Financial ADVSR advisor directory · SEC adviser records
The Ascent Group, LLC financial advisors
Every SEC-registered investment adviser representative at The Ascent Group, LLC, by the state and city of the office they work from.
19 registered advisors work at The Ascent Group, LLC, in 4 states and 4 cities; the most are in Virginia Beach, VA (10). 3 list the CFP designation and 15 are also registered broker representatives.
Search every The Ascent Group, LLC advisor by name →Who joined and left The Ascent Group, LLC →The Ascent Group, LLC: assets, clients and custodians →
Cities with the most The Ascent Group, LLC advisors
Virginia Beach, VA 10Wayne, PA 7Haddonfield, NJ 1Hilton Head, SC 1
The Ascent Group, LLC advisors by state
Questions
How many financial advisors does The Ascent Group, LLC have?
19 investment adviser representatives are registered with The Ascent Group, LLC, according to the SEC's Investment Adviser Public Disclosure records, in 4 states and 4 cities. 3 list the CFP designation and 15 are also registered as broker representatives.
Where does The Ascent Group, LLC have the most advisors?
Virginia Beach, VA, with 10 registered advisors, then Wayne, PA (7). By state, Virginia has the most, with 10.
How do I find a The Ascent Group, LLC financial advisor near me?
Pick your state below, then your city, to see every The Ascent Group, LLC 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 The Ascent Group, LLC 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 →