Financial ADVSR advisor directory · SEC adviser records
Financial advisors in Collegeville, PA
Every SEC-registered investment adviser representative at a firm office in Collegeville, with the firms that employ the most of them.
82 registered advisors work in Collegeville; the most are at Wells Fargo Advisors Financial Network, LLC (47). 17 list the CFP designation and 73 are also registered broker representatives.
Firms with the most advisors in Collegeville
| Firm | Advisors in Collegeville |
|---|---|
| Wells Fargo Advisors Financial Network, LLC news | 47 |
| LPL Financial LLC news | 9 |
| Christine Messmer, P.C. | 2 |
| Edward Jones news | 2 |
| Equitable Advisors, LLC news | 2 |
| LPL Enterprise, LLC news | 2 |
| On Investment Management Co. | 2 |
| Sensenig Capital Advisors, Inc. | 2 |
| Tiaa-Cref Individual & Institutional Services, LLC | 2 |
| Ameriprise Financial Services, LLC news | 1 |
| Cambridge Investment Research Advisors, Inc. news | 1 |
| Cetera Investment Advisers LLC news | 1 |
| Hpm Investment Partners | 1 |
| Jcb Financial, Inc. | 1 |
| Kennedy Financial Advisors | 1 |
| MML Investors Services, LLC | 1 |
| New Wave Financial LLC | 1 |
| Osaic Wealth, Inc. news | 1 |
| State Farm Investment Management Corp. | 1 |
| The Baldwin Group Wealth Advisors, LLC | 1 |
| Vcm Wealth | 1 |
Advisors in Collegeville, A to Z
CFP advisors in Collegeville →- Matthew AdamsWells Fargo Advisors Financial Network, LLC
- Earl D. AxelsonWells Fargo Advisors Financial Network, LLC
- Joseph R. AzzaraWells Fargo Advisors Financial Network, LLC · Certified Financial Planner
- Mark S. BaileyWells Fargo Advisors Financial Network, LLC
- Ginger L. BakerWells Fargo Advisors Financial Network, LLC
- Marilyn A. BanyaiCetera Investment Advisers LLC · Certified Financial Planner
- Justin H. BartolomucciEdward Jones · Certified Financial Planner
- Shawn A. BerwagerEquitable Advisors, LLC
- Wojciech BiernatWells Fargo Advisors Financial Network, LLC
- William BolasWells Fargo Advisors Financial Network, LLC
- Matthew J. BoleyWells Fargo Advisors Financial Network, LLC
- Gregory R. BowdenWells Fargo Advisors Financial Network, LLC
- Charles BrackenWells Fargo Advisors Financial Network, LLC
- Jeremy C. BrennSensenig Capital Advisors, Inc. · Certified Financial Planner
- Christopher J. BruderLPL Financial LLC
- Joseph C. Bucara Jr.Jcb Financial, Inc. · Certified Financial Planner
- Christine M. BurghartWells Fargo Advisors Financial Network, LLC
- Daniel CarterWells Fargo Advisors Financial Network, LLC
- John CisickOn Investment Management Co.
- Peter C. CisickOn Investment Management Co. · Chartered Financial Consultant
- John C. ClaytonAmeriprise Financial Services, LLC
- Paul J. CookThe Baldwin Group Wealth Advisors, LLC
- Donald P. CornagieWells Fargo Advisors Financial Network, LLC
- Dillon DeantonioEdward Jones · Certified Financial Planner
- Randal R. DefillippisLPL Financial LLC
- David F. DesimoneLPL Enterprise, LLC
- Joseph G. DigiacomoWells Fargo Advisors Financial Network, LLC
- Justin DwyerWells Fargo Advisors Financial Network, LLC
- Michael J. Falco Jr.Hpm Investment Partners · Certified Financial Planner, Chartered Financial Analyst
- Tara M. FiberWells Fargo Advisors Financial Network, LLC
- Michael P. FinkelsteinWells Fargo Advisors Financial Network, LLC · Chartered Financial Analyst
- Candice L. FleischoodTiaa-Cref Individual & Institutional Services, LLC
- Mark J. FreilichLPL Financial LLC
- Robert A. FrenkelWells Fargo Advisors Financial Network, LLC · Certified Financial Planner
- Meghan GallagherWells Fargo Advisors Financial Network, LLC
- Thiago Gaspar SalesLPL Enterprise, LLC
- Colleen M. GeissWells Fargo Advisors Financial Network, LLC
- Alan B. GuenzelWells Fargo Advisors Financial Network, LLC
- Jeffrey F. GunderLPL Financial LLC
- Mikal HaddadWells Fargo Advisors Financial Network, LLC · Certified Financial Planner, Chartered Financial Consultant
- Patrick N. HanosekMML Investors Services, LLC
- Fred G. HorrocksCambridge Investment Research Advisors, Inc.
- Caroline JonesWells Fargo Advisors Financial Network, LLC
- Matthew J. KabalaWells Fargo Advisors Financial Network, LLC
- Christopher KellyWells Fargo Advisors Financial Network, LLC
- Scott R. KennedyKennedy Financial Advisors
- Karen D. KratzWells Fargo Advisors Financial Network, LLC
- William LewisWells Fargo Advisors Financial Network, LLC
- Carol LupoWells Fargo Advisors Financial Network, LLC
- Orlando MaldonadoWells Fargo Advisors Financial Network, LLC
- Gian J. MantakounisEquitable Advisors, LLC
- John H. MaserWells Fargo Advisors Financial Network, LLC · Certified Financial Planner
- Andrew M. McGinleyState Farm Investment Management Corp.
- Philip R. MeltzerWells Fargo Advisors Financial Network, LLC · Certified Financial Planner
- Christine M. MessmerChristine Messmer, P.C. · Certified Financial Planner
- Richard E. Miller IIIWells Fargo Advisors Financial Network, LLC
- Richard E. Miller JrWells Fargo Advisors Financial Network, LLC
- Jonathan R. MonroeNew Wave Financial LLC
- Gregory S. PerramWells Fargo Advisors Financial Network, LLC
- Lori Piazza-TimchackWells Fargo Advisors Financial Network, LLC
- Joseph J. ReinemannWells Fargo Advisors Financial Network, LLC
- Ellen Robinson GunderLPL Financial LLC
- Denise M. SatterthwaiteLPL Financial LLC · Certified Financial Planner
- Rachel M. SatterthwaiteLPL Financial LLC
- Ryan S. SatterthwaiteLPL Financial LLC
- Gene N. Schraeder Jr.Wells Fargo Advisors Financial Network, LLC
- Jeffrey C. SimonWells Fargo Advisors Financial Network, LLC · Certified Financial Planner
- Brandon J. SkupskiLPL Financial LLC
- Shaun D. SmallWells Fargo Advisors Financial Network, LLC
- Peter T. StrattonTiaa-Cref Individual & Institutional Services, LLC
- Russell J. TaloneOsaic Wealth, Inc. · Certified Financial Planner
- Kelley ThompsonWells Fargo Advisors Financial Network, LLC
- Christopher A. TorzoneChristine Messmer, P.C.
- Samantha V. TrudellWells Fargo Advisors Financial Network, LLC
- Karen S. VavraVcm Wealth
- Michael E. VerdaWells Fargo Advisors Financial Network, LLC
- David ViolaWells Fargo Advisors Financial Network, LLC
- Michelle WeilacherWells Fargo Advisors Financial Network, LLC
- Kent W. WhitakerWells Fargo Advisors Financial Network, LLC
- Jacob P. WolfmanSensenig Capital Advisors, Inc.
- Jaime L. Zarlenga-SieglerWells Fargo Advisors Financial Network, LLC · Certified Financial Planner
- Amy L. Zezulka-GarciaWells Fargo Advisors Financial Network, LLC · Certified Financial Planner
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 Collegeville, PA?
82 investment adviser representatives are registered at firm offices in Collegeville, Pennsylvania, according to the SEC's Investment Adviser Public Disclosure records. 73 of them are also registered as broker representatives, and 17 list the CFP designation.
Which firm has the most financial advisors in Collegeville?
Wells Fargo Advisors Financial Network, LLC, with 47 registered advisors in Collegeville, followed by LPL Financial LLC with 9.
How do I check a financial advisor in Collegeville?
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.