Financial ADVSR advisor directory · SEC adviser records
Financial advisors in Conshohocken, PA
Every SEC-registered investment adviser representative at a firm office in Conshohocken, with the firms that employ the most of them.
470 registered advisors work in Conshohocken; the most are at Hornor, Townsend & Kent, LLC (67). 63 list the CFP designation and 369 are also registered broker representatives.
Firms with the most advisors in Conshohocken
Advisors in Conshohocken, A to Z (first 300 of 470)
CFP advisors in Conshohocken →- Victoria R. AbaevWealthfd · Certified Financial Planner
- Mohammad Abdul-FattahSantander Securities LLC
- Eric J. AbelMerrill Lynch, Pierce, Fenner & Smith Incorporated
- Scott H. AbramsonAmeriprise Financial Services, LLC
- Sally Acosta-ZarzuelaAmeriprise Financial Services, LLC
- Gary AnelloWells Fargo Advisors Financial Network, LLC
- Robert F. AngelineUBS Financial Services Inc.
- Aaron J. ArnoldHornor, Townsend & Kent, LLC · Chartered Financial Consultant
- Robert M. AsklarPathstone · Certified Financial Planner
- Giovanni S. Astorino IIEquitable Advisors, LLC
- Matthew S. AyresCitizens Securities, Inc.
- James C. BairdCompass Ion Advisors, LLC
- Charles M. BarrettCopeland Capital Management, LLC
- Joseph E. BartnickiMma Asset Management LLC
- Ryan BatalhaSantander Securities LLC
- Rebecca L. BearCitizens Securities, Inc.
- Maryann W. BechtaPitcairn
- Kenneth R. BeebeEquitable Advisors, LLC
- Joseph N. BellRaymond James & Associates, Inc.
- Steven R. BenjaminAddison Capital · Chartered Financial Analyst
- Vincent J. BenvenutoStifel, Nicolaus & Company, Incorporated
- Sean A. BerginRockefeller Capital Management
- James P. BergmaierHornor, Townsend & Kent, LLC · Certified Financial Planner
- Jason D. BerksonNest Egg
- Bruce J. BeseckerRBC Capital Markets, LLC
- Macallan M. BibeauRockefeller Financial LLC
- Gary BickhamCitizens Securities, Inc.
- Stefen BlasingameHornor, Townsend & Kent, LLC
- Joseph BonfantiHornor, Townsend & Kent, LLC
- Jeffrey A. BorrowmanHornor, Townsend & Kent, LLC
- Gregory BostonWells Fargo Clearing Services, LLC
- Martin F. BowersStifel, Nicolaus & Company, Incorporated
- Christopher C. BradleyUBS Financial Services Inc. · Certified Financial Planner
- George G. BradleyHornor, Townsend & Kent, LLC · Chartered Financial Consultant
- Mark H. H. BradleyUBS Financial Services Inc.
- Sean BradleyMma Asset Management LLC
- Andrew P. BrayMma Asset Management LLC
- Matthew C. BreidenbachPitcairn · Certified Financial Planner
- Barbara E. BrewerRBC Capital Markets, LLC
- Danarose T. BrigandiMma Securities LLC
- Stuart A. BristowRBC Capital Markets, LLC
- Randolph K. BrockWells Fargo Clearing Services, LLC
- Kevin J. BroderickMma Asset Management LLC
- Eric C. BrownCopeland Capital Management, LLC · Chartered Financial Analyst
- Logan D. BrownEquitable Advisors, LLC
- Neil S. BrownMerrill Lynch, Pierce, Fenner & Smith Incorporated
- Wesley J. BurkeEquitable Advisors, LLC
- Jordan W. BuscoCitizens Securities, Inc.
- Andrew L. BusserPitcairn
- Raymond R. ByrnesPfs Investments Inc.
- Thomas R. ByrnesRBC Capital Markets, LLC
- David M. CacceseRBC Capital Markets, LLC · Certified Financial Planner
- Joseph G. CafisoOn Investment Management Co. · Chartered Financial Consultant
- Carlin R. CalcaterraPitcairn
- Shane K. CameronEquitable Advisors, LLC
- Ryan M. CampbellPathstone · Certified Financial Planner, Chartered Financial Analyst
- Angelo Capetola Jr.Stifel, Nicolaus & Company, Incorporated
- Richard T. Carlin Jr.RBC Capital Markets, LLC
- Karen A. CarlsonPitcairn · Certified Financial Planner
- Steven CarusoHornor, Townsend & Kent, LLC
- William F. Casey IIIHbks Wealth Advisors
- Patricia M. CashinUBS Financial Services Inc.
- Jeames J. CastilloCitizens Securities, Inc.
- Edie B. CastorMerrill Lynch, Pierce, Fenner & Smith Incorporated
- Derek J. CavanaughPitcairn · Certified Financial Planner
- David CawleyWells Fargo Advisors Financial Network, LLC
- Jesse K. ChauCitizens Securities, Inc.
- Xin S. ChenHornor, Townsend & Kent, LLC
- Peter ChiricoPitcairn
- Charlie ChoSantander Securities LLC
- Carolyn T. ChohCetera Investment Advisers LLC
- Thomas V. ChristopherRaymond James Financial Services Advisors, Inc.
- Michael A. ChurchAddison Capital
- Dylan CinardoSantander Securities LLC
- Anthony M. CoiroCitizens Securities, Inc.
- Michael T. ColbridgeStifel, Nicolaus & Company, Incorporated
- Maria V. ColonHornor, Townsend & Kent, LLC
- Anthony Conde Jr.Hornor, Townsend & Kent, LLC · Chartered Financial Consultant
- Edgardo E. ContrerasCitizens Securities, Inc.
- Francis R. CourtneyRBC Capital Markets, LLC
- Michael A. CourtneyRBC Capital Markets, LLC
- Joanna N. CraneyHornor, Townsend & Kent, LLC · Chartered Financial Consultant
- Cole CrimlishStrategic Advisers LLC
- Joseph R. CrollUBS Financial Services Inc. · Certified Financial Planner
- Mary E. CromleighHornor, Townsend & Kent, LLC
- Kevin F. CrookCitizens Securities, Inc.
- Ryan CrosbyEquitable Advisors, LLC
- Kevin D. CrowleyDiversify Advisory Services, LLC
- Dennis A. CsensitsJ.P. Morgan Securities LLC
- Thomas G. CuffariEquitable Advisors, LLC
- James M. CurtisEdelman Financial Engines
- Frederick DanielsRaymond James & Associates, Inc.
- Patrick M. DarcyPitcairn
- Barbara R. DavisHornor, Townsend & Kent, LLC · Certified Financial Planner
- Heath R. DavisHornor, Townsend & Kent, LLC
- Kim M. DavisStifel, Nicolaus & Company, Incorporated · Chartered Financial Consultant
- Lisa B. DavisHornor, Townsend & Kent, LLC
- Victor S. Deane IIICetera Investment Advisers LLC
- Rose J. DefalcoUBS Financial Services Inc.
- Michael C. DefillipoHornor, Townsend & Kent, LLC · Chartered Financial Consultant
- Rose DefrankWealthfd · Certified Financial Planner
- Koby DegenhardtHornor, Townsend & Kent, LLC
- Justin DelisiRockefeller Capital Management
- Joseph A. DelucaHornor, Townsend & Kent, LLC
- Joseph J. DesipioArin Risk Advisors LLC · Certified Financial Planner, Chartered Financial Consultant
- James F. Dever Jr.Merrill Lynch, Pierce, Fenner & Smith Incorporated
- Benjamin T. DickinsonSantander Securities LLC
- Ryan DifabrizioWealthfd · Certified Financial Planner
- Lucas Z. DittenhoferCitizens Securities, Inc.
- Gregory DobKitching Partners, LLC · Certified Financial Planner
- Stephen E. DolanStifel, Nicolaus & Company, Incorporated
- Kristen DonatoRockefeller Capital Management
- Ryan J. DonovanCompass Ion Advisors, LLC
- Jason A. DorfmanNest Egg
- Sean P. DuffyCopeland Capital Management, LLC
- Steven A. DunnCitizens Securities, Inc.
- Sean DwyerOverture Wealth Management · Certified Financial Planner, Chartered Financial Analyst
- Sunnaret EangIndependent Financial Partners
- Ethan W. EbnerPitcairn · Certified Financial Planner
- Nathaniel H. EichertMma Securities LLC · Chartered Financial Analyst
- James J. ErnstRBC Capital Markets, LLC
- Voltaire C. EscalonaArsenal Capital Advisors LLC
- Henry J. Faragalli IIIRBC Capital Markets, LLC
- Alexander S. FernbergerWilliam Blair
- James M. FernbergerWilliam Blair
- Zachary E. FernbergerWilliam Blair
- Simon FilipHornor, Townsend & Kent, LLC
- Ann M. FinnertyPathstone · Certified Financial Planner
- Matthew R. FioriEquitable Advisors, LLC
- Rachel B. FixHornor, Townsend & Kent, LLC
- David Fleisher IIEquitable Advisors, LLC
- Mason S. FlinnMerrill Lynch, Pierce, Fenner & Smith Incorporated
- Jack FlorioWells Fargo Advisors Financial Network, LLC · Certified Financial Planner
- Aaron FoleySantander Securities LLC
- Harrison F. FosnochtCitizens Securities, Inc.
- Stephen FrankWells Fargo Advisors Financial Network, LLC
- Jason A. FreedmanCitizens Securities, Inc.
- Morgan C. FreesAddison Capital
- Emily FrenzelUBS Financial Services Inc.
- Shona R. FurmanPfs Investments Inc.
- Guido A. GaeffkeHornor, Townsend & Kent, LLC
- Kyle A. GaeffkeHornor, Townsend & Kent, LLC
- Mauricio GaitanCitizens Securities, Inc.
- Ryan T. GalardiRBC Capital Markets, LLC · Certified Financial Planner
- William A. GallagherRBC Capital Markets, LLC
- Michael J. GambolRaymond James & Associates, Inc.
- Carol S. GangewerCompass Ion Advisors, LLC
- Glen E. GangewerCompass Ion Advisors, LLC
- Patrick J. GanoHbks Wealth Advisors
- Brett W. GarrisonHornor, Townsend & Kent, LLC
- Michael J. GebhardtCopeland Capital Management, LLC · Chartered Financial Analyst
- Robert GerraputaHornor, Townsend & Kent, LLC
- Douglas E. GetzkeStifel, Nicolaus & Company, Incorporated
- Benjamin R. GialloretoBrg Financial, LLC · Chartered Financial Analyst
- James A. GillinRBC Capital Markets, LLC
- Mark W. GiovannielloCopeland Capital Management, LLC · Chartered Financial Analyst
- Steven B. GirardNorthstar Financial Companies, Inc.
- Paulette M. GirodPitcairn · Certified Financial Planner
- Stephen H. GitterRaymond James & Associates, Inc.
- Edward J. GoldenCitizens Securities, Inc.
- Andrea GoldsteinEquitable Advisors, LLC
- Brent J. GomerBtg Capital LLC
- Troy H. GomerBtg Capital LLC · Certified Financial Planner
- Jeffrey R. GordonStifel, Nicolaus & Company, Incorporated
- Thomas J. GormanWells Fargo Clearing Services, LLC
- Christian GotzmanCitizens Securities, Inc.
- William T. GramignaMma Securities LLC
- Chrysta G. GramppSantander Securities LLC
- Kevin GrantMerrill Lynch, Pierce, Fenner & Smith Incorporated
- John M. Grasso Jr.Merrill Lynch, Pierce, Fenner & Smith Incorporated
- Lawrence R. GreenbergCitizens Securities, Inc.
- Michael P. GregorHornor, Townsend & Kent, LLC · Chartered Financial Consultant
- Joshua Grimes-AveryNorthstar Financial Companies, Inc.
- Joshua S. GrossPathstone
- Seth GuerraPfs Investments Inc.
- Brian GurbargWells Fargo Advisors Financial Network, LLC
- Nancy K. GuynnHornor, Townsend & Kent, LLC
- Carl A. HaagMerrill Lynch, Pierce, Fenner & Smith Incorporated
- Elijah J. HaberHornor, Townsend & Kent, LLC
- Michael J. HagelgansMma Asset Management LLC
- James G. Hageney Sr.Mma Asset Management LLC
- Samuel G. Haines Jr.Mma Asset Management LLC
- Douglas L. HallHornor, Townsend & Kent, LLC · Certified Financial Planner
- Jeffrey D. HallRBC Capital Markets, LLC
- Robert M. HalliganHornor, Townsend & Kent, LLC · Chartered Financial Consultant
- Jessica HanNest Egg
- Michelle R. HandAmeriprise Financial Services, LLC
- Wade H. HartzRockefeller Capital Management
- Jeffrey H. HarveyRockefeller Capital Management
- Andree Hastoy BluskeAmeriprise Financial Services, LLC
- Andrew R. HauberDiversify Advisory Services, LLC · Chartered Financial Consultant
- Grant S. HausWells Fargo Clearing Services, LLC
- Alec HaydenEquitable Advisors, LLC
- Michael L. Heck IIIEquitable Advisors, LLC
- Brendan M. HeffernanPitcairn
- Patrick G. HellerCitizens Securities, Inc.
- Phillp T. HevenerMerrill Lynch, Pierce, Fenner & Smith Incorporated
- Evan J. HewittCompass Ion Advisors, LLC · Certified Financial Planner
- Marcel A. Hillary-SmithSantander Securities LLC
- Christopher J. HinesHbks Wealth Advisors · Chartered Financial Analyst
- Caleb D. HissongEquitable Advisors, LLC
- Joseph B. HoganWealthfd · Certified Financial Planner
- Joseph F. Hornig IIIWells Fargo Clearing Services, LLC
- Joseph F. Hornig IVWells Fargo Clearing Services, LLC
- Melissa J. HowardCitizens Securities, Inc.
- Rashon M. HowardHornor, Townsend & Kent, LLC
- Tristan J. HulmeEquitable Advisors, LLC
- Brendan R. HunterHbks Wealth Advisors · Certified Financial Planner
- Timothy D. HussarIndependent Financial Partners · Chartered Financial Analyst
- Patrick J. HynesCetera Investment Advisers LLC
- Man Tou IauPitcairn
- Peter J J. Ierardi Jr.UBS Financial Services Inc.
- John R. JeffreyPitcairn
- Rong Jian JiangCitizens Securities, Inc.
- Arielle JonesCitizens Securities, Inc.
- Constance L. JonesStifel, Nicolaus & Company, Incorporated
- Mark JonesHornor, Townsend & Kent, LLC · Chartered Financial Consultant
- John E. KaneWells Fargo Clearing Services, LLC
- Julia L. KaneWilliam Blair
- Matthew D. KaneCompass Ion Advisors, LLC
- Efstathios G. KanteliotisRaymond James & Associates, Inc.
- Manfred KantherZevenbergen Capital Investments LLC
- Scott A. KarkennyRBC Capital Markets, LLC
- Robert P. KarrPfs Investments Inc.
- James P. KarthausRaymond James Financial Services Advisors, Inc. · Certified Financial Planner
- Mitchell R. KaupHornor, Townsend & Kent, LLC
- Omair KawoosaUBS Financial Services Inc.
- Kathleen A. KellyMma Asset Management LLC
- Maryanne KellyStifel, Nicolaus & Company, Incorporated
- Brian G. KelnhoferHornor, Townsend & Kent, LLC
- Gianna M. KennedyHornor, Townsend & Kent, LLC
- Jeremiah J. KennedyHornor, Townsend & Kent, LLC
- Kevin M. KennedyHornor, Townsend & Kent, LLC
- Robert P. KenneyRaymond James & Associates, Inc.
- Hamza KhanCitizens Securities, Inc.
- Bryan C. KilfoyWells Fargo Clearing Services, LLC
- Christopher KingHornor, Townsend & Kent, LLC
- Gavin B. KingNorthstar Financial Companies, Inc.
- William K. KishArsenal Capital Advisors LLC
- Stephen R. KitchingKitching Partners, LLC
- Timothy E. Knapp Jr.Citizens Securities, Inc.
- Stephen P. KoonsCitizens Securities, Inc.
- Jacob M. KowalskiHornor, Townsend & Kent, LLC
- Joshua E. KramerPitcairn
- Eric E. KuesterHornor, Townsend & Kent, LLC
- Bruce J. KunkleAmeriprise Financial Services, LLC · Certified Financial Planner
- Colleen M. KusyStifel, Nicolaus & Company, Incorporated · Chartered Financial Analyst
- Gyamfi KwartengCitizens Securities, Inc.
- Oleksa E. KyjStifel, Nicolaus & Company, Incorporated
- Nicholas D. LagerTactical Wealth Planning LLC · Certified Financial Planner
- Thomas E. LandyHornor, Townsend & Kent, LLC
- Francis B. LaneRaymond James & Associates, Inc.
- Robin J. LaneCopeland Capital Management, LLC · Chartered Financial Analyst
- Zina D. LaumanHornor, Townsend & Kent, LLC
- Steven M. LehmanWells Fargo Clearing Services, LLC · Certified Financial Planner
- Jonathon LeibUBS Financial Services Inc.
- Robert E. LeibUBS Financial Services Inc.
- Ryan LeibUBS Financial Services Inc. · Certified Financial Planner
- Nicholas M. LeightonHornor, Townsend & Kent, LLC
- Lawrence H. LempertArin Risk Advisors LLC
- Anthony B. LeneghanEquitable Advisors, LLC
- Eric M. LewandowskiLPL Enterprise, LLC
- Richard J. LiburdiCompass Ion Advisors, LLC · Chartered Financial Consultant
- Paul G. LiebezeitMma Asset Management LLC · Certified Financial Planner
- George J. LimbachCompass Ion Advisors, LLC
- David J. LoganPathstone · Chartered Financial Analyst
- Jacob E. LongEquitable Advisors, LLC
- Brandon LorenzCitizens Securities, Inc.
- Marc J. LowenbergMML Investors Services, LLC · Certified Financial Planner, Chartered Financial Consultant
- Minh LuCitizens Securities, Inc.
- Seamus MaccroryStifel, Nicolaus & Company, Incorporated · Certified Financial Planner
- Walter J. Mack Jr.RBC Capital Markets, LLC
- Pari M. MaguraRBC Capital Markets, LLC
- Francis MahoneyMML Investors Services, LLC
- Alex R. MaicksHornor, Townsend & Kent, LLC
- Jon E. MaitzHornor, Townsend & Kent, LLC · Chartered Financial Consultant
- Thomas G. MalkochCetera Investment Advisers LLC · Certified Financial Planner
- William T. ManchesterEquitable Advisors, LLC
- Joseph A. ManganoSantander Securities LLC
- Joshua S. ManifoldCompass Ion Advisors, LLC
- Justin A. MaritatoCitizens Securities, Inc.
- Lisa MarkgrafAmeriprise Financial Services, LLC
- Paul A. MarkowichEquitable Advisors, LLC
- Eric MarkowitzEquitable Advisors, LLC
- Amira A. MartinMma Securities LLC
- Jacob R. MartinezPitcairn
- Brian A. MaxwellPathstone · Chartered Financial Analyst
- Kyle MaylishCitizens Securities, Inc.
- John M. McCartePitcairn · Certified Financial Planner
- Kevin A. McCoyUBS Financial Services Inc.
- Christopher P. McDermottEdelman Financial Engines
- Edward J. McDevitt IIIUBS Financial Services Inc.
- Christina McGettiganStifel, Nicolaus & Company, Incorporated
- David B. McGonigleCopeland Capital Management, LLC
- Kevin J. McKnightCitizens Securities, Inc.
- Robert S. McMenaminMerrill Lynch, Pierce, Fenner & Smith Incorporated
- Laurie A. McNallyRBC Capital Markets, LLC
- Ashley C. McNeelyHornor, Townsend & Kent, LLC
- Michael K. McNicholStifel, Nicolaus & Company, Incorporated
- David N. MebsEquitable Advisors, LLC
Other cities in Pennsylvania
All of Pennsylvania →Pittsburgh 1,486Philadelphia 1,111Malvern 827Wayne 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 173King Of Prussia 172
Questions
How many financial advisors are in Conshohocken, PA?
470 investment adviser representatives are registered at firm offices in Conshohocken, Pennsylvania, according to the SEC's Investment Adviser Public Disclosure records. 369 of them are also registered as broker representatives, and 63 list the CFP designation.
Which firm has the most financial advisors in Conshohocken?
Hornor, Townsend & Kent, LLC, with 67 registered advisors in Conshohocken, followed by Citizens Securities, Inc. with 52.
How do I check a financial advisor in Conshohocken?
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.