Osaic Wealth
43yrs
Top advisor by experience in Reading
Financial advisors in Reading, PA
Looking for a financial advisor in Reading, PA? We list 63 advisors with offices here. Compare their experience, how their firms work, and how to reach them, then use our interview guide to find the right fit.
63Advisors with offices here
19Median years of experience
0%At fee-only firms
24Firms represented
Largest firms here: LPL Financial (19), Osaic Wealth (6), Ameriprise Financial Services (4).
Nearby: Temple, Leesport, Mohnton, Blandon, Wernersville, Birdsboro, Oley, Fleetwood.
LPL Financial
42yrs
Top 2% by experience nationwide
LPL Financial
41yrs
Top 3% by experience nationwide
BFC Planning
41yrs
Top 3% by experience nationwide
LPL Financial
41yrs
Top 3% by experience nationwide
Dakota Wealth
40yrs
Top 4% by experience nationwide
Osaic Wealth
39yrs
Top 5% by experience nationwide
Perigon Wealth Management
37yrs
Top 6% by experience nationwide
Osaic Wealth
35yrs
Top 9% by experience nationwide
Cambridge Investment Research Advisors
34yrs
Top 10% by experience nationwide
LPL Enterprise
33yrs
Top 9% by experience at LPL Enterprise
LPL Financial
33yrs
Top 11% by experience nationwide
Ameriprise Financial Services
33yrs
Top 12% by experience nationwide
Kestra Advisory Services
33yrs
Top 12% by experience nationwide
LPL Financial
32yrs
Top 12% by experience nationwide
Ameriprise Financial Services
30yrs
Top 17% by experience nationwide
Citizens Securities
29yrs
Top 10% by experience at Citizens Securities
Creativeone Wealth
29yrs
Top 16% by experience at Creativeone Wealth
Wells Fargo Advisors
28yrs
Top 20% by experience nationwide
LPL Financial
27yrs
Top 23% by experience nationwide
Strategic Advisers
26yrs
Top 7% by experience at Strategic Advisers
Kestra Advisory Services
25yrs
More experience than 72% of advisors nationwide
Raymond James Financial Services Advisors
25yrs
More experience than 72% of advisors nationwide
LPL Financial
25yrs
More experience than 71% of advisors nationwide
Before you reach out
Start hereHow to choose a financial advisorA calm, five-step path from “I think I need help” to “I found the right person.”
HiringHow to interview a financial advisor: 15 questions to askBring these to every first meeting and compare the answers side by side.
HiringYour first meeting with an advisor: what to bringA little preparation turns a polite chat into a genuinely useful conversation.