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Best financial advisors in Burlington Township, PA

Registered advisers within 25 miles of Burlington Township, PA.

Offices
18
Firms
10
Combined AUM
$1.62T
Firm-wide filings, not assets booked only here
Clients
476K
476,308 clients when Item 5C has a number
Avg / client
$3.39M
Combined AUM ÷ clients

Nearby offices

Firms

COMMONWEALTH FINANCIAL NETWORK
STATE FARM INVESTMENT MANAGEMENT CORP.
LPL FINANCIAL LLC
RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC
MUTUAL CAPITAL INVESTMENT ADVISORS, LLC
GRADIENT SECURITIES, LLC
YOUR MONEY MATTERS WEALTH MANAGEMENT, LLC
J.M. HITE FINANCIAL LLC
CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC.
EQUITABLE ADVISORS, LLC

Investors

TARI KIM TROWBRIDGE
Noah Bennett
CHRISTOPHER LAMAR ROUPP
JENNY MARIE PAYNE
Courtney Marie Steckiel
ADAM CALVIN BENNETT
DEREK ALAN BATZ
DAVID JOEL STEARNS
BRITTANIE ELLEN OCKERHAUSEN
SCOTT WAYNE CLARK
Alexandra Marie Richey
MICHAEL ROBERT DINICH
DEREK DUANE GOWAN
JAKOB HITE
MATTHEW KIRK LANDIS
Ethan C Landis
Robert Davis Williams
Zachary Zane Rentzel
MATTHEW G GEER
STACEE RAE HARER
Julie L Clementi
BRANDON WALKER

Within 25 miles of Burlington Township, PA, Best Investors lists 10 registered investment advisory firms with 18 offices nearby, managing about $1.62T in combined regulatory AUM across 476,308 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 Burlington Township

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

1 LPL FINANCIAL LLC 209,600 clients · 24.4K advisers $819B AUM 2 RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC 5,542 clients · 6,614 advisers $390B AUM 3 COMMONWEALTH FINANCIAL NETWORK 20,450 clients · 3,161 advisers $213B AUM 4 CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC. 68,815 clients · 4,088 advisers $139B AUM 5 EQUITABLE ADVISORS, LLC 171,648 clients · 5,041 advisers $42.5B AUM 6 STATE FARM INVESTMENT MANAGEMENT CORP. 7,142 advisers $12.9B AUM 7 GRADIENT WEALTH MANAGEMENT 251 clients · 71 advisers $608M AUM 8 YOUR MONEY MATTERS WEALTH MANAGEMENT, LLC 2 clients · 1 advisers $1.38M AUM