Best Investors Account Sign in

Best financial advisors in Allentown, NY

Registered advisers within 25 miles of Allentown, NY.

Offices
22
Firms
12
Combined AUM
$5.41T
Firm-wide filings, not assets booked only here
Clients
950K
949,758 clients when Item 5C has a number
Avg / client
$5.70M
Combined AUM ÷ clients

Nearby offices

Firms

CETERA INVESTMENT ADVISERS LLC
OSAIC WEALTH, INC.
COMMONWEALTH FINANCIAL NETWORK
LPL FINANCIAL LLC
LINCOLN PARK CAPITAL LLC
CORNELL CAPITAL HOLDINGS LLC
EDWARD JONES
AMERIPRISE FINANCIAL SERVICES, LLC
MORGAN STANLEY
CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC.
AFL ADVISORY GROUP LLC
MML INVESTORS SERVICES, LLC

Investors

Deborah Catherine Jackson
GERALYN MARIE GOUGH
SHAWN FLINT DERRICK
MATTHEW ADAM STROUP
Troy Matthew Vincent
Aaron Michael Vincent
Dylan Vincent
LOUIS JOSEPH PROTO
EILEEN M PROTO
Dana Louis Cornell
Kady J Weisner
JOHN FREDERICK MCLAUGHLIN
MARK GEORGE HENDRIX
Nick Lyons
SCOTT CHARLES DERWICK
KELLY CHRISTINE LENT-PAUL
PAULA FOX DERWICK
TERESA LYNN BARIE
STEPHANIE LYNN ALOI
Kaden Joseph Moyer
MEGHAN PALUMBO
JILLIAN MARIE PLEAKIS
Sonya C Hirt
VICKY L STEFFENHAGEN
TALLENA NICOLE KALLENBACH
Corey J Haas
TODD RAYMOND ALLEN
PAMELA SUE SHUMWAY
RONALD FRANCIS DAPOLITO
Patrick Michael Hollenbeck
BRIAN JOSEPH TEVLIN
JON ROBERT ORCUTT
JOHN JUSTUS IRVING
LUCAS ALAN BURTON

Within 25 miles of Allentown, NY, Best Investors lists 12 registered investment advisory firms with 22 offices nearby, managing about $5.41T in combined regulatory AUM across 949,758 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 EDWARD JONES 28,751 clients · 24.6K advisers $1.01T AUM 3 LPL FINANCIAL LLC 209,600 clients · 24.4K advisers $819B AUM 4 AMERIPRISE FINANCIAL SERVICES, LLC 124,349 clients · 13.6K advisers $660B AUM 5 CETERA INVESTMENT ADVISERS LLC 24,019 clients · 10.8K advisers $257B AUM 6 OSAIC WEALTH, INC. 56,660 clients · 8,342 advisers $235B AUM 7 COMMONWEALTH FINANCIAL NETWORK 20,450 clients · 3,161 advisers $213B AUM 8 CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC. 68,815 clients · 4,088 advisers $139B AUM