Top Financial Advisors in Yardley, Pennsylvania
Finding the right financial advisor in Yardley is a difficult thing to do. Not only are there seemingly endless advisors to choose from, but it is challenging to evaluate whether any given advisor has the right experience and specializations to match your unique needs. AdvisorCheck is here to help. Our comprehensive database of financial advisors in the US, including the best financial advisors in Yardley, combined with our one-of-a-kind tool kit allows you to find, evaluate, and monitor financial advisors better than ever before.
To start, here are some of the top financial advisor firms in Yardley, PA.
Find the Best Financial Advisor Firms in Yardley:
APEX FINANCIAL ADVISORS, INC
CRD#: 155210
Address: 85 South Main Street, Yardley, PA 19067
AUM: $ 471M
VENTURA WEALTH MANAGEMENT
CRD#: 152301
Address: 820 Township Line Road Suite 100, Yardley, PA 19067
Clients: 360
Average Clients per Advisor: 45
AUM: $ 443M
THE ESTATE PLANNERS GROUP
CRD#: 124418
Address: 37 S. Delaware Avenue Suite 1, Yardley, PA 19067
Clients: 133
Average Clients per Advisor: 26
AUM: $ 305M
CROSSGATE WEALTH ADVISORS, LLC
CRD#: 121856
Address: 605 Floral Vale Blvd., Yardley, PA 19067-5528
Clients: 119
Average Clients per Advisor: 39
AUM: $ 186M
PROMETHEUS CAPITAL MANAGEMENT CORP.
CRD#: 121982
Address: 30 S. Main Street, Yardley, PA 19067
Clients: 55
Average Clients per Advisor: 18
AUM: $ 164M
COVERED BRIDGE ADVISORS, LLC
CRD#: 291598
Address: 708 Floral Vale Blvd., Yardley, PA 19067
Clients: 153
Average Clients per Advisor: 76
AUM: $ 148M
How We Chose the Top Financial Advisors in Yardley, Pennsylvania
To create this list of top financial advisor firms in Yardley, we started by identifying SEC-registered firms with at least $100 million in assets under management (AUM). We included firms that employ professionals registered to provide investment advisory services, either solely as investment adviser representatives (IARs) or as both IARs and registered brokers. Dually registered advisors can offer investment advice and also help clients buy or sell securities like stocks and mutual funds. From there, we ranked the remaining firms based on several key factors, giving higher rankings to those with greater total AUM and to those that primarily serve individual clients rather than institutional investors. This approach helps ensure you're choosing from among the best financial advisors Yardley has to offer.
Search Financial Advisors in Yardley, Pennsylvania
Jeffrey Thorne Sloan
Registered Affiliation(s):RAYMOND JAMES & ASSOCIATES, INC.
Alan Jacobson
Registered Affiliation(s):MORGAN STANLEY
David Michael Briegs
Registered Affiliation(s):MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED
Gregory Charles Sarian
Registered Affiliation(s):HIGHTOWER ADVISORS, LLC
Christopher A Lewis
Registered Affiliation(s):MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED
Lisa A Morrison
Registered Affiliation(s):MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED
Yale J Levey
Registered Affiliation(s):NEXT GENERATION WEALTH PLANNING, LLC
Kenneth Richard Blackmon
Registered Affiliation(s):AMERIPRISE FINANCIAL SERVICES, LLC
Mary-claire Macdonald
Registered Affiliation(s):WELLS FARGO CLEARING SERVICES, LLC
Rachel R Cohen
Registered Affiliation(s):MORGAN STANLEY
Rocco Anthony Vernisi
Registered Affiliation(s):MORGAN STANLEY
Albert Abraham Fox
Registered Affiliation(s):MORGAN STANLEY
David Michael Caccese
Registered Affiliation(s):RBC CAPITAL MARKETS, LLC
Michelle Lynn Heide
Registered Affiliation(s):AMERIPRISE FINANCIAL SERVICES, LLC
Charles Kendall Hill
Registered Affiliation(s):MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED
Kenneth Jay Katcher
Registered Affiliation(s):AMERIPRISE FINANCIAL SERVICES, LLC
Kevin Francis Crook
Registered Affiliation(s):RAYMOND JAMES & ASSOCIATES, INC.
Edward Michael Penberthy
Registered Affiliation(s):MORGAN STANLEY
Todd Alexander Little
Registered Affiliation(s):LPL FINANCIAL LLC
John Francis Parisi
Registered Affiliation(s):PARISI GRAY WEALTH MANAGEMENT, LLC
Shelley Y Mau
Registered Affiliation(s):AMERIPRISE FINANCIAL SERVICES, LLC
William John Mc Leer
Registered Affiliation(s):AMERIPRISE FINANCIAL SERVICES, LLC
Jason Richard Newcomb
Registered Affiliation(s):SECURIAN FINANCIAL SERVICES, INC.
Jeffrey J Martinides
Registered Affiliation(s):MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED
Disclaimers
AdvisorCheck is an independent third party. The information on this page was compiled by AdvisorCheck from publicly available sources. Neither the listed firms nor financial advisors contributed to or influenced the creation of this content. Additionally, AdvisorCheck was not compensated in any way for producing or publishing this information. Terms like "top," "best," or "leading" are used for editorial purposes only and do not represent a formal ranking or endorsement. These descriptions are subjective, may reflect publicly available data, opinions, or third-party sources, and should not be construed as guarantees of future performance or results.
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