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Financial ADVSR advisor directory · SEC adviser records

Financial advisors in Blue Bell, PA

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

169 registered advisors work in Blue Bell; the most are at Morgan Stanley (32). 21 list the CFP designation and 125 are also registered broker representatives.

Firms with the most advisors in Blue Bell

FirmAdvisors in Blue Bell
Morgan Stanley news32
Merrill Lynch, Pierce, Fenner & Smith Incorporated news24
Janney Montgomery Scott LLC news12
Blue Bell Private Wealth Management, LLC10
Amplius Wealth Advisors8
Global Retirement Partners LLC8
Ameriprise Financial Services, LLC news7
Im Wealth Partners7
LPL Financial LLC news6
Stonex Advisors Inc.6
Wealthcare Advisory Partners LLC6
Private Advisor Group, LLC5
Cetera Investment Advisers LLC news4
Edward Jones news4
Payne Capital Management, LLC3
Persimmon Capital Management3
Summit Financial, LLC3
Borer Denton & Associates, Inc.2
Jfs Wealth Advisors, LLC2
Northstar Asset Management Company, LLC2
Scarsdale Investment Group, Ltd.2
Strategic Advisers LLC2
Allspring Funds Management, LLC1
Cambridge Investment Research Advisors, Inc. news1
Capital Wealth Associates, LLC1

Advisors in Blue Bell, A to Z

CFP advisors in Blue Bell →

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 Blue Bell, PA?

169 investment adviser representatives are registered at firm offices in Blue Bell, Pennsylvania, according to the SEC's Investment Adviser Public Disclosure records. 125 of them are also registered as broker representatives, and 21 list the CFP designation.

Which firm has the most financial advisors in Blue Bell?

Morgan Stanley, with 32 registered advisors in Blue Bell, followed by Merrill Lynch, Pierce, Fenner & Smith Incorporated with 24.

How do I check a financial advisor in Blue Bell?

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.