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Financial ADVSR advisor directory · SEC adviser records

CFA financial advisors in Berwyn, PA

Every SEC-registered financial advisor at a firm office in Berwyn who lists the Chartered Financial Analyst designation, A to Z.

26 CFA charterholders work in Berwyn; the most are at Orion Portfolio Solutions, LLC (6). 5 are also registered broker representatives.

CFA advisors in Berwyn, A to Z

Every advisor in Berwyn →

Firms with the most CFA charterholders in Berwyn

Orion Portfolio Solutions, LLC 6Ac Wealth Partners 2Bryn Mawr Trust Advisors, LLC 2Creative Planning 2Ellis Investment Partners, LLC 2Envestnet Retirement Solutions, LLC 2Great Valley Advisor Group, LLC 2Sequoia Financial Group, L.L.C. 2Envestnet Pmc 1Jacobi Capital Management, LLC 1LPL Financial LLC 1Qrg Capital Management, Inc. 1Villanova Investment Management Company, LLC 1World Investment Advisors, LLC 1

CFA advisors in other Pennsylvania cities

All of Pennsylvania →

Pittsburgh 52Philadelphia 44Wayne 28West 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 5

Questions

How many CFA financial advisors are in Berwyn, PA?

26 SEC-registered investment adviser representatives at firm offices in Berwyn, Pennsylvania list the CFA designation; Orion Portfolio Solutions, LLC employs the most of them (6).

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.

How do I check a CFA in Berwyn?

Each advisor below links to a profile with their registrations, exams, designations and how long they've been registered, plus links to the SEC's adviser search and FINRA BrokerCheck. Confirm the CFA itself with the body that issues it.

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.