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
4K Social Security Database Cleanup Corrects 50 Million RecordsRB 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 Priorities

Financial ADVSR advisor directory · SEC adviser records

Merrill Lynch, Pierce, Fenner & Smith Incorporated financial advisors in Pennsylvania

Every SEC-registered investment adviser representative at a Merrill Lynch, Pierce, Fenner & Smith Incorporated office in Pennsylvania, by city and A to Z.

The short answer

698 registered advisors work at Merrill Lynch, Pierce, Fenner & Smith Incorporated in Pennsylvania, out of 22,881 nationwide; it's the firm's number 10 state by advisors, and the most are in Philadelphia (84). 1 list the CFP designation and 698 are also registered broker representatives.

Merrill Lynch, Pierce, Fenner & Smith Incorporated advisors by city in Pennsylvania

Every firm in Pennsylvania →

Philadelphia 84Pittsburgh 64Wayne 63Yardley 56Blue Bell 31Allentown 30Bala Cynwyd 30Exton 30Doylestown 24Sewickley 22Upper Saint Clair 22Camp Hill 19Jenkintown 19Scranton 18Wyomissing 17Conshohocken 15Lancaster 15State College 15York 15Media 14Erie 13Greensburg 13Chambersburg 10Williamsport 9Wilkes Barre 8Indiana 3Wexford 3Cranberry Township 2Horsham 2Newtown 2Pittsburg 2Bensalem 1Bethlehem 1Bridgeville 1Bryn Mawr 1East Norriton 1Easton 1Export 1Furlong 1Hanover 1Homestead 1Kennett Square 1King Of Prussia 1Lahaska 1Langhorne 1Monroeville 1New Hope 1Newtown Square 1North Wales 1Oakdale 1Paoli 1Penn Hills 1Richboro 1Royersford 1Souderton 1Southampton 1Springfield 1West Chester 1Whitehall 1

Merrill Lynch, Pierce, Fenner & Smith Incorporated advisors in Pennsylvania, A to Z (first 500 of 698)

Search by name →

Merrill Lynch, Pierce, Fenner & Smith Incorporated advisors in every state →Merrill Lynch, Pierce, Fenner & Smith Incorporated: assets, clients and custodians →Merrill news and advisor moves →Advisor Moves: who changed firms this week →

Merrill Lynch, Pierce, Fenner & Smith Incorporated in other states

New York 3,452California 2,652Florida 2,497New Jersey 1,702Texas 1,642Illinois 896North Carolina 787Massachusetts 755Arizona 700Georgia 595Maryland 568Connecticut 545Michigan 536Ohio 460Virginia 414Washington 388Rhode Island 347South Carolina 264Missouri 235Tennessee 234Colorado 216Minnesota 209Indiana 186Nevada 181District of Columbia 177Louisiana 142Alabama 135Oregon 122Utah 120Oklahoma 89Kentucky 86Wisconsin 84New Mexico 80Arkansas 78New Hampshire 71Delaware 67Kansas 62Hawaii 52Iowa 45Nebraska 42Montana 37Mississippi 33Idaho 29Maine 28West Virginia 27South Dakota 17Vermont 17Alaska 16North Dakota 12

Questions

How many Merrill Lynch, Pierce, Fenner & Smith Incorporated financial advisors are in Pennsylvania?

698 investment adviser representatives are registered at Merrill Lynch, Pierce, Fenner & Smith Incorporated offices in Pennsylvania, according to the SEC's Investment Adviser Public Disclosure records, out of 22,881 at the firm nationwide. 1 list the CFP designation and 698 are also registered as broker representatives.

Where in Pennsylvania does Merrill Lynch, Pierce, Fenner & Smith Incorporated have the most advisors?

Philadelphia, with 84, then Pittsburgh (64). Merrill Lynch, Pierce, Fenner & Smith Incorporated has advisors in 59 cities in Pennsylvania.

How do I check a Merrill Lynch, Pierce, Fenner & Smith Incorporated 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 Merrill Lynch, Pierce, Fenner & Smith Incorporated office they're registered at; broker-only representatives (FINRA BrokerCheck) aren't included.