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:
CORDATUS WEALTH MANAGEMENT LLC
CRD#: 282871
Address: 95 S. Main Street, Yardley, PA 19067
Clients: 105
Average Clients per Advisor: 35
AUM: $ 630M
VENTURA WEALTH MANAGEMENT
CRD#: 152301
Address: 820 Township Line Road Suite 100, Yardley, PA 19067
Clients: 363
Average Clients per Advisor: 45
AUM: $ 600M
THE ESTATE PLANNERS GROUP
CRD#: 124418
Address: 37 S. Delaware Avenue Suite 1, Yardley, PA 19067
Clients: 187
Average Clients per Advisor: 37
AUM: $ 361M
PROMETHEUS CAPITAL MANAGEMENT CORP.
CRD#: 121982
Address: 30 S. Main Street, Yardley, PA 19067
Clients: 67
Average Clients per Advisor: 33
AUM: $ 248M
YARDLEY WEALTH MANAGEMENT LLC
CRD#: 134311
Address: 37 S. Main Street, Yardley, PA 19067
Clients: 96
Average Clients per Advisor: 48
AUM: $ 192M
CROSSOVER CAPITAL
CRD#: 326625
Address: 113b Floral Vale Blvd, Yardley, PA 19067
Clients: 22
Average Clients per Advisor: 11
AUM: $ 150M
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
Paul B Mullen
Registered Affiliation(s):MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED
Robert Charles Boland
Registered Affiliation(s):RBC CAPITAL MARKETS, LLC
Peter F Gaertner
Registered Affiliation(s):ROFFMAN MILLER ASSOCIATES INC
Gerald Michael Jevic
Registered Affiliation(s):OPPENHEIMER & CO. INC.
Fernando Rivera
Registered Affiliation(s):WELLS FARGO CLEARING SERVICES, LLC
Matthew Reakus
Registered Affiliation(s):SOUND WEALTH 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.
