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Best financial advisors in Quakertown, PA

Registered advisers within 25 miles of Quakertown, PA.

Offices
733
Firms
234
Combined AUM
$15.1T
Firm-wide filings, not assets booked only here
Clients
2.80M
2,804,630 clients when Item 5C has a number
Avg / client
$5.39M
Combined AUM ÷ clients

Nearby offices

Firms

LATITUDE ADVISORS, LLC
SUMMIT FINANCIAL, LLC
AMERIPRISE FINANCIAL SERVICES, LLC
STATE FARM INVESTMENT MANAGEMENT CORP.
KREMPA ASSOCIATES INC.
CETERA INVESTMENT ADVISERS LLC
CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC.
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED
LPL FINANCIAL LLC
COMMONWEALTH FINANCIAL NETWORK
EAGLE STRATEGIES LLC
INTEGRITY ALLIANCE, LLC.
ERICKSON FINANCIAL GROUP, LLC

Investors

Tyler Dennis Seiferheld
MARTIN LANG
JAMES LESLIE FAYLOR
LOUIS EDWARD CHOMO
CHARLES KEVIN PORTER
Victoria Rosa Mercado
PETER JAMES ROLAND
PATRICIA ANN WEBB
Andrew Devon Stein
Andrew David Shapowal
ANTHONY AUGUST VOROS
LUIS RAMON RIVERA
VICTORIA ANN PETERS
MATTHEW FABIAN WEIDINGER
A CHARLES KREMPA
WILLIAM THOMAS KREMPA
ALBERT CHARLES KREMPA
CHRISTOPHER DEAN CHICHILITTI
ERIC LEE JAY
Geronis Gervacio Lalane
JOSEPH ANTHONY CATANZARO
DANIEL S MELVILLE
Craig W Peoples
PATRICIA LYNN PEOPLES
Seth N Maulfair
DUANE ERIC PEOPLES
MICHAEL F CALAFATI
DENNIS GRIMES BALLOW
MARK DAVID KEMP
Luke Childs
TODD ALEXANDER LITTLE
Sean Kieran Larkin
Sean Lyons
CORNELIUS PAUL MCCARTHY
JEFF JAFOLLA
KERRY DUANE ERICKSON
Chad David Wakeman
TIMOTHY J. ERICKSON
DAVID JOSEPH GRUBE

Within 25 miles of Quakertown, PA, Best Investors lists 234 registered investment advisory firms with 733 offices nearby, managing about $15.1T in combined regulatory AUM across 2,804,630 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 Quakertown

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