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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

CETERA INVESTMENT ADVISERS LLC
STATE FARM INVESTMENT MANAGEMENT CORP.
MARINER
BIRCH RUN INVESTMENTS, LLC
EHB FINANCIAL RESOURCES MANAGEMNT, INC.
RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC
CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC.
EDWARD JONES
DIMATTEO FINANCIAL GROUP
LPL FINANCIAL LLC
OSAIC WEALTH, INC.
WELLS FARGO CLEARING SERVICES, LLC
DSC FINANCIAL ADVISORS, LTD.
ONYX BRIDGE WEALTH GROUP LLC
TD PRIVATE CLIENT WEALTH LLC
J.P. MORGAN SECURITIES LLC
BCG SECURITIES, INC.

Investors

John Philip Clark
DENNIS FRANCIS JUDGE
RALEIGH LINNO COLLINS
Jonathan Sepe
THOMAS FRANKLIN GUILLEBEAU
Stephen K. Pomposi
Alexandra Azara
L. PAUL DORSEY
JOHN BOLTON DELANEY
DAVID MICHAEL KILLIAN
Bradford Davis Alliger
Tyler Richard Beck
ELIZABETH KWOKA
Stephen Andrew Moyer
Scott McCrea
NICHOLAS PETER DEMAIO
JOHN N DIMATTEO
BRYSON RYAN BOWERS
LOUIS ALDO INGLESE
STANLEY MICHAEL ROBBINS
WILLIAM JAY NORBERG
JEREMY MICHAEL BARON
WILLIAM JOSEPH SIFER
MATTHEW EUGENE MCCARTER
David Robert Zimmerman
Kevin Paul
JOSHUA ANTHONY WINTER

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