Financial ADVSR advisor directory · SEC adviser records
CFP financial advisors in Sewickley, PA
Every SEC-registered financial advisor at a firm office in Sewickley who lists the Certified Financial Planner designation, A to Z.
47 CFP professionals work in Sewickley; the most are at Bill Few Associates, Inc. (5). 22 are also registered broker representatives.
CFP advisors in Sewickley, A to Z
Every advisor in Sewickley →- Edward J. AufmanAufman Associates Inc. · Certified Financial Planner
- Edward B. AufmanAufman Associates Inc. · Certified Financial Planner
- Christopher M. BalcerekUBS Financial Services Inc. · Certified Financial Planner
- William T. BelkoRoble, Belko And Company, Inc. · Certified Financial Planner, Chartered Financial Analyst
- Justin D. BensemaFifth Third Wealth Advisors LLC · Certified Financial Planner
- Harry E. ButsonLPL Financial LLC · Certified Financial Planner
- Jacqueline A. CannellaRoble, Belko And Company, Inc. · Certified Financial Planner
- Bernard E. Carter Jr.Fragasso Wealth Advisors · Certified Financial Planner, Chartered Financial Analyst
- Traci L. ConlonEdward Jones · Certified Financial Planner
- Daniel J. DingusFragasso Wealth Advisors · Certified Financial Planner
- Rodney S. EnghBill Few Associates, Inc. · Certified Financial Planner
- William A. EvanchoRBC Capital Markets, LLC · Certified Financial Planner
- Karen F. FadzenKestra Private Wealth Services, LLC · Certified Financial Planner
- Garrett FreyKestra Advisory Services, LLC · Certified Financial Planner
- Ward L. GarnerBill Few Associates, Inc. · Certified Financial Planner
- Alexis R. GayhartCorient · Certified Financial Planner
- Graham C. GerlachRobertson Stephens · Certified Financial Planner
- Alexander A. GoughNav Wealth Partners · Certified Financial Planner
- Anthony R. GrecoWells Fargo Clearing Services, LLC · Certified Financial Planner
- Anthony J. HarrisLPL Financial LLC · Certified Financial Planner
- Brian JourdanBill Few Associates, Inc. · Certified Financial Planner
- Jeffrey M. JoyRBC Capital Markets, LLC · Certified Financial Planner
- Nicholas KerrCorient · Certified Financial Planner
- Randall S. KlaiberKestra Private Wealth Services, LLC · Certified Financial Planner
- Ryan C. KnollNav Wealth Partners · Certified Financial Planner
- Mia A. KovacsBill Few Associates, Inc. · Certified Financial Planner
- John M. KovelOsaic Wealth, Inc. · Certified Financial Planner
- Ryan P. LaceyRoble, Belko And Company, Inc. · Certified Financial Planner
- Ralph L. Linarelli Jr.Osaic Wealth, Inc. · Certified Financial Planner, Chartered Financial Consultant
- Joel D. Matthews IIAmeriprise Financial Services, LLC · Certified Financial Planner
- Scott W. MillerJms Capital Group Wealth Services, LLC · Certified Financial Planner
- Julia D. MunchelRBC Capital Markets, LLC · Certified Financial Planner
- Charles L. Palmer IVKestra Private Wealth Services, LLC · Certified Financial Planner
- Audrey E. PetrusTrue Wealth Design, LLC · Certified Financial Planner
- Justin PorcoStratos Wealth Partners, Ltd. · Certified Financial Planner
- Mario J. PosteraroRoble, Belko And Company, Inc. · Certified Financial Planner
- Nicholas R. RiottoKestra Private Wealth Services, LLC · Certified Financial Planner
- David L. RishelBill Few Associates, Inc. · Certified Financial Planner
- Kevin J. SavonaFifth Third Wealth Advisors LLC · Certified Financial Planner
- John M. SchneiderJms Capital Group Wealth Services, LLC · Certified Financial Planner
- Scott E. ShoupVicus Capital, Inc. · Certified Financial Planner
- Danielle N. SlackerCetera Investment Advisers LLC · Certified Financial Planner
- Jennifer E. SuscoRBC Capital Markets, LLC · Certified Financial Planner
- Brent R. SutherlandFragasso Wealth Advisors · Certified Financial Planner
- Kevin D. TestaOsaic Wealth, Inc. · Certified Financial Planner
- Mark B. TraumanCommonwealth Financial Network · Certified Financial Planner
- Thomas D. WhelanWells Fargo Clearing Services, LLC · Certified Financial Planner
Firms with the most CFP professionals in Sewickley
Bill Few Associates, Inc. 5Kestra Private Wealth Services, LLC 4RBC Capital Markets, LLC 4Roble, Belko And Company, Inc. 4Fragasso Wealth Advisors 3Osaic Wealth, Inc. 3Aufman Associates Inc. 2Corient 2Fifth Third Wealth Advisors LLC 2Jms Capital Group Wealth Services, LLC 2LPL Financial LLC 2Nav Wealth Partners 2Wells Fargo Clearing Services, LLC 2Ameriprise Financial Services, LLC 1Cetera Investment Advisers LLC 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 50Yardley 42Exton 40Erie 38York 37Canonsburg 34King Of Prussia 33New Hope 32Newtown Square 31Mechanicsburg 30Bethlehem 29State College 28
Questions
How many CFP financial advisors are in Sewickley, PA?
47 SEC-registered investment adviser representatives at firm offices in Sewickley, Pennsylvania list the CFP designation; Bill Few Associates, Inc. employs the most of them (5).
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 Sewickley?
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.