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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

CROSSOVER CAPITAL
RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED
SANTANDER SECURITIES LLC
MORGAN STANLEY
CETERA INVESTMENT ADVISERS LLC
STIFEL, NICOLAUS & COMPANY, INCORPORATED
OSAIC WEALTH, INC.
VENTURA WEALTH MANAGEMENT
WELLS FARGO CLEARING SERVICES, LLC
JANNEY MONTGOMERY SCOTT LLC
CHARLES SCHWAB & CO., INC.
STATE FARM INVESTMENT MANAGEMENT CORP.
J.P. MORGAN SECURITIES LLC
ATTLEBORO WEALTH MANAGEMENT LLC
ROCKEFELLER FINANCIAL LLC
APOLLON WEALTH MANAGEMENT, LLC

Investors

Alexander MICHAEL Pron
TASHA M SHADLE
MATTHEW JOHN LOFTUS
Ameya A Naik
Samuel James Maxey
FRANK MIGNONI
Patrick Antonio Aitcheson
MICHAEL STEVEN BROOKS
ANGELA MARY SPRENKLE
Kelley Danielle Smith
THOMAS MARTIN WICK
EDWARD CHRISTIAN GRUBER
MICHAEL R JOHNSON
SARAH NICOLE WAGNER FIORELLI
Abigail Page Wick
MARGARET MARY MCMAHON
ALICJA A PLONSKA
LAUREN AKERS
Michal Plonski
ARNOLD MURRAY PESKIN
VICTOR JEFFREY KURTZ
John Ruggero
ROBERT A MCLARNON
JONATHAN DAVID FARINA
BRYAN Edward NOLAN
Matthew Ryan
STEVEN ARTHUR BULLARD
FLOYD JOSEPH CARL
JACQUELINE A CAYWOOD
Brian RICHARD Strandskov
MICHAEL RAYMOND BECKER
Matthew David Daponte
MICHAEL ANTHONY PECZINKA
ROBERT ALLEN ANDRESEN
BRIAN JOSEPH ODELLI
ESTHER BULLARD
DAVID ERNEST FARINA
DAVID BENNETT WOFFINDIN
ADRIANNE MARIE VICKERS
JERRY SCHAPIRA
MARK PHILLIP MELILLO
JOHN ANTHONY ABBRACCIAMENTO
BRUCE STANLEY DIMICCO
ANTHONY L CAMPANALE
DAVID PHILIP DE DUFOUR
PAUL KLIMKOWSKI
CODY PATRICK COLVILLE
BRYAN JAMES CONNOLLY
JENNA BRESLIN
NEAL GABRIEL OBERTO
CASEY ALLYN STARTZELL
ANDREW BRYAN CONNOLLY
DUSTIN SULLIVAN
JAMES RANSOM POTOKA
GEORGE JOHN MCCLEARY
WILLIAM M. PALISCA
MORGAN ANNE DOWNS
Roger Erwin Klein
DANIEL HENRY MCELWEE
Gerald D Fiess
William R Purdy
Lucas Nathaniel Morreale
Roman Chiokadze
THOMAS MICHAEL CAHILL
NICHOLAS VINCENT VENTURA
MARC FREDRICK ZARRO
CARLA CHRISTINA
AKASH PRAVIN PATEL
JAMES EDWARD SCHULTZ
DAVID RICHARD WALLEY
Sivakumar C Veerapandy
GEORGE JAMES MUNDY
Tyler Becker
ROBERT PASQUALE TOMASULO
LORRIE GARBER RIGGS
R GENE GAILLARD
THOMAS EDWARD SEGER
MICHAEL C WECKENMAN
CHRISTINE M LINDSAY
RYAN J HAMILTON
PAUL MICHAEL FURLONG
PETER HAUGHTON SARGENT
THERESA ANNE STEVENS
KATHLEEN MARIA ZELENKA
TIMOTHY PATRICK GORMLEY
ANDREW Haughton SARGENT
TYLER HAMILTON
James Robert Laurenzi
ROBERT WECKENMAN
FRANK WECKENMAN
KEVIN MICHAEL KEANE
Edward James Deardon Sherwood
Lynn Sandt
CARL F MARSHALL
Christian Brown
Mark Edward Heusinkveld
NICHOLAS TYLER POCCESCHI
Patrick Aloysius White
Kyle Kenneth Clark
DOUGLAS K. FRANC
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
Lilly Chen Peng
ROBERT J CARIOLA
Chirag B. Shah
MARK JOSEPH BYELICH
EMILY CHRISTINE WHEELER
LIDIA G AMODEI
JESSE DANIEL D'ELIA
David John White
MARK WAYNE ULRICH
Deborah J Wainwright
RYAN R MAHLSTEDT
ANTHONY FERRANDINO
RACHEL ZHANG
Margaret M Simmons
EVANGELOS TSEMBELIS
RICHARD VICTOR SIMKUS

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