Khatri & Company
“Been with them for over 10 years and not going anywhere for the next 20 👍👍👍Vikram and Kunj are the best I highly recommend.”
Best Financial Advisors near Bensalem, PA
We have 3 firms in Bensalem on file, and all of them are on this list, along with 12 from towns including Moorestown, NJ (3, 11 mi), Mt Laurel Township, NJ (2, 11 mi) and Southampton (1, 7 mi).
2 open weekends · 13 rated 4.5+
Data verified October 25, 2026
Augustine Financial Group
“I specifically work with Connor, who has been completely transparent with my portfolio and always keeps an open line of communication.”
TD Wealth
Anthony Petsis & Associates
“He gave me strong advice that I've put into practice.”
Ausperity Private Wealth
“I have seen strong gains in my portfolio since making the change to work with this team.”
Isakov Planning Group
“Eugene always had the time to answer my calls and answers to all my questions and concerns.”
The 15 firms listed for Bensalem, PA provide financial planning and investment management for clients. What each says about its services and how it charges comes from its own website; ratings and quotes come from public reviews.
Area overview: Bensalem, PA
The 15 firms on this page are rated from 4.4 to 5.0 across 1,168 reviews; 6 have 50 or more reviews and 13 are rated 4.5 or higher. The topics that come up most in reviews of the firms on this page are "knowledge" and "patient". 2 are open on Saturdays. 1 has a BBB rating of A or A+. Domain records put 11 websites of the firms on this page at ten or more years old; the oldest dates from 1997. 2 offer a free initial consultation; 2 are family- or locally-owned and 2 list coupons or special offers. We have a website on file for all 15 of the firms on this page; 12 publish a contact page; 12 list a public email and 4 take bookings online. We count these figures across the firms on this page; distances are straight-line, and hours and prices change, so confirm the details with the firm before you book a consultation.
Why are financial advisers outside Bensalem listed here?
3 of the 15 firms are located in Bensalem. The others come from other towns within 15 mi. Advice is frequently given remotely now, so registration and services matter more than the drive. Distances are straight-line.
Jumping Jack Taxes
“We all have to have our taxes done, so check out Jumping Jack Tax, you won't be disappointed!”
Yardley Wealth Management
“We would never make an important life decision without consulting Mike, and are always grateful for his wisdom and insight”
Leonard Financial Solutions
“I was especially blown away by how attentive and responsive he was whenever I had a question or needed assistance with anything during the entire process.”
Quaker Wealth Management
“They are extremely helpful and quick to answer any questions or concerns.”
Family Wealth Management
“Their unwavering expertise in navigating the financial landscape over that period has not only safeguarded my investments but also consistently generated positive returns.”
Peak Wealth Partners
“Working with Jamie and his company has enabled me to invest wisely while I was employed and has continued into my retirement.”
Robbins Insurance & Financial Services
“As a first-time homebuyer with many questions, he has been super helpful!”
Alloy Silverstein
“Heather, Sue, Ron and the Alloy Silverstein team are very helpful and very responsive for tax/accounting and financial advice.”
Apex Tax Advisors
“They helped us not only with our personal taxes but our LLC as well.”
Why these companies made our list
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