Financial ADVSR advisor directory · SEC adviser records
Financial advisors in East Norriton, PA
Every SEC-registered investment adviser representative at a firm office in East Norriton, with the firms that employ the most of them.
15 registered advisors work in East Norriton; the most are at Meridian Wealth Partners, LLC (6). 2 list the CFP designation and 5 are also registered broker representatives.
Firms with the most advisors in East Norriton
Advisors in East Norriton, A to Z
CFP advisors in East Norriton →- David M. CampbellMeridian Wealth Partners, LLC
- Catherine DelanyMeridian Wealth Partners, LLC
- Peter J. DerbyMeridian Wealth Partners, LLC
- James D. HarringtonBluesphere Advisors LLC · Chartered Financial Analyst
- Luc A. LawsonDiccianni Financial Group, Inc.
- Charles J. Minnich IVFoundation Capital Management, LLC
- Michael F. NataleFoundation Capital Management, LLC · Chartered Financial Consultant
- Sanjay K. PawarBluesphere Advisors LLC · Certified Financial Planner, Chartered Financial Analyst
- Anthony M. PerhacsMeridian Wealth Partners, LLC
- Jonathan M. PitcherMerrill Lynch, Pierce, Fenner & Smith Incorporated
- David R. RitrovatoBluesphere Advisors LLC · Certified Financial Planner
- Elizabeth M. ShamirCertior Financial Group, LLC · Chartered Financial Analyst
- William R. TatlonghariMeridian Wealth Partners, LLC
- Heather TraceyMeridian Wealth Partners, LLC
- Michael V. WarrenPNC Wealth Management LLC
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 East Norriton, PA?
15 investment adviser representatives are registered at firm offices in East Norriton, Pennsylvania, according to the SEC's Investment Adviser Public Disclosure records. 5 of them are also registered as broker representatives, and 2 list the CFP designation.
Which firm has the most financial advisors in East Norriton?
Meridian Wealth Partners, LLC, with 6 registered advisors in East Norriton, followed by Bluesphere Advisors LLC with 3.
How do I check a financial advisor in East Norriton?
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.