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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

PFS INVESTMENTS INC.
STRATOS WEALTH PARTNERS, LTD
THE ARANDA GROUP ADVISORS, LLC
CERTIFIED WEALTH MANAGEMENT & INVESTMENT LLC
AMERIPRISE FINANCIAL SERVICES, LLC
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED
DUCHARME WEALTH ADVISORS, LLC
PRIVATE ADVISOR GROUP, LLC
STATE FARM INVESTMENT MANAGEMENT CORP.
COMPREHENSIVE INVESTMENT MANAGEMENT, LLC
LPL FINANCIAL LLC
GLADSTONE WEALTH PARTNERS
GSG ADVISORS LLC
VALIC FINANCIAL ADVISORS, INC.
WELLS FARGO ADVISORS FINANCIAL NETWORK, LLC
CALTON & ASSOCIATES, INC.
FINANCIAL SPECTRUM INC.

Investors

JOSE I VASQUEZ
SHERWIN FORDE
ERICKA NEVILLE
STEPHANIE WRIGHT
KATHERINE VASQUEZ
JAMES LEE
KEVIN RENARD GIBSON
JOANNE MAXINE KELLER
STEVEN A ROSENBERG
JAMES RYAN FISHER
Brailyn Kyla Robertson
KURTIS SILAS BAKER
John Stephen O'Donnell
Bridget J Curtis
David Richard DuCharme
RICHARD PAUL SHEILDS
JOHN PETER FOSTER
ROY ALAN SHUBERT
KEVIN JAMES HABICK
DONALD EDWARD JONES
JOSEPH HARRY BAYLOUNY
MARC ANDREW PACELLA
CHRISTOPHER M. WENT
JAY ALAN WEINBERG
JAMES B SMITH
MICHAEL P ORIHEL
John Sennett Holston
WAYNE CAMPBELL
HARRY VIRUNURM
MICHAEL JOSEPH FEHRENBACK
STEVEN G BRETTLER
Logan Cruet
NICHOLAS JOHN FERGUSON
CHRISTINA RENEE TAJC
ALAN FEFER
MARK J MILEWSKI
JOHN L HEACOCK
SCOTT MITCHELL BOYD
GRADY JAMES EDWARDS
JOHN ENGELBERT
BARBARA JOAN BAUER
EDWARD MARK SILBERMAN
CHRISTOPHER ALAN LAUVER
MARIE TURINO
DANIEL DRABKIN
MICHAEL PATRICK WILKENS
ROBERT FREDERICK SCHIMENECK
GEORGE J VELLARINGATTU
MARIA DEYSHER
TARA CLAUDINE PRINDIBLE
EMILY SHARON SPYCH
DANIEL EDMUND LEX
ROBERT S GERSHON
GARRETT MAYHART
JOSEPH DAVID FASANO
BRENDAN T GERTZ
JENNIFER BLAKE KARACZUN
SCOTT DAVID JORDAN
WILLIAM CHARLES SORRENTINO
CRAIG A BOYER
ALEX SILVESTRO
JACOB LEVI HOWLEY
CHRISTIAN A FRYC
BRETT ARTHUR YOUNG
Jerome Gregory
KEVIN MITCHELL FEUER
MICHELE PHILLIPPI
MARK KENNETH STANDRING
JOSEPH EDWARD SCOCCA
JON MICHAEL GREER
CHRISTOPHER MATTHEW GREER
JOSEPH STUART MYERS

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