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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

NEST EGG
STIFEL, NICOLAUS & COMPANY, INCORPORATED
PERONI PORTFOLIO ADVISORS, INC.
HAMILTON LANE
PENN MUTUAL ASSET MANAGEMENT, LLC
CLOVERLAY INVESTMENT MANAGEMENT, LLC
PITCAIRN
HORNOR, TOWNSEND & KENT, LLC
ARBA CREDIT MANAGEMENT, L.P.
COPELAND CAPITAL MANAGEMENT, LLC
CENTERSQUARE INVESTMENT MANAGEMENT LLC
MMA ASSET MANAGEMENT LLC
MAPLEWOOD GLOBAL VALUE IM, LLC
AMERIPRISE FINANCIAL SERVICES, LLC
PATHSTONE
MMA SECURITIES LLC
RBC CAPITAL MARKETS, LLC

Investors

Jason Alex Dorfman
ETHAN PATRICK PRINCE
CHARLES ANTHONY SCAVONE
Jason Daniel Berkson
William Anthony Nunley
RYAN THOMAS SHANE
Samuel Mills Hardy
OLEKSA E KYJ
STEPHEN ELLIOT DOLAN
DANIEL JOHN O'MARA
PHILIP T HINTZE
MICHAEL KEVIN MCNICHOL
CHRISTINA MCGETTIGAN
Ellen R Perlman
JEFFREY ROBERT GORDON
VINCENT JAMES BENVENUTO
MICHAEL WARD SILVERMAN
DOUGLAS EDWARD GETZKE
SUSAN JEAN ALLAN
ANGELO CAPETOLA
MICHAEL THOMAS COLBRIDGE
STEPHEN JOHN SOSANGELIS
Maryanne Kelly
JASON THOMAS PEPE
EDWARD ROBERT MURRAY
ROBERT MARK STEINMAN
Seamus MacCrory
Kim Marie Davis
CONSTANCE LUCILLE JONES
MARTIN FIRESTONE BOWERS
PAUL CUMMINGS SMITH
JAMES BENTON STAMBAUGH
COLLEEN MARGARET KUSY
EUGENE EVERETT PERONI
PACE ROY KESSENICH
JENNIFER ANNE PROPER
Matthew Case Breidenbach
JAMES RAMSEY GOETSCHIUS
ROBERT JOHN MILEFF
HAROLD FREDERICK PITCAIRN
PAULETTE MERCEDES GIROD
JOHN MICHAEL OLSON
Carlin Rose Calcaterra
ANDREW LEA BUSSER
Jocelyn Schwartz
Matthew David Perri
MORGAN MEARS
ETHAN William EBNER
JOHN MATTHEW MCCARTE
Natalie Anne Wolaniuk
David Thomas Medici
Derek James Cavanaugh
Peter Chirico
George Francis Smith
Joseph Whelan
Craig Scott Schmauder
Jacob Rudolfo Martinez
Ashley Elizabeth Ruhling
Andrew Drummond Pitcairn
Brendan Michael Heffernan
Emilee Frances Stepoulos
Joshua Edward Kramer
Maryann Walker Bechta
Patrick Michael Darcy
MARK TODD ROBINSON
KAREN ANNE CARLSON
ANDREW DAVID STRAIN
John Richard Jeffrey
Amy Hart Clyne
MAN TOU IAU
David Harold Slover
Sean Patrick Duffy
MICHAEL JOSEPH GEBHARDT
COBY JAMES SCHWARTZ
ERIC COPELAND BROWN
ROBIN J. LANE
CHARLES MICHAEL BARRETT
Sean Bradley
ROBERT GROSCH
JOSEPH OZAG
TRACY LYNN CHIPMAN
ERIC WILLIAM RHOADS
Jeffrey Zavila
Maria Victoria Colon
ZINA DEVASSAL LAUMAN
Robert Gerraputa
ANTHONY CONDE
Daniel I Forbes
AARON JAY SPAHR
DANIEL PETER PETROVICH
STEPHEN BARD SCHAACK
GIANNA MARIE KENNEDY
JEREMIAH JOSEPH KENNEDY
VICTORIA MARIE ROBINSON
Lawrence William Schierl
Mark Jones
AARON JOSEPH ARNOLD
JEFFREY ALLEN BORROWMAN
SCOTT BRADY STRAWSER
JAMES RAYMOND BISHOF
Stefen Blasingame
ERIC EDWIN KUESTER
Niki Lee Muller
STEVEN CARUSO
JOSEPH ANTHONY DELUCA
MICHAEL SIEBECKER
MICAH TIENSUNG WEI
THOMAS ROLAND SIMONS
MARY ELIZABETH CROMLEIGH
STEVEN L. MINNER
Jacob Matthew Rogers Kowalski
Ashley Christine McNeely
ROGER MATTHEW HERRERA
NICHOLAS MICHAEL LEIGHTON
Alex Ryan Maicks
Amicka Hall
STEPHEN JOSEPH RYAN
BARBARA ROSE DAVIS
LORI RENAE BOGATZ
JOSEPH W NICHOLSON
Allen Keller
Drew Harshaw
SUSANNE MARIE DENBY
Elizabeth Janine Kassen
KRISTOPHER OLSEN
KYLE BOWMAN WILDEMORE
ELIZABETH O'REILLY PATE
ROBERT JOSEPH BIGLEY
GEORGE GENE BRADLEY
DELANA RAQUEL ROMENESKO
Christopher King
MICHAEL LAWRENCE HARTNETT
LISA MARKGRAF
ANDREE HASTOY BLUSKE
SCOTT HENRY ABRAMSON
JOSEPH RONALD PADULA
Sally Acosta-Zarzuela
BRUCE JONATHAN KUNKLE
GARY LOUIS VOGEL
SHRINIVAS PENUGONDA
BRIAN ROBERT PEERS
ROBYN ZITZEWITZ ROSE
DEBORAH KLATZ ROUNICK
MICHELLE RENEE HAND
TIMOTHY RYAN HALL
MICHELE MONGILUTZ BURKHOLDER
MICHAEL C DEFILLIPO
JAMES PATRICK BERGMAIER
THOMAS M MINGER
KAREN ROSSI
BRIAN GEORGE KELNHOFER
BRETT WILLIAM GARRISON
ADAM TODD SHERMAN
DOUGLAS LEE HALL
MICHAEL PAUL GREGOR
THOMAS EDWARD LANDY
NANCY KEOSATHIT GUYNN
KEVIN MICHAEL KENNEDY
HEATH RYAN DAVIS
GUIDO ANDREAS GAEFFKE
JOANNA NINA CRANEY
LISA BETH DAVIS
AVERY JEFFREY STINE
Kyle Andrei Gaeffke
Blake Szymanski
JASON YARNALL
MARSHALL MAYER SHIGON
TODD ROBERT OCKOVIC
LARRY G SUN
JON EDWARD MAITZ
JEREMY JOSEPH PRIAR
RASHON MAURICE HOWARD
JOSEPH BONFANTI
SIMON FILIP
Elijah J Haber
ROBERT MICHAEL HALLIGAN
Xin Sherry Chen
KOBY DEGENHARDT
SAMUEL OWEN MCFALL
MICHAEL WYNTON CROOK
NORA LINDSEY WENTZLER
BRIAN ANDREW MAXWELL
JOSHUA STIRLING GROSS
DAVID JAMES LOGAN
GRETCHEN REGAN
RYAN M CAMPBELL
MICHAEL THOMAS LOCASALE
JENNIFER DAVIS PHAM
SEAN MICHAEL BANNON
PATRICK JOSEPH BURKE
RICHARD WALTER STEVENS
ROBERT M ASKLAR
JACLYN MARIE SHAUGHNESSY
JILL TILZER JOKELSON
MATTHEW GEORGE ROESSER
PAUL MICHAEL VETERI
H William Benjamin SAUTTER
CAROL JEAN MULLER
Timothy John Pippet
Matthew S Salvitti
STUART ANTHONY BRISTOW
LAURA ANNE JOHNSON
AARON HARRY WEIERBACH
DAVID CHARLES RANKIN
William A Gallagher
Ryan T Galardi
MICHAEL ANTHONY COURTNEY
JAMES A GILLIN
PARI MICHELE HASHEMI MAGURA
James Senderling
James J Senderling
SCOTT ALEXANDER KARKENNY
John PAUL Robbie
DAVID MICHAEL CACCESE
BARBARA ELAINE BREWER
Michael Vincent Billiris
RICHARD THOMAS CARLIN
THOMAS JOHN TARKA
WALTER J MACK
JEFFREY DONALD HALL
MATTHEW JAMES QUIGLEY
Michael C Nolan
THOMAS RICHARD BYRNES
FRANCIS RICHARD COURTNEY
BRUCE JAMES BESECKER
HENRY JAMES FARAGALLI
LAURIE ANN MCNALLY
JAMES JOSEPH ERNST
TRACY JENEE DUGAN
ROBERT ALICK SALON
Daren Roberts

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