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Financial ADVSR advisor directory · SEC adviser records

Capital Analysts financial advisors in Pennsylvania

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

90 registered advisors work at Capital Analysts in Pennsylvania, out of 557 nationwide; it's the firm's number 1 state by advisors, and the most are in Jenkintown (13). 22 list the CFP designation and 89 are also registered broker representatives.

Capital Analysts advisors by city in Pennsylvania

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Jenkintown 13Fort Washington 10Horsham 9Bethlehem 5Newtown Square 4Pittsburgh 4Wexford 4Allison Park 3Chambersburg 3Kennett Square 3New Hope 3Wyncote 3Bala Cynwyd 2Erie 2Lansdale 2Mercer 2Moosic 2Mountville 2Wayne 2Zelienople 2Bloomsburg 1Butler 1Canonsburg 1Exton 1Fairless Hills 1Mifflinville 1Radnor 1Shippensburg 1Somerset 1Wallingford 1

Capital Analysts advisors in Pennsylvania, A to Z

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Capital Analysts advisors in every state →Capital Analysts: assets, clients and custodians →Advisor Moves: who changed firms this week →

Capital Analysts in other states

New York 75Florida 66Massachusetts 53New Jersey 50Ohio 35Michigan 24Illinois 22Texas 22California 18North Carolina 16Arizona 15Georgia 13Washington 11Arkansas 5Tennessee 5Connecticut 4Maryland 4Minnesota 4Indiana 3Missouri 3Virginia 3Wisconsin 3

Questions

How many Capital Analysts financial advisors are in Pennsylvania?

90 investment adviser representatives are registered at Capital Analysts offices in Pennsylvania, according to the SEC's Investment Adviser Public Disclosure records, out of 557 at the firm nationwide. 22 list the CFP designation and 89 are also registered as broker representatives.

Where in Pennsylvania does Capital Analysts have the most advisors?

Jenkintown, with 13, then Fort Washington (10). Capital Analysts has advisors in 30 cities in Pennsylvania.

How do I check a Capital Analysts 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 Capital Analysts office they're registered at; broker-only representatives (FINRA BrokerCheck) aren't included.