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Best financial advisors in Washington Crossing, PA

Registered advisers within 25 miles of Washington Crossing, PA.

Offices
1,001
Firms
345
Combined AUM
$17.8T
Firm-wide filings, not assets booked only here
Clients
2.86M
2,864,584 clients when Item 5C has a number
Avg / client
$6.20M
Combined AUM ÷ clients

Nearby offices

Firms

AMERIPRISE FINANCIAL SERVICES, LLC
PFS INVESTMENTS INC.
INDEPENDENT FINANCIAL GROUP, LLC
LPL FINANCIAL LLC
ALLSTATE FINANCIAL ADVISORS, LLC
BRYCE WEALTH MANAGEMENT
BRICK & KYLE ASSOCIATES INC
BERTHEL, FISHER & COMPANY FINANCIAL SERVICES, INC.
LPL ENTERPRISE, LLC
CETERA INVESTMENT ADVISERS LLC
ROCKEFELLER FINANCIAL LLC
APOLLON WEALTH MANAGEMENT, LLC
ATTLEBORO WEALTH MANAGEMENT LLC
COMMONWEALTH FINANCIAL NETWORK
NORTHWESTERN MUTUAL INVESTMENT SERVICES, LLC
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED
THE ESTATE PLANNERS GROUP
HAMILTON ASSET ADVISERS

Investors

ANNE FELICIA HOLDERRIED
DAVID J SCHIMPF
KILEY SHEA HAWS
EILENE BECK
VALERIE SUSAN OZER
ROCHELLE ILANA BECK
MICHAEL LOUIS SCHWARTZ
BRENDAN LEE BIRUK
DANIEL F RATTIGAN
LESLIE GABELL CRILLEY
Bruce Craig McCulloch
Ian Alexander Brick
JAMES DONALD LEWERS
BETTY DEANE BRICK
ANDREW WHITTEN BRICK
EDGAR WILSON BRICK
MICHAEL JAMES DELEHANTY
JEFFREY JON FERRY
MICHAEL PHILIP HADERER
Victor Ladolcetta
MATTHEW RAYMOND DENARDO
ROBERT A MCLARNON
MARK WAYNE ULRICH
Deborah J Wainwright
RYAN R MAHLSTEDT
ANTHONY FERRANDINO
RACHEL ZHANG
Margaret M Simmons
EVANGELOS TSEMBELIS
RICHARD VICTOR SIMKUS
ROBERT JOSEPH SAVINO
MARK JOSEPH BYELICH
EMILY CHRISTINE WHEELER
LIDIA G AMODEI
JESSE DANIEL D'ELIA
David John White
JOHN RYAN BOSCARELLI
DEBRA J OSIFAT
Tracey A Huegler
MARY ANN LAZZARO
Jake Boscarelli
CHRISTOPHER B GERMANI
Fred Sciascia
KEVIN JARED MAXEY
CRAIG R DENHAM
MICHAEL WILLIAM GALLAGHER
JENNIFER TAMAR VOLCHIK
SANDRE NAUMOSKI
WILFORD H LAWRENCE
David P Weaver
Sean McCabe
GREGORY PATRICK HAYES
SCOTT VINCENT DEMOUTH
Jeffrey J Martinides
CHRISTOPHER BROWN
HELEN ANN PERSICHILLI
DIVYANG S TELWALA
GARREN YALE NOWICKI
OMAR FAROUK RASHEED
BRIAN LEE LEONE
JOEL B. SPANGLER
FRANCES LENORA STANTON-MARTINEZ
VITO V DEPALO
MARK ANTHONY MUCCIACCIARO
THOMAS OWEN MAHER
STEVEN LAWRENCE WALKER
Andrea Leahy
LISA ANN D'AMELIO
Steven Craig Griffiths
ANGELA MOORE
ALEXANDER W SALAK
NICHOLAS J HILL
NICHOLAS MACIOLEK
TIMOTHY JUSTIN KINLEY
Drew Richard Lorenz
Karlie Marie Lorenz
Gina Marston
Ernest Luster
Alexa LaRue
Ryan Hayes
Abigail K Danko
SAMUEL ELWOOD GRIFFITHS
Eric SCOTT Trimble
BERNARD LEVI HIRSH
CHARLES KENDALL HILL
SEAN AUGUST MCGEE
JENNIFER MARY GAROMON
MADISON YERKES SAURMAN
NEIL RICHARD MCKEON
CHRISTINA M CIORCIARI
DAVID J FELKER
CHARLES CARROLL GOULD
CHRISTOPHER DOYLE
JESSICA NOELLE JENSEN
Jamie Ann Zibelman
Christian Issa
Alex M Fels
JEFFREY BUGBEE HILL
FRED GERARD LORENZ
LYNN KELLY GRIFFITHS
Glenn ERIC Fels
JOSEPH AUGUST FLOTTERON
Michael Leahy
Renee E Donahue
Jack Demouth
Austin Cole Hayes
Owen McGee
Stephan James Giffin
CARTY LOUIS GIFFIN
Jeffrey Michael Loesser
Matthew Scott Carpenter
Christopher David Loesser
Kevin Peter Yorgensen

Within 25 miles of Washington Crossing, PA, Best Investors lists 345 registered investment advisory firms with 1,001 offices nearby, managing about $17.8T in combined regulatory AUM across 2,864,584 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 Washington Crossing

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 BLACKROCK INVESTMENT MANAGEMENT, LLC 81 clients · 711 advisers $677B AUM