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
Michael Alan Sasso
Registered Affiliation(s):CAPTRUST
Gregory W Bielat
Registered Affiliation(s):UBS FINANCIAL SERVICES INC.
Joseph David Zaccardo
Registered Affiliation(s):AMERIPRISE FINANCIAL SERVICES, LLC
Brian Joseph Altmann
Registered Affiliation(s):AMERIPRISE FINANCIAL SERVICES, LLC
David John Shantz
Registered Affiliation(s):AMERIPRISE FINANCIAL SERVICES, LLC
Glenn David Meyer
Registered Affiliation(s):WEALTH ENHANCEMENT ADVISORY SERVICES, LLC
Christy Helene Neill
Registered Affiliation(s):AMERIPRISE FINANCIAL SERVICES, LLC
John J Shimp
Registered Affiliation(s):AMERIPRISE FINANCIAL SERVICES, LLC
Joseph Gerard Dougherty
Registered Affiliation(s):EDWARD JONES
Montgomery Arthur Gallant
Registered Affiliation(s):AMERIPRISE FINANCIAL SERVICES, LLC
Michael Jarzyna
Registered Affiliation(s):MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED
James Gregory Nocito
Registered Affiliation(s):AMERIPRISE FINANCIAL SERVICES, LLC
William Dean Karrash
Registered Affiliation(s):BLB & B ADVISORS, LLC
Nancy Mae Findlay
Registered Affiliation(s):AMERIPRISE FINANCIAL SERVICES, LLC
Benjamin Lee Johnson
Registered Affiliation(s):MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED
Matthew Newcomb Mckenzie
Registered Affiliation(s):MORGAN STANLEY
Salvatore Alfano
Registered Affiliation(s):EDWARD JONES
Peter Andrew Needham
Registered Affiliation(s):WEALTH ENHANCEMENT ADVISORY SERVICES, LLC
Karen Anne Robbins
Registered Affiliation(s):UBS FINANCIAL SERVICES INC.
Stephen Reid Walker
Registered Affiliation(s):AMERIPRISE FINANCIAL SERVICES, LLC
Sean Matthew Kelliher
Registered Affiliation(s):AMERIPRISE FINANCIAL SERVICES, LLC
David Scott Workman
Registered Affiliation(s):AVANTAX ADVISORY SERVICES
Gary William Johnston
Registered Affiliation(s):AMERIPRISE FINANCIAL SERVICES, LLC
Paul Bijan Kalani
Registered Affiliation(s):AMERIPRISE FINANCIAL SERVICES, 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.
Subscribe to our newsletter
Get the latest on finding, evaluating, and working with financial advisors; delivered right to your inbox.
