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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

ANDREW GARRETT INC.
KESTRA ADVISORY SERVICES, LLC
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED
STATE FARM INVESTMENT MANAGEMENT CORP.
OPULUS
CETERA INVESTMENT ADVISERS LLC
J.P. MORGAN SECURITIES LLC
ISAKOV PLANNING GROUP INC.
COMMONWEALTH FINANCIAL NETWORK
STRATEGIC ADVISERS LLC
ATTLEBORO WEALTH MANAGEMENT LLC
EDWARD JONES
PNC WEALTH MANAGEMENT LLC
MML INVESTORS SERVICES, LLC
CW ADVISORS, LLC
WELLS FARGO CLEARING SERVICES, LLC
COSTELLO ASSET MANAGEMENT, INC.
HORNOR, TOWNSEND & KENT, LLC
RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC

Investors

PATRICK JOHN HEHIR
BRIAN MICHAEL KUHNS
JOSEPH ENNIO BETTI
KURT DANIEL FOLCHER
KRISTIAN HEINZ LEHNER
Irina Nevedomskaia
Andrew Vitella
FRANCIS MATTHEW WALSH
RYAN BARRY GREISER
GROVER EDWARD STULTS
Andrew Kamees
Eugene Kuntorovsky
JARED ANDREW TULLER
JOHN THOMAS DELVECCHIO
ANDREW MICHAEL SOLTYS
RASHON HOLMES
GARRET M. QUALLET
RILEY DANIELLE FANTOZZI
JOHN HARWICK
JEFFERY BALISTRERI-BRENNER
CHRISTOPHER B. SMITH
KEVIN MCLANE
JOSEPH J MAXWELL
CORNELL FIELDS
CHRISTOPHER DANIEL CRONIN
ANDREW BYERS
LAUREN AUSTIN
SAMANTHA A BRACE
MAX JEFFREY CLAYCOMB
ANJALI KHATWANI
EMILY QUIGLEY
MARK JOSEPH BYELICH
EMILY CHRISTINE WHEELER
LIDIA G AMODEI
JESSE DANIEL D'ELIA
David John White
Thomas Tobias Kreider
DANIEL WILLIAM HOLTZ
R. Nicholas Nicholas Volpe
Ray S Greenberg
PATRICK JOSEPH CALIGIURI
DANIEL SCOTT PFEIFFER
DAVID ALAN LOCHER
ROBERTA ANN LEVINE
BRIAN J BOSTANCIC
JACOB ABRAM SALZMANN
SEAN EASTON
GEORGE A YARNALL

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