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Best financial advisors in Warminster, PA

Registered advisers within 25 miles of Warminster, PA.

Offices
1,835
Firms
704
Combined AUM
$22.5T
Firm-wide filings, not assets booked only here
Clients
3.49M
3,485,102 clients when Item 5C has a number
Avg / client
$6.46M
Combined AUM ÷ clients

Nearby offices

Firms

MENTO VC MANAGEMENT, LLC
EQUITABLE ADVISORS, LLC
LPL FINANCIAL LLC
J.P. MORGAN SECURITIES LLC
KEY INVESTMENT SERVICES LLC
WELLS FARGO CLEARING SERVICES, LLC
TD PRIVATE CLIENT WEALTH LLC
SILVER OAK SECURITIES, INCORPORATED
STATE FARM INVESTMENT MANAGEMENT CORP.
EDWARD JONES
OSAIC WEALTH, INC.
NORTHWESTERN MUTUAL INVESTMENT SERVICES, LLC
KESTRA ADVISORY SERVICES, LLC
DSC FINANCIAL ADVISORS, LTD.
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED

Investors

CHRISTIAN MYERS WAGNER
BRIAN ALEXANDER ARROW
ADAM JASON SOLOFF
MICHI CHIN
DANIEL EDWARD HENDEL
ANGELINA GABRIELLE BARFIELD
IAN NOAH HAINES
Moustapha Mamadou
MARC VICTOR ROSENBLUM
Andrew Vitella
ADAM GLADSTONE
Jason Carr
Stephen Andrew Moyer
Scott McCrea
NICHOLAS PETER DEMAIO
CHARLES ERIK HALLORAN
STANLEY MICHAEL ROBBINS
WILLIAM JAY NORBERG
Charles Blachford
MICHAEL DAVID BURGMAN
THOMAS PETER GALLINA
BRIAN ANTHONY DONOFRY
BRIAN ANTHONY DONOFRY
ANTHONY EDWARD GREENE
WILLIAM JOSEPH SIFER
Irina Nevedomskaia

Within 25 miles of Warminster, PA, Best Investors lists 704 registered investment advisory firms with 1,835 offices nearby, managing about $22.5T in combined regulatory AUM across 3,485,102 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 Warminster

Ranked by regulatory AUM. AUM is firm-wide, not only this area.

1 MORGAN STANLEY 416,984 clients · 24.0K advisers $1.96T AUM 2 MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED 16,844 clients · 26.7K advisers $1.78T AUM 3 STRATEGIC ADVISERS LLC 17,518 clients · 17.7K advisers $1.37T AUM 4 CAPTRUST 963 advisers $1.24T AUM 5 EDWARD JONES 28,751 clients · 24.6K advisers $1.01T AUM 6 UBS FINANCIAL SERVICES INC. 18,245 clients · 9,839 advisers $916B AUM 7 LPL FINANCIAL LLC 209,600 clients · 24.4K advisers $819B AUM 8 ALLIANCEBERNSTEIN L.P. 16 clients · 538 advisers $763B AUM