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

Trustmont Advisory Group, Inc. financial advisors in Pennsylvania

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

The short answer

53 registered advisors work at Trustmont Advisory Group, Inc. in Pennsylvania, out of 63 nationwide; it's the firm's number 1 state by advisors, and the most are in Greensburg (37). 9 list the CFP designation and 47 are also registered broker representatives.

Trustmont Advisory Group, Inc. advisors by city in Pennsylvania

Every firm in Pennsylvania →

Greensburg 37Bloomsburg 3Beaver Falls 1Bethel Park 1Confluence 1Conneaut Lake 1Feasterville 1Indiana 1Johnstown 1Latrobe 1Monroeville 1Murrysville 1Philadelphia 1Sharon 1Wilkes-Barre 1Williamsport 1

Trustmont Advisory Group, Inc. advisors in Pennsylvania, A to Z

Search by name →

Questions

How many Trustmont Advisory Group, Inc. financial advisors are in Pennsylvania?

53 investment adviser representatives are registered at Trustmont Advisory Group, Inc. offices in Pennsylvania, according to the SEC's Investment Adviser Public Disclosure records, out of 63 at the firm nationwide. 9 list the CFP designation and 47 are also registered as broker representatives.

Where in Pennsylvania does Trustmont Advisory Group, Inc. have the most advisors?

Greensburg, with 37, then Bloomsburg (3). Trustmont Advisory Group, Inc. has advisors in 16 cities in Pennsylvania.

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