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Best financial advisors in Bristol, PA

Registered advisers within 25 miles of Bristol, PA.

Offices
1,420
Firms
551
Combined AUM
$20.5T
Firm-wide filings, not assets booked only here
Clients
3.30M
3,304,109 clients when Item 5C has a number
Avg / client
$6.19M
Combined AUM ÷ clients

Nearby offices

Firms

CONCURRENT INVESTMENT ADVISORS, LLC
EVERGREEN CAPITAL ASSOCIATES LLC
WELLS FARGO CLEARING SERVICES, LLC
LPL FINANCIAL LLC
CITIZENS SECURITIES, INC.
EDWARD JONES
STATE FARM INVESTMENT MANAGEMENT CORP.
HORNOR, TOWNSEND & KENT, LLC
CETERA INVESTMENT ADVISERS LLC
PFS INVESTMENTS INC.
KINGSWOOD WEALTH ADVISORS, LLC
TD PRIVATE CLIENT WEALTH LLC
FRANKLIN PARK
PHILADELPHIA PARTNERS CAPITAL MANAGEMENT, LLC
ODYSSEY CAPITAL ADVISORS INC.
CHARLES MANNING & ASSOCIATES, INC.
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED

Investors

ALEC FRANK PRICE
THOMAS JAMES BELL
STEVEN RONALD ROSS
BRIAN ROBERT HILLSBERG
Margaret Ann Barker
James Joseph Barker
Elizabeth Rose Barker
Dean Joseph Verno
Charles Gregory Berrouet
JASON S WEISZ
MICHAEL NEIL GROSSMAN
Vincent Gus Passarella
JOSEPH TYRONE FRANCIS
MATTHEW L JAVOIS
JOHN EDWARD STANOJEV
SEAN FOGARTY
JONATHAN MORROW MASSARI
HOWARD ALBERT TRAUGER
LAMONT A. BROWN
JASON A SNIPE
Alexander James Sobkowiak
Julia Lauren Hopson
CHARLES ROBERT MANNING
Mark A Nottingham
Rocco Rugnetta
Victor Altadonna Sr
Elizabeth M Burlinson
Maria Clare Santana
Alexander Dominguez
Michael A Paolone
Pamela B Goodman
Patrick J Welde
Todd C Hilinski
JENNIFER MARIE MAXWELL
Michael A Rotay
NICOLE MORGANHEIRA
SCOTT R BUCHER
MARC STEVEN MARTINELLI
REGINALD W JOHNSON
RYAN MICHAEL SWAN
LAUREN M HICKEY
Victor A Altadonna
PATRICK D WELDE
Joseph Thomas Viola
Trevor Paolone
James Francis Welde
William F Adolph
JUSTIN P WALSH
JASON EDWARD PIERCE
Brittany Stivale Fatholahi
DANIEL PATRICK MCKIERNAN
SAMUEL A MORGAN
Philip Michael Capra
PATRICK J WALSH
Marybeth Henry
PATRICK MICHAEL CAHILL
ROBERT JAY MCKIERNAN
JOHN P DURHAM
Vaness Dosedel
Aidan Kleitz
James J Hagedorn

Within 25 miles of Bristol, PA, Best Investors lists 551 registered investment advisory firms with 1,420 offices nearby, managing about $20.5T in combined regulatory AUM across 3,304,109 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 Bristol

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