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Best financial advisors in Wycombe, PA

Registered advisers within 25 miles of Wycombe, PA.

Offices
1,553
Firms
611
Combined AUM
$20.8T
Firm-wide filings, not assets booked only here
Clients
3.47M
3,474,951 clients when Item 5C has a number
Avg / client
$5.97M
Combined AUM ÷ clients

Nearby offices

Firms

MERIT FINANCIAL ADVISORS
PALADIN RETIREMENT ADVISORS
LPL FINANCIAL LLC
NORTHWESTERN MUTUAL INVESTMENT SERVICES, LLC
KESTRA ADVISORY SERVICES, LLC
EDWARD JONES
STATE FARM INVESTMENT MANAGEMENT CORP.
OSAIC WEALTH, INC.
DSC FINANCIAL ADVISORS, LTD.
WELLS FARGO CLEARING SERVICES, LLC
MENTO VC MANAGEMENT, LLC
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED
PNC WEALTH MANAGEMENT LLC
CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC.

Investors

MARK DAVID FRIED
Jeffrey Scott Beyer
BRIAN ALEXANDER ARROW
ADAM JASON SOLOFF
Charles Blachford
MICHAEL DAVID BURGMAN
THOMAS PETER GALLINA
BRIAN ANTHONY DONOFRY
BRIAN ANTHONY DONOFRY
ANTHONY EDWARD GREENE
Stephen Andrew Moyer
Scott McCrea
NICHOLAS PETER DEMAIO
STANLEY MICHAEL ROBBINS
WILLIAM JAY NORBERG
WILLIAM JOSEPH SIFER
Jason Carr
Nikolai Gasiorowski
CHARLES ERIK HALLORAN
RICHARD JAMES DEVLIN
FRANK MIGNONI
KEVIN JAMES HABICK
MICHAEL DOUGLAS HANAHAN
BARRY DEAN GESSNER
JOHN MATTHEW MAZIARZ
Bennett Mark Zaba
MARK E CHINN
SCOTT G LEVY
RAUL ALBERTO CALLE

Within 25 miles of Wycombe, PA, Best Investors lists 611 registered investment advisory firms with 1,553 offices nearby, managing about $20.8T in combined regulatory AUM across 3,474,951 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 Wycombe

Ranked by regulatory AUM. AUM is firm-wide, not only this area.

1 MORGAN STANLEY 416,984 clients · 24.0K advisers $1.96T AUM 2 MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED 16,844 clients · 26.7K advisers $1.78T AUM 3 STRATEGIC ADVISERS LLC 17,518 clients · 17.7K advisers $1.37T AUM 4 CAPTRUST 963 advisers $1.24T AUM 5 EDWARD JONES 28,751 clients · 24.6K advisers $1.01T AUM 6 UBS FINANCIAL SERVICES INC. 18,245 clients · 9,839 advisers $916B AUM 7 LPL FINANCIAL LLC 209,600 clients · 24.4K advisers $819B AUM 8 ALLIANCEBERNSTEIN L.P. 16 clients · 538 advisers $763B AUM