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Best financial advisors in Alburtis, PA

Registered advisers within 25 miles of Alburtis, PA.

Offices
474
Firms
162
Combined AUM
$14.3T
Firm-wide filings, not assets booked only here
Clients
2.76M
2,758,783 clients when Item 5C has a number
Avg / client
$5.20M
Combined AUM ÷ clients

Nearby offices

Firms

HAMILTON-BATES INVESTMENT RESEARCH, INC.
INTEGRITY ALLIANCE, LLC.
STATE FARM INVESTMENT MANAGEMENT CORP.
MILESTONE FINANCIAL ASSOCIATES, LLC
J.P. MORGAN SECURITIES LLC
WELLS FARGO CLEARING SERVICES, LLC
CETERA INVESTMENT ADVISERS LLC
THRIVENT INVESTMENT MANAGEMENT INC.
LOMBARD ADVISERS INCORPORATED
SECTOR ANALYSTS LLC
LPL FINANCIAL LLC
AMERIPRISE FINANCIAL SERVICES, LLC
LASALLE ST. INVESTMENT ADVISORS, L.L.C.
GREAT VALLEY ADVISOR GROUP, LLC
OSAIC WEALTH, INC.
ERICKSON FINANCIAL GROUP, LLC

Investors

ALAN DAVID BATES
Sean Lyons
THOMAS SCOTT BARTHOLOMEW
DAVID SAMUEL COULT
JEFF W LANSCEK
Holly O Clarke
Jeffrey Alex Hegedus
Justin T Poccia
Mihir Shital Saudagar
JUSTIN RUSSELL MILLER
PAUL ANTHONY JULIANO
Timothy O'Connors
REKHA MUKESH TRIVEDI
ALIASGHER NURALI SOMJI
BRUCE D HILLEGASS
Clayton Eric Inderbitzen
STEVEN TYLER BOND
VINCENT T SARACENO
Connor William Eglin
DAVID FREDERICK GUENSCH
JOHN DAVID TUMOLO
PATRICK JAMES HUTCHINSON
Jessica Ann Paretta
Chris Talpas
ANTHONY AUGUST VOROS
LUIS RAMON RIVERA
THOMAS JOHN ERVOLINA
SHAWN ALAN LEH
BENJAMIN NEIL HAAS
MICHAEL JAMES FISCHER
STEVEN CARL DRASHER
RONALD JOHN YELLETS
JON M ERNST
KERRY DUANE ERICKSON
Chad David Wakeman
TIMOTHY J. ERICKSON
DAVID JOSEPH GRUBE

Within 25 miles of Alburtis, PA, Best Investors lists 162 registered investment advisory firms with 474 offices nearby, managing about $14.3T in combined regulatory AUM across 2,758,783 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 Alburtis

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 CAPTRUST 963 advisers $1.24T AUM 5 EDWARD JONES 28,751 clients · 24.6K advisers $1.01T AUM 6 LPL FINANCIAL LLC 209,600 clients · 24.4K advisers $819B AUM 7 WELLS FARGO ADVISORS 5,302 clients · 15.3K advisers $671B AUM 8 AMERIPRISE FINANCIAL SERVICES, LLC 124,349 clients · 13.6K advisers $660B AUM