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Best financial advisors in Trexlertown, PA

Registered advisers within 25 miles of Trexlertown, PA.

Offices
409
Firms
138
Combined AUM
$13.8T
Firm-wide filings, not assets booked only here
Clients
2.76M
2,755,625 clients when Item 5C has a number
Avg / client
$5.00M
Combined AUM ÷ clients

Nearby offices

Firms

WELLS FARGO CLEARING SERVICES, LLC
J.P. MORGAN SECURITIES LLC
LOMBARD ADVISERS INCORPORATED
SECTOR ANALYSTS LLC
LPL FINANCIAL LLC
LASALLE ST. INVESTMENT ADVISORS, L.L.C.
INTEGRITY ALLIANCE, LLC.
ERICKSON FINANCIAL GROUP, LLC
CETERA INVESTMENT ADVISERS LLC
GURNIAK FINANCIAL ADVISORS, INC.
AMERIPRISE FINANCIAL SERVICES, LLC
OSAIC WEALTH, INC.
PRIVATE ADVISOR GROUP, LLC
OSAIC ADVISORY SERVICES, LLC
MERCER GLOBAL ADVISORS INC.
PFS INVESTMENTS INC.

Investors

REKHA MUKESH TRIVEDI
ALIASGHER NURALI SOMJI
Timothy O'Connors
DAVID FREDERICK GUENSCH
JOHN DAVID TUMOLO
PATRICK JAMES HUTCHINSON
Jessica Ann Paretta
Chris Talpas
THOMAS JOHN ERVOLINA
Sean Lyons
KERRY DUANE ERICKSON
Chad David Wakeman
TIMOTHY J. ERICKSON
DAVID JOSEPH GRUBE
RICHARD THEODORE GURNIAK
ANTHONY AUGUST VOROS
LUIS RAMON RIVERA
GLENN ALAN GRAFF
Emrich Martin Stellar
EMRICH MARTIN STELLAR
DARIN P VANANTWERP
Mathew Parsons
MEGAN TERESA WURSTA
Niko Isaiah Camacho
SCOTT VINCENT PARRY
JASON ANDREW IANNANTUONO
JOHN JOSEPH IANNANTUONO
PAUL CURTIS BARBEHENN
KELLY JUSTINE ALBERT
ANDREW TODD SOLLENBERGER
FRANK THOMAS COLANGELO
Richard A Seidel
Robbie Suzanne Hicks
SALLY JAYNE KACAR
RONALD PAUL WEBER
STEVEN CLARK HIMMELREICH
PETER ISAAC
MARCUS PATTERSON
TRAVIS SHEARER
BRYN LEE LINDENMUTH
LINWOOD ALLEN GILES
PATRICK MICHAEL MULLANEY
JOHN PATRICK NOON
DANIEL SCHMIDT
DAVID WILLIAM QUATRONE
JEFFREY RINGER
SCOTT ARTHUR SMITH
BRETT JOSEPH WERKHEISER
DEBORAH HAMBURGER
JENNIFER ANN RIGGS
MICHAEL MOWAD
DAVID WAYNE RABENOLD

Within 25 miles of Trexlertown, PA, Best Investors lists 138 registered investment advisory firms with 409 offices nearby, managing about $13.8T in combined regulatory AUM across 2,755,625 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 Trexlertown

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