Investment Advisors Asset Management, LLC

Investment Advisors Asset Management, LLC (CRD# 128716) is a financial advisory firm headquartered in Easton, PA. They manage $391,711,517 in 2,085 accounts and serve the financial needs of clients across 20 states (or territories).

By the Numbers
  • Total Assets Under Management
    392
    MILLION
  • Total Number of Accounts
    2,085
    ACCOUNTS
  • Average Account Value
    $187,871
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Selection of other advisers (including private fund managers)
Types of Clients
Registered States
Advisors affiliated with a RIA are permitted to work with up to five clients in nearly-all states* without explicit registration. The map below shows states where this firm has explicit registration only.

AL, AZ, CA, CT, DE, FL, KS, LA, MA, MD, MO, NC, NE, NH, NJ, NV, NY, PA, TX, VA

Financial Advisors at Investment Advisors Asset Management, LLC
Showing 1 - 10 of 32 top financial advisors.
1
Ryan J. Conlin
CRD#: 5789320
137 North Second Street, Easton, PA 18042
96
Wealthminder
score

Ryan Conlin (CRD# 5789320) is an Investment Advisor Representative working at Investment Advisors Asset Management, LLC in Easton, PA and has over 6 years of experience in the finance industry. Ryan Conlin has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

2
Stephen G. Gooditis
CRD#: 1800993
14 Commerce Street, Suite 106, Flemington, NJ 08822
96
Wealthminder
score

Stephen Gooditis (CRD# 1800993) is an Investment Advisor Representative working at Investment Advisors Asset Management, LLC in Flemington, NJ and has over 28 years of experience in the finance industry. Stephen Gooditis has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

3
James A. Bartolacci
CRD#: 2742370
137 North Second Street, Easton, PA 18042
93
Wealthminder
score

James Bartolacci (CRD# 2742370) is an Investment Advisor Representative working at Investment Advisors Asset Management, LLC in Easton, PA and has over 20 years of experience in the finance industry.

4
Boyd M. Bergen
CRD#: 2798935
Toms River, NJ
93
Wealthminder
score

Boyd Bergen (CRD# 2798935) is an Investment Advisor Representative working at Investment Advisors Asset Management, LLC in Toms River, NJ and has over 20 years of experience in the finance industry.

5
Stanley F. Bielicki
CRD#: 4595418
137 North Second Street, Easton, PA 18042
93
Wealthminder
score

Stanley Bielicki (CRD# 4595418) is an Investment Advisor Representative working at Investment Advisors Asset Management, LLC in Easton, PA and has over 14 years of experience in the finance industry.

6
Raymond Butterworth
CRD#: 1626430
137 North Second Street, Easton, PA 18042
93
Wealthminder
score

Raymond Butterworth (CRD# 1626430) is an Investment Advisor Representative working at Investment Advisors Asset Management, LLC in Easton, PA and has over 29 years of experience in the finance industry.

7
Thomas A. Caprio
CRD#: 1065886
Kenilworth, NJ
93
Wealthminder
score

Thomas Caprio (CRD# 1065886) is an Investment Advisor Representative working at Investment Advisors Asset Management, LLC in Kenilworth, NJ and has over 12 years of experience in the finance industry.

8
Stephen F. Ferretti
CRD#: 4065076
2403 Calloway Court, Frederick, MD 21702
93
Wealthminder
score

Stephen Ferretti (CRD# 4065076) is an Investment Advisor Representative working at Investment Advisors Asset Management, LLC in Frederick, MD and has over 17 years of experience in the finance industry.

9
Philip C. Fratto
CRD#: 1005465
4320 Wisteria Avenue, P.o. Box 975, Newfield, NJ 08344
93
Wealthminder
score

Philip Fratto (CRD# 1005465) is an Investment Advisor Representative working at Investment Advisors Asset Management, LLC in Newfield, NJ and has over 32 years of experience in the finance industry.

10
Joseph N. Garagozzo
CRD#: 2390063
Tara Professional Park, 401 S. Kings Hwy, Cherry Hill, NJ 08034
93
Wealthminder
score

Joseph Garagozzo (CRD# 2390063) is an Investment Advisor Representative working at Investment Advisors Asset Management, LLC in Cherry Hill, NJ and has over 13 years of experience in the finance industry.

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