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Financial ADVSR advisor directory · SEC adviser records

Financial advisors in Doylestown, PA

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

243 registered advisors work in Doylestown; the most are at Wells Fargo Clearing Services, LLC (28). 0 list the CFP designation and 192 are also registered broker representatives.

Firms with the most advisors in Doylestown

FirmAdvisors in Doylestown
Wells Fargo Clearing Services, LLC news28
LPL Financial LLC news24
Merrill Lynch, Pierce, Fenner & Smith Incorporated news23
Wells Fargo Advisors Financial Network, LLC news18
Commonwealth Financial Network news13
Raymond James & Associates, Inc. news13
Creative Planning news7
Great Valley Advisor Group, LLC7
Pfs Investments Inc.6
Alden Investment Group5
Ameriprise Financial Services, LLC news5
Clear Capital Management LP4
Kestra Advisory Services, LLC news4
Muntz Financial, LLC4
Raymond James Financial Services Advisors, Inc. news4
Cambridge Investment Research Advisors, Inc. news3
Cwm, LLC3
Duke And Duke Wealth Management LLC3
Janney Montgomery Scott LLC news3
Jfs Wealth Advisors, LLC3
Kohlhepp Investment Advisors, Ltd.3
PNC Wealth Management LLC3
Savant Wealth Management news3
State Farm Investment Management Corp.3
Strategic Advisers LLC3

Advisors in Doylestown, A to Z

Search all of Pennsylvania →

Other cities in Pennsylvania

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Pittsburgh 1,580Philadelphia 1,167Malvern 855Conshohocken 503Wayne 423Lancaster 409Allentown 403Radnor 350Berwyn 315West Chester 294Sewickley 291Newtown Square 287Erie 251Yardley 246York 241Bala Cynwyd 239Fort Washington 223Canonsburg 215Newtown 205Camp Hill 189West Conshohocken 188Wyomissing 186Bethlehem 185Exton 184

Questions

How many financial advisors are in Doylestown, PA?

243 investment adviser representatives are registered at firm offices in Doylestown, Pennsylvania, according to the SEC's Investment Adviser Public Disclosure records. 192 of them are also registered as broker representatives, and 0 list the CFP designation.

Which firm has the most financial advisors in Doylestown?

Wells Fargo Clearing Services, LLC, with 28 registered advisors in Doylestown, followed by LPL Financial LLC with 24.

How do I check a financial advisor in Doylestown?

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.