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Financial ADVSR advisor directory · SEC adviser records

Financial advisors in Bala Cynwyd, PA

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

202 registered advisors work in Bala Cynwyd; the most are at Equitable Advisors, LLC (122). 10 list the CFP designation and 177 are also registered broker representatives.

Firms with the most advisors in Bala Cynwyd

FirmAdvisors in Bala Cynwyd
Equitable Advisors, LLC news122
Merrill Lynch, Pierce, Fenner & Smith Incorporated news30
Awh Financial, LLC13
Cetera Investment Advisers LLC news9
Odyssey Capital Advisors Inc.5
Philadelphia Partners Capital Management, LLC3
Capital Analysts2
Chapin, Davis2
Commonwealth Financial Network news2
Lincoln Investment2
Osaic Wealth, Inc. news2
Alphastar Capital Management1
Beacon Pointe Advisors, LLC news1
Centaurus Financial, Inc.1
Cgn Advisors, LLC1
Charles Manning & Associates, Inc.1
Eab Investment Group, LLC1
Eagle Strategies LLC1
J. W. Cole Advisors, Inc.1
Prospera Financial Services, Inc.1
Pst Advisors, LLC1
Radcliffe Capital Management, L.P.1
Sigfig Wealth Management LLC1
State Farm Investment Management Corp.1
Wells Fargo Clearing Services, LLC news1

Advisors in Bala Cynwyd, A to Z

CFP advisors in Bala Cynwyd →

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 224Canonsburg 200Newtown 190Camp Hill 180West Conshohocken 174Bethlehem 173Exton 173King Of Prussia 172

Questions

How many financial advisors are in Bala Cynwyd, PA?

202 investment adviser representatives are registered at firm offices in Bala Cynwyd, Pennsylvania, according to the SEC's Investment Adviser Public Disclosure records. 177 of them are also registered as broker representatives, and 10 list the CFP designation.

Which firm has the most financial advisors in Bala Cynwyd?

Equitable Advisors, LLC, with 122 registered advisors in Bala Cynwyd, followed by Merrill Lynch, Pierce, Fenner & Smith Incorporated with 30.

How do I check a financial advisor in Bala Cynwyd?

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.