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

Osaic Wealth, Inc. financial advisors in Pennsylvania

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

The short answer

312 registered advisors work at Osaic Wealth, Inc. in Pennsylvania, out of 7,289 nationwide; it's the firm's number 6 state by advisors, and the most are in Pittsburgh (19). 68 list the CFP designation and 311 are also registered broker representatives.

Osaic Wealth, Inc. advisors by city in Pennsylvania

Every firm in Pennsylvania →

Pittsburgh 19Allentown 15Exton 12Yardley 12Lancaster 11Canonsburg 9Sewickley 9Erie 7Newtown 7Harrisburg 6Reading 6Wyomissing 6Devon 5Dubois 5Hershey 5Malvern 5New Alexandria 5State College 5West Chester 5Chalfont 4Monroeville 4Nazareth 4Oakmont 4Wayne 4Williamsport 4Altoona 3Emmaus 3Greenville 3Moon Township 3New Hope 3Phoenixville 3Quakertown 3Bala Cynwyd 2Beaver 2Bensalem 2Bethel Park 2Bridgeville 2Carlisle 2Chadds Ford 2Conneaut Lake 2Denver 2Downingtown 2Fairview Village 2Feasterville 2Greensburg 2Holland 2Indiana 2Kingston 2Lemont Furnace 2Lewisburg 2Lititz 2Mt. Pleasant 2Philadelphia 2Richboro 2Waynesboro 2York 2Abington 1Annville 1Avondale 1Baden 1Birdsboro 1Blairsville 1Blandon 1Blue Bell 1Boyertown 1Brookville 1Broomall 1Bryn Mawr 1Butler 1Clarks Summit 1Collegeville 1Coplay 1Cranberry Township 1Downington 1East Stroudsburg 1Export 1Fogelsville 1Glen Mills 1Greencastle 1Hatboro 1Havertown 1Honesdale 1Houtzdale 1Huntingdon Valley 1Lansdale 1Lehighton 1Macungie 1Manheim 1Maple Glen 1McMurray 1Meadville 1Mechanicsburg 1Media 1Montoursville 1Mount Pleasant 1Mountain Top 1Mountville 1Murrysville 1New Castle 1New Kensington 1Oaks 1Penn Valley 1Philidelphia 1Pipersville 1Plymouth Meeting 1Radnor 1Reinholds 1Royersford 1Saint Mary's 1

Osaic Wealth, Inc. advisors in Pennsylvania, A to Z

Search by name →

Osaic Wealth, Inc. advisors in every state →Osaic Wealth, Inc.: assets, clients and custodians →Osaic news and advisor moves →Advisor Moves: who changed firms this week →

Osaic Wealth, Inc. in other states

California 816New York 608Florida 465Texas 388Arizona 371Ohio 310Wisconsin 300Minnesota 289Michigan 271Illinois 240New Jersey 233North Carolina 178Virginia 152Massachusetts 151Indiana 147Maryland 140Nebraska 137Georgia 130Tennessee 129Iowa 116Missouri 113Washington 113Colorado 112Kansas 98Connecticut 87Oregon 84South Carolina 72Alabama 65Oklahoma 65Kentucky 61Hawaii 55Louisiana 55Utah 55Montana 42North Dakota 37South Dakota 37New Hampshire 35Idaho 33Delaware 31Rhode Island 24Nevada 21West Virginia 17Arkansas 15Mississippi 15New Mexico 14Wyoming 12Alaska 11Maine 10Vermont 6

Questions

How many Osaic Wealth, Inc. financial advisors are in Pennsylvania?

312 investment adviser representatives are registered at Osaic Wealth, Inc. offices in Pennsylvania, according to the SEC's Investment Adviser Public Disclosure records, out of 7,289 at the firm nationwide. 68 list the CFP designation and 311 are also registered as broker representatives.

Where in Pennsylvania does Osaic Wealth, Inc. have the most advisors?

Pittsburgh, with 19, then Allentown (15). Osaic Wealth, Inc. has advisors in 109 cities in Pennsylvania.

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