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Financial ADVSR advisor directory · SEC adviser records

Financial advisors in Harleysville, PA

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

53 registered advisors work in Harleysville; the most are at Wellfull (10). 17 list the CFP designation and 32 are also registered broker representatives.

Firms with the most advisors in Harleysville

FirmAdvisors in Harleysville
Wellfull10
LPL Financial LLC news9
Cetera Investment Advisers LLC news8
Summit Financial, LLC6
Cambridge Investment Research Advisors, Inc. news5
Hornor, Townsend & Kent, LLC3
Wescott Financial Advisory Group LLC3
Eagle Strategies LLC2
Capital Client Group, Inc.1
J.P. Morgan Securities LLC news1
Merrill Lynch, Pierce, Fenner & Smith Incorporated news1
State Farm Investment Management Corp.1
Strategic Advisers LLC1
Wealthcare Advisory Partners LLC1
World Investment Advisors, LLC1

Advisors in Harleysville, A to Z

CFP advisors in Harleysville →

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 Harleysville, PA?

53 investment adviser representatives are registered at firm offices in Harleysville, Pennsylvania, according to the SEC's Investment Adviser Public Disclosure records. 32 of them are also registered as broker representatives, and 17 list the CFP designation.

Which firm has the most financial advisors in Harleysville?

Wellfull, with 10 registered advisors in Harleysville, followed by LPL Financial LLC with 9.

How do I check a financial advisor in Harleysville?

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.