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Est. 2026The front page of wealth managementNew York

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Financial ADVSR advisor directory · SEC adviser records

Dakota Wealth, LLC financial advisors in Pennsylvania

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

The short answer

6 registered advisors work at Dakota Wealth, LLC in Pennsylvania, out of 58 nationwide; it's the firm's number 5 state by advisors, and the most are in Mechanicsburg (2). 1 list the CFP designation and 0 are also registered broker representatives.

Dakota Wealth, LLC advisors by city in Pennsylvania

Every firm in Pennsylvania →

Mechanicsburg 2Philadelphia 1Reading 1

Dakota Wealth, LLC advisors in Pennsylvania, A to Z

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

Dakota Wealth, LLC in other states

Florida 35Minnesota 5Delaware 4Massachusetts 4Ohio 3

Questions

How many Dakota Wealth, LLC financial advisors are in Pennsylvania?

6 investment adviser representatives are registered at Dakota Wealth, LLC offices in Pennsylvania, according to the SEC's Investment Adviser Public Disclosure records, out of 58 at the firm nationwide. 1 list the CFP designation and 0 are also registered as broker representatives.

Where in Pennsylvania does Dakota Wealth, LLC have the most advisors?

Mechanicsburg, with 2, then Philadelphia (1). Dakota Wealth, LLC has advisors in 3 cities in Pennsylvania.

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