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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

AMERIPRISE FINANCIAL SERVICES, LLC
PRINCETON INVESTMENT MANAGEMENT COMPANY
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED
EMPACTFUL CAPITAL LLC
STATE FARM INVESTMENT MANAGEMENT CORP.
LASALLE ST. INVESTMENT ADVISORS, L.L.C.
SYNDICATED CAPITAL, INC.
CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC.
LPL FINANCIAL LLC
NIGIDO MULLIN INVESTMENT STRATEGIES, LLC
GLOBAL RETIREMENT PARTNERS LLC
DUKE AND DUKE WEALTH MANAGEMENT LLC
GREENLEAF FINANCIAL NETWORK, LLC
CHARLES SCHWAB & CO., INC.
KOHLHEPP INVESTMENT ADVISORS, LTD.

Investors

Jennifer Ann Schmidt
JEROME JAMES MORGANO
Emily Paget
STEPHANIE ELIZABETH FOSTER
WILLIAM FRANCIS PRIMM
Justin Theodore Hughes
Anthony G Molfino
BRET FREDRIC WEBSTER
Kyle Patrick Jennings
THOMAS B DAMASCO
JOSEPH PHILIP SARAPPO
CHRISTOPHER M SACCO
JEROME ROBERT GRAHAM
JEFFREY JON JACOBY
Adam Older
MATTHEW BRIAN FRANK
DAVID JOHN SHANTZ
Brian Francis Scheiblein
SCOTT EDWARD MARSHALL
JACQUELYN E DOUBET
RYAN FORD QUILLEN
LISA R. KOZAK
SUSAN MULLIN
ROBERT SALVATORE MULE
Nathan Shane Christman
Jeffrey Lehocky
NATALIE PACE
BRENDAN PATRICK SPEERS
Ethan Pensak
PHILLIP ALBERT LORENZON
JESSE SVEN DANIELSON
DAVID MORRISON
Ryan Thomas Kelly
ALDEN KELSEY THOMAS
TIMOTHY JUDE FEENEY
MATTHEW ADAM CRAMER
Kalpesh Hasmukh Patel
EDWARD JOSEPH KOHLHEPP
TODD ROBERT PURRING
EDWARD JOHN KOHLHEPP

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