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Financial ADVSR advisor directory · SEC adviser records

Financial advisors in Allentown, PA

Every SEC-registered investment adviser representative at a firm office in Allentown, with the firms that employ the most of them.

378 registered advisors work in Allentown; the most are at Wells Fargo Clearing Services, LLC (50). 50 list the CFP designation and 325 are also registered broker representatives.

Firms with the most advisors in Allentown

FirmAdvisors in Allentown
Wells Fargo Clearing Services, LLC news50
Morgan Stanley news44
Merrill Lynch, Pierce, Fenner & Smith Incorporated news29
MML Investors Services, LLC20
Ameriprise Financial Services, LLC news19
Pfs Investments Inc.18
Captrust news17
Osaic Wealth, Inc. news15
Raymond James & Associates, Inc. news12
Truist Advisory Services, Inc. news11
LPL Financial LLC news10
Janney Montgomery Scott LLC news7
Morton Brown Family Wealth LLC7
Wells Fargo Advisors Financial Network, LLC news7
Cetera Investment Advisers LLC news6
Commonwealth Financial Network news6
Hornor, Townsend & Kent, LLC6
A Better Way Financial, LLC5
Global Retirement Partners LLC4
LPL Enterprise, LLC news4
Latitude Advisors, LLC4
Liberty Asset Management4
M Holdings Securities, Inc.4
Private Advisor Group, LLC4
River Wealth Advisors LLC4

Advisors in Allentown, A to Z (first 300 of 378)

CFP advisors in Allentown →

Other cities in Pennsylvania

All of Pennsylvania →

Pittsburgh 1,486Philadelphia 1,111Malvern 827Conshohocken 470Wayne 408Lancaster 375Fort Washington 362Radnor 323Berwyn 297Sewickley 283Newtown Square 265West Chester 253Doylestown 243Yardley 234York 233Erie 224Bala Cynwyd 202Canonsburg 200Newtown 190Camp Hill 180West Conshohocken 174Bethlehem 173Exton 173King Of Prussia 172

Questions

How many financial advisors are in Allentown, PA?

378 investment adviser representatives are registered at firm offices in Allentown, Pennsylvania, according to the SEC's Investment Adviser Public Disclosure records. 325 of them are also registered as broker representatives, and 50 list the CFP designation.

Which firm has the most financial advisors in Allentown?

Wells Fargo Clearing Services, LLC, with 50 registered advisors in Allentown, followed by Morgan Stanley with 44.

How do I check a financial advisor in Allentown?

Each advisor below links to a profile with their firm, registrations, exams 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 firm office they're registered at; an advisor registered at offices in more than one city appears in each. Broker-only representatives (FINRA BrokerCheck) aren't included. Moving firms? See who's moving this week, compare payouts by firm or value a recruiting offer.