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

Financial advisors in Bethel Park, PA

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

40 registered advisors work in Bethel Park; the most are at Stifel, Nicolaus & Company, Incorporated (13). 6 list the CFP designation and 38 are also registered broker representatives.

Firms with the most advisors in Bethel Park

FirmAdvisors in Bethel Park
Stifel, Nicolaus & Company, Incorporated news13
LPL Financial LLC news3
Federated Global Investment Management Corp.2
Mdt Advisers, A Division Of Federated Mdta LLC2
Osaic Wealth, Inc. news2
PNC Wealth Management LLC2
State Farm Investment Management Corp.2
Strategic Advisers LLC2
Ameriprise Financial Services, LLC news1
Ameritas Advisory Services, LLC1
Cambridge Investment Research Advisors, Inc. news1
Cetera Investment Advisers LLC news1
Commonwealth Financial Network news1
Edward Jones news1
Federated Investment Counseling1
J.P. Morgan Securities LLC news1
Key Investment Services LLC1
LPL Enterprise, LLC news1
Popa Financial Services, Inc.1
Trustmont Advisory Group, Inc.1
Wells Fargo Advisors Financial Network, LLC news1
Zimmer Financial Planning1

Advisors in Bethel Park, A to Z

CFP advisors in Bethel Park →

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 Bethel Park, PA?

40 investment adviser representatives are registered at firm offices in Bethel Park, Pennsylvania, according to the SEC's Investment Adviser Public Disclosure records. 38 of them are also registered as broker representatives, and 6 list the CFP designation.

Which firm has the most financial advisors in Bethel Park?

Stifel, Nicolaus & Company, Incorporated, with 13 registered advisors in Bethel Park, followed by LPL Financial LLC with 3.

How do I check a financial advisor in Bethel Park?

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.