Saturday, October 24, 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

Awh Financial, LLC financial advisors in Pennsylvania

Every SEC-registered investment adviser representative at a Awh Financial, LLC office in Pennsylvania, by city and A to Z.

The short answer

13 registered advisors work at Awh Financial, LLC in Pennsylvania, out of 14 nationwide; it's the firm's number 1 state by advisors, and the most are in Bala Cynwyd (13). 1 list the CFP designation and 1 are also registered broker representatives.

Awh Financial, LLC advisors by city in Pennsylvania

Every firm in Pennsylvania →

Bala Cynwyd 13

Awh Financial, LLC advisors in Pennsylvania, A to Z

Search by name →

Awh Financial, LLC advisors in every state →Awh Financial, LLC: assets, clients and custodians →Advisor Moves: who changed firms this week →

Questions

How many Awh Financial, LLC financial advisors are in Pennsylvania?

13 investment adviser representatives are registered at Awh Financial, LLC offices in Pennsylvania, according to the SEC's Investment Adviser Public Disclosure records, out of 14 at the firm nationwide. 1 list the CFP designation and 1 are also registered as broker representatives.

Where in Pennsylvania does Awh Financial, LLC have the most advisors?

Bala Cynwyd, with 13. Awh Financial, LLC has advisors in 1 city in Pennsylvania.

How do I check a Awh Financial, LLC advisor in Pennsylvania?

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, where any disclosures are listed in full.

Source: the SEC's Investment Adviser Public Disclosure daily file. Advisors are listed at the city of the Awh Financial, LLC office they're registered at; broker-only representatives (FINRA BrokerCheck) aren't included.