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Financial ADVSR advisor directory · SEC adviser records

CFP financial advisors in Radnor, PA

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

72 CFP professionals work in Radnor; the most are at McAdam LLC (25). 36 are also registered broker representatives.

CFP advisors in Radnor, A to Z

Every advisor in Radnor →

Firms with the most CFP professionals in Radnor

McAdam LLC 25Schwab Wealth Advisory, Inc. 8Haverford Financial Services, Inc. 6Tgs Financial Advisors 5Mercer Global Advisors Inc. 4Janney Montgomery Scott LLC 3Wells Fargo Clearing Services, LLC 3Presilium Private Wealth, LLC 2Alegre Wealth Management, LLC 1Capital Analysts 1Cetera Investment Advisers LLC 1Charles Schwab & Co., Inc. 1Goalpost Wealth Management, LLC 1Godshalk Welsh Capital Management, Inc. 1Golden Ratio Wealth Management LLC 1

CFP advisors in other Pennsylvania cities

All of Pennsylvania →

Pittsburgh 224Malvern 202Philadelphia 159Wayne 76Lancaster 75West 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 Radnor, PA?

72 SEC-registered investment adviser representatives at firm offices in Radnor, Pennsylvania list the CFP designation; McAdam LLC employs the most of them (25).

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 Radnor?

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.