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Best financial advisors in Bensalem, PA

Registered advisers within 25 miles of Bensalem, PA.

Offices
1,653
Firms
636
Combined AUM
$20.7T
Firm-wide filings, not assets booked only here
Clients
3.48M
3,477,141 clients when Item 5C has a number
Avg / client
$5.96M
Combined AUM ÷ clients

Nearby offices

Firms

PNC WEALTH MANAGEMENT LLC
LPL FINANCIAL LLC
J.P. MORGAN SECURITIES LLC
WELLS FARGO CLEARING SERVICES, LLC
STATE FARM INVESTMENT MANAGEMENT CORP.
OSAIC WEALTH, INC.
TD PRIVATE CLIENT WEALTH LLC
CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC.
JHANTI FINANCIAL
AMERIPRISE FINANCIAL SERVICES, LLC
CITIZENS SECURITIES, INC.

Investors

THOMAS PATRICK DAWSON
Steven Moyer
Eric Hansen
JOHN JAMES IULIANO
HUGO M ROCHA
DONALD CHETNEY TURNER
Connor Patrick Golden
ANGELA NICOLE AUGUSTINE
EDWARD MICHAEL SWAN
WOLFGANG ALFONS HEIN
Kevin F Hughes
LAMONTE FITZGERALD WILLIAMS
ERNESTO MEDINA QUILES
KENNETH GLENN HAGER
WILLIAM PATRICK MARSHALL
VINCENT NOTARIANNI
AARON EDWARD BORSTEIN
BRIAN DAVID LUCAS
JOHN J WEST
JENNIFER BRADY
Brandon Patrick Marshall
RYAN DANIEL MURRAY
KEVIN S HUGHES
CHRISTOPHER DANIEL GIUNTA
TIMOTHY PETER ROSSI
DIMITRI KOUTSIAFTIS
Kevin Paul
David Robert Zimmerman
BRYAN DAVID ROBERTS
FIELDING SCOTT MILLER
TODD DANIEL LINDEMUTH
Robert Anthony Breitner
Carline Diane Gondre

Within 25 miles of Bensalem, PA, Best Investors lists 636 registered investment advisory firms with 1,653 offices nearby, managing about $20.7T in combined regulatory AUM across 3,477,141 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 Bensalem

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 UBS FINANCIAL SERVICES INC. 18,245 clients · 9,839 advisers $916B AUM 7 LPL FINANCIAL LLC 209,600 clients · 24.4K advisers $819B AUM 8 ALLIANCEBERNSTEIN L.P. 16 clients · 538 advisers $763B AUM