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Financial ADVSR advisor directory · SEC adviser records

Financial advisors in Bryn Mawr, PA

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

55 registered advisors work in Bryn Mawr; the most are at Janney Montgomery Scott LLC (19). 10 list the CFP designation and 40 are also registered broker representatives.

Firms with the most advisors in Bryn Mawr

FirmAdvisors in Bryn Mawr
Janney Montgomery Scott LLC news19
PNC Wealth Management LLC4
McGowan & Co. LLP3
Wells Fargo Clearing Services, LLC news3
Dakota Investments, LLC2
LPL Financial LLC news2
Newbridge Wealth Management2
RBC Capital Markets, LLC news2
Strategic Advisers LLC2
Ameriprise Financial Services, LLC news1
Bryn Mawr Wealth Management LLC1
Burnett Lane Advisors, LLC1
Earndex, LLC1
Edward Jones news1
Gamma Asset Management LLC1
Green Drake Advisors LLC1
Mercer Global Advisors Inc.1
Merrill Lynch, Pierce, Fenner & Smith Incorporated news1
Mission Wealth Management, LP1
Neuberger Berman Bd LLC1
Northwestern Mutual Investment Services, LLC1
Osaic Wealth, Inc. news1
Renaissance Advisory Group1
State Farm Investment Management Corp.1
Sunpointe Investments1

Advisors in Bryn Mawr, A to Z

CFP advisors in Bryn Mawr →

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 Bryn Mawr, PA?

55 investment adviser representatives are registered at firm offices in Bryn Mawr, Pennsylvania, according to the SEC's Investment Adviser Public Disclosure records. 40 of them are also registered as broker representatives, and 10 list the CFP designation.

Which firm has the most financial advisors in Bryn Mawr?

Janney Montgomery Scott LLC, with 19 registered advisors in Bryn Mawr, followed by PNC Wealth Management LLC with 4.

How do I check a financial advisor in Bryn Mawr?

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.