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Best financial advisors in Morrisville, PA

Registered advisers within 25 miles of Morrisville, PA.

Offices
1,058
Firms
377
Combined AUM
$18.9T
Firm-wide filings, not assets booked only here
Clients
3.18M
3,177,678 clients when Item 5C has a number
Avg / client
$5.95M
Combined AUM ÷ clients

Nearby offices

Firms

RMR WEALTH MANAGEMENT
STATE FARM INVESTMENT MANAGEMENT CORP.
SWEETGUM LABORATORIES LLC
IRUS ADVISORY CORPORATION
FORTIS CAPITAL ADVISORS, LLC
CITIZENS SECURITIES, INC.
CORDATUS WEALTH MANAGEMENT LLC
LPL ENTERPRISE, LLC
AETERNITAS INVESTMENT MANAGEMENT, LLC
CETERA INVESTMENT ADVISERS LLC
COMMONWEALTH FINANCIAL NETWORK
INTEGRITY ALLIANCE, LLC.
RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC
CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC.
YARDLEY WEALTH MANAGEMENT LLC

Investors

RICHARD THOMAS TATTORY
JEFFREY SCOTT SAWYER
Robert Eugene Scalzetti
JOHN BARANAUSKAS
FRANCESCO ANTONIO SPEZZANO
JOSEPH ANTONIO VEIGA
ISAAC KEIL
Kevin Francis Crook
Avery Dysart
MARK VINCENT FORKTUS
SEAN PATRICK GOGOLA
Michele Lee Later
JASON JOHN BASS
KENNETH BRIAN DYSART
STEPHEN JACK SCACCETTI
CHRISTINE MARY AHEARN
JOSEPH RUSSELL WEIDENBURNER
GEORGE P BOYLE
JOSEPH MICHAEL SULLIVAN
JAMES JOSEPH GIBSON
ANDREW A ARNO
SHAWN ALAN PURDY
WILLIAM BRIAN DUNKER
Martin Gerard Lutschaunig
MICHAEL JAY KAPOLKA
ZACHARY JAMES GIBSON
LOUIS JAMES CAMMISA
Amy Willow Garry
MICHAEL JOSEPH GARRY
MAUREEN CELESTE DONAHUE

Within 25 miles of Morrisville, PA, Best Investors lists 377 registered investment advisory firms with 1,058 offices nearby, managing about $18.9T in combined regulatory AUM across 3,177,678 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 Morrisville

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