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Best financial advisors in Wyncote, PA

Registered advisers within 25 miles of Wyncote, PA.

Offices
1,896
Firms
718
Combined AUM
$44.9T
Firm-wide filings, not assets booked only here
Clients
3.59M
3,585,047 clients when Item 5C has a number
Avg / client
$12.5M
Combined AUM ÷ clients

Nearby offices

Firms

COMMONWEALTH FINANCIAL NETWORK
WELLS FARGO CLEARING SERVICES, LLC
RAYMOND JAMES & ASSOCIATES, INC.
OPPENHEIMER & CO. INC.
STATE FARM INVESTMENT MANAGEMENT CORP.
KEITZ INVESTMENT MANAGEMENT LTD.
KESTRA ADVISORY SERVICES, LLC
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED
CETERA INVESTMENT ADVISERS LLC
VERTEX FINANCIAL ADVISORS LLC
ALVIN CLAY FINANCIAL ADVISORS, LLC
FINANCIAL SPECTRUM INC.
COMPREHENSIVE INVESTMENT MANAGEMENT, LLC
TLG ADVISORS, INC.
DUCHARME WEALTH ADVISORS, LLC
THE ARANDA GROUP ADVISORS, LLC

Investors

LANCE WARREN RULTENBERG
AMY E BAKER
RYAN SACKS
PAUL STEPHEN BAKER
STEVEN JAMES DEPAUL
ELENA GOSHEVA KOSTOVA
KRISTIN JONES
Francis Xavier Blust
HILARY SEABROOK BLUST
CHRISTINE DIANE PEDRICK
ERIN ANN CRESKO
SUSAN CRIST
Christopher John Jud
Eliza Jane McDevitt
Grace Loveland
DANIEL COLLETTE JONES
DANIELLE R. PAGE
EDWIN R MCDEVITT
GEORGE M SCHWARTZ
JEFFREY WOLF MARGOLIES
KARIM REZQUI
ERIK JOHN HANHAUSER
ROBERT J DARIES
PAUL DAVID KELLER
E MATTHEW STEINBERG
WILLIAM STODDARD VALENTINE
ROBERT C LINK
CHARLES LEWIS HILLIS
JAMES E MARCONIS
MICHAEL CHRISTOPHER DICKSTEIN
MARK D ABBONIZIO
DUANE DOMINIC CABRERA
JOHN ALAN HANHAUSER
MELISSA HAUA
PATRICK KEVIN MCFADDEN
STELLA MA DESANTIS
DAWN M EHRET
ROBERT EDWARD TERNOSKY
STEPHEN GIRONTA
BATIA PRAIZNER
ERIC DAVID GARTLAND
PETER PAUL REMBALSKY
STEPHEN THOMAS JARVIS
NEAL HOWARD KEITZ
ROGER DALE WALTON
NICOLAS S GRANT
BRIAN HUGH GRANT
MIANICOLE BRINKLEY
WILLIAM JOSEPH TORRANCE
Amy L Brantz
JOSEPH RALPH CHIARANTONA
KYLE C. MALLACH
Christopher D Schell
Matthew ARTHUR Schell
STEPHANIE LOUISE HECKMAN
Scott M Blanche
Gershon Trimpol
JOHN MAWSON
Bruce JONATHAN Diamond
Caprese G. Harmon
Joshua Adler Surkin
bruce Evan graeber
David A Mallach
Gregory John Curran
Sean peter Volz
DONNA GOLDHORN
REID IRA CHIZIK
SANGHOON HUH
GREGORY DAVIS
ALVIN ABRAHAM CLAY
PAUL KENNETH KINGSTON
RICHARD E BOROWY
DONALD EDWARD JONES
DENNIS MICHAEL ALLEN
Miguel Angel Castaneda
David Richard DuCharme
Bridget J Curtis
JOANNE MAXINE KELLER
STEVEN A ROSENBERG
JAMES RYAN FISHER
Brailyn Kyla Robertson
ROLAND REDMOND MCDUELL

Within 25 miles of Wyncote, PA, Best Investors lists 718 registered investment advisory firms with 1,896 offices nearby, managing about $44.9T in combined regulatory AUM across 3,585,047 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 Wyncote

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