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Best financial advisors in Mertztown, PA

Registered advisers within 25 miles of Mertztown, PA.

Offices
444
Firms
155
Combined AUM
$14.3T
Firm-wide filings, not assets booked only here
Clients
2.76M
2,758,784 clients when Item 5C has a number
Avg / client
$5.19M
Combined AUM ÷ clients

Nearby offices

Firms

HAMILTON-BATES INVESTMENT RESEARCH, INC.
THRIVENT INVESTMENT MANAGEMENT INC.
GREAT VALLEY ADVISOR GROUP, LLC
STATE FARM INVESTMENT MANAGEMENT CORP.
J.P. MORGAN SECURITIES LLC
WELLS FARGO CLEARING SERVICES, LLC
INTEGRITY ALLIANCE, LLC.
NEWEDGE ADVISORS
OSAIC WEALTH, INC.
LOMBARD ADVISERS INCORPORATED
SECTOR ANALYSTS LLC
LPL FINANCIAL LLC
MILESTONE FINANCIAL ASSOCIATES, LLC
AMERIPRISE FINANCIAL SERVICES, LLC
EDWARD JONES
ENGLEBERT FINANCIAL ADVISERS, LLC
PFS INVESTMENTS INC.

Investors

ALAN DAVID BATES
Clayton Eric Inderbitzen
STEVEN TYLER BOND
VINCENT T SARACENO
Connor William Eglin
BENJAMIN NEIL HAAS
STEVEN CARL DRASHER
Timothy O'Connors
REKHA MUKESH TRIVEDI
ALIASGHER NURALI SOMJI
Sean Lyons
SEAN GREGORY LINDER
MICHAEL JAMES FISCHER
SHAWN ALAN LEH
DAVID FREDERICK GUENSCH
THOMAS SCOTT BARTHOLOMEW
JOHN DAVID TUMOLO
PATRICK JAMES HUTCHINSON
Jessica Ann Paretta
Chris Talpas
DAVID SAMUEL COULT
JEFF W LANSCEK
Holly O Clarke
Jeffrey Alex Hegedus
Justin T Poccia
Mihir Shital Saudagar
JUSTIN RUSSELL MILLER
PAUL ANTHONY JULIANO
Stephanie Eileen Miller
Daniel Kochsmeier
JAMIE LYN ENGLEBERT
Andrew Gordon Gaines
CHRISTOPHER PAUL ENGLEBERT
Richard A Seidel
Robbie Suzanne Hicks
SALLY JAYNE KACAR
RONALD PAUL WEBER
STEVEN CLARK HIMMELREICH
PETER ISAAC
MARCUS PATTERSON
TRAVIS SHEARER
BRYN LEE LINDENMUTH
LINWOOD ALLEN GILES
PATRICK MICHAEL MULLANEY
JOHN PATRICK NOON
DANIEL SCHMIDT
DAVID WILLIAM QUATRONE
JEFFREY RINGER
SCOTT ARTHUR SMITH
BRETT JOSEPH WERKHEISER
DEBORAH HAMBURGER

Within 25 miles of Mertztown, PA, Best Investors lists 155 registered investment advisory firms with 444 offices nearby, managing about $14.3T in combined regulatory AUM across 2,758,784 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 Mertztown

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