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Financial ADVSR advisor directory · SEC adviser records

CFA financial advisors in Pennsylvania

Every SEC-registered financial advisor in Pennsylvania who lists the Chartered Financial Analyst designation, by city.

524 CFA charterholders work in Pennsylvania; the most are in Pittsburgh (52).

Cities in Pennsylvania with CFA charterholders

Every advisor in Pennsylvania →

Pittsburgh 52Philadelphia 44Wayne 28Berwyn 26West Conshohocken 26Conshohocken 22Malvern 20Newtown Square 17Sewickley 13King Of Prussia 12West Chester 12Radnor 10Warrendale 10Wexford 10Chadds Ford 8Lancaster 8Bethlehem 7Fort Washington 7New Hope 7Bridgeville 6Blue Bell 5Bryn Mawr 5Media 5Plymouth Meeting 5State College 5Wyomissing 5Yardley 5Doylestown 4Montgomeryville 4Newtown 4Phoenixville 4W. Conshohocken 4Camp Hill 3Chester Springs 3Chesterbrook 3East Norriton 3Erie 3Exton 3Harrisburg 3Lemont 3McMurray 3Mechanicsburg 3Oakmont 3Oaks 3Pittsburgh - Wexford 3

72 smaller places with one or two CFA charterholders are in the advisor search.

CFA advisors in other states

CaliforniaNew YorkTexasFloridaIllinoisOhioMassachusettsMichiganColoradoNew JerseyGeorgiaVirginiaNorth CarolinaWashingtonMinnesotaArizonaConnecticutTennesseeWisconsinMarylandMissouriOregonIndianaUtahKansasSouth CarolinaIowaKentuckyOklahomaLouisianaNew HampshireAlabamaNebraskaNevadaArkansasIdahoRhode IslandVermontMississippiMaineDelawareMontanaNew MexicoWyomingHawaiiDistrict of ColumbiaSouth DakotaWest VirginiaNorth DakotaAlaska

Questions

How many CFA financial advisors are in Pennsylvania?

524 SEC-registered investment adviser representatives in Pennsylvania list the CFA designation; the most work in Pittsburgh (52).

What is a CFA?

CFA stands for Chartered Financial Analyst, CFA Institute's charter in investment analysis: three exams and four years of investment experience.

Source: the SEC's Investment Adviser Public Disclosure daily file, which lists the professional designations each investment adviser representative reports. Designations are self-reported to the SEC; confirm a CFA with the issuing body before you rely on it. Broker-only representatives aren't included. Also by designation: CFP professionals and ChFC holders.