Friday, October 23, 2026The Morning EditionOpen AtlasSign inJoin free
FinancialADVSR

Est. 2026The front page of wealth managementNew York

The Morning EditionFree · 6:30 AM ETSubscribe
WM Deals & Moves: Commonwealth Breakaway Kintra Lures Team from LPL4K Ubiquity Retirement Wins Inc. Award, Manulife John Hancock Honored for AI Integration, and More: Corporate RoundupWM Truist Names New Wealth Co-Heads in Leadership ShakeupIN American Express to make job cuts as AI revolution ramps upIN SEC’s 2027 exam priorities put RIA conflicts and cyber risks in focusWM Who Wears the Cost?WM WealthStack Roundup: Syntax Integrates With Schwab's iRebal to Streamline Direct IndexingFP Independents lag on AI. Here's how they can catch upSEC SEC Announces Fiscal Year 2027 Examination PrioritiesWSR The Rise Of The Fractional Family Office

Financial ADVSR advisor directory · SEC adviser records

CFA financial advisors in Sewickley, PA

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

13 CFA charterholders work in Sewickley; the most are at Bill Few Associates, Inc. (2). 0 are also registered broker representatives.

CFA advisors in Sewickley, A to Z

Every advisor in Sewickley →

Firms with the most CFA charterholders in Sewickley

Bill Few Associates, Inc. 2Roble, Belko And Company, Inc. 2Alluvial Capital Management, LLC 1Aufman Associates Inc. 1Cambridge Investment Research Advisors, Inc. 1Corient 1Easterly Investment Partners LLC 1Fifth Third Wealth Advisors LLC 1Fragasso Wealth Advisors 1Mariner 1Vindicta Investment Advisors LLC 1

CFA advisors in other Pennsylvania cities

All of Pennsylvania →

Pittsburgh 52Philadelphia 44Wayne 28Berwyn 26West Conshohocken 26Conshohocken 22Malvern 20Newtown Square 17King 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 Sewickley, PA?

13 SEC-registered investment adviser representatives at firm offices in Sewickley, Pennsylvania list the CFA designation; Bill Few Associates, Inc. employs the most of them (2).

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 Sewickley?

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.