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Best financial advisors in Easton, PA

Registered advisers within 25 miles of Easton, PA.

Offices
360
Firms
128
Combined AUM
$13.5T
Firm-wide filings, not assets booked only here
Clients
2.75M
2,754,046 clients when Item 5C has a number
Avg / client
$4.89M
Combined AUM ÷ clients

Nearby offices

Firms

LPL FINANCIAL LLC
WELLS FARGO CLEARING SERVICES, LLC
AMERIPRISE FINANCIAL SERVICES, LLC
VALOR CAPITAL MANAGEMENT LLC
VALOR INVESTMENTS AND PLANNING LLC
IAM ADVISORY LLC
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED
PNC WEALTH MANAGEMENT LLC
MORGAN STANLEY
AMICUS FINANCIAL ADVISORS, LLC
EDWARD JONES
STATE FARM INVESTMENT MANAGEMENT CORP.
BLUE WATER FINANCIAL INVESTOR COACHING, LLC
THRIVENT INVESTMENT MANAGEMENT INC.
VALLEY NATIONAL ADVISERS INC

Investors

VICKI RACHELLE KIRKPATRICK
KRISTY Jo KUREK
Emily Hatice Bayrasli
LEVENT AZIZ BAYRASLI
Michael Glenn Snyder
THOMAS GLENN RUTHERFORD
Jacob Millen
Christopher James Brindle
Thomas Ashely Blachek
ALEXANDER GUNBYMERRIMAN
STEPHEN GERARD GOODITIS
SPENCER FRIED
JAMES AUGUST BARTOLACCI
RYAN JOSEPH CONLIN
JESSE PHILIP PELLEGRINO
JOSEPH CLARK PARSONS
STEPHEN KRONICK
JOHN C BIANCHI
Wilfredo Medina
JOHN ANTHONY SOBRINSKI
JOHN ANTHONY SOBRINSKI
CONRAD VINCENT WYATT
GARY LOUIS GUZZI
CHRISTOPHER MICHAEL WILSON
LACEY A KOZIK
JENNIFER A RAMPHAL
MICHAEL R GLOVAS JR
Taj R Piontkowski
MICHAEL RUDOLPH GLOVAS
LILRENE SMITH
ALEX MORROW
Samuel L Radogna
ROBERT LEE GODOWN
SONDRINE NICOLE GUTIERREZ
JOSEPH ANTHONY DIGANGI
Danika Joanne Rhinehart
Stephen Bajan II
Tyler John Coy
JASON MICHAEL LA VIGNE
Amy Kerstin Nichols
TRACIE ANN BURTON
Douglas Howard Schlegel
JOHN D WIRTZ
FRANK JOHN STETTNER
WILLIAM VAIL PHELPS
Chris Talpas
JON DAVID THOMAS
JACK F THOMAS

Within 25 miles of Easton, PA, Best Investors lists 128 registered investment advisory firms with 360 offices nearby, managing about $13.5T in combined regulatory AUM across 2,754,046 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 Easton

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