Best financial advisors in Temple, PA

Registered advisers within 25 miles of Temple, PA.

Offices

298

Firms

113

Combined AUM

$10.7T

Firm-wide filings, not assets booked only here

Clients

2.73M

2,726,345 clients when Item 5C has a number

Avg / client

$3.92M

Combined AUM ÷ clients

Nearby offices

PRIVATE ADVISOR GROUP, LLC

700 EUCLID AVENUE
TEMPLE, PA 19560

AMERIPRISE FINANCIAL SERVICES, LLC

12 HICKORY LN
TEMPLE, PA 19560-9756

LPL FINANCIAL LLC

4435 POTTSVILLE PIKE
READING, PA 19605

AMERIPRISE FINANCIAL SERVICES, LLC

4641 POTTSVILLE PIKE STE 108
READING, PA 19605-9707

SANTANDER SECURITIES LLC

3420 North 5th Street Highway
Laureldale, PA 19605

COMMONWEALTH FINANCIAL NETWORK

8484 Allentown Pike
Blandon, PA 19510

EDWARD JONES

8520 ALLENTOWN PIKE SUITE 6
Blandon, PA 19510

OSAIC WEALTH, INC.

8509 ALLENTOWN PIKE
BLANDON, PA 19510

STATE FARM INVESTMENT MANAGEMENT CORP.

5445 Pottsville Pike
Leesport, PA 19533

DAKOTA WEALTH, LLC

505 PENN STREET SUITE 200
READING, PA 19601

SOVEREIGN FINANCIAL GROUP, INC.

833 NORTH PARK ROAD
WYOMISSING, PA 19610

MML INVESTORS SERVICES, LLC

4 Park Plaza Suite 206
Wyomissing, PA 19610

EQUITABLE ADVISORS, LLC

2120 PERKIOMEN AVE.
READING, PA 19606

LPL FINANCIAL LLC

1001 JAMES DR, STE B32
LEESPORT, PA 19533

LPL FINANCIAL LLC

609 SPRING ST
WYOMISSING, PA 19610

ENCOMPASS MORE ASSET MANAGEMENT LLC

510 N. Park Road Suite 3
Wyomissing, PA 19610

JANNEY MONTGOMERY SCOTT LLC

867 Berkshire Blvd. Suite 102
Wyomissing, PA 19610

PRINCIPAL SECURITIES, INC.

875 BERKSHIRE BLVD STE 105
WYOMISSING, PA 19610

SCHUYLKILL FINANCIAL, LLC

711 SPRING ST.
WYOMISSING, PA 19610

PFS INVESTMENTS INC.

200 SPRING RIDGE DR STE 100
READING, PA 19610

Firms

PRIVATE ADVISOR GROUP, LLC

AMERIPRISE FINANCIAL SERVICES, LLC

LPL FINANCIAL LLC

SANTANDER SECURITIES LLC

COMMONWEALTH FINANCIAL NETWORK

OSAIC WEALTH, INC.

STATE FARM INVESTMENT MANAGEMENT CORP.

DAKOTA WEALTH, LLC

SOVEREIGN FINANCIAL GROUP, INC.

MML INVESTORS SERVICES, LLC

EQUITABLE ADVISORS, LLC

ENCOMPASS MORE ASSET MANAGEMENT LLC

JANNEY MONTGOMERY SCOTT LLC

PRINCIPAL SECURITIES, INC.

SCHUYLKILL FINANCIAL, LLC

PFS INVESTMENTS INC.

Investors

FRANK PETER SABATUCCI

LINDA HOBSON SCHWAB

ALLAN WAYNE CORNMAN

JEREMY DAVID HENN

Christopher Vorgity

ANGELO LAVENTURA

Jasten W Prutzman

Dustin Dakota Adam

JAY HOWELL MOYER

Sunshine Grace Newton

TERRY LEE MORRIS

PATRICIA JANE LUDGATE

EVERETTE SCOTT SCRIVNER

JEFFREY ARTHUR SMITH

Joanne Marie Laessig

JESSICA LYNN LEACH

DOMINIC RAYMOND DEFREECE

BRENTON P HAUPT

KENNETH ALAN HAUPT

Brian Westcott Lee

John Louis Corello

JONATHAN DAVID MOYER

CHRISTOPHER KENNETH MAKOSCH

JONATHAN CONOVER

MICHAEL CHARLES MCNULTY

Within 25 miles of Temple, PA, Best Investors lists 113 registered investment advisory firms with 298 offices nearby, managing about $10.7T in combined regulatory AUM across 2,726,345 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 Temple

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 EDWARD JONES 28,751 clients · 24.6K advisers $1.01T AUM 4 LPL FINANCIAL LLC 209,600 clients · 24.4K advisers $819B AUM 5 WELLS FARGO ADVISORS 5,302 clients · 15.3K advisers $671B AUM 6 AMERIPRISE FINANCIAL SERVICES, LLC 124,349 clients · 13.6K advisers $660B AUM 7 J.P. MORGAN SECURITIES LLC 407,036 clients · 14.8K advisers $430B AUM 8 RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC 5,542 clients · 6,614 advisers $390B AUM