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Best financial advisors in Wynnewood, PA

Registered advisers within 25 miles of Wynnewood, PA.

Offices
2,048
Firms
798
Combined AUM
$45.5T
Firm-wide filings, not assets booked only here
Clients
3.59M
3,587,157 clients when Item 5C has a number
Avg / client
$12.7M
Combined AUM ÷ clients

Nearby offices

Firms

KREMPA ASSOCIATES INC.
WELLS FARGO CLEARING SERVICES, LLC
CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC.
LPL FINANCIAL LLC
INNOVA WEALTH PARTNERS, LLC
SPC
SANTANDER SECURITIES LLC
CREATIVEONE SECURITIES, LLC
CETERA INVESTMENT ADVISERS LLC
CITY INVESTMENT ADVISORS, INC.
PFS INVESTMENTS INC.
STATE FARM INVESTMENT MANAGEMENT CORP.
KEY INVESTMENT SERVICES LLC
RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC
WOLOSHIN INVESTMENT MANAGEMENT, LLC
AMERIPRISE FINANCIAL SERVICES, LLC
GLEN EAGLE ADVISORS, LLC

Investors

A CHARLES KREMPA
WILLIAM THOMAS KREMPA
ALBERT CHARLES KREMPA
RYAN FRANCIS HORNER
KUNAL JAY PATEL
GRANT C HOLDREN
CHRISTOPHER JOHN LYMAN
JAMES EARL FOOTE
ISIDORE R OGOUSSAN
PHILIP JOHN FREDERICKS
KENNETH ADRIAN LESESNE
CHRISTOPHER DAVID FREY
Christopher Donald McDonald
DEAN BERNARD CHALELA
DANIEL MARK BENSTER
RONALD KENNETH SMITH
WILLIAM HAYWOOD BROMLEY
STEPHEN DAVID SCHMIDT
JONATHAN INZERO
IAN ANDREW FOSTER
KYLE F BRUNER
John Michael Orobono
MITCHELL JAY ADLER
Joseph John Braut
KELLY CRISCI
Kevin Anthony
JOSEPH THOMAS AMENDOLARA
Luis Carlos Rigo Salmeron
DHARAM RAJENDRAN GUNNIA
MIGUEL RICO FIEL
CHIOMA BENEDICTA UGORJI
KEVIN JAMES HABICK
Lance Isaiah Roetling
KATHRYN DAIKELER BOGLE
STEPHEN ALBERT GARNICK
Michael Scott Garnick
STEPHEN WILLIAM NILES
Kevin Gerald DiBiaso
SUSAN BOCHNOWSKI EGAN
KATIE Woloshin Corsetto
MICHAEL ALLAN WOLOSHIN
STACEY RHIANNON HEIKKILA
ROBERT EUGENE GORMAN
Charles Joseph Ingulli
NINA ELIZABETH INGULLI
Misty M Carroll-Devine
Karen Machin
TERENCE NORBERT KITA
CHARLES EDWARD NADDAFF
CHARLES Edward NADDAFF

Within 25 miles of Wynnewood, PA, Best Investors lists 798 registered investment advisory firms with 2,048 offices nearby, managing about $45.5T in combined regulatory AUM across 3,587,157 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 Wynnewood

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