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 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 saysWM Raymond James Recruits $700M Advisor Team from TruistFP Wells Fargo private wealth head taps firm's full capabilities for clientsIN Ex-LPL, special needs advisor pleads guilty in fraud caseIN Advisor moves: Raymond James lands $700M Truist team in NaplesKC Weekend Reading For Financial Planners (October 24–25)

Financial ADVSR advisor directory · SEC adviser records

CFA financial advisors in Wayne, PA

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

28 CFA charterholders work in Wayne; the most are at Hartford Funds (4). 5 are also registered broker representatives.

CFA advisors in Wayne, A to Z

Every advisor in Wayne →

Firms with the most CFA charterholders in Wayne

Hartford Funds 4Focus Partners Wealth, LLC 3Kathmere Capital Management, LLC 3Radnor Capital Management, LLC 3Alden Capital 2Alden Investment Group 2Aurdan Capital Management, LLC 2Conestoga Capital Advisors, LLC 2Diversified, LLC 2Wick Capital Partners, LLC 2Enduro Capital Partners LLC 1Merrill Lynch, Pierce, Fenner & Smith Incorporated 1Modera Wealth Management, LLC 1Todorow Capital Partners LLC 1Waldron Private Wealth 1

CFA advisors in other Pennsylvania cities

All of Pennsylvania →

Pittsburgh 52Philadelphia 44Berwyn 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 Wayne, PA?

28 SEC-registered investment adviser representatives at firm offices in Wayne, Pennsylvania list the CFA designation; Hartford Funds employs the most of them (4).

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 Wayne?

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.