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Best financial advisors in Macungie, PA

Registered advisers within 25 miles of Macungie, PA.

Offices
514
Firms
169
Combined AUM
$14.5T
Firm-wide filings, not assets booked only here
Clients
3.08M
3,081,386 clients when Item 5C has a number
Avg / client
$4.70M
Combined AUM ÷ clients

Nearby offices

Firms

STATE FARM INVESTMENT MANAGEMENT CORP.
INTEGRITY ALLIANCE, LLC.
MILESTONE FINANCIAL ASSOCIATES, LLC
CETERA INVESTMENT ADVISERS LLC
J.P. MORGAN SECURITIES LLC
WELLS FARGO CLEARING SERVICES, LLC
LOMBARD ADVISERS INCORPORATED
SECTOR ANALYSTS LLC
LPL FINANCIAL LLC
AMERIPRISE FINANCIAL SERVICES, LLC
OSAIC WEALTH, INC.
ERICKSON FINANCIAL GROUP, LLC
GURNIAK FINANCIAL ADVISORS, INC.
RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC
COMMONWEALTH FINANCIAL NETWORK
MERCER GLOBAL ADVISORS INC.

Investors

THOMAS SCOTT BARTHOLOMEW
Sean Lyons
DAVID SAMUEL COULT
JEFF W LANSCEK
Holly O Clarke
Jeffrey Alex Hegedus
Justin T Poccia
Mihir Shital Saudagar
JUSTIN RUSSELL MILLER
PAUL ANTHONY JULIANO
BRUCE D HILLEGASS
Timothy O'Connors
REKHA MUKESH TRIVEDI
ALIASGHER NURALI SOMJI
DAVID FREDERICK GUENSCH
JOHN DAVID TUMOLO
PATRICK JAMES HUTCHINSON
Jessica Ann Paretta
Chris Talpas
ANTHONY AUGUST VOROS
LUIS RAMON RIVERA
RONALD JOHN YELLETS
JON M ERNST
KERRY DUANE ERICKSON
Chad David Wakeman
TIMOTHY J. ERICKSON
DAVID JOSEPH GRUBE
RICHARD THEODORE GURNIAK
Mary Clements Evans
CRYSTAL ANNE DYE
Richard Joshua Whitelock
Morgan Lynn McNeely
Zachary David Long
MICHELLE ANN TAUBER
Craig W Peoples
PATRICIA LYNN PEOPLES
Seth N Maulfair
DUANE ERIC PEOPLES
ANDREW TODD SOLLENBERGER
FRANK THOMAS COLANGELO
PAUL CURTIS BARBEHENN
KELLY JUSTINE ALBERT
GLENN ALAN GRAFF
Emrich Martin Stellar
EMRICH MARTIN STELLAR
DARIN P VANANTWERP

Within 25 miles of Macungie, PA, Best Investors lists 169 registered investment advisory firms with 514 offices nearby, managing about $14.5T in combined regulatory AUM across 3,081,386 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 Macungie

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