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Financial Advisors in Levittown, PA: 2026 rankings

287 financial advisors ranked by RFA ScoreUpdated 0 paid placements in this rankingHow we rank →

The short answer

  1. 1

    Highest RFA Score in Levittown: Lear & Pannepacker, LLP, RFA Score 72/100; 4.9★ from 421 Google reviews.

  2. 3

    Most-reviewed: Thrive Financial Services (HQ), 213 Google reviews at 4.9★, the most of 287 ranked after Lear & Pannepacker, LLP; ranked #3.

Rankings can't be bought. Financial advisors can't pay to change their rank or score. How we rank

287 Levittown financial advisors are ranked here by RFA Score, from eight published factors. 55 open Saturdays and 13 open Sundays, based on posted hours. The median Google rating is 5.0★ across 287 rated firms.

Top 10 financial advisors in Levittown at a glance

Ranked by RFA Score from public data such as Google reviews, not by investment performance; sponsored listings are paid, shown separately and never change rank.

Top 10 financial advisors in Levittown at a glance
RankBusinessRFA ScoreGoogle ratingBased inHoursNotable for
1Lear & Pannepacker, LLP724.9★ (421)Princeton, 15 mi away—Top score
2Peak Wealth Partners705.0★ (156)Cherry Hill Mall, 16 mi away——
3Thrive Financial Services (HQ)704.9★ (213)Horsham, 18 mi away—Most reviews
4Isakov Planning Group705.0★ (76)Horsham, 11 mi awaySat · Evenings—
5Matrix Tax Service704.5★ (49)LevittownSat · Evenings—
6Moneta | Lane Hipple Team695.0★ (88)Cherry Hill Mall, 14 mi away——
7JoQuin Associates Tax & Advisory694.9★ (108)Horsham, 16 mi away——
8Blue Bell Private Wealth Management, LLC685.0★ (144)King of Prussia, 23 mi away——
9Leonard Financial Solutions685.0★ (68)Cherry Hill Mall, 16 mi away——
10Ausperity Private Wealth685.0★ (59)Cherry Hill Mall, 16 mi away——

All 287 financial advisors in Levittown, in rank order

Ordered by RFA Score, a 0–100 score from eight published factors. Paid placement never changes the order.

Ranked by RFA Score from public data such as Google reviews, not by investment performance; sponsored listings are paid, shown separately and never change rank.

Scores below: based on 6 of 8 factors; registration and recency not yet collected. Hatched segments mark factors we don't have yet.

  1. Ranked #1 in Levittown

    #1 Lear & Pannepacker, LLP

    Based in Princeton, 15 mi away

    72/100RFA Score

    Ranked #1 because of its Google rating and specialty focus: 4.9★ from 421 Google reviews, listed on Google as “Financial planner”.

    • 4.9★ from 421 Google reviews
    Hours
    Mon–Fri 8 AM–5 PM · Sat–Sun closed
    Address
    791 Alexander Rd, Princeton, NJ 08540
    View profile for Lear & Pannepacker, LLP(609) 452-2200

  2. #2 Peak Wealth Partners

    Based in Cherry Hill Mall, 16 mi away

    70/100RFA Score

    Ranked #2 because of its Google rating and specialty focus: 5.0★ from 156 Google reviews, listed on Google as “Financial planner”.

    • 5.0★ from 156 Google reviews
    Hours
    Mon–Fri 9 AM–5 PM · Sat–Sun closed
    Address
    305 Fellowship Rd Ste 105, Mt Laurel Township, NJ 08054
    View profile for Peak Wealth Partners(856) 552-0427

  4. #4 Isakov Planning Group

    Based in Horsham, 11 mi away

    70/100RFA Score

    Ranked #4 because of its Google rating and specialty focus: 5.0★ from 76 Google reviews, listed on Google as “Financial planner”.

    • 5.0★ from 76 Google reviews
    Hours
    Mon–Fri 9 AM–9 PM · Sat 9 AM–12 PM · Sun closed
    Address
    671 Second Street Pike, Southampton, PA 18966
    View profile for Isakov Planning Group(215) 452-8072

  5. #5 Matrix Tax Service

    Based in Levittown

    70/100RFA Score

    Ranked #5 because of its Google rating and specialty focus: 4.5★ from 49 Google reviews, listed on Google as “Financial planner”.

    • 4.5★ from 49 Google reviews
    Hours
    Mon–Fri 10 AM–7 PM · Sat 10 AM–4 PM · Sun closed
    Address
    7201 B, New Falls Rd, Levittown, PA 19055
    View profile for Matrix Tax Service(215) 949-9500

  10. #10 Ausperity Private Wealth

    Based in Cherry Hill Mall, 16 mi away

    68/100RFA Score

    Ranked #10 because of its Google rating and specialty focus: 5.0★ from 59 Google reviews, listed on Google as “Financial planner”.

    • 5.0★ from 59 Google reviews
    Hours
    Mon–Fri 9 AM–5 PM · Sat–Sun closed
    Address
    224 Strawbridge Dr Suite 110, Moorestown, NJ 08057
    View profile for Ausperity Private Wealth(856) 252-0101

  12. #12 MaxGuard Wealth

    Based in Princeton, 15 mi away

    68/100RFA Score

    Ranked #12 because of its Google rating and specialty focus: 4.9★ from 56 Google reviews, listed on Google as “Financial advisor”.

    • 4.9★ from 56 Google reviews
    Hours
    Mon–Fri 8 AM–5 PM · Sat–Sun closed
    Address
    212 Carnegie Center Dr #106, Princeton, NJ 08540
    View profile for MaxGuard Wealth(609) 498-6996

  14. #14 Quaker Wealth Management

    Based in Cherry Hill Mall, 15 mi away

    67/100RFA Score

    Ranked #14 because of its Google rating and specialty focus: 5.0★ from 43 Google reviews, listed on Google as “Financial planner”.

    • 5.0★ from 43 Google reviews
    Hours
    Mon–Thu 9 AM–5 PM · Fri 9 AM–4 PM · Sat–Sun closed
    Address
    70 E Main St, Moorestown, NJ 08057
    View profile for Quaker Wealth Management(856) 222-0110

  15. #15 True Blue Capital™, LLC

    Based in Princeton, 15 mi away

    67/100RFA Score

    Ranked #15 because of its Google rating and specialty focus: 4.9★ from 49 Google reviews, listed on Google as “Financial consultant”.

    • 4.9★ from 49 Google reviews
    Hours
    Mon–Thu 9 AM–5 PM · Fri 9 AM–3 PM · Sat–Sun closed
    Address
    300 Carnegie Center Blvd suite 150, Princeton, NJ 08540
    View profile for True Blue Capital™, LLC(609) 587-5632

  19. #19 Taxes Served Corp.

    Based in Hoboken, 8 mi away

    67/100RFA Score

    Ranked #19 because of its Google rating and specialty focus: 4.9★ from 19 Google reviews, listed on Google as “Financial planner”.

    • 4.9★ from 19 Google reviews
    Hours
    Mon–Fri 9 AM–6 PM · Sat 10 AM–2 PM · Sun closed
    View profile for Taxes Served Corp.(908) 443-1144

  25. #25 Shateka Husser Financial Solutions

    Based in Marlton, 18 mi away

    66/100RFA Score

    Ranked #25 because of its Google rating and specialty focus: 5.0★ from 43 Google reviews, listed on Google as “Financial consultant”.

    • 5.0★ from 43 Google reviews
    Hours
    Mon 12 PM–5 PM · Tue 10 AM–7:30 PM · Wed closed · Thu 10 AM–7:30 PM · Fri 10 AM–5 PM · Sat 10:30 AM–2:30 PM · Sun closed
    Address
    525 NJ-73 Ste 104, Marlton, NJ 08053
    View profile for Shateka Husser Financial Solutions(866) 557-1221

Financial advisors ranked #26 to #50

#1 to #25 are shown in full above. Here are #26 to #50, in RFA Score order; each links to its profile. We publish the top 50 of 287 ranked financial advisors here; the rest are on their profiles.

financial advisors in Levittown, ranks 26 to 50
RankBusinessRFA ScoreGoogle ratingDistance
26Mercer Wealth Management665.0★ (18)10 mi
27Terrence Justin Hickman: Primerica - Financial Services665.0★ (27)15 mi
28Sherwin Forde, Financial Advisor665.0★ (61)24 mi
29Spectrum Wealth Partners665.0★ (37)18 mi
30Alcove Private Wealth665.0★ (34)18 mi
31Zenith Wealth Partners665.0★ (56)23 mi
32First Command665.0★ (31)17 mi
33Tristate Financial Advisors664.9★ (60)23 mi
34Jones Wealth Management665.0★ (37)19 mi
35Omni 360 Advisors LLC (Formerly Shah Total Planning LLC)665.0★ (31)17 mi
36TBT Barter Exchange654.9★ (34)19 mi
37Mountain River Financial, LLC655.0★ (23)17 mi
38OceanFirst Bank654.1★ (27)9 mi
39Spohn Partners:Tax Smart Retirement Planning and Wealth Management655.0★ (29)19 mi
40Elite Consulting Partners654.8★ (21)15 mi
41Wrought Financial Planning655.0★ (32)21 mi
42Bankers Life654.6★ (38)18 mi
43Black Jew Wealth Coach655.0★ (38)23 mi
44Viscounte Financial654.9★ (28)19 mi
45SAGE — Senior Advisors & Guidance Experts655.0★ (18)16 mi
46Rohi Batra - Edelman Financial Engines655.0★ (23)19 mi
47PTM Wealth654.9★ (30)20 mi
48M H Financial CPA Firm LLC645.0★ (9)11 mi
49Duvall Wealth & Tax Planning644.9★ (32)22 mi
50Retirement Prosperity Group644.8★ (20)16 mi

Also serving Levittown

20 more financial advisors within 25 mi that we can't rank yet: too few reviews, or a specialty we couldn't confirm. Listed A to Z.

Unranked financial advisors serving Levittown
BusinessGoogle ratingDistance
Aaron Borstein - Private Wealth Advisor, Ameriprise Financial Services, LLCIn Levittown
AnnieMac Home Mortgage - BensalemIn Levittown
Aponte Financial3.0★ (1)In Levittown
Coaching To Grow5.0★ (1)In Levittown
David DoughertyIn Levittown
Dharshan Premaratne - TD Wealth Financial AdvisorIn Levittown
Dimitri KoutsiaftisIn Levittown
Hawa Salih - I run a Financial Services team and Retirement strategist5.0★ (1)In Levittown
John West - Financial Advisor, Ameriprise Financial Services, LLCIn Levittown
LPL Financial - Christopher D. Frey5.0★ (2)In Levittown
Lutschaunig Wealth Management4.0★ (1)In Levittown
myWaypoint5.0★ (1)In Levittown
Richard T. Suro Associates, Inc.In Levittown
Ryan D Murray - Private Wealth Advisor, Ameriprise Financial Services, LLC5.0★ (1)In Levittown
SpringLeaf Financial SystemsIn Levittown
The Princeton Group5.0★ (1)In Levittown
Valerie Jean Tenaglia: Primerica - Financial Services5.0★ (1)In Levittown
Vincent Notarianni - Private Wealth Advisor, Ameriprise Financial Services, LLC5.0★ (1)In Levittown
Wells Fargo AdvisorsIn Levittown
Wells Fargo AdvisorsIn Levittown

How we ranked Levittown financial advisors

We scored 287 Levittown financial advisors on eight factors, weighted as shown. A firm is ranked when its specialty is confirmed and it has 3 or more Google reviews or a claimed profile. A firm with no Google reviews scores zero on rating, review volume and recency. Other unknown factors are left out, not counted as zero. Scores last refreshed November 9, 2026.

Paid placement never changes a rank or score. Sponsored businesses are paid, labelled, limited to 3 and shown above the ranking, outside it.

Read the full method: formula, sources and exclusions

RFA Score factors and weights
FactorWeightComputed fromIn Levittown data
Reputation30%Google star rating, adjusted for how many reviews back it (client experience, not investment results)Measured
Registration20%Active SEC, state or Canadian securities registration matched in public records (not yet measured)Not yet collected
Review volume10%Number of Google reviews, compared with the most-reviewed firm on the listMeasured
Recency5%Share of reviews from the last 12 monthsNot yet collected
Specialty focus15%How clearly the firm offers this specialty (its Google category and name)Measured
Proximity5%Based in the city scores highest, less the farther away it isMeasured
Claimed profile10%The firm has claimed its Ranked Financial Advisors profile (free or paid earn the same)Measured
Partnered5%The firm links to Ranked Financial Advisors from its own website with our badge, checked periodicallyMeasured

How to choose a financial advisor

  1. Confirm the financial advisor and the firm are registered: Investor.gov and FINRA BrokerCheck in the US, the CSA National Registration Search in Canada. Read any disclosure events.
  2. Ask whether they act as a fiduciary on your account at all times, and get the answer in writing.
  3. Ask how they are paid: a percentage of assets, flat or hourly fees, a retainer, commissions, or a mix. Each creates different conflicts of interest.
  4. Read the firm’s Form CRS and Form ADV Part 2A brochure (fees, services, conflicts, disciplinary history) before you sign.
  5. Check designations with the body that grants them, such as the CFP Board for CFP® professionals.
  6. Ask about account minimums and who holds your money: your assets should sit with an independent custodian in your name.
  7. Compare at least two or three firms, and be wary of anyone who promises returns or pushes you to decide quickly.

Questions to ask a financial advisor

  • Are you a fiduciary for all of the advice you give me, and will you put that in writing?
  • How are you paid, in total dollars per year for an account like mine? Do you earn commissions or other payments from product providers?
  • Which registrations and designations do you hold, and where can I verify them?
  • Who will hold my assets, and how will I see statements directly from that custodian?
  • What services are included in your fee, and what would cost extra with you as my financial advisor?
  • Do you have a minimum account size or minimum fee?
  • Have you or your firm had any complaints or disciplinary actions? Where would I see them?
  • How often will we meet, and who will I work with day to day?
  • What happens to my plan or accounts if you retire or leave the firm?

Terms explained

Fiduciary
Someone legally required to act in a client’s interest. In the US, registered investment advisers owe their clients a fiduciary duty of care and loyalty under the Investment Advisers Act of 1940.
Registered investment adviser (RIA)
A firm registered with the SEC or a state securities regulator to give investment advice for pay. Most firms managing $100 million or more register with the SEC; smaller firms usually register with their state.
Investment adviser representative (IAR)
A person who gives advice on behalf of a registered investment adviser, usually registered with the states where they work.
Broker-dealer
A firm that buys and sells securities for customers. US broker-dealers are members of FINRA; their registered representatives typically earn commissions.
Regulation Best Interest (Reg BI)
The SEC rule, in force since June 30, 2020, requiring broker-dealers to act in a retail customer’s best interest when recommending a security or account type.
Form ADV
The registration form every investment adviser files. Part 1 holds facts about the firm; Part 2A, the brochure, describes services, fees, conflicts of interest and disciplinary history in plain English.
Form CRS
A short relationship summary that advisers and broker-dealers give retail investors, covering services, fees, conflicts, standard of conduct and disciplinary history.
CRD number
The Central Registration Depository number FINRA and the SEC assign to each firm and registered person; use it to look them up on Investor.gov or BrokerCheck.
Assets under management (AUM) fee
A yearly fee set as a percentage of the money an advisor manages for you. Advisor surveys have put the median around 1% on accounts up to $1 million, lower on larger accounts.
Fee-only
An advisor paid only by clients, with no commissions or other payments from product providers.
Fee-based
An advisor who charges client fees and may also earn commissions on some products. It is not the same as fee-only.
CFP® professional
A person certified by the CFP Board after meeting education, exam, experience and ethics requirements. The CFP Board requires them to act as a fiduciary when giving financial advice.

Financial advisors in Levittown: frequently asked questions

Which financial advisor has the highest RFA Score in Levittown?

By RFA Score, the highest-ranked financial advisor in Levittown, PA is Lear & Pannepacker, LLP with an RFA Score of 72/100. It has 4.9★ from 421 Google reviews. Peak Wealth Partners (#2) and Thrive Financial Services (HQ) (#3) follow. We ranked 287 financial advisors on eight factors, last updated November 9, 2026.

How many financial advisors are there in Levittown?

RankedFinancialAdvisors ranks 287 financial advisors serving Levittown, PA. 2 of them are based in Levittown; the rest serve it from nearby towns. Another 20 within 25 mi are listed but not ranked yet. Counts are as of November 2026.

Which financial advisors in Levittown work on weekends?

55 of 287 ranked financial advisors post Saturday hours and 13 post Sunday hours. The highest-ranked open Saturdays are Isakov Planning Group (#4), Matrix Tax Service (#5) and Robbins Insurance & Financial Services LLC (#13). Many advisors meet by appointment, including evenings or by video, outside their posted office hours.

What Google rating do Levittown financial advisors have?

The median Google rating among 287 rated financial advisors in Levittown is 5.0★, with a median of 9 reviews. Lear & Pannepacker, LLP has the most, 421 reviews, and ranks #1. We adjust ratings for review count, so a few five-star reviews cannot top the list.

How does RankedFinancialAdvisors rank financial advisors?

Each financial advisor gets a 0–100 RFA Score from eight published factors, led by reputation (30%), specialty focus (15%), review volume (10%) and claimed profile (10%). A firm with no Google reviews scores zero on rating, review volume and recency; other factors we cannot measure are left out. Only firms with a confirmed specialty and 3 or more reviews, or a claimed profile, are ranked.

Do financial advisors outside Levittown count in this ranking?

Yes, if they are within 25 mi of the Levittown city center, our service radius for financial advisors. Each listing shows where the firm is based and how far away it is. Proximity is 5% of the RFA Score, so a nearby firm gets a small edge.

Can financial advisors pay to rank higher on RankedFinancialAdvisors?

No. The RFA Score never reads payment status, and this ranking has 0 paid placements. Up to 3 Featured firms may appear above the list, labelled Sponsored and showing their honest rank.

What does a financial advisor do?

Financial advisors help clients plan and manage their money, from budgeting and saving to investing, retirement and estate questions. In the US they work as registered investment adviser representatives, as broker-dealer representatives, or both.

How are financial advisors in Levittown ranked?

By RFA Score: public signals such as the Google rating and review count, how clearly the firm offers financial advice and how close it is. Paid placements never change the order, and the score does not measure investment performance.

How do I check a financial advisor’s registration and record?

Search the person and the firm on Investor.gov (the SEC’s adviser search) and on FINRA BrokerCheck. A firm’s Form ADV and any disciplinary history are public there.

Is every financial advisor in Levittown a fiduciary?

Not necessarily. Investment adviser representatives owe a fiduciary duty on advisory accounts; broker-dealer representatives follow Regulation Best Interest when they recommend a security. Ask which applies to your account and read the firm’s Form CRS.

How much do financial advisors charge?

Fees depend on the firm and the service: a percentage of assets managed each year, a flat or hourly planning fee, a retainer, or commissions. Ask for the fee schedule in writing and read the firm’s Form ADV Part 2A brochure or, in Canada, its relationship disclosure.

Update log for Levittown

  1. November 2026: RFA Scores recalculated for 287 financial advisors serving Levittown.
  2. November 2026: 1 duplicate listing merged.

More financial advisors and Levittown pages