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Best financial advisors in William Penn Annex West, PA

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

Offices
1,878
Firms
732
Combined AUM
$45.3T
Firm-wide filings, not assets booked only here
Clients
3.59M
3,585,842 clients when Item 5C has a number
Avg / client
$12.6M
Combined AUM ÷ clients

Nearby offices

Firms

TIAA-CREF INDIVIDUAL & INSTITUTIONAL SERVICES, LLC
WELLS FARGO CLEARING SERVICES, LLC
FIDEM CREDIT ADVISORS
SAGONA CAPITAL, INC.
RTD FINANCIAL ADVISORS INC
WESCOTT FINANCIAL ADVISORY GROUP LLC
MML INVESTORS SERVICES, LLC
CETERA INVESTMENT ADVISERS LLC
BRANDYWINE GLOBAL INVESTMENT MANAGEMENT, LLC
VESTA FINANCIALCARE
UBS FINANCIAL SERVICES INC.
STRATEGIC ADVISERS LLC
ALLIANCEBERNSTEIN L.P.
J.P. MORGAN SECURITIES LLC
GOLDMAN SACHS WEALTH SERVICES, L.P.
RAYMOND JAMES & ASSOCIATES, INC.
LPL ENTERPRISE, LLC

Investors

CHANGA ORONDE ELLISON
Stacy Marie Linneman
Aaron Benjamin Bowling
Joy Noel Massimi
Charles Mitchel Guittari
Caroline Elizabeth Bennett
MARTIN Gaspar ARSLANIAN-TORRE
Paul Thomas Gordon
Scott Matthew Mulvaney
DAVID JASON BERNSTEIN
MATTHEW JOHN FLEMING
Jessica Christine Manard
KEVIN JOSEPH SHAMY
ROBERT B COLE
PETER JOSEPH TAPPON
GREGORY JAMES LAHODA
Ron Michael Koren
KHALIF RAMEEK MINK
Conor Joseph Lydon
Daniel Abram Koven
Fernando Martin Camacho
GILBERT CHRISTOPHER CREWS
IVOR WILLIAM MILLS
JAMES VINCENT MANISCALCO
BRANDON MAURICE HEAVEN
Matthew John McKenna
Malaika Hamid
Tyler James Somodi
ERIC Sykes HILL
AMERICO JOSEPH SANTELLA
GREGORY JOHN YOUNG
NICOLE MARIE OFFERMAN
MARC CHARLES LABADIE
JEFFREY ALAN WEIAND
MITCHELL JEFFREY METZ
RICHARD JOHN DURSO
WILLIAM GEORGE LOVE
CHRISTOPHER NONE VASSALLO
GARRET JAMES DESJARDINS
Man-Hyung Hahn
Maxine Dara Shevlin
BRENT JACOB ZACOK
Stephen Frederick Horstmann
Zachary Robert Merring
Jacob William Carroll
Gavin Llewellyn Maurer
RACHEL FIEWEGER MORAN
Lillia Smith
Molly Wentz Baker
IRENE SUSAN GIMAN
KAREN BETH MCINTYRE
JAMES PATRICK CIAMACCO
CHARLES Howard JOHNSTON
Alexander Jonathan Rawdin
Benjamin G. Janssen
GRANT RAWDIN
SCOTT ANTHONY MICHALEK
Scott Howard Levin
DANIEL JAMES ESQUIRELL
Robert A Bap-Wasko
CHRISTOPHER ANTHONY CORTESE
STEPHANIE MICHELLE JAMES
SUSAN MARY GREEN
REBECCA IACOPELLI
BETHANY JILL LANDIS
Dylan George Audi
LEONARD GABRIEL CHERRY
Brittni Sennett
Jake Murphy
Tricia Pape
David Dong Hyun Park
Joseph Frazer
SEAN MARK ROBERTS
TIMOTHY F FERKO
WENDY M ELLIS
PETER T HENSON
RICHARD JOHN VOLPE
James Lawrence Wilson
WINFIELD ERNST AKELEY
STEPHANIE N. COHAN
IGOR HARLAP
BRADFORD SCOTT BERNSTEIN
ROBERT RAY HUTCHINSON
AMANDA BAGNOLI
JOHN MICHAEL SANTORO
RUDOLPH TILOTTA
MATTHEW K TOMPKINS
CLAUDEL DEMOSTHENE
CRAIG STEPHEN DOWALO
JASON A CHECKSFIELD
DAVID CHARLES MARSHALL
BRIAN A. CATANELLA
Jennifer Glenn
SCOTT T. ATKINS
STEPHANIE BROOKE REINER
MEGHAN MCGOWAN
Mark Thomas Giordano
Tyler Bernard Millan
Christopher Hidalgo
Oliver Palone
Jaisel Amee Alagiri
Enoch Hyunmin Woo
Kenneth Catanella
JAMES D. TRAVIS
CHEWEN YARNG
Kevin Michael Sullivan
KENNETH GEORGE CATANELLA
NEIL ALAN NEWMAN
ELAINA S. SPILOVE
LEWIS COHEN
JANE HYNES ROBINSON
JANE ELIZABETH MORGAN
Jeffrey Daren Ragatz
GUARIONEX ORTIZ
MARIAM ADAMS
Andrew Dexter McIntyre
Christian Jacob Boynton
Adam Mark Conish
MARK WHITE
REGHAN LYNN HESSER
JOHN JAMES SULLIVAN
BEN HEISELMOYER
NICHOLAS VAILLANCOURT
BRENDAN ROGAN
RACHEL RIVELL
EMANUEL BASSILL CHUCKRAN
JOSHUA KIM
LOUIS R. MASTRAGOSTINO
ERIC J GLASSMAN
CRYSTAL M. MARIGLIANO
ALEXANDER MCGEOCH
CONNOR ZUCH
DANIEL TEMPLETON KICHLINE
PERRY M EISEN
MATTHEW J. MAYBERRY
BRIAN CARL AGUILAR
NICOLE COSENZA
GRACE E FEUDO
NICHOLAS FASANO
DONALD ROBERT BRAUN
ELIZABETH HALL SMITH
Dominic Michael Venella
Karyn Lyman
SCOTT WILLIAM REPKE
JAMES SETH THOMPSON
EVAN LINHARDT
JULIA Marie BONACCORSO
Kiana Matisonn
Christopher Thomas Andrews
Eric J Lauk
SEAN JEFFREY BARKER
HARRIS JOHN MANSELL
Adam Ehab Innab
ZAKERY EVAN PROSMUSHKIN
Adam Mace
Sean Donnelly
PATRICIA LEE BONSALL
JOYCE PENTZ GILFILLAN
KEVIN RIDPATH
FRANCIS THOMAS SCHICKLING
Christopher S Carroll
CARY ANN MURPHY
MANINDER KAUR GILL
MATTHEW WALKER FISHBONE
Kelsey Lind Annesley
Margaret Mary Petrillo
Joshua Teague Warren
Mike Reiss
John Andrew Hafner
William Anthony Ryan
Marne Altbaum
JAMES PATRICK KNOX
KAITLYN KERR
Nicole Leigh-Carlton Hefner
Michael David Lopes
Mark T. Paschall
James L. Jacob
Richard Gruver Kline
Charles Glackin
Mark G Baumgarten
FREDERICK JOSEPH SCHULTZ
KENNAN BLAKELY LOW
Robert M Kaufman
JEANNINE BURKY WEBBER
Jason Bender
Stephan E. Rothe
ERIC JORDAN TEICHBERG
Scott Sturley
Beniamino Mazzella
Christopher G Limbach
Bruce D Baumgarten
Jennifer Franco Dias
Frank Ruggiano
RAYMOND G FARNESI
DANIEL BART SILVERBERG
DAWN MARIE STIL
JULIE MOSCOW FOX
RYAN ADAM DEPAUL
CHARLES B LYNCH
ELIJAH SHEMS DORNSTREICH
Dominick Edward Daniele
Jacob Alexander Shine
Gabriel Cabrera
Nicole M Ferrara
Michaela Lavin O'Connell
Andrew Daniel Davoli
Dana Thi Nguyen
John Joseph Ramirez
Joseph Martin Pancerella
Luke Nguyen Deutschman
Jeffrey Kim
RICHARD F HUGHES
MICHAEL BARRY GREENLY
ADAM JASON LAMBERT
Jake Tyler Zosulis
DONALD J. JOSEPH MAHONEY
WILLIAM FRANCIS MCLAUGHLIN JR.
Kevin M Heck
Ethan Todd Infranco
Jeff Khang
Robert Koosha
Jacob Daniel Flood
Hannah Rose Patrignani
ROBERT FRANCIS FARRELL
MICHELLE JACQUELINE SNYDER
MARYANNE DELORES MORRISSEY
Corbin Michael Gustafson
MARK ONEILL
TERESA A WELSH
RYAN O'NEILL
MELISSA WEAKLY HESS
MARGARET ELLEN EMERSON
Leonard D Dewberry
NATE DANIELLE COLLETTE

Within 25 miles of William Penn Annex West, PA, Best Investors lists 732 registered investment advisory firms with 1,878 offices nearby, managing about $45.3T in combined regulatory AUM across 3,585,842 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 West

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