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Best financial advisors in Allentown, NJ

Registered advisers within 25 miles of Allentown, NJ.

Offices
705
Firms
259
Combined AUM
$14.9T
Firm-wide filings, not assets booked only here
Clients
2.82M
2,820,050 clients when Item 5C has a number
Avg / client
$5.29M
Combined AUM ÷ clients

Nearby offices

Firms

LPL ENTERPRISE, LLC
SIMPLICITY WEALTH
AMERIPRISE FINANCIAL SERVICES, LLC
PRINCETON INVESTMENT MANAGEMENT COMPANY
J.P. MORGAN SECURITIES LLC
LPL FINANCIAL LLC
PANDOLFO CAPITAL, LLC
EDWARD JONES
CETERA INVESTMENT ADVISERS LLC
INTEGROUS WEALTH STRATEGIES
ALLSTATE FINANCIAL ADVISORS, LLC
RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC
ROCKEFELLER FINANCIAL LLC
PNC WEALTH MANAGEMENT LLC

Investors

DANIEL LINN
TIMOTHY SCOTT MCLAUGHLIN
CHRISTOPHER JOHN LESTER
KEITH BRANDON LESTER
Jennifer Ann Schmidt
JEROME JAMES MORGANO
Emily Paget
STEPHANIE ELIZABETH FOSTER
WILLIAM FRANCIS PRIMM
Chris Michael Raimo
Matthew Gaeta
Britany Leigh Enelow
AIGY GENE HASEGAWA
Joseph Julius Bublewicz
PETER CHARLES PANDOLFO JR
Tyrone David Robinson
Paul Anthony Simonetti
DANIEL WAYNE DEROSE
DAVID LAWRENCE BAILIN
JUSTIN WILLIAM RICE
IAN MINDAS
WAYNE SCOTT MERNONE
Duhan Malali
Scott Christopher Bernstiel
R. MICHAEL BRAENDER
Kyle Braender
CHRISTA BRUCKNER AHRENS
MARTIN G BYRNE
CHERYL LOUISE ROWAN
Colin Bradley Lessard
RAY P TUCHOLSKI
VIVIAN CAPANO
Jennifer Dawn Stauffer
REGINA RAE SPANO
PHILIP JOSEPH SACCO
ALEXANDER WINTER
CASSANDRA ANN MINERVINI
Cory Todd Logan
RICHARD HENRY CARRIER
THOMAS JOSEPH GRANAGHAN
Nicholas Adam Chiarolanzio
Keif H Samuel
Whitney Coates Struble
Sean Robert Smith
LATOYA BAGWELL

Within 25 miles of Allentown, NJ, Best Investors lists 259 registered investment advisory firms with 705 offices nearby, managing about $14.9T in combined regulatory AUM across 2,820,050 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 Allentown

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 EDWARD JONES 28,751 clients · 24.6K advisers $1.01T AUM 5 UBS FINANCIAL SERVICES INC. 18,245 clients · 9,839 advisers $916B AUM 6 LPL FINANCIAL LLC 209,600 clients · 24.4K advisers $819B AUM 7 BLACKROCK INVESTMENT MANAGEMENT, LLC 81 clients · 711 advisers $677B AUM 8 WELLS FARGO ADVISORS 5,302 clients · 15.3K advisers $671B AUM