Financial ADVSR advisor directory · SEC adviser records
Financial advisors in Audubon, PA
Every SEC-registered investment adviser representative at a firm office in Audubon, with the firms that employ the most of them.
The short answer
21 registered advisors work in Audubon; the most are at Thrive Wealth Management, LLC (11). 10 list the CFP designation and 7 are also registered broker representatives.
Firms with the most advisors in Audubon
Advisors in Audubon, A to Z
CFP advisors in Audubon →- Steven M. BaymorValley Forge Investment Consultants, Inc.
- Christian DekkerThrive Wealth Management, LLC · Certified Financial Planner
- Melissa M. DevlinThrive Wealth Management, LLC · Certified Financial Planner
- Matthew J. DonahueThrive Wealth Management, LLC · Certified Financial Planner
- Stephen P. ErfleThrive Wealth Management, LLC · Certified Financial Planner
- Matthew A. FatzThrive Wealth Management, LLC · Certified Financial Planner
- Sean GallagherThrive Wealth Management, LLC
- Jack GreenThrive Wealth Management, LLC · Certified Financial Planner
- Brett D. KellerValley Forge Investment Consultants, Inc.
- Andrew B. KingThrive Wealth Management, LLC
- Timothy T. KingJohn Hancock Investment Management LLC
- William T. KingsburyValley Forge Investment Consultants, Inc.
- Norman S. Macqueen IIIThrive Wealth Management, LLC
- Michael J. MaherValley Forge Investment Consultants, Inc.
- Mason T. MalozziValley Forge Investment Consultants, Inc. · Certified Financial Planner
- Edward J. McNicholasValley Forge Investment Consultants, Inc.
- Cameron MillerValley Forge Investment Consultants, Inc.
- Stephen T. Mumford Jr.Valley Forge Investment Consultants, Inc. · Certified Financial Planner
- Michael A. PtaszenskiThrive Wealth Management, LLC · Certified Financial Planner
- Michael P. StantonThrive Wealth Management, LLC · Certified Financial Planner
- Peyton M. VostenakValley Forge Investment Consultants, Inc.
Other cities in Pennsylvania
All of Pennsylvania →Pittsburgh 1,486Philadelphia 1,111Malvern 827Conshohocken 470Wayne 408Allentown 378Lancaster 375Fort Washington 362Radnor 323Berwyn 297Sewickley 283Newtown Square 265West Chester 253Doylestown 243Yardley 234York 233Erie 224Bala Cynwyd 202Canonsburg 200Newtown 190Camp Hill 180West Conshohocken 174Bethlehem 173Exton 173
Questions
How many financial advisors are in Audubon, PA?
21 investment adviser representatives are registered at firm offices in Audubon, Pennsylvania, according to the SEC's Investment Adviser Public Disclosure records. 7 of them are also registered as broker representatives, and 10 list the CFP designation.
Which firm has the most financial advisors in Audubon?
Thrive Wealth Management, LLC, with 11 registered advisors in Audubon, followed by Valley Forge Investment Consultants, Inc. with 9.
How do I check a financial advisor in Audubon?
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.