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 Thomas Callahan
Registered Affiliation(s):AMERIPRISE FINANCIAL SERVICES, LLC
David Arden Emery
Registered Affiliation(s):WA ASSET MANAGEMENT, LLC
James Stephen Mccormick
Registered Affiliation(s):MORGAN STANLEY
Tuan Wreh JR
Registered Affiliation(s):AMERIPRISE FINANCIAL SERVICES, LLC
Terence Norbert Kita
Registered Affiliation(s):AMERIPRISE FINANCIAL SERVICES, LLC
Susan Sandman
Registered Affiliation(s):AMERIPRISE FINANCIAL SERVICES, LLC
Louis Ferraro
Registered Affiliation(s):MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED
Christine Marie Stefanou
Registered Affiliation(s):AMERIPRISE FINANCIAL SERVICES, LLC
Curtis William Mullins
Registered Affiliation(s):OSAIC WEALTH, INC.
Kyle C. Mallach
Registered Affiliation(s):MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED
Joseph James Lauri JR
Registered Affiliation(s):UBS FINANCIAL SERVICES INC.
James Robert Mekovetz Jr
Registered Affiliation(s):EDWARD JONES
Brad Matthew Napoli
Registered Affiliation(s):FIDELITY PERSONAL AND WORKPLACE ADVISORS
Brian Carl Aguilar
Registered Affiliation(s):FIDELITY PERSONAL AND WORKPLACE ADVISORS
William Edward Mccormack
Registered Affiliation(s):MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED
Steven Charles Kochenour
Registered Affiliation(s):AMERIPRISE FINANCIAL SERVICES, LLC
Stephen M Waite
Registered Affiliation(s):AMERIPRISE FINANCIAL SERVICES, LLC
Brooke Mclean Mcgeehan
Registered Affiliation(s):RBC CAPITAL MARKETS, LLC
John Robert Augenblick
Registered Affiliation(s):ROCKWOOD WEALTH MANAGEMENT, LLC
William Harry Devine
Registered Affiliation(s):AMERIPRISE FINANCIAL SERVICES, LLC
Timothy M Baltz
Registered Affiliation(s):MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED
Christian A Aguirre
Registered Affiliation(s):MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED
Sean E Teesdale
Registered Affiliation(s):CAPTRUST
Jesse F Brookreson
Registered Affiliation(s):RAYMOND JAMES & ASSOCIATES, INC.
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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