Saturday, October 24, 2026The Morning EditionOpen AtlasSign inJoin free
FinancialADVSR

Est. 2026The front page of wealth managementNew York

The Morning EditionFree · 6:30 AM ETSubscribe
RB Schwab trumpeted Anthropic's Claude for all 16,000 of its RIAs, but a 20-seat enterprise minimum suddenly sidelines 11,000-plus small firms -- right before IMPACT 2026FP Do smaller RIAs really need to own their data?RB Bank of America analyst 'double' slams Ameriprise not least because RIA 'structural' advantage triggered proactive in-house retention bonuses that take a bite out of margins and may not retain big teams long-termIN Trump to ease 50% Canada tariffs on farm equipment, packaging goodsWM The New Rules of Record Keeper SelectionWM SEC Examiners' 2027 Focus Includes Firms' Protections Against AI Phishing, DeepfakesIN People moves: RBC taps Raymond James veteran for Texas complexWM Lido CEO Signals Openness to International Expansion4K SEC Targets Private Markets, AI and Fiduciary Risks Among 2027 Exam PrioritiesIN RIA M&A runs up to 5x reported totals, Steward Partners CEO says

Financial ADVSR advisor directory · SEC adviser records

Financial advisors in Hermitage, PA

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

The short answer

42 registered advisors work in Hermitage; the most are at Jfs Wealth Advisors, LLC (11). 16 list the CFP designation and 26 are also registered broker representatives.

Firms with the most advisors in Hermitage

FirmAdvisors in Hermitage
Jfs Wealth Advisors, LLC11
Ameriprise Financial Services, LLC news5
Raymond James Financial Services Advisors, Inc. news5
Cetera Investment Advisers LLC news4
LPL Financial LLC news3
Matune Basile Advisors3
&Partners news2
Edward Jones news2
Legacy Advisory Group, Inc.2
Citizens Securities, Inc.1
PNC Wealth Management LLC1
State Farm Investment Management Corp.1
Stonex Advisors Inc.1
Wells Fargo Clearing Services, LLC news1

Advisors in Hermitage, A to Z

CFP advisors in Hermitage →

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 Hermitage, PA?

42 investment adviser representatives are registered at firm offices in Hermitage, Pennsylvania, according to the SEC's Investment Adviser Public Disclosure records. 26 of them are also registered as broker representatives, and 16 list the CFP designation.

Which firm has the most financial advisors in Hermitage?

Jfs Wealth Advisors, LLC, with 11 registered advisors in Hermitage, followed by Ameriprise Financial Services, LLC with 5.

How do I check a financial advisor in Hermitage?

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.