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Best financial advisors in Hellertown, PA

Registered advisers within 25 miles of Hellertown, PA.

Offices
531
Firms
175
Combined AUM
$14.1T
Firm-wide filings, not assets booked only here
Clients
2.76M
2,756,401 clients when Item 5C has a number
Avg / client
$5.13M
Combined AUM ÷ clients

Nearby offices

Firms

PFS INVESTMENTS INC.
STATE FARM INVESTMENT MANAGEMENT CORP.
TRUIST ADVISORY SERVICES, INC.
LIBERTY ASSET MANAGEMENT
ACTIVATE VENTURE PARTNERS
WELLS FARGO CLEARING SERVICES, LLC
AMERIPRISE FINANCIAL SERVICES, LLC
J.P. MORGAN SECURITIES LLC
CETERA INVESTMENT ADVISERS LLC
MML INVESTORS SERVICES, LLC
CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC.
MCDERMOTT INVESTMENT ADVISORS, LLC
QUADRANT PRIVATE WEALTH MANAGEMENT, LLC
LINCOLN INVESTMENT
J. W. COLE ADVISORS, INC.
COMMONWEALTH FINANCIAL NETWORK

Investors

MATTHEW JOEL LINDENMUTH
DANIEL KEEGAN ASH
SANDRA N BITAR
ASHLEY ELIZABETH FRANKENFIELD
NATHANAEL RADCLIFF
VANDON HUSHLY COOPER
DANIELLE KULP
DAVID ALAN DIEHL
MATTHEW SCOTT BROWN
KURT DAVID DIEHL
RICHARD PRATT
JAMES HENRY GARDNER
Zachary Thomas Muhr
Kent Lane
BENJAMIN TYLER CHUNKO
KAREN SELENE PRUDENCIO
LARRY ANTON CHAPEL
George Henry Yasso
Shikha Prashar
JAMES ANTHONY SERRATELLI
Conor James Gum
Jennifer D. Blair
Michael R Stanley
Marcel Brown
COLIN ORMSBY ANDERSON
ROBERT GEORGE BEM
ANDREW FREDERICK SLATER WARNER
CHARLES JOSEPH MCKELVEY
FORREST WILLIAM OBRIEN
ANDREW FRANCIS AIGNER
KATHLEEN KOVACS MCDERMOTT
JOHN PHILIP CITO
JONATHAN J MACK
KATHRYN LEE KUZO
MICHAEL JOHN SLINEY
WILLIAM PAUL WEBER
ARTHUR JOSEPH SMITH
JONATHAN SLINEY
PATRICK JOSEPH REILLEY
WILLIAM PHILLIP TREMBLER
MARK ALEX HEMPHILL
KEVIN MEREDITH HEMPHILL
ANNA LAUREN JACOBY
JOSEPH MICHAEL KENDY
Margaret Louise McGuire
Jonathan Tyler Dolin
MICHAEL MARK MCGUIRE
SHAUN O'BOYLE
Casey O'Boyle Giraud
DAVID JOHN ANTONCHAK
Benjamin Edward Antonchak
BRUCE EDWARD BALKCOM

Within 25 miles of Hellertown, PA, Best Investors lists 175 registered investment advisory firms with 531 offices nearby, managing about $14.1T in combined regulatory AUM across 2,756,401 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 Hellertown

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