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Best financial advisors in West Chester, PA

Registered advisers within 25 miles of West Chester, PA.

Offices
1,576
Firms
714
Combined AUM
$45.9T
Firm-wide filings, not assets booked only here
Clients
3.58M
3,584,514 clients when Item 5C has a number
Avg / client
$12.8M
Combined AUM ÷ clients

Nearby offices

Firms

WEALTHCARE ADVISORY PARTNERS LLC
WEALTHCARE CAPITAL PARTNERS, LLC
LPL FINANCIAL LLC
WEALTHCARE CAPITAL MANAGEMENT LLC
KEY FINANCIAL, INC.
PGIM INVESTMENTS LLC
WELLS FARGO CLEARING SERVICES, LLC
BALLAST FINANCIAL ADVISORS, LLC
HIBERNIA SALES CORPORATION
EDWARD JONES
FOUNDERS FINANCIAL SECURITIES LLC
CETERA INVESTMENT ADVISERS LLC
CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC.
GREAT VALLEY ADVISOR GROUP, LLC
FINANCIAL COACH
TD PRIVATE CLIENT WEALTH LLC
TRUIST ADVISORY SERVICES, INC.
AMERIPRISE FINANCIAL SERVICES, LLC
GARDINER INVESTMENT GROUP, INC.

Investors

STEPHEN VINCENT MCGUIRE
SMITHA THOMAS
TODD ANTHONY SCORZAFAVA
HENRY JOHN SAUR
JAMES JOSEPH KRAUSE
Stefan Nensala
Charles Dan Gray
Douglas Edward Grom
CRISTINA L CARUSO
JOSHUA LEVI STYRCULA
SUSAN GRINNELL MIDDLETON
TRAVIS KARABIN BOYER
James Marshall DuBrueler
Blaine William Butcher
Tucker J Davis
Mason Baucum
Hugh Titus Singletary
JAMES WILLIAM GRAVES
ROBERT JAMES BURDUMY
JAMES PATRICK KNIFFEN
JAMES FRANCIS MADDEN
SYMOUR JACOBS
Kevin Joseph Brey
DAVID WILLINGHAM LENTZ
THOMAS STEPHEN RICHARDS
BLAKE EDWARD FELLOWS
CHRISTOPHER THOMAS URNESS
JOHN J FIORITO
PAUL K DOAK
AYAD AMARY
ADAM MCCORD SOMMERS
CINDY KAY DAY
RICHARD LEE BARTHOLOMEW
BRANDON WESLEY GULLEY
WILLIAM JOEL THORNTON
MARK ANDREW FULTON
MOHAMMED A SIDDIQUI
JASON WAYNE FORSYTHE
JANA LEA LOCKHART
JEFFREY PEIRCE GARINGER
Hongwei Liu
Mitchell Sehi
Nathan Tyler Borrmann
Sean Michael Wilson
CRISTINA M BENNETT
Matthew Robert Coburn
Brett Henry Feldman
ANDREW EMERSON SHUFORD
Paul Pittman
Tori Beth Coy
Lauren Bowers
DANIEL MARTIN SHEVLIN
VINCENT JUDE LAPIETRA
MICHAEL JEFFREY FREEDMAN
THOMAS ERIC STINE
ANTHONY ALLEN TOMASH
STEPHEN LESLIE COFFMAN
BRENT EDWIN SHEPHERD
STEVEN JAY PERLMAN
RICHARD TODD DAVIS
BRIAN JAMES WARD
ANTHONY MICHAEL AULFFO
KRISTEN DEANNE SHEPHERD
Christopher Von Holland
MARK DOUGHERTY
JOYCE LYNN PEREIRA
LAWRENCE ROBERT FISHER
Luke W Shevlin
CHARLES KEITH GUNN
JOHN FRANCIS NORTON
MARK BREDIN
MARK CHRISTOPHER MILLER
FREDERICK JOHN CROWLEY
DANIEL LEONARD ASCANI
LAWRENCE JOHN FISHER
TIMOTHY JAMES MCGUIRE
SCOTT EDWARD MONTGOMERY
WESLEY LOWELL HAZELRIGG
MARC A WILBORN
Andrew D Gauldin
Colby Lauten Davis
GARY DALE HAAPALA
TAMERON LYNN KEYES
Matthew Philip Paschang
PHILIP JAMES PASCHANG
TIMOTHY PAUL HAMMOND
MICHAEL ANTHONY SCHIMMEL
JAMES DAVID FAIR
TARA L SHANNON
Andrew Murphy Windham
Stephen Michael Burns
PEGGY L BRUCE
Alexander Martens Molinaro
Emily Susan Wilborn
TIMMY LEE BAKER
RYAN JOSEPH CONLIN
Kathryn Rochelle Lopez
MATTHEW N WALLEN
JASON PLAWNER
ANDREW MARTIN MEEHAN
Cynthia Denise Salzman
Justin Ryan Vestri
KATRINA BOWERS FALKE
Craig Fishel
CAROL M ASHMEN
CRAIG GUY FISCHER
Keri Elizabeth Blake
Chase Geiger
DANIEL CHARLES MCCARTHY
Joseph Anthony Gairo
HENRY BENJAMIN SUPINSKI
PATRICIA CLARK BRENNAN
ERIC RYAN FUHRMAN
RICHARD BRADLEY EVERETT
MICHAEL PATRICK BRENNAN
DIANE L KRAINIK
SPENCER PAUL PEET
MATTHEW DOUGLAS MAINWARING
ELIZABETH JANE MILLER
SAMUEL DAVID BAEZ
THOMAS J BELISARI
JAMES ROBERT RENSMAN
ARSHAN ABID
JOHN WILLIAM SHULTZ
Daniel Elser
Mark Allen May
Jake Dexter Burnham
DANIEL PATRICK MCHUGH
Timothy Ireland
Jeffrey Wayne Kitchen
Max Gabriel Honig
Emily Anne Lanning
Richard Gostkowski
Brendan Murphy
Joseph P Kicinski
Hanna McCarthy
MICHELLE SIANO
Jesse Andrew Colgan
GARY JOSEPH SIANO
STEVEN DOUGLAS
KRISTY MAE DOUGLAS
KRISTEN M TAYLOR
PHILIP HENRY SEARS
JEFFREY NMN MASTRONARDO
OWEN FRANCIS MULHERN
MICHAEL BRIAN TRAYNOR
MEGHAN THERESA TAIT
KEVIN JANIEC
Luke Patrick Cantwell
FRANK JOSEPH VIOLINI
ANDRE SHOY DUFFIE
TIMOTHY SCOTT GARDINER

Within 25 miles of West Chester, PA, Best Investors lists 714 registered investment advisory firms with 1,576 offices nearby, managing about $45.9T in combined regulatory AUM across 3,584,514 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

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