Financial ADVSR advisor directory · SEC adviser records
CFP financial advisors in Doylestown, PA
Every SEC-registered financial advisor at a firm office in Doylestown who lists the Certified Financial Planner designation, A to Z.
The short answer
55 CFP professionals work in Doylestown; the most are at Creative Planning (7). 33 are also registered broker representatives.
CFP advisors in Doylestown, A to Z
Every advisor in Doylestown →- Thomas W. AicheleClear Capital Management LP · Certified Financial Planner
- Robert J. AngeloLPL Financial LLC · Certified Financial Planner
- Joseph M. BatesSummit Financial, LLC · Certified Financial Planner
- Joseph R. BennerGirard Advisory Services, LLC · Certified Financial Planner
- Bret T. BergCommonwealth Financial Network · Certified Financial Planner
- James A. BloomerBloomer Financial Planning LLC · Certified Financial Planner
- Daniel D. CairnsCreative Planning · Certified Financial Planner
- Richard J. CallahanGreat Valley Advisor Group, LLC · Certified Financial Planner
- Daniel CasinoWells Fargo Advisors Financial Network, LLC · Certified Financial Planner
- Joseph A. CatanzaroLPL Financial LLC · Certified Financial Planner
- Michael CharpentierStrategic Advisers LLC · Certified Financial Planner
- Dennis CooneyWells Fargo Advisors Financial Network, LLC · Certified Financial Planner
- Jesse S. DanielsonDuke And Duke Wealth Management LLC · Certified Financial Planner
- Jeffrey P. DowdsCreative Planning · Certified Financial Planner, Personal Financial Specialist
- Cornell FieldsRaymond James & Associates, Inc. · Certified Financial Planner
- Frank J. Fiumecaldo IIIAventine Financial Group · Certified Financial Planner
- Ryan B. GreiserOpulus · Certified Financial Planner
- Christopher J. HackleyCommonwealth Financial Network · Certified Financial Planner, Chartered Financial Consultant
- Michael A. HalvorsenSummit Financial, LLC · Certified Financial Planner
- John HendricksSavant Wealth Management · Certified Financial Planner
- William G. JamesKestra Advisory Services, LLC · Certified Financial Planner, Chartered Financial Consultant
- David F. Jenkins IILPL Financial LLC · Certified Financial Planner
- Ryan T. KellyDuke And Duke Wealth Management LLC · Certified Financial Planner
- Gary W. KennedyWells Fargo Clearing Services, LLC · Certified Financial Planner
- Stephen KidronWells Fargo Advisors Financial Network, LLC · Certified Financial Planner
- Edward J. Kohlhepp Jr.Kohlhepp Investment Advisors, Ltd. · Certified Financial Planner
- William J. Lahr IVArchetype Advisors, LLC · Certified Financial Planner
- Philip A. MarcheseKestra Advisory Services, LLC · Certified Financial Planner, Chartered Financial Analyst
- Scott E. MarshallCambridge Investment Research Advisors, Inc. · Certified Financial Planner
- Amar M. MehtaWells Fargo Advisors Financial Network, LLC · Certified Financial Planner
- Timothy S. MickeyAviso Wealth Management · Certified Financial Planner
- Jonathan A. MoyerCwm, LLC · Certified Financial Planner
- Paula C. NangleCreative Planning · Certified Financial Planner
- Michael D. NunnoWells Fargo Clearing Services, LLC · Certified Financial Planner
- Elizabeth A. O'MalleyCreative Planning · Certified Financial Planner
- John F. OrtolfWells Fargo Advisors Financial Network, LLC · Certified Financial Planner, Chartered Financial Consultant
- Alexander S. PimentalCreative Planning · Certified Financial Planner
- James E. QuillenAlden Investment Group · Certified Financial Planner
- William J. Reiner Jr.LPL Financial LLC · Certified Financial Planner
- Adam J. ReinertCreative Planning · Certified Financial Planner, Chartered Financial Analyst
- John D. RichardsLPL Financial LLC · Certified Financial Planner, Chartered Financial Consultant
- J Douglas RivaWells Fargo Clearing Services, LLC · Certified Financial Planner, Chartered Financial Consultant
- Brian F. ScheibleinCambridge Investment Research Advisors, Inc. · Certified Financial Planner
- John J. SciarroneJfs Wealth Advisors, LLC · Certified Financial Planner
- Matthew S. ShawJ. W. Cole Advisors, Inc. · Certified Financial Planner
- Michael S. SheehyLPL Financial LLC · Certified Financial Planner
- Paul J. Staffaroni Jr.Commonwealth Financial Network · Certified Financial Planner
- Charles F. SteegeSavant Wealth Management · Certified Financial Planner
- Robert J. Sullivan Jr.Wells Fargo Advisors Financial Network, LLC · Certified Financial Planner
- Christopher D. TuckLPL Financial LLC · Certified Financial Planner
- R. Nicholas N. VolpePNC Wealth Management LLC · Certified Financial Planner
- Frederick W. Wagner Jr.Raymond James & Associates, Inc. · Certified Financial Planner
- Russell S. WeissCreative Planning · Certified Financial Planner
- Matthew P. WitterSavant Wealth Management · Certified Financial Planner, Chartered Financial Consultant
- Beth ZuckerWells Fargo Advisors Financial Network, LLC · Certified Financial Planner
Firms with the most CFP professionals in Doylestown
Creative Planning 7LPL Financial LLC 7Wells Fargo Advisors Financial Network, LLC 7Commonwealth Financial Network 3Savant Wealth Management 3Wells Fargo Clearing Services, LLC 3Cambridge Investment Research Advisors, Inc. 2Duke And Duke Wealth Management LLC 2Kestra Advisory Services, LLC 2Raymond James & Associates, Inc. 2Summit Financial, LLC 2Alden Investment Group 1Archetype Advisors, LLC 1Aventine Financial Group 1Aviso Wealth Management 1
CFP advisors in other Pennsylvania cities
All of Pennsylvania →Pittsburgh 224Malvern 202Philadelphia 159Wayne 76Lancaster 75Radnor 72West Chester 70Conshohocken 63Fort Washington 58Berwyn 56Newtown 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 Doylestown, PA?
55 SEC-registered investment adviser representatives at firm offices in Doylestown, Pennsylvania list the CFP designation; Creative Planning employs the most of them (7).
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 Doylestown?
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.