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Financial ADVSR advisor directory · SEC adviser records

CFP financial advisors in Philadelphia, PA

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

The short answer

153 CFP professionals work in Philadelphia; the most are at Wescott Financial Advisory Group LLC (18). 68 are also registered broker representatives.

CFP advisors in Philadelphia, A to Z

Every advisor in Philadelphia →

Firms with the most CFP professionals in Philadelphia

Wescott Financial Advisory Group LLC 18Rtd Financial Advisors Inc. 16Janney Montgomery Scott LLC 12Mycio Wealth Partners, LLC 5Wells Fargo Clearing Services, LLC 5Bryn Mawr Trust Advisors, LLC 4Cetera Investment Advisers LLC 4Charles Schwab & Co., Inc. 4Liberty One Wealth Advisors 4Morgan Stanley 4RBC Capital Markets, LLC 4Roffman Miller Associates Inc. 4UBS Financial Services Inc. 4Zenith Wealth Partners 4Alliancebernstein L.P. 3

CFP advisors in other Pennsylvania cities

All of Pennsylvania →

Pittsburgh 224Malvern 202Wayne 76Lancaster 75Radnor 72West Chester 70Conshohocken 63Fort 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 Philadelphia, PA?

153 SEC-registered investment adviser representatives at firm offices in Philadelphia, Pennsylvania list the CFP designation; Wescott Financial Advisory Group LLC employs the most of them (18).

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 Philadelphia?

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.