIAL PARTNERS

Investors

STEVEN G. BLUM
MARY QUINN BONFINI
DANIEL THOMAS DOUGHERTY
JOHN FRANCIS ENDRES
JAMES FRANKLIN CATANESE
William Daniel Bradley
THOMAS ALLEN GOLDSMITH
DAVID DOMINIC MARSICO
JEFFREY EDWARD MARSICO
DAVID EDWARD TATE
JEFFREY DAVID SIMPSON
DOMINIC EDWARD MARSICO
WILLIAM PATRICK TOUEY
THOMAS FRANKLIN HUESTIS
BRUCE EVERETT HUNT
CHRISTOPHER JOHN TOMLINSON
BRADLEY PATRICK WARNER
RICHARD CHRISTIAN RITZER
MICHAEL BERNARD GLACKIN
PETER JOHN RIVIELLO
Rory Padraic Glackin
JEFFREY NEAL PELESH
MARK BENNETT OBRIEN
SALLY HART SULCOVE
MATTHEW BENNETT OBRIEN
TIMOTHY MICHAEL MACARAK
DANE FRANCIS CZAPLICKI
Stuart Andrew Caplan
ISAAC Mulder MARTIN
TIMOTHY YEATS THOMAS
JAMES J MAMMARELLA
CHERYL ANN PLUNKETT
CRAIG GARTH HACKER
DAVID JAMES BLOOM
ERIC L CARDONICK
BRIAN PATRICK PUGH
KEVIN WALTER KOLMER
CHRISTOPHER R KOLMER
Edward Steven Kassab
kieran cannon
CHRISTIAN THOMAS REINECKER
Anittah Neal Patrick
Kevin Kolmer Sr.
DAVID DOUGLAS VERMEIL
ABIGAIL ELIZABETH SCHMID
ANDREW HARROD HERRON
KEVIN J. MANNING
MYRIAH LIPKE
MATTHEW M GERACI

Within 25 miles of Wallingford, PA, Best Investors lists 754 registered investment advisory firms with 1,856 offices nearby, managing about $45.4T in combined regulatory AUM across 3,586,836 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 Wallingford

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