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Best financial advisors in William Penn Annex East, PA

Registered advisers within 25 miles of William Penn Annex East, PA.

Offices
1,837
Firms
717
Combined AUM
$44.7T
Firm-wide filings, not assets booked only here
Clients
3.59M
3,585,219 clients when Item 5C has a number
Avg / client
$12.5M
Combined AUM ÷ clients

Nearby offices

Firms

NORTHWESTERN MUTUAL INVESTMENT SERVICES, LLC
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC
OPPENHEIMER & CO. INC.
NEW RHEIN HEALTHCARE INVESTORS LLC
AMERIPRISE FINANCIAL SERVICES, LLC
WELLS FARGO CLEARING SERVICES, LLC
WELLS FARGO INVESTMENT INSTITUTE, INC.
ATTINGER, LLC
NEWMARKET INVESTMENT MANAGEMENT, LP
VERSA CAPITAL
RBC CAPITAL MARKETS, LLC
PROSPERITY - AN EISNERAMPER COMPANY
ROFFMAN MILLER ASSOCIATES INC
XALTS

Investors

ANTHONY ROBERT STANLEY
SHAWN JAMES ORBACH
Mary M Phillips
Adam Lamar
Joshua PRESS Elkan
KYLE G CUNNINGHAM
Dylan Moreno
JASON LAWRENCE
JOSEPH ROBOSTELLO
REXFORD SCHILGEN
Timothy DeCarolis
MICHAEL THOMAS CLATTERBUCK
Wesley Wasserman
DOMENIC DANIEL HIPPLE
BATIA PRAIZNER
ANTHONY A PELL
STEVEN PHILIP AUERFELD
DAVID HUNTER ROBB
TERRY JUE
JANE ANN BERRYMAN
NICHOLAS SALVATORE BACCO
AYESHA DAVITA SELDEN
DAVID SACKER
DANNY MAN-CHUNG CHAN
BERNARD HAMILTON JR
TIMOTHY STEPHEN SABOL
SEAN LEX GOLD
Samantha Tyndale
Adam Stanislaw Wisniowski
LYNDSEY BERRY
JAMES JOSEPH DOTZMAN
THOMAS IGNATIUS PENROSE
DAVID IAN KAY
DAVID JONATHON KRON
DAVID MADISON ENGEL
STEPHANIE LYNN ROSENBERG
JACOB IAN WEICHERT
BRENDAN J BLIGHT
FRANCIS S JARMUSIK
BRYAN TOD BAKER
TAMARA NICOLE MORTON
LISA MICHELLE CARGILL
CRAIG BENNETT SCHWARTZ
CHARLES LOUIS ROBBINS
MATTHEW STEVEN CASS
KERRY GOODNIGHT KAIN
ZACHARY F DUNN
THOMAS DUKE PENROSE
KATELYN ECKROTH
Declan Malcarney
STEPHEN LOUIS MUZEKARI
JOSEPH RICHARD GODWIN
ROBERT G HAYDEN
JASON LUIS RODRIGUEZ
ALLEN R ROSENBERG
BARRY RAY SHATZMAN
ANDREW MATTHEW POLIS
ANTHONY SANGRIGOLI
RENEE WORRELL-SAMOIL
MICHAEL SCOTT GIBSON
GAIL ELLEN KNIGHT
LARENA PARRISH
KELSEY GIBSON
William P. Allen
CHRIST C STERIOUS
VIVIAN THU HOANG
CHRISTOPHER ROBERT HOUSEL
SARAH ELLIANNA WERNER
MATTHEW DELUCA CANNON
ATIQUR RAHMAN TILOK
DONNA MARIE DORAZIO
ADAM PAUL DOROSKY
AMAR PRAKASH BHATT
SOTHEAVY VANN
KEVIN LEROY PIERCE
ABRAHEIM AHMED ALI
JOEL STEPHEN MCGOVERN
ALEXANDER LOUIS BLUM
MARK PLINER
AMER SHAKER DABABNEH
FELICIA JONES
ANDREW MICHAEL SEGAL
DEION SAMUEL WHITTINGTON
SCOTT DAVID SCHIED
ELIZABETH CATHERINE RUSSELL
STEVEN WILLIAM HAINES
BRENDAN PATRICK DWYER
IVY JEANEEN JOHNSON
BEATRICE DUFORT
JOHN ERIC RIVA
JOHN LAWRENCE MORAWSKI
HANH THI BICH NGUYEN
WENDY LYNN JERSHKY
JUSTIN EARL BRANAM
GERARD JOSEPH OLINGER
JOHN FRANK STEFANELLI
Gordon Pealock
BRENT ALLEN MELRATH
ANGELINA GABRIELLE BARFIELD
ANTHONY DAVID GOERSS
MICHAEL JOSEPH HINKLE
RICHARD AUGUSTUS SAMAROO
SMITA RAJENDRAN MENON
ANDREW JOSEPH HARMER
JOHANNA GRACE JACKSON
GAVIN MCLAUGHLIN
CHEREE MICHELLE COSTA
Ryan Lawrence Rapp
TARA ALYCE PINCKNEY
TRAVIS LEE MCCORMACK
NORA HAUGH
DAVID F SMITH
Redmond Tudos
LEO JAMES MCMANUS
MICHAEL A. CASTILLO
KIMBERLY ANNE IANNARELLA
ANN MARIE ADE
PATRICK M. HEENAN
JAMES JOSEPH CANNON
HARRISON MATTHEW BROWN
ERIC DONALD PETERSON
CHRIS VanDusen
SEAN FRANCIS MCFADDEN
AURELIO ROY DECARO
ADONIKA SHERRE WATKINS
BLAKE PETER EPSTEIN
CHRISTOPHER GERARD STEINHAUER
JOSEPH FRANCIS GILL
Elijah M Eagle
ERIN M ZEGAR
Jordan Kailipani'o Bastien
Max Henry Eisenberg
Vincent Fallon
Appalonia Tankersley
Benjamin Adey
SCOTT ANDREW CENICCOLA
TIMOTHY HENRY VALENTE
TIFFANY ANN FOUST
DANIEL SHERIDAN HEENAN
BRADFORD DANIEL BOLLETINO
ROBERT CHARLES BOLAND
DANIEL PATRICK HEENAN
DAKOTA JACK GREENE
Benjamin Drechsler
Alan Bruce Gubernick
JOSEPH LEE ENGLAND
JOSEPH A GRANAHAN
MARTIN JEFFREY MOYERS
RYAN TIMOTHY CROOKS
MARK RICHARD FROMBACH
LORI ANN HARTMAN
ANDREW DAMICO
SUSAN LYNN ARNOLD
EARL R. MILLER
ROBERT ALLAN RIEGEN
David Gradzki
Cole R. Hofmann
GERARD GEORGE GUERTIN
KEVIN JOSEPH COOKE
PAULETTE GREENWELL
Peter F Gaertner
ROBERT THOMAS HOFMANN
ROBERT PETERS MILLER

Within 25 miles of William Penn Annex East, PA, Best Investors lists 717 registered investment advisory firms with 1,837 offices nearby, managing about $44.7T in combined regulatory AUM across 3,585,219 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 William Penn Annex East

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