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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

CETERA INVESTMENT ADVISERS LLC
EDWARD JONES
AMERITAS ADVISORY SERVICES, LLC
LPL FINANCIAL LLC
DSC FINANCIAL ADVISORS, LTD.
STATE FARM INVESTMENT MANAGEMENT CORP.
PANDOLFO CAPITAL, LLC
J.P. MORGAN SECURITIES LLC
WELLS FARGO CLEARING SERVICES, LLC
PALADIN RETIREMENT ADVISORS
PALANTE WEALTH ADVISORS, LLC
OSAIC WEALTH, INC.
MERIT FINANCIAL ADVISORS
AMERIPRISE FINANCIAL SERVICES, LLC
CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC.
1-800-401K PLAN.COM, LLC

Investors

MICHAEL RICHARD DIEKMANN
Tyrone David Robinson
Paul Anthony Simonetti
ANTHONY JOSEPH PETTOLA
CLYDE JOSEPH MCKAY
LOUIS PETER DERITO
KEVIN CHRISTOPHER FLOOD
WILLIAM JOSEPH SIFER
GREGORY BLAKE ENGLEBRETH
PETER CHARLES PANDOLFO JR
Joseph Julius Bublewicz
AIGY GENE HASEGAWA
CHARLES ERIK HALLORAN
Jeffrey Scott Beyer
MICHAEL FURST
VICTOR JUAN MEDINA
David J Glassman
STANLEY MICHAEL ROBBINS
WILLIAM JAY NORBERG
MARK DAVID FRIED
CHRISTOPHER JOHN BORSUK
ALEXANDER CHARLES BORSUK
Stephen Andrew Moyer
Scott McCrea
NICHOLAS PETER DEMAIO
KEVIN S HUGHES
JEFFREY EVAN GROSS

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