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Best financial advisors in Boyertown, PA

Registered advisers within 25 miles of Boyertown, PA.

Offices
796
Firms
325
Combined AUM
$39.4T
Firm-wide filings, not assets booked only here
Clients
2.87M
2,867,037 clients when Item 5C has a number
Avg / client
$13.7M
Combined AUM ÷ clients

Nearby offices

Firms

AMERIPRISE FINANCIAL SERVICES, LLC
TRUIST ADVISORY SERVICES, INC.
CLIMECO ENVIRONMENTAL CAPITAL MANAGEMENT LLC
OSAIC WEALTH, INC.
THRIVENT INVESTMENT MANAGEMENT INC.
CETERA INVESTMENT ADVISERS LLC
WELLS FARGO CLEARING SERVICES, LLC
SANTANDER SECURITIES LLC
EDWARD JONES
MORGAN FINANCIAL INCORPORATED
PFS INVESTMENTS INC.
J.P. MORGAN SECURITIES LLC
LPL FINANCIAL LLC
GENEOS WEALTH MANAGEMENT, INC.
IPI WEALTH MANAGEMENT, INC.
USA FINANCIAL SECURITIES LLC
PRIVATE ADVISOR GROUP, LLC
PARK AVENUE SECURITIES LLC

Investors

KENNETH JOHN KRIEBEL
PAUL VALERIO
DEBORAH J HARRIS
BARRY LEE WELLER
BRIDGIT DIANE HOLLY
LINDSEY JO BORGESE
Benjamin S Kline
Waheed Abisoye Gbadamosi
JOSEPH JOHN BORGESE
Bonnie Lynn Thompson
FRANKLIN FREDERICK MORGAN
GERALDINE EDITH WARDLE
STEVEN BEYLIS
NATHAN MICHAEL LEE
STEPHEN J ROHRER
TIMOTHY JAMES RUSSELL
J JEREMY EHST
CHERYL L GYSI
STEPHEN M VIRKLER
Stephen M Peters
JEFFREY EARL BUSH
SHANNON E LAROSSE
STEVEN JABLONSKI
SAMUEL PETER VARANO
EDWARD MICHAEL DIRUGERIS
PATRICIA M PICARDI

Within 25 miles of Boyertown, PA, Best Investors lists 325 registered investment advisory firms with 796 offices nearby, managing about $39.4T in combined regulatory AUM across 2,867,037 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 Boyertown

Ranked by regulatory AUM. AUM is firm-wide, not only this area.

1 VANGUARD GROUP INC $11.1T AUM 2 VANGUARD CAPITAL MANAGEMENT, LLC $8.44T AUM 3 VANGUARD PORTFOLIO MANAGEMENT, LLC $2.66T AUM 4 MORGAN STANLEY 416,984 clients · 24.0K advisers $1.96T AUM 5 MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED 16,844 clients · 26.7K advisers $1.78T AUM 6 STRATEGIC ADVISERS LLC 17,518 clients · 17.7K advisers $1.37T AUM 7 CAPTRUST 963 advisers $1.24T AUM 8 EDWARD JONES 28,751 clients · 24.6K advisers $1.01T AUM