Saturday, October 24, 2026The Morning EditionOpen AtlasSign inJoin free
FinancialADVSR

Est. 2026The front page of wealth managementNew York

The Morning EditionFree · 6:30 AM ETSubscribe
RB Schwab trumpeted Anthropic's Claude for all 16,000 of its RIAs, but a 20-seat enterprise minimum suddenly sidelines 11,000-plus small firms -- right before IMPACT 2026FP Do smaller RIAs really need to own their data?RB Bank of America analyst 'double' slams Ameriprise not least because RIA 'structural' advantage triggered proactive in-house retention bonuses that take a bite out of margins and may not retain big teams long-termIN Trump to ease 50% Canada tariffs on farm equipment, packaging goodsWM The New Rules of Record Keeper SelectionWM SEC Examiners' 2027 Focus Includes Firms' Protections Against AI Phishing, DeepfakesIN People moves: RBC taps Raymond James veteran for Texas complexWM Lido CEO Signals Openness to International Expansion4K SEC Targets Private Markets, AI and Fiduciary Risks Among 2027 Exam PrioritiesIN RIA M&A runs up to 5x reported totals, Steward Partners CEO says

Financial ADVSR advisor directory · SEC adviser records

CFA financial advisors in Philadelphia, PA

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

The short answer

44 CFA charterholders work in Philadelphia; the most are at Bryn Mawr Trust Advisors, LLC (7). 6 are also registered broker representatives.

CFA advisors in Philadelphia, A to Z

Every advisor in Philadelphia →

Firms with the most CFA charterholders in Philadelphia

Bryn Mawr Trust Advisors, LLC 7Cooke & Bieler, L.P. 7Glenmede Investment Management, LP 5Mycio Wealth Partners, LLC 5Mitchell Sinkler & Starr 3Carey Investment Solutions LLC 1Cetera Investment Advisers LLC 1Charles Schwab & Co., Inc. 1Dakota Wealth, LLC 1Hartford Funds 1Janney Montgomery Scott LLC 1Mor Wealth Management, LLC 1PNC Wealth Management LLC 1Prudent Management Associates 1Roffman Miller Associates Inc. 1

CFA advisors in other Pennsylvania cities

All of Pennsylvania →

Pittsburgh 52Wayne 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 5

Questions

How many CFA financial advisors are in Philadelphia, PA?

44 SEC-registered investment adviser representatives at firm offices in Philadelphia, Pennsylvania list the CFA designation; Bryn Mawr Trust Advisors, LLC employs the most of them (7).

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 Philadelphia?

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.