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Financial ADVSR advisor directory · SEC adviser records

Apella Wealth financial advisors

Every SEC-registered investment adviser representative at Apella Wealth, by the state and city of the office they work from.

99 registered advisors work at Apella Wealth, in 11 states and 25 cities; the most are in West Hartford, CT (55). 0 list the CFP designation and 0 are also registered broker representatives.

Search every Apella Wealth advisor by name →Apella Wealth: assets, clients and custodians →

Cities with the most Apella Wealth advisors

West Hartford, CT 55Bellevue, WA 4Mt. Pleasant, SC 4Wyomissing, PA 4Costa Mesa, CA 3Lenox, MA 3Reston, VA 3Chicago, IL 2Davis, CA 2Fairfax, VA 2Fredericksburg, VA 2Williamsburg, VA 2Arlington, VA 1Berwyn, PA 1Dallas, TX 1Great Barrington, MA 1Harrisonburg, VA 1Johnston, IA 1Lake Oswego, OR 1Larkspur, CA 1McLean, VA 1Oakland, CA 1Olympia, WA 1Tacoma, WA 1Topsfield, MA 1

Apella Wealth advisors by state

Apella Wealth in Connecticut 55

West Hartford 55

Apella Wealth in Virginia 12

Reston 3Fairfax 2Fredericksburg 2Williamsburg 2Arlington 1Harrisonburg 1McLean 1

Apella Wealth in California 7

Costa Mesa 3Davis 2Larkspur 1Oakland 1

Apella Wealth in Washington 6

Bellevue 4Olympia 1Tacoma 1

Apella Wealth in Massachusetts 5

Lenox 3Great Barrington 1Topsfield 1

Apella Wealth in Pennsylvania 5

Wyomissing 4Berwyn 1

Apella Wealth in South Carolina 4

Mt. Pleasant 4

Apella Wealth in Illinois 2

Chicago 2

Apella Wealth in Iowa 1

Johnston 1

Apella Wealth in Oregon 1

Lake Oswego 1

Apella Wealth in Texas 1

Dallas 1

Questions

How many financial advisors does Apella Wealth have?

99 investment adviser representatives are registered with Apella Wealth, according to the SEC's Investment Adviser Public Disclosure records, in 11 states and 25 cities. 0 list the CFP designation and 0 are also registered as broker representatives.

Where does Apella Wealth have the most advisors?

West Hartford, CT, with 55 registered advisors, then Bellevue, WA (4). By state, Connecticut has the most, with 55.

How do I find a Apella Wealth financial advisor near me?

Pick your state below, then your city, to see every Apella Wealth advisor registered at an office there. Each one 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, where any disclosures are listed in full.

Source: the SEC's Investment Adviser Public Disclosure daily file. An advisor registered at Apella Wealth offices in more than one city counts in each city but once in the total; broker-only representatives (FINRA BrokerCheck) aren't included. Every firm →