Augustine Financial Group
“They are dependable and have never steered me in the wrong direction.”
Best Financial Advisors near Bristol, PA
There are no firms listed in Bristol itself yet; the 15 below are the closest options, from towns including Bensalem (2, 4 mi), Moorestown, NJ (2, 13 mi) and Holland (1, 7 mi).
3 open weekends · 13 rated 4.5+
Data verified October 26, 2026
Newage Financial Consulting
Anthony Petsis & Associates
“I've worked with the Petsis team for several years and cannot say enough good things about their level of professionalism, responsiveness, and knowledge.”
Leonard Financial Solutions
“He has a great knowledge of the financial world and would be someone I would recommend for navigating retirement planning and investments.”
Isakov Planning Group
“Eugene is very honest, a wealth of knowledge and he cares very deeply about his clients and their financial success.”
Apex Tax Advisors
“Nick was really easy to get a hold of, went over everything with me, and even answered some questions I didn't know to ask.”
The 15 firms listed for Bristol, 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: Bristol, PA
14 of the 15 firms on this page have a rating, from 4.4 to 5.0 across 354 reviews; 1 has 50 or more reviews and 13 are rated 4.5 or higher. When clients rate these firms on specific qualities, they most often praise professionalism (97%), responsiveness (89%) and quality (72%). The topics that come up most in reviews of the firms on this page are "knowledge", "expertise" and "patient". 3 are open on Saturdays. 1 has a BBB rating of A or A+. 10 have ten or more years of experience, the longest 43 years. 1 offers payment plans; 2 offer a free initial consultation; 1 is family- or locally-owned and 1 lists coupons or special offers. We have a website on file for all 15 of the firms on this page; 13 publish a contact page; 14 list a public email and 2 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.
Do any financial advisers listed for Bristol offer a free first meeting?
2 of the 15 firms on this page say the first meeting costs nothing. It is normally an introduction: what you are trying to achieve, how the firm works, and what it charges. Advice on your actual holdings starts once you have engaged them.
Yardley Wealth Management
“Me and my husband met with them multiple times and left with a very clear finanical picture, saving and investment plan to reach our goals, and also got our estate planning in order.”
Robbins Insurance & Financial Services
“He is friendly, knowledgeable and helped in saving me a significant amount of money on my auto insurance.”
Enlight Financial
“Shah has been thorough, consistent, meticulous, and more than just a financial planner or advisor; she's your advocate.”
Peak Wealth Partners
“I have found that portfolio management and diversification in times of current economic uncertainty has been a benefit, adjusting strategy to suit the times and my needs.”
Rooney & Hodgens
“I find it so critical to have a professional company that understands the evolving tax laws.”
Khatri & Company
“They are taking care of my accounts very well since past 7 years.”
My Divorce Solution
“All group members have been found to share in a compassionate and understanding way to my situation and have professionally formulated a financial strategy that I feel shall be of benefit to me upon finalization of my divorce.”
Mountain River Financial
“He continuously updates me on how we are tracking towards our plan and makes consultative suggestions based on market and life situations.”
SEC Financial Services
“Super nice and Smart and always looking out for your best benefit only trust her to do my taxes”
Why these companies made our list
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