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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

GLOBAL RETIREMENT PARTNERS LLC
STATE FARM INVESTMENT MANAGEMENT CORP.
HORNOR, TOWNSEND & KENT, LLC
CENTAURUS FINANCIAL, INC.
GREAT VALLEY ADVISOR GROUP, LLC
HERBEIN FINANCIAL GROUP, LLC
NORTHEAST FINANCIAL GROUP, INC.
CHOREO, LLC
CHARLES SCHWAB & CO., INC.
AMERIPRISE FINANCIAL SERVICES, LLC
OSAIC WEALTH, INC.
CETERA INVESTMENT ADVISERS LLC
J.P. MORGAN SECURITIES LLC
WELLS FARGO ADVISORS FINANCIAL NETWORK, LLC
LPL FINANCIAL LLC
RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC
KEY INVESTMENT SERVICES LLC

Investors

MATTHEW RYAN KULP
Justin Michael Ahner
MELISSA SARA GERHARDT
ANGELA LISA BEIDLEMAN
Joseph John Freemont
JAN LEO GRAYBILL
CHRISTINE KNIGHT MOSCARITOLO
MICHAEL CRAIG ROTHROCK
CRAIG JOHN SCHAFER
COLTON J SCHAFER
CORY JAMES THATCHER
MICHAEL TIMOTHY ENGLER
ALEXANDER M RILEY
JACQUELINE M GLEASON
MICHAEL GEORGE SCHWENTNER
TODD NEWCOMER
RALPH ANTHONY CAPRISTO
DAVID KEENE MITCHELL
CHRISTOPHER NELSON
NICHOLAS RICHARD WEIDMAN
Peter Christopher Pape
Kyle O'Neill
JOSH ROBERT LAYCHOCK
MATTHEW C. KLINE
WILLIAM JOSEPH FISHER
Thomas Ronald Sylvester
Dominic Loyola Voiland
MATTHEW S DEVINEY
MICHAEL SCOTT NETZNIK
Benjamin Tyler Netznik
TIMOTHY BARRY MCCARTY
Richard Jesus Fernandez
RONALD JOHN YELLETS
JON M ERNST
BRYAN THOMAS POJANOWSKI
ERIC BOYLE
ROBERT KELVIN SPRINGER
SEAN KEVIN FITZPATRICK
Michael R Stanley
Nonamegiven Aloyeious
JASON STEPHEN MORROW
MATTHEW ALLEN FUNK
Philip Jacob Salib
JOHN MICHAEL RIMM
JOSEPH ANTHONY BRITA
JONATHAN DAVID SODEN
JEFFREY THOMAS BOGERT
ROBERT IRL CAHILL
EMILIO JOHN MORRONE
ROBERT PORTER PRETOPAPA
Nicole Marie Geiger
Serena M Stauffer
ROBERT DONALD LIVINGSTON
Michael Fransen
Mary Clements Evans
CRYSTAL ANNE DYE
Richard Joshua Whitelock
Morgan Lynn McNeely
Zachary David Long
MICHELLE ANN TAUBER
KEITH JOSEPH HOLMES
LOUIS JOSEPH LAMOREAUX

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