Best Investors Account Sign in

Best financial advisors in Levittown, PA

Registered advisers within 25 miles of Levittown, PA.

Offices
1,303
Firms
491
Combined AUM
$20.0T
Firm-wide filings, not assets booked only here
Clients
3.29M
3,292,112 clients when Item 5C has a number
Avg / client
$6.07M
Combined AUM ÷ clients

Nearby offices

Firms

STATE FARM INVESTMENT MANAGEMENT CORP.
IRUS ADVISORY CORPORATION
J.P. MORGAN SECURITIES LLC
RMR WEALTH MANAGEMENT
PNC WEALTH MANAGEMENT LLC
COMMONWEALTH FINANCIAL NETWORK
CETERA INVESTMENT ADVISERS LLC
INTEGRITY ALLIANCE, LLC.
RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC
CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC.
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED
LPL FINANCIAL LLC
SWEETGUM LABORATORIES LLC
CITIZENS SECURITIES, INC.

Investors

JOSEPH ANTONIO VEIGA
FRANCESCO ANTONIO SPEZZANO
ROBERT J CARIOLA
Chirag B. Shah
RICHARD THOMAS TATTORY
JEFFREY SCOTT SAWYER
Robert Eugene Scalzetti
GREGORY IRA GARYN
Carline Diane Gondre
JOSEPH MICHAEL SULLIVAN
JAMES JOSEPH GIBSON
ANDREW A ARNO
SHAWN ALAN PURDY
WILLIAM BRIAN DUNKER
Martin Gerard Lutschaunig
MICHAEL JAY KAPOLKA
ZACHARY JAMES GIBSON
Ameya A Naik
Samuel James Maxey
FRANK MIGNONI
PHILIP JOHN FREDERICKS
KENNETH ADRIAN LESESNE
CHRISTOPHER DAVID FREY
Christopher Donald McDonald
DEAN BERNARD CHALELA
DANIEL MARK BENSTER
RONALD KENNETH SMITH
JOHN BARANAUSKAS
Kevin Francis Crook
DIMITRI KOUTSIAFTIS
EDWARD WILLIAM ADAMS

Within 25 miles of Levittown, PA, Best Investors lists 491 registered investment advisory firms with 1,303 offices nearby, managing about $20.0T in combined regulatory AUM across 3,292,112 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 Levittown

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 UBS FINANCIAL SERVICES INC. 18,245 clients · 9,839 advisers $916B AUM 7 LPL FINANCIAL LLC 209,600 clients · 24.4K advisers $819B AUM 8 ALLIANCEBERNSTEIN L.P. 16 clients · 538 advisers $763B AUM