Friday, October 23, 2026The Morning EditionOpen AtlasSign inJoin free
FinancialADVSR

Est. 2026The front page of wealth managementNew York

The Morning EditionFree · 6:30 AM ETSubscribe
RB Schwab trumpeted Anthropic's Claude for all 16,000 of its RIAs, but a 20-seat enterprise minimum suddenly sidelines 11,000-plus small firms -- right before IMPACT 2026FP Do smaller RIAs really need to own their data?RB Bank of America analyst 'double' slams Ameriprise not least because RIA 'structural' advantage triggered proactive in-house retention bonuses that take a bite out of margins and may not retain big teams long-termIN Trump to ease 50% Canada tariffs on farm equipment, packaging goodsWM The New Rules of Record Keeper SelectionWM SEC Examiners' 2027 Focus Includes Firms' Protections Against AI Phishing, DeepfakesIN People moves: RBC taps Raymond James veteran for Texas complexWM Lido CEO Signals Openness to International Expansion4K SEC Targets Private Markets, AI and Fiduciary Risks Among 2027 Exam PrioritiesIN RIA M&A runs up to 5x reported totals, Steward Partners CEO says

Financial ADVSR advisor directory · SEC adviser records

CFP financial advisors in Wayne, PA

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

76 CFP professionals work in Wayne; the most are at Corient (11). 27 are also registered broker representatives.

CFP advisors in Wayne, A to Z

Every advisor in Wayne →

Firms with the most CFP professionals in Wayne

Corient 11Kathmere Capital Management, LLC 11Modera Wealth Management, LLC 6Alden Investment Group 5Charles Schwab & Co., Inc. 5Entrust Financial LLC 4Focus Partners Wealth, LLC 4Principal Securities, Inc. 3Wick Capital Partners, LLC 3Dewitt Capital Management 2Diversified, LLC 2Gwn Securities Inc. 2Kestra Advisory Services, LLC 2Nations Financial Group, Inc. 2Alden Capital 1

CFP advisors in other Pennsylvania cities

All of Pennsylvania →

Pittsburgh 224Malvern 202Philadelphia 159Lancaster 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 Wayne, PA?

76 SEC-registered investment adviser representatives at firm offices in Wayne, Pennsylvania list the CFP designation; Corient employs the most of them (11).

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 Wayne?

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.