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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

MFG INVESTMENTS, LLC
CETERA INVESTMENT ADVISERS LLC
FAMILY WEALTH PARTNERS LLC
INDEPENDENT ADVISOR ALLIANCE, LLC
EDWARD JONES
COMMONWEALTH FINANCIAL NETWORK
J. W. COLE ADVISORS, INC.
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED
PNC WEALTH MANAGEMENT LLC
STATE FARM INVESTMENT MANAGEMENT CORP.
WELLS FARGO CLEARING SERVICES, LLC
AMERIPRISE FINANCIAL SERVICES, LLC
LPL FINANCIAL LLC
INTEGRITY ALLIANCE, LLC.
OSAIC WEALTH, INC.
J.P. MORGAN SECURITIES LLC
WEALTH MANAGEMENT ASSOCIATES, INC.
INTEGRATED WEALTH CONCEPTS LLC
CHESTNUT INVESTMENT ADVISORY

Investors

WALLACE JOSEPH KENNEDY
STEPHEN RODGER COOPER
Tylor Alexander Love
MARK ANTHONY FINELLI
Jack M Paolini
Christopher Charles Kemezis
Jonathan Basta
ADAMANTIOS Julian MORAITIS
ALAN EDWARD MOTT
Syeda A Muzahir
KEVIN PETRONE
Walter Casanas
JEFFREY STEVEN HERMAN
Daniel Charles Lamb
Steven Ferrigno
NATHAN GERALD BROWNING
KEVIN M MCVEIGH
MICHAEL SCOTT ROSEN
JOSEPH MICHAEL YOCAVITCH
PETER COOK RUBINCAM
Alexander Canakis
Claudia R. Morales-Herrera
Paul F. Halbkram
Rajesh Patel
REAGAN IAN GOOLCHARAN
Robert Arlington Barger
GEORGE TOTH

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