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SEC SEC Announces Fiscal Year 2027 Examination PrioritiesWSR The Rise Of The Fractional Family OfficeIN Private equity is knocking. Who should be in your corner?IN Freehold Wealth Management brings $576M to Osaic in multigenerational moveIN Sanctuary Wealth adds elder care platform to advisor toolkitIN Beyond tax loss harvesting: why long-short strategies demand a harder lookIN Investors still want advisors, even as AI expands investment choicesIN AI poses moderate disruption risk to wealth managers and retail banks, Fitch saysCW Podcast: Schwab takes its cut, Beacon Pointe powers upRB Vanguard is fulfilling Salim Ramji's May 1 promised renewal of 'Flagship' platinum tier service after it eroded, and he's willing to count non-Vanguard funds against the $1-million minimum for the first time

Financial ADVSR advisor directory · SEC adviser records

CFP financial advisors in Conshohocken, PA

Every SEC-registered financial advisor at a firm office in Conshohocken who lists the Certified Financial Planner designation, A to Z.

63 CFP professionals work in Conshohocken; the most are at Pitcairn (14). 30 are also registered broker representatives.

CFP advisors in Conshohocken, A to Z

Every advisor in Conshohocken →

Firms with the most CFP professionals in Conshohocken

Pitcairn 14Hornor, Townsend & Kent, LLC 5UBS Financial Services Inc. 4Wealthfd 4Pathstone 3RBC Capital Markets, LLC 3Citizens Securities, Inc. 2Compass Ion Advisors, LLC 2Hbks Wealth Advisors 2Mma Asset Management LLC 2Stifel, Nicolaus & Company, Incorporated 2Wells Fargo Clearing Services, LLC 2Ameriprise Financial Services, LLC 1Arin Risk Advisors LLC 1Boldin Advisors 1

CFP advisors in other Pennsylvania cities

All of Pennsylvania →

Pittsburgh 224Malvern 202Philadelphia 159Wayne 76Lancaster 75Radnor 72West Chester 70Fort Washington 58Berwyn 56Doylestown 55Newtown 54Allentown 50Sewickley 47Yardley 42Exton 40Erie 38York 37Canonsburg 34King Of Prussia 33New Hope 32Newtown Square 31Mechanicsburg 30Bethlehem 29State College 28

Questions

How many CFP financial advisors are in Conshohocken, PA?

63 SEC-registered investment adviser representatives at firm offices in Conshohocken, Pennsylvania list the CFP designation; Pitcairn employs the most of them (14).

What is a CFP?

CFP stands for Certified Financial Planner, the CFP Board's certification in financial planning: coursework, an exam, three years of experience and a fiduciary duty when giving financial advice.

How do I check a CFP in Conshohocken?

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 CFP 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 CFP with the issuing body before you rely on it. Broker-only representatives aren't included. Also by designation: CFA charterholders and ChFC holders.