Best Investors Account Sign in

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

LANDSEER ADVISORS LLC
OMNIVEST GROUP LLC
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED
WEST HORIZON CAPITAL
ALTMAN INVESTMENT MANAGEMENT LLC
MERIT FINANCIAL ADVISORS
FALCONE INVESTMENTS LLC
PRINCETON GLOBAL ASSET MANAGEMENT LLC
EDWARD JONES
WATERMARK GROUP, INC.
PRINCETON EQUITY GROUP
HALBERSTADT FINANCIAL CONSULTANTS INC
STATE FARM INVESTMENT MANAGEMENT CORP.
SWEETGUM LABORATORIES LLC
IRUS ADVISORY CORPORATION
J.P. MORGAN SECURITIES LLC
LPL FINANCIAL LLC
PRYSM CAPITAL, L.P.

Investors

GERRIT FREDERIK BESSELAAR
Dan Liu
JEFFREY C MOTE
MICHELE LISSETT GILLIGO
JAMES M STAPLETON
KELLY NILSEN
TUCKER MATTHEW BROWN
PETER JAMES ALTMAN
JUSTIN D ECCLESTON
DUANE EVERETT LOVE
ROBERT G SPADAFORD
ERICA Susan BULLINGER
Paul A Lebowitz
Michael R Marsh
BRETT MICHAEL SHAVER
Matthew Jordan Selihar
TARA CONTI BANSAL
Joseph Thomas Schreiner
WILLIAM LOUIS KUFTA
MATTHEW DAVID GELFAND
DANIEL JOHN HANLEY
JOEL HEYMSFELD
PAUL JEFFREY GERARD
GEORGE BRAILSFORD WISLAR
JAMES ANTHONY KILCOMMONS
RICHARD MICHAEL MOSELEY
FRANCIS JOSEPH KEENE
JAMES A KILCOMMONS
David Vincent Milford
Jeremiah Zev Walter
BARBARA JEAN CAVAGNARO
DAVID WALTER
DANIEL LEV WALTER
JOSEPH ANTONIO VEIGA
JOHN BARANAUSKAS
FRANCESCO ANTONIO SPEZZANO
Lilly Chen Peng
John M Welsh
Jeffrey Paul Mattonelli
Joshua Hunter Salkin
HEENA D DHRUV
VIRAG G SHAH
JIMI BIPIN SHAH
KENNETH WILLIAM VAN LEEUWEN

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