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Best financial advisors in Perkasie, PA

Registered advisers within 25 miles of Perkasie, PA.

Offices
1,192
Firms
423
Combined AUM
$18.1T
Firm-wide filings, not assets booked only here
Clients
3.37M
3,369,783 clients when Item 5C has a number
Avg / client
$5.38M
Combined AUM ÷ clients

Nearby offices

Firms

LPL FINANCIAL LLC
CETERA INVESTMENT ADVISERS LLC
IVC WEALTH ADVISORS LLC
THRIVENT INVESTMENT MANAGEMENT INC.
STATE FARM INVESTMENT MANAGEMENT CORP.
EDWARD JONES
J.P. MORGAN SECURITIES LLC
KREMPA ASSOCIATES INC.
CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC.
OSAIC WEALTH, INC.
EXODUS WEALTH, LLC
TRUIST ADVISORY SERVICES, INC.
ALLSTATE FINANCIAL ADVISORS, LLC

Investors

Jennifer Dawn Detweiler
HUGH JOSEPH CAMERON
DAVID WILLIAM GOTWALS
RONALD JACK JOYCE
ERIC VAUGHN LANDES
PAUL JOSEPH MCCOLGAN
JULIE ANN MACDADE
SCOTT JOSEPH CENDALI
Victoria A Lilley
JOHN CHARLES ROESINGER
ROBERT WILLIAM CLARKE
JANE IADEMARCO
Troy Feick
GREGORY JOHN FRENTZEN
Joshua Storey
ROGER WESLEY VANPELT
James Witner
Edward C Keenan
A CHARLES KREMPA
WILLIAM THOMAS KREMPA
ALBERT CHARLES KREMPA
ERIC LEE JAY
JOSEPH ANTHONY CATANZARO
JOHN PATRICK REIDY
BRIAN MICHAEL PILON
CORNELIUS PAUL MCCARTHY
JEFF JAFOLLA
SHAWN R BURGER
SHAWN ADAM VELEZ
RAJESH KHULLAR

Within 25 miles of Perkasie, PA, Best Investors lists 423 registered investment advisory firms with 1,192 offices nearby, managing about $18.1T in combined regulatory AUM across 3,369,783 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 Perkasie

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 WELLS FARGO ADVISORS 5,302 clients · 15.3K advisers $671B AUM