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Financial ADVSR advisor directory · SEC adviser records

Financial advisors in Center Valley, PA

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

86 registered advisors work in Center Valley; the most are at MML Investors Services, LLC (21). 17 list the CFP designation and 66 are also registered broker representatives.

Firms with the most advisors in Center Valley

FirmAdvisors in Center Valley
MML Investors Services, LLC21
Stifel, Nicolaus & Company, Incorporated news15
Quadrant Private Wealth Management, LLC10
Strategic Advisers LLC8
Ameriprise Financial Services, LLC news6
Capital Planning Wealth Management5
Argyle Capital Management, LLC3
Private Advisor Group, LLC3
Brightside Wealth Planning, LLC2
Mariner news2
Mb, Levis & Associates,llc2
Northwestern Mutual Investment Services, LLC2
100 Plus Planning1
Equitable Advisors, LLC news1
Horse Cove Partners LLC1
Ibn Financial Services, Inc.1
LPL Financial LLC news1
Prime Capital Financial1
Shetland Financial, Pllc1

Advisors in Center Valley, A to Z

CFP advisors in Center Valley →

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 Center Valley, PA?

86 investment adviser representatives are registered at firm offices in Center Valley, Pennsylvania, according to the SEC's Investment Adviser Public Disclosure records. 66 of them are also registered as broker representatives, and 17 list the CFP designation.

Which firm has the most financial advisors in Center Valley?

MML Investors Services, LLC, with 21 registered advisors in Center Valley, followed by Stifel, Nicolaus & Company, Incorporated with 15.

How do I check a financial advisor in Center Valley?

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.