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Financial ADVSR advisor directory · SEC adviser records

CFP financial advisors in New Hope, PA

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

32 CFP professionals work in New Hope; the most are at Rockwood Wealth Management, LLC (21). 8 are also registered broker representatives.

CFP advisors in New Hope, A to Z

Every advisor in New Hope →

Firms with the most CFP professionals in New Hope

Rockwood Wealth Management, LLC 21Ameriprise Financial Services, LLC 2Capital Analysts 2Janney Montgomery Scott LLC 2Lincoln Investment 2Cw Advisors, LLC 1Lifelong Advisory Corp. 1Moondance Investment Advisors, LLC 1RBC Capital Markets, LLC 1Tlg Advisors, Inc. 1

CFP advisors in other Pennsylvania cities

All of Pennsylvania →

Pittsburgh 224Malvern 202Philadelphia 159Wayne 76Lancaster 75Radnor 72West Chester 70Conshohocken 63Fort Washington 58Berwyn 56Doylestown 55Newtown 54Allentown 50Sewickley 47Yardley 42Exton 40Erie 38York 37Canonsburg 34King Of Prussia 33Newtown Square 31Mechanicsburg 30Bethlehem 29State College 28

Questions

How many CFP financial advisors are in New Hope, PA?

32 SEC-registered investment adviser representatives at firm offices in New Hope, Pennsylvania list the CFP designation; Rockwood Wealth Management, LLC employs the most of them (21).

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 New Hope?

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.