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Best financial advisors in Allentown, PA

Registered advisers within 25 miles of Allentown, PA.

Offices
376
Firms
129
Combined AUM
$13.6T
Firm-wide filings, not assets booked only here
Clients
2.69M
2,688,469 clients when Item 5C has a number
Avg / client
$5.05M
Combined AUM ÷ clients

Nearby offices

Firms

MORTON BROWN FAMILY WEALTH LLC
CAPTRUST
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED
AMERIPRISE FINANCIAL SERVICES, LLC
MORGAN STANLEY
TRUIST ADVISORY SERVICES, INC.
SILVER OAK SECURITIES, INCORPORATED
WELLS FARGO CLEARING SERVICES, LLC
RAYMOND JAMES & ASSOCIATES, INC.
LPL FINANCIAL LLC
RIVER WEALTH ADVISORS LLC
LPL ENTERPRISE, LLC
RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC

Investors

DENNIS CHARLES MORTON
Julia Naccarato
KATHRYN MARIE BROWN
Jonathan David Kerstetter
Christian Raphael Guldin
CODY RYAN DEMMEL
Alison EHRET
DAVID ARTHUR WILL
JENNIFER KELLY
William Earl Schantz
Jimmy David Edwards
Marcus N Magyar
KYLE THOMAS SHOEMAKER
ZACHARY RYAN MCCANN
DAVID ANTHONY CACCIABEVE
Paul Andrew Manion
NICHOLAS E SCHAEFER
CHRISTOPHER DONALD BUTZ
JEFFREY THOMAS LOEHWING
Laura Morganelli
STEFANIE NICOLE OLAH
MICHAEL DAVID MOLEWSKI
JEFFREY SCOTT EVANS
Erman ANTHONY Tasci
JEFFREY KARL WEISS
DAVID E HAIGHT
Tiffany Ann Nguyen
Elvi R Feliz Laureano
GARY EDWARD KARCH
JILL LYNETTE HAHN
NICOLE LIEBERT
Laura Joy Yih
MATTHEW J MOORE
Derick W Colonello
Kim G Kametz
MICHAEL MOORE
RAYMOND P ATTISANO
THOMAS NEWELL
Courtney Stephen Clements
Christopher S Baumer
George Naef
Riley Dohner
Wayne C Achey
Ronald S Ruschman
ALFRED EUGENE DOUGLASS
OLIVIA G KARCH
Breanne Pfeffer
Nikesh Amin
ALFRED E DOUGLASS
SCOTT KINGSLEY SWIFT
MAUREEN A SAPOLIS BERGER
GLENN WARREN BAUMER
JAMIE MARIE FIELDS
JOHN RAGAN
JONATHAN CHARLES COHEN
Michael P Dewhurst
Laura Melissa Saunders
ROBIN L BRUBACHER
Sydney A Posh
Brendan Andrew Nosovitch
Jeffrey Ray
MARK S CHANDO
Douglas Scott Brinker
Justin Sinisi
CAROLINE J KLINE
Thomas P Dellaquila
SARAH JANE CRESSLEY
REGINA LOUISE METZGER
MICHAEL EVERETT MALZ
CARLEEN MARIE MULHOLLAND
CATHERINE ELIZABETH SYMANEK
MARY LISICKY
ALEXA RAE HIRSCHHORN
Matthew J Bonshak
David Toribio
DAVID MICHAEL OSBORN
FRANK RONALD MARANO
DONALD MARANO
DANA CA ROSEWAG
ADRIANNE KRISTI FOX
CHRISTOPHER MICHAEL YALE
ANTHONY J SARKO
TARA JEAN KELSEY
Andrew M Guman
ISAIAH M WILLIAMS
DAVID M ROMANELLI
MATTHEW EUGENE MATTARE
Melissa Link
DONNA E TRETTER
Jessica J Janenko
Zachary Douglas Myers
Michael Winston Wolf
MARY KARIMI MUGAMBI
Daulton Michael Miller
Anthony Haddad
Andrew John Reichard
Katrina mildred Noldy
Austin T Pierce
DOUGLAS ELLWOOD WOOLLEY
THOMAS REITNAUER CICHOCKI
LISA MARIE RARICK
JOSEPH B. HOFFMEIER
JOSEPH JOHN SACCON
STEVEN JOHN CWIENKALA
CANDICE ANN GRAY
JOYCE L GIBBS
Jonathan Ruch
Kevin J Jones
REBECCA ANN WYCHOCK
Monserrate Luisa Cohen
ROBERT ANTHONY McPEAKE
MICHAEL J BARSKI
DONNA KAY YALE
MICHAEL ANDREW WOLFER
SHARON ANN GROVE
SCOTT LEE HOFFMAN
KEITH JOSEPH YANDERS
NANCI J MICKELSON
ALFRED G HADDAD
WILSON WINANT YALE
KEVIN C DONNELLY
Kevin C Huntington
Lori Ellis Roth
DOUGLAS SCOTT LEONZI
TRAVIS SCOTT BOLTON
DWAYNE O MARSH
RICHARD ARLEN LORD
Calvin Augustine Peter Herzer
Kristina Krotz Verna
TIMOTHY CEQUAN MACK
George J Hlavac
CURTIS DUANE STOLTZFUS
ANTOINETTE MARIE CHAKIF
AISSATOU FALL
Joseph Francis Flannery
Seth Paluck
Kelly P Allen
Kristie Ann Strubeck
KELLY L.M. RINDOCK
KATHERINE MONICA LABUDA
KRISTIN L DELONG
MARISA Coldwell
Mikayla Lynn Kelhart
Michael J Ruisch
WILLIAM RUSTIN SEYLE
TIMOTHY FRANCIS HICKEY
JAMES LEE SLASKA
DIEGO A MERCADO
ERIC ALEXANDER WIEGAND
Debra Lynne Hippensteel
JUDITH ANN SAVCHAK
WADID YUNEZ
Geronis Gervacio Lalane
SAEID MOHAMMAD ZAMANI

Within 25 miles of Allentown, PA, Best Investors lists 129 registered investment advisory firms with 376 offices nearby, managing about $13.6T in combined regulatory AUM across 2,688,469 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 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