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Best financial advisors in Catasauqua, PA

Registered advisers within 25 miles of Catasauqua, PA.

Offices
311
Firms
112
Combined AUM
$13.5T
Firm-wide filings, not assets booked only here
Clients
2.68M
2,679,462 clients when Item 5C has a number
Avg / client
$5.03M
Combined AUM ÷ clients

Nearby offices

Firms

PNC WEALTH MANAGEMENT LLC
ATA MANAGEMENT STRATEGIES INC
WELLS FARGO CLEARING SERVICES, LLC
COMMONWEALTH FINANCIAL NETWORK
CETERA INVESTMENT ADVISERS LLC
STATE FARM INVESTMENT MANAGEMENT CORP.
EDWARD JONES
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED
TRUIST ADVISORY SERVICES, INC.
RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC
VALLEY NATIONAL ADVISERS INC
THRIVENT INVESTMENT MANAGEMENT INC.
LIBERTY SQUARE WEALTH PARTNERS LLC

Investors

Mark Strunk Jr
KENT CARL NEWHART
MICHAEL PETER BOYKO
ARVIND PRAKASH MATHUR
JOSUE EDOUARD
Daniel James Fratantoro
JACOB WILLIAM RUGGLES
Jared Mikeal Brown
MICHAEL ERIC TUNKE
JOHN GIANCATERINO
Kaye-Ann Brown Barrett
GREGORY ALAN HERZOG
Stephen Michael Parrish
Jan Marie Strunk
Janna Mary Lutz
James Michael Woodley
JEFFREY GARRISON
GREGORY PATRICK RUSSO
Sydney A Posh
DEVON GOGGIN ROBINSON
BRADFORD JAMES WANKEWICZ
Edward Michael Clewell
TRACY CARMER
Robert Lewis Wetherhold
JASON BRIAN BAVER
JOSEPH FRANCIS GOLDFEDER
DONNA MARIE YOUNG
LAURIE ANNE SIEBERT
Ingrid Holder
TIMOTHY GUY ROOF
MATTHEW E PETROZELLI
MICHAEL WILLIAM ROPER
Lilian Rosario
Michael E Warch
RYAN MICHAEL MULHEARN
THOMAS MERLE RIDDLE
Michele Maddaloni
ILDEBRANDO E CRUZ
WILLIAM MICHAEL PERRELLI
JOHN CARROLL MCGOWAN
RYAN DAVID BRAHM
LAURENCE DAVID LANCASTER
MATTHEW J PATTERSON
ROBERT GEORGE KLOCK
David S. Pope
Anthony Chrobak
Connor Jacob Ciarciello
ALLEN STUART HAMILTON

Within 25 miles of Catasauqua, PA, Best Investors lists 112 registered investment advisory firms with 311 offices nearby, managing about $13.5T in combined regulatory AUM across 2,679,462 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 Catasauqua

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