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

Investment Research Partners financial advisors

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

The short answer

7 registered advisors work at Investment Research Partners, in 3 states and 3 cities; the most are in Lemont, PA (5). 1 list the CFP designation and 0 are also registered broker representatives.

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

Cities with the most Investment Research Partners advisors

Lemont, PA 5Miami, FL 1Midlothian, VA 1

Investment Research Partners advisors by state

Investment Research Partners in Pennsylvania 5

Lemont 5

Investment Research Partners in Florida 1

Miami 1

Investment Research Partners in Virginia 1

Midlothian 1

Questions

How many financial advisors does Investment Research Partners have?

7 investment adviser representatives are registered with Investment Research Partners, according to the SEC's Investment Adviser Public Disclosure records, in 3 states and 3 cities. 1 list the CFP designation and 0 are also registered as broker representatives.

Where does Investment Research Partners have the most advisors?

Lemont, PA, with 5 registered advisors, then Miami, FL (1). By state, Pennsylvania has the most, with 5.

How do I find a Investment Research Partners financial advisor near me?

Pick your state below, then your city, to see every Investment Research 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 Investment Research 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 →