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
Brian Ray Seigfried
Registered Affiliation(s):AMERIPRISE FINANCIAL SERVICES, LLC
Courtney Lloyd Cargill
Registered Affiliation(s):AMERIPRISE FINANCIAL SERVICES, LLC
N Sean Longo
Registered Affiliation(s):MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED
Alan Rattiner
Registered Affiliation(s):MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED
Jignesh N Patel
Registered Affiliation(s):STRATEGIC ADVISERS LLC
Arjay Sy Ignacio
Registered Affiliation(s):FIDELITY PERSONAL AND WORKPLACE ADVISORS
Michael J. Francisco
Registered Affiliation(s):RAYMOND JAMES & ASSOCIATES, INC.
Nikolai Gasiorowski
Registered Affiliation(s):EDWARD JONES
William Francis Corcoran
Registered Affiliation(s):AMERIPRISE FINANCIAL SERVICES, LLC
Christopher James Bryan
Registered Affiliation(s):MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED
David Michael Kushner
Registered Affiliation(s):RAYMOND JAMES & ASSOCIATES, INC.
Tyrone David Robinson
Registered Affiliation(s):EDWARD JONES
Stuart Jay Lesser
Registered Affiliation(s):EDWARD JONES
Seth Philip Gansman
Registered Affiliation(s):AMERIPRISE FINANCIAL SERVICES, LLC
David Walter
Registered Affiliation(s):HALBERSTADT FINANCIAL CONSULTANTS INC
Rodney Wayne Johnson I
Registered Affiliation(s):MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED
Jeffrey Baker Llewellyn
Registered Affiliation(s):ROCKWOOD WEALTH MANAGEMENT, LLC
Jacqueline M Oprean
Registered Affiliation(s):ALDEN INVESTMENT GROUP
Louis Joseph Perry
Registered Affiliation(s):AMERIPRISE FINANCIAL SERVICES, LLC
Michael Joseph Lamaina
Registered Affiliation(s):LPL FINANCIAL LLC
Mark Dean Olson
Registered Affiliation(s):EAGLE STRATEGIES LLC
Leo Martin Walsh
Registered Affiliation(s):EQUITABLE ADVISORS, LLC
Duane Dominic Cabrera
Registered Affiliation(s):OPPENHEIMER & CO. INC.
Jon M Goldenberg
Registered Affiliation(s):TD AMERITRADE INVESTMENT MANAGEMENT, LLC
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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