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Financial ADVSR advisor directory · SEC adviser records

Confluence Financial Partners financial advisors

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

40 registered advisors work at Confluence Financial Partners, in 3 states and 7 cities; the most are in McMurray, PA (26). 19 list the CFP designation and 0 are also registered broker representatives.

Search every Confluence Financial Partners advisor by name →Who joined and left Confluence Financial Partners →Confluence Financial Partners: assets, clients and custodians →

Cities with the most Confluence Financial Partners advisors

McMurray, PA 26Pittsburgh, PA 7Grove City, PA 3Bonita Springs, FL 1Cochranton, PA 1Kiawah Island, SC 1Sewickley, PA 1

Confluence Financial Partners advisors by state

Confluence Financial Partners in Pennsylvania 38

McMurray 26Pittsburgh 7Grove City 3Cochranton 1Sewickley 1

Confluence Financial Partners in Florida 1

Bonita Springs 1

Confluence Financial Partners in South Carolina 1

Kiawah Island 1

Questions

How many financial advisors does Confluence Financial Partners have?

40 investment adviser representatives are registered with Confluence Financial Partners, according to the SEC's Investment Adviser Public Disclosure records, in 3 states and 7 cities. 19 list the CFP designation and 0 are also registered as broker representatives.

Where does Confluence Financial Partners have the most advisors?

McMurray, PA, with 26 registered advisors, then Pittsburgh, PA (7). By state, Pennsylvania has the most, with 38.

How do I find a Confluence Financial Partners financial advisor near me?

Pick your state below, then your city, to see every Confluence Financial Partners 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 Confluence Financial Partners 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 →