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

Pitcairn financial advisors

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

The short answer

37 registered advisors work at Pitcairn, in 5 states and 7 cities; the most are in Conshohocken, PA (31). 15 list the CFP designation and 0 are also registered broker representatives.

Search every Pitcairn advisor by name →Who joined and left Pitcairn →Pitcairn: assets, clients and custodians →

Cities with the most Pitcairn advisors

Conshohocken, PA 31Baltimore, MD 1Doylestown, PA 1Jupiter, FL 1McLean, VA 1New York, NY 1Vienna, VA 1

Pitcairn advisors by state

Pitcairn in Pennsylvania 32

Conshohocken 31Doylestown 1

Pitcairn in Virginia 2

McLean 1Vienna 1

Pitcairn in Florida 1

Jupiter 1

Pitcairn in Maryland 1

Baltimore 1

Pitcairn in New York 1

New York 1

Questions

How many financial advisors does Pitcairn have?

37 investment adviser representatives are registered with Pitcairn, according to the SEC's Investment Adviser Public Disclosure records, in 5 states and 7 cities. 15 list the CFP designation and 0 are also registered as broker representatives.

Where does Pitcairn have the most advisors?

Conshohocken, PA, with 31 registered advisors, then Baltimore, MD (1). By state, Pennsylvania has the most, with 32.

How do I find a Pitcairn financial advisor near me?

Pick your state below, then your city, to see every Pitcairn 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 Pitcairn 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 →