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Best financial advisors in Yardley, PA

Registered advisers within 25 miles of Yardley, PA.

Offices
1,089
Firms
395
Combined AUM
$22.1T
Firm-wide filings, not assets booked only here
Clients
3.20M
3,204,191 clients when Item 5C has a number
Avg / client
$6.90M
Combined AUM ÷ clients

Nearby offices

Firms

RMR WEALTH MANAGEMENT
STATE FARM INVESTMENT MANAGEMENT CORP.
SWEETGUM LABORATORIES LLC
IRUS ADVISORY CORPORATION
FORTIS CAPITAL ADVISORS, LLC
CITIZENS SECURITIES, INC.
CORDATUS WEALTH MANAGEMENT LLC
LPL ENTERPRISE, LLC
AETERNITAS INVESTMENT MANAGEMENT, LLC
CETERA INVESTMENT ADVISERS LLC
COMMONWEALTH FINANCIAL NETWORK
INTEGRITY ALLIANCE, LLC.
RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC
CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC.
YARDLEY WEALTH MANAGEMENT LLC

Investors

RICHARD THOMAS TATTORY
JEFFREY SCOTT SAWYER
Robert Eugene Scalzetti
JOHN BARANAUSKAS
FRANCESCO ANTONIO SPEZZANO
JOSEPH ANTONIO VEIGA
ISAAC KEIL
Kevin Francis Crook
Avery Dysart
MARK VINCENT FORKTUS
SEAN PATRICK GOGOLA
Michele Lee Later
JASON JOHN BASS
KENNETH BRIAN DYSART
STEPHEN JACK SCACCETTI
CHRISTINE MARY AHEARN
JOSEPH RUSSELL WEIDENBURNER
GEORGE P BOYLE
JOSEPH MICHAEL SULLIVAN
JAMES JOSEPH GIBSON
ANDREW A ARNO
SHAWN ALAN PURDY
WILLIAM BRIAN DUNKER
Martin Gerard Lutschaunig
MICHAEL JAY KAPOLKA
ZACHARY JAMES GIBSON
LOUIS JAMES CAMMISA
Amy Willow Garry
MICHAEL JOSEPH GARRY
MAUREEN CELESTE DONAHUE

Within 25 miles of Yardley, PA, Best Investors lists 395 registered investment advisory firms with 1,089 offices nearby, managing about $22.1T in combined regulatory AUM across 3,204,191 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 Yardley

Ranked by regulatory AUM. AUM is firm-wide, not only this area.

1 T. ROWE PRICE ASSOCIATES, INC. 83 clients · 235 advisers $2.20T AUM 2 MORGAN STANLEY 416,984 clients · 24.0K advisers $1.96T AUM 3 MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED 16,844 clients · 26.7K advisers $1.78T AUM 4 STRATEGIC ADVISERS LLC 17,518 clients · 17.7K advisers $1.37T AUM 5 CAPTRUST 963 advisers $1.24T AUM 6 EDWARD JONES 28,751 clients · 24.6K advisers $1.01T AUM 7 UBS FINANCIAL SERVICES INC. 18,245 clients · 9,839 advisers $916B AUM 8 LPL FINANCIAL LLC 209,600 clients · 24.4K advisers $819B AUM