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Financial ADVSR advisor directory · SEC adviser records

Financial advisors in Berwyn, PA

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

The short answer

296 registered advisors work in Berwyn; the most are at Great Valley Advisor Group, LLC (69). 57 list the CFP designation and 158 are also registered broker representatives.

Firms with the most advisors in Berwyn

FirmAdvisors in Berwyn
Great Valley Advisor Group, LLC69
Morgan Stanley news38
Envestnet Pmc news35
LPL Financial LLC news18
Ellis Investment Partners, LLC14
Orion Portfolio Solutions, LLC news13
Sequoia Financial Group, L.L.C.9
Bryn Mawr Trust Advisors, LLC7
Ac Wealth Partners6
Creative Planning news6
Sterling Investment Advisors Ltd.6
World Investment Advisors, LLC6
Gallagher Fiduciary Advisors, LLC5
Jacobi Capital Management, LLC5
Commonwealth Financial Network news4
M Holdings Securities, Inc.3
Principal Securities, Inc.3
Red Spruce Capital, LLC3
Trinity Wealth Management, LLC3
Villanova Investment Management Company, LLC3
Watkinson Capital Advisors LLC3
Arkadios Wealth Advisors2
Cambridge Investment Research Advisors, Inc. news2
Carnegie Wealth Management, LLC2
Envestnet Portfolio Solutions, Inc. news2

Advisors in Berwyn, A to Z

CFP advisors in Berwyn →

Other cities in Pennsylvania

All of Pennsylvania →

Pittsburgh 1,486Philadelphia 1,111Malvern 827Conshohocken 470Wayne 408Allentown 378Lancaster 375Fort Washington 362Radnor 323Sewickley 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 Berwyn, PA?

296 investment adviser representatives are registered at firm offices in Berwyn, Pennsylvania, according to the SEC's Investment Adviser Public Disclosure records. 158 of them are also registered as broker representatives, and 57 list the CFP designation.

Which firm has the most financial advisors in Berwyn?

Great Valley Advisor Group, LLC, with 69 registered advisors in Berwyn, followed by Morgan Stanley with 38.

How do I check a financial advisor in Berwyn?

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.