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SEC SEC Announces Fiscal Year 2027 Examination PrioritiesWSR The Rise Of The Fractional Family OfficeIN Private equity is knocking. Who should be in your corner?IN Freehold Wealth Management brings $576M to Osaic in multigenerational moveIN Sanctuary Wealth adds elder care platform to advisor toolkitIN Beyond tax loss harvesting: why long-short strategies demand a harder lookIN Investors still want advisors, even as AI expands investment choicesIN AI poses moderate disruption risk to wealth managers and retail banks, Fitch saysCW Podcast: Schwab takes its cut, Beacon Pointe powers upRB Vanguard is fulfilling Salim Ramji's May 1 promised renewal of 'Flagship' platinum tier service after it eroded, and he's willing to count non-Vanguard funds against the $1-million minimum for the first time

Financial ADVSR advisor directory · SEC adviser records

CFP financial advisors in Yardley, PA

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

42 CFP professionals work in Yardley; the most are at Janney Montgomery Scott LLC (8). 29 are also registered broker representatives.

CFP advisors in Yardley, A to Z

Every advisor in Yardley →

Firms with the most CFP professionals in Yardley

Janney Montgomery Scott LLC 8Osaic Wealth, Inc. 6Attleboro Wealth Management LLC 3Stifel, Nicolaus & Company, Incorporated 3Allstate Financial Advisors, LLC 2Prometheus Capital Management Corp. 2Yardley Wealth Management LLC 2Cetera Investment Advisers LLC 1Charles Schwab & Co., Inc. 1Commonwealth Financial Network 1Cordatus Wealth Management LLC 1Crossover Capital 1Fortis Capital Advisors, LLC 1Integrity Alliance, LLC. 1Meschel Wealth Management 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 50Sewickley 47Exton 40Erie 38York 37Canonsburg 34King Of Prussia 33New Hope 32Newtown Square 31Mechanicsburg 30Bethlehem 29State College 28

Questions

How many CFP financial advisors are in Yardley, PA?

42 SEC-registered investment adviser representatives at firm offices in Yardley, Pennsylvania list the CFP designation; Janney Montgomery Scott LLC employs the most of them (8).

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 Yardley?

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.