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Best financial advisors in Bethlehem, PA

Registered advisers within 25 miles of Bethlehem, PA.

Offices
497
Firms
170
Combined AUM
$14.1T
Firm-wide filings, not assets booked only here
Clients
2.76M
2,757,325 clients when Item 5C has a number
Avg / client
$5.12M
Combined AUM ÷ clients

Nearby offices

Firms

MML INVESTORS SERVICES, LLC
ACTIVATE VENTURE PARTNERS
TILLER PRIVATE WEALTH, INC.
STATE FARM INVESTMENT MANAGEMENT CORP.
TRUIST ADVISORY SERVICES, INC.
LIBERTY ASSET MANAGEMENT
PFS INVESTMENTS INC.
AMERIPRISE FINANCIAL SERVICES, LLC
QUADRANT PRIVATE WEALTH MANAGEMENT, LLC
STARK WEALTH MANAGEMENT LLC
CETERA INVESTMENT ADVISERS LLC
CAPITAL PLANNING WEALTH MANAGEMENT
PRIVATE ADVISOR GROUP, LLC
LPL FINANCIAL LLC
CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC.
MCDERMOTT INVESTMENT ADVISORS, LLC
COMMONWEALTH FINANCIAL NETWORK

Investors

ANDREW FREDERICK SLATER WARNER
MATTHEW RYAN SHORT
JAMES MATTHEW BEENDERS
LINDA ELAINE YEAGER
JUSTIN GREGORY CLARK
JAMES HENRY GARDNER
Zachary Thomas Muhr
Kent Lane
BENJAMIN TYLER CHUNKO
MATTHEW JOEL LINDENMUTH
DANIEL KEEGAN ASH
SANDRA N BITAR
ASHLEY ELIZABETH FRANKENFIELD
NATHANAEL RADCLIFF
VANDON HUSHLY COOPER
DANIELLE KULP
DAVID ALAN DIEHL
MATTHEW SCOTT BROWN
KURT DAVID DIEHL
RICHARD PRATT
George Henry Yasso
Shikha Prashar
JAMES ANTHONY SERRATELLI
Conor James Gum
JONATHAN J MACK
PAUL DAVID RICHARD BARRY
HUBERT ROSIER ETCHISON JR.
Christian Richard Spugnardi
ELLIS KING CHANDLER
COLIN ORMSBY ANDERSON
John Jerry Strasburger
ANN SHEERIN BRINCKMAN
JONATHAN LLOYD CARPENTER
JOHN WILLIAM SULLIVAN
DAVID SCOTT BAHNICK
Cameron Thomas Witherow
ROBERT ROY EVERITT
JOSEPH AUGUST FREDERICK
LEE DENNIS BERGER
REBECCA ANN BERGER
HAESOO CHEON
CHARLES JOSEPH MCKELVEY
FORREST WILLIAM OBRIEN
ANDREW FRANCIS AIGNER
KATHLEEN KOVACS MCDERMOTT
JOHN PHILIP CITO
SHAUN O'BOYLE
Casey O'Boyle Giraud

Within 25 miles of Bethlehem, PA, Best Investors lists 170 registered investment advisory firms with 497 offices nearby, managing about $14.1T in combined regulatory AUM across 2,757,325 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 Bethlehem

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