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Best financial advisors in Southampton, PA

Registered advisers within 25 miles of Southampton, PA.

Offices
1,703
Firms
658
Combined AUM
$21.0T
Firm-wide filings, not assets booked only here
Clients
3.48M
3,478,419 clients when Item 5C has a number
Avg / client
$6.03M
Combined AUM ÷ clients

Nearby offices

Firms

KREMPA ASSOCIATES INC.
LPL FINANCIAL LLC
CETERA INVESTMENT ADVISERS LLC
BERKADIA CAPITAL ADVISORS LLC
LPL ENTERPRISE, LLC
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED
KEITZ INVESTMENT MANAGEMENT LTD.
COMMONWEALTH FINANCIAL NETWORK
WELLS FARGO CLEARING SERVICES, LLC
RAYMOND JAMES & ASSOCIATES, INC.
OPPENHEIMER & CO. INC.
STATE FARM INVESTMENT MANAGEMENT CORP.
WELLFULL
UNITED CAPITAL FINANCIAL ADVISORS

Investors

A CHARLES KREMPA
WILLIAM THOMAS KREMPA
ALBERT CHARLES KREMPA
CORNELIUS PAUL MCCARTHY
JEFF JAFOLLA
DENNIS MICHAEL ALLEN
GLENN MICHAEL PALMITESSA
Andrew Paul Pilone
Jason ELLIOTT Hine
ERIC MICHAEL LEWANDOWSKI
Brian F Duross
MIANICOLE BRINKLEY
WILLIAM JOSEPH TORRANCE
Amy L Brantz
JOSEPH RALPH CHIARANTONA
KYLE C. MALLACH
Christopher D Schell
Matthew ARTHUR Schell
STEPHANIE LOUISE HECKMAN
Scott M Blanche
Gershon Trimpol
JOHN MAWSON
Bruce JONATHAN Diamond
Caprese G. Harmon
Joshua Adler Surkin
bruce Evan graeber
David A Mallach
Gregory John Curran
Sean peter Volz
DONNA GOLDHORN
NEAL HOWARD KEITZ
EDWARD WILLIAM ADAMS
LANCE WARREN RULTENBERG
AMY E BAKER
RYAN SACKS
PAUL STEPHEN BAKER
STEVEN JAMES DEPAUL
ELENA GOSHEVA KOSTOVA
KRISTIN JONES
Francis Xavier Blust
HILARY SEABROOK BLUST
CHRISTINE DIANE PEDRICK
ERIN ANN CRESKO
SUSAN CRIST
Christopher John Jud
Eliza Jane McDevitt
Grace Loveland
DANIEL COLLETTE JONES
DANIELLE R. PAGE
EDWIN R MCDEVITT
GEORGE M SCHWARTZ
JEFFREY WOLF MARGOLIES
KARIM REZQUI
ERIK JOHN HANHAUSER
ROBERT J DARIES
PAUL DAVID KELLER
E MATTHEW STEINBERG
WILLIAM STODDARD VALENTINE
ROBERT C LINK
CHARLES LEWIS HILLIS
JAMES E MARCONIS
MICHAEL CHRISTOPHER DICKSTEIN
MARK D ABBONIZIO
DUANE DOMINIC CABRERA
JOHN ALAN HANHAUSER
MELISSA HAUA
PATRICK KEVIN MCFADDEN
STELLA MA DESANTIS
DAWN M EHRET
ROBERT EDWARD TERNOSKY
STEPHEN GIRONTA
BATIA PRAIZNER
ERIC DAVID GARTLAND
PETER PAUL REMBALSKY
PHILIP KANG YUN
LISA RENAE LEATHERMAN
Luke David Anthony
MICHAEL FRANCIS JOHNSON
MATTHEW JOSEPH ROBINSON
Brandon Oruch
JONATHAN TODD VISCOUNTE
ROBERT CHARLES STREIT
PETER DAVID DUBIN
DAPHNE C HU
PATRICIA A ANGELOZZI
ELIZABETH SCAFA
MICHAEL RICHARD DIEKMANN

Within 25 miles of Southampton, PA, Best Investors lists 658 registered investment advisory firms with 1,703 offices nearby, managing about $21.0T in combined regulatory AUM across 3,478,419 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 Southampton

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 ALLIANCEBERNSTEIN L.P. 16 clients · 538 advisers $763B AUM