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Best financial advisors in Wm Penn Anx E, PA

Registered advisers within 25 miles of Wm Penn Anx E, 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

J.P. MORGAN SECURITIES LLC
ALLIANCEBERNSTEIN L.P.
SETARCOS WEALTH ADVISORS LLC
PROTEA ASSET MANAGEMENT LLC
TANAGER WEALTH MANAGEMENT
WELLS FARGO CLEARING SERVICES, LLC
MML INVESTORS SERVICES, LLC
CETERA INVESTMENT ADVISERS LLC
NOMURA INVESTMENT MANAGEMENT BUSINESS TRUST
EDWARD JONES
TD PRIVATE CLIENT WEALTH LLC
CITIZENS SECURITIES, INC.
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED
DAKOTA WEALTH, LLC
LIVELIHOOD LLC
MOR WEALTH MANAGEMENT, LLC

Investors

Dia Khan
SEAN MICHAEL AGNEW
WILLIAM FRANCIS FUREY
RICHARD GORDON FAW
STEPHEN ALFRED WAY
KYLE WILLIAM PETTIGROVE
MICHELLE FRANCES SHOCKLEY
David Vafiadis
DAVID SCOTT SOURBER
David Craig
WILLIAM Allen BURGER
James Lawrence Wilson
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
Emily R Huber
OLIVER EVAN
DOMENICA L LEITNER
DEBORAH MACK ROUNDTREE
ANDREW A ARNO
LEE ROBERT JOHNSON
DAVID SAMUEL WATERS
Dawei Yan
Ensong Zhang
Reiner Lawson Westby
knitwanza drayton
Clayton Wesley Sturgeon
MATTHEW OLIVER RAMER
Gregory Roy Johnson
Devin Michael Rainone

Within 25 miles of Wm Penn Anx E, 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 Wm Penn Anx E

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