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Best financial advisors in Kutztown, PA

Registered advisers within 25 miles of Kutztown, PA.

Offices
392
Firms
144
Combined AUM
$14.2T
Firm-wide filings, not assets booked only here
Clients
2.75M
2,750,941 clients when Item 5C has a number
Avg / client
$5.15M
Combined AUM ÷ clients

Nearby offices

Firms

GREAT VALLEY ADVISOR GROUP, LLC
STATE FARM INVESTMENT MANAGEMENT CORP.
THRIVENT INVESTMENT MANAGEMENT INC.
HAMILTON-BATES INVESTMENT RESEARCH, INC.
NEWEDGE ADVISORS
INVESTORS' CHOICE ADVISORY SERVICES, LLC
OSAIC WEALTH, INC.
EDWARD JONES
LPL FINANCIAL LLC
COMMONWEALTH FINANCIAL NETWORK
ENGLEBERT FINANCIAL ADVISERS, LLC
AMERIPRISE FINANCIAL SERVICES, LLC
PFS INVESTMENTS INC.
J.P. MORGAN SECURITIES LLC

Investors

BENJAMIN NEIL HAAS
STEVEN CARL DRASHER
Clayton Eric Inderbitzen
STEVEN TYLER BOND
VINCENT T SARACENO
Connor William Eglin
ALAN DAVID BATES
SEAN GREGORY LINDER
LEO ALFRED FURLONG
JAY HOWELL MOYER
MICHAEL JAMES FISCHER
Jasten W Prutzman
Dustin Dakota Adam
SHAWN ALAN LEH
RYAN THOMAS WUKITSCH
ANGELO LAVENTURA
JAMIE LYN ENGLEBERT
Andrew Gordon Gaines
CHRISTOPHER PAUL ENGLEBERT
Stephanie Eileen Miller
Daniel Kochsmeier
Richard A Seidel
Robbie Suzanne Hicks
SALLY JAYNE KACAR
RONALD PAUL WEBER
STEVEN CLARK HIMMELREICH
PETER ISAAC
MARCUS PATTERSON
TRAVIS SHEARER
BRYN LEE LINDENMUTH
LINWOOD ALLEN GILES
PATRICK MICHAEL MULLANEY
JOHN PATRICK NOON
DANIEL SCHMIDT
DAVID WILLIAM QUATRONE
JEFFREY RINGER
SCOTT ARTHUR SMITH
BRETT JOSEPH WERKHEISER
DEBORAH HAMBURGER
JENNIFER ANN RIGGS
MICHAEL MOWAD
DAVID WAYNE RABENOLD
STEVEN GRAZIO
Timothy O'Connors

Within 25 miles of Kutztown, PA, Best Investors lists 144 registered investment advisory firms with 392 offices nearby, managing about $14.2T in combined regulatory AUM across 2,750,941 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 Kutztown

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