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Best financial advisors in New Bethlehem, PA

Registered advisers within 25 miles of New Bethlehem, PA.

Offices
29
Firms
18
Combined AUM
$3.28T
Firm-wide filings, not assets booked only here
Clients
414K
414,442 clients when Item 5C has a number
Avg / client
$7.90M
Combined AUM ÷ clients

Nearby offices

Firms

EDWARD JONES
PRIVATE ADVISOR GROUP, LLC
WELLS FARGO CLEARING SERVICES, LLC
JANNEY MONTGOMERY SCOTT LLC
LPL FINANCIAL LLC
STATE FARM INVESTMENT MANAGEMENT CORP.
CITIZENS SECURITIES, INC.
OSAIC WEALTH, INC.
MCKINLEY FINANCIAL
EAGLE STRATEGIES LLC

Investors

Zachary T Garbarino
Linda K Miller
Jonathan Emmett Williams
MARK LUCHESA
MATTHEW LYNN WAGLE
JENNIFER MARIE WILLIAMS
Avari Schmader
Kyle Edward Cathcart
Patricia McCall Doverspike
Casey O'Toole
Matthew Harford Lerch
SCOTT C KONWINSKI
Lance Eric Cicciarelli
Lane Allan Cicciarelli
Joseph Anthony McGuigan
COURTNEY MARIE CALLAS
JOHN ALEXANDER CALLAS
ANDREW MICHAEL LADDUSAW
BRENDA ANN HOHN
Zachary Ryan Dorste
EVAN MICHAEL ANDREAS
MICHAEL BRENT BONNETT
BARBARA ANN STROUP
HAYLEY MARYHELEN HEWLETT
RICHARD VINCENT HEWLETT
SHERRI ANN EADIE
JAMES CROSSLAND QUEEN
MATTHEW PARK BEST
Michael Alan Moore
James Henry McConnell
Teri Alayne Stitzinger
Aaron Bussard
MARK STEVEN MCKINLEY
LOGAN LEE REED
NICHOLAS NOSKER
SAMUEL ARTHUR MCKINLEY
Matthew Reitz
Samuel Lee Whitling
JEFFREY CHARLES OLENYCH
TYLER ORION RUBY
Troy Angelo Schall
Stephen James Warcholak

Within 25 miles of New Bethlehem, PA, Best Investors lists 18 registered investment advisory firms with 29 offices nearby, managing about $3.28T in combined regulatory AUM across 414,442 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 New Bethlehem

Ranked by regulatory AUM. AUM is firm-wide, not only this area.

1 EDWARD JONES 28,751 clients · 24.6K advisers $1.01T AUM 2 LPL FINANCIAL LLC 209,600 clients · 24.4K advisers $819B AUM 3 WELLS FARGO ADVISORS 5,302 clients · 15.3K advisers $671B AUM 4 CETERA INVESTMENT ADVISERS LLC 24,019 clients · 10.8K advisers $257B AUM 5 OSAIC WEALTH, INC. 56,660 clients · 8,342 advisers $235B AUM 6 JANNEY MONTGOMERY SCOTT LLC 1,031 clients · 1,379 advisers $110B AUM 7 PRIVATE ADVISOR GROUP, LLC 1,033 clients · 854 advisers $44.3B AUM 8 EAGLE STRATEGIES LLC 6,662 clients · 2,548 advisers $32.0B AUM