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Best financial advisors in West Reading, PA

Registered advisers within 25 miles of West Reading, PA.

Offices
307
Firms
124
Combined AUM
$10.4T
Firm-wide filings, not assets booked only here
Clients
1.78M
1,777,039 clients when Item 5C has a number
Avg / client
$5.85M
Combined AUM ÷ clients

Nearby offices

Firms

DAKOTA WEALTH, LLC
EQUITABLE ADVISORS, LLC
BFC PLANNING, INC.
CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC.
EDWARD JONES
VALMARK ADVISERS, INC.
STATE FARM INVESTMENT MANAGEMENT CORP.
OSAIC WEALTH, INC.
ENCOMPASS MORE ASSET MANAGEMENT LLC
WELLS FARGO CLEARING SERVICES, LLC
FINANCIAL PLANNING ADVISORS INC.
VAN REED WEALTH MANAGEMENT LLC
RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC
MML INVESTORS SERVICES, LLC
LPL FINANCIAL LLC
SOVEREIGN FINANCIAL GROUP, INC.

Investors

TERRY LEE MORRIS
Kristin Jones
JESSE ALEXANDER THOMAS
MICHAEL PATRICK BUTTERWORTH
JEFFREY ALAN KELLY
Ramsey Rayan
Joseph William Plageman
PATRICK ROBERT VELEKEI
Ian Jeffrey Imbody
Connor Paul Quesenberry
MICHAEL EDWARD GROSS
SUSAN EBBERT HALL
Brett Diamond
Franklin Jay Singleton
DOUGLAS ANDREW KAUFMAN
RICHARD ALBERT KAUFMAN
DOMINIC RAYMOND DEFREECE
TAJAI F SMITH
ALEX JAMES PATTERSON
ELIZABETH MARY GALLEN MASTROMARINO
Austin Patrick Andrews
EVERETTE SCOTT SCRIVNER
JEFFREY ARTHUR SMITH
Amie Rae Wanner
Wyatt Klopp
DARRYL SCOTT BENFIELD
CHRISTOPHER BLAUSER
KEVIN EARL HENLEY
Morgan Michael Wilson
ANDREA JEAN WILSON
SUSAN KAY GROSS
PATRICIA JANE LUDGATE

Within 25 miles of West Reading, PA, Best Investors lists 124 registered investment advisory firms with 307 offices nearby, managing about $10.4T in combined regulatory AUM across 1,777,039 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 West 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 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