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Best financial advisors in West Chester University, PA

Registered advisers within 25 miles of West Chester University, PA.

Offices
1,473
Firms
674
Combined AUM
$45.2T
Firm-wide filings, not assets booked only here
Clients
3.58M
3,580,609 clients when Item 5C has a number
Avg / client
$12.6M
Combined AUM ÷ clients

Nearby offices

Firms

MOR WEALTH MANAGEMENT, LLC
CAREY INVESTMENT SOLUTIONS LLC
KENNEDY INVESTMENT GROUP
EAGLE STRATEGIES LLC
COX CAPITAL GENERAL PARTNER, L.L.C.
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED
J.P. MORGAN SECURITIES LLC
MITCHELL SINKLER & STARR
COPPELL ADVISORY SOLUTIONS LLC
CITIZENS SECURITIES, INC.
EDWARD JONES
INDEPENDENT FINANCIAL PARTNERS
RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC
NOMURA INVESTMENT MANAGEMENT BUSINESS TRUST
CETERA INVESTMENT ADVISERS LLC

Investors

MATTHEW OLIVER RAMER
Gregory Roy Johnson
Devin Michael Rainone
MICHAEL CAREY
HENRY J. SCHROEDER
James Francis Messner
Alexa Comey
JOHN WILLIAM KENNEDY
KEITH ROBERT HERING
Tyler Ciemniecki
CHRISTY BARILOTTI
Jessica Squadroni
DINA ANTONETTE HARTNETT
Jeffrey Scott
Bruno Valentino Bejarano
Gregory Malcolm
Clayton Wesley Sturgeon
WILLIAM WOOD WYLIE
NICHOLAS WOOD CARPER
DANIEL WILLIAM DUBYK
knitwanza drayton
Ensong Zhang
Tamara L Tilton
Joseph Cameron Oliver
Jonathan Williams
David Holin
Jonathan Holin
Susan Fuhrman-Holin
ERIC SEAN CALLAHAN
Dawei Yan
BRIAN ROBERT HILLSBERG
Emily R Huber
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
DOMENICA L LEITNER
DEBORAH MACK ROUNDTREE
ANDREW A ARNO
LEE ROBERT JOHNSON
DAVID SAMUEL WATERS

Within 25 miles of West Chester University, PA, Best Investors lists 674 registered investment advisory firms with 1,473 offices nearby, managing about $45.2T in combined regulatory AUM across 3,580,609 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 West Chester University

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