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Best financial advisors in Reading, PA

Registered advisers within 25 miles of Reading, PA.

Offices
291
Firms
111
Combined AUM
$11.7T
Firm-wide filings, not assets booked only here
Clients
1.79M
1,792,491 clients when Item 5C has a number
Avg / client
$6.53M
Combined AUM ÷ clients

Nearby offices

Firms

SOVEREIGN FINANCIAL GROUP, INC.
MML INVESTORS SERVICES, LLC
LPL FINANCIAL LLC
ENCOMPASS MORE ASSET MANAGEMENT LLC
SCHUYLKILL FINANCIAL, LLC
EQUITABLE ADVISORS, LLC
DAKOTA WEALTH, LLC
CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC.
JANNEY MONTGOMERY SCOTT LLC
PRINCIPAL SECURITIES, INC.
EDWARD JONES
VALMARK ADVISERS, INC.
KINGSVIEW WEALTH MANAGEMENT, LLC
GUARDIAN ASSET ADVISORS, LLC
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED
&PARTNERS
FINANCIAL PLANNING ADVISORS INC.
VAN REED WEALTH MANAGEMENT LLC
TRUIST ADVISORY SERVICES, INC.
ALLIANCE FINANCIAL

Investors

PATRICIA JANE LUDGATE
EVERETTE SCOTT SCRIVNER
JEFFREY ARTHUR SMITH
JESSICA LYNN LEACH
DOMINIC RAYMOND DEFREECE
CHRISTOPHER KENNETH MAKOSCH
JESSE ALEXANDER THOMAS
TERRY LEE MORRIS
JEFFREY ALAN KELLY
BRENTON P HAUPT
KENNETH ALAN HAUPT
Brian Westcott Lee
John Louis Corello
JONATHAN DAVID MOYER
Ramsey Rayan
Joseph William Plageman
PATRICK ROBERT VELEKEI
Ian Jeffrey Imbody
Connor Paul Quesenberry
MICHAEL EDWARD GROSS
SUSAN EBBERT HALL
BRANDT Hugh BECK
REGINA MARIE RINEHIMER
RADENE LARA GORDONBECK
JOHN HAROLD KIRSCHNER
MATTHEW DOUGLAS WEEBER
Anastasios A Plevrakis
MATTHEW R LANGDON
DAVID Y KIM
Kevin Anthony Kusmierz
Megan OBrien
KEITH THOMAS GIBSON
JOHN CHARLES MINNICH
STEPHEN RICHARD BEALER
REBEKAH E MINNICH
WILLIAM T BOWMAN
MELANIE HNATISHION
DANIEL BRIAN VAN MATRE
ALEXANDRA LITRENTA
Dallas Nile Smoker
MARK ANTHONY MAGGS
James Emerick Geosits
ZACHARY ROMIG
Cali M Keller
SARA E GDOWIK
James E Geosits
CHRISTOPHER CARL WHITCOMBE
JAMES P MIDDLETON
Courtany Elizabeth Heckman
SETH BURLEIGH HEISLER
Joshua Southwick
ALEX JAMES PATTERSON
ELIZABETH MARY GALLEN MASTROMARINO
MELISSA JENNIFER SHADE
KEVIN MICHAEL FOX
ERIC MCFADDEN MISCHLER
Thomas Alan Drexler
JACQUELINE L POWELL

Within 25 miles of Reading, PA, Best Investors lists 111 registered investment advisory firms with 291 offices nearby, managing about $11.7T in combined regulatory AUM across 1,792,491 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 Reading

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 EDWARD JONES 28,751 clients · 24.6K advisers $1.01T AUM 5 LPL FINANCIAL LLC 209,600 clients · 24.4K advisers $819B AUM 6 WELLS FARGO ADVISORS 5,302 clients · 15.3K advisers $671B AUM 7 AMERIPRISE FINANCIAL SERVICES, LLC 124,349 clients · 13.6K advisers $660B AUM 8 J.P. MORGAN SECURITIES LLC 407,036 clients · 14.8K advisers $430B AUM