Financial ADVSR advisor directory · SEC adviser records
Financial advisors in Huntingdon Valley, PA
Every SEC-registered investment adviser representative at a firm office in Huntingdon Valley, with the firms that employ the most of them.
The short answer
20 registered advisors work in Huntingdon Valley; the most are at LPL Financial LLC (3). 6 list the CFP designation and 8 are also registered broker representatives.
Firms with the most advisors in Huntingdon Valley
| Firm | Advisors in Huntingdon Valley |
|---|---|
| LPL Financial LLC news | 3 |
| Kestra Advisory Services, LLC news | 2 |
| Pennsylvania Capital Management Inc. | 2 |
| Citizens Securities, Inc. | 1 |
| Costello Asset Management, Inc. | 1 |
| Gbl Asset Management, Inc. | 1 |
| Osaic Wealth, Inc. news | 1 |
| Passive Capital Management, LLC | 1 |
| Pollen & Secouler, LLP | 1 |
| Raymond James Financial Services Advisors, Inc. news | 1 |
| Stone Fortress Wealth Strategies | 1 |
| Strategic Advisers LLC | 1 |
| Summit Investment Advisory Group LLC | 1 |
| Time Investments, LLC | 1 |
| Wealthcare Advisory Partners LLC | 1 |
| Wealthcare Capital Management LLC | 1 |
Advisors in Huntingdon Valley, A to Z
CFP advisors in Huntingdon Valley →- Michael A. BarberaLPL Financial LLC
- Jack V. ClauserWealthcare Advisory Partners LLC
- Robert F. Costello Jr.Costello Asset Management, Inc.
- Ian M. DoughertyLPL Financial LLC
- Francisco J. GilRaymond James Financial Services Advisors, Inc.
- Daniel I. GlodStone Fortress Wealth Strategies · Certified Financial Planner, Chartered Financial Consultant
- Brooks R. GuzmanStrategic Advisers LLC
- Dylan HansenKestra Advisory Services, LLC · Certified Financial Planner
- Glenn J. HansenKestra Advisory Services, LLC · Certified Financial Planner
- Kenneth D. KideckelWealthcare Capital Management LLC
- Dimitri KoutsiaftisCitizens Securities, Inc.
- Gregory T. LarsonLPL Financial LLC
- Gerald B. LevinGbl Asset Management, Inc.
- Mario R. PelosiTime Investments, LLC
- Craig S. PollenPollen & Secouler, LLP
- Eric A. RohtlaPassive Capital Management, LLC · Certified Financial Planner
- Irvin G. Schorsch IIIPennsylvania Capital Management Inc. · Certified Financial Planner
- Niraj SinghOsaic Wealth, Inc.
- James M. SpindlerSummit Investment Advisory Group LLC · Certified Financial Planner
- Donna M. ZanettiPennsylvania Capital Management Inc.
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 Huntingdon Valley, PA?
20 investment adviser representatives are registered at firm offices in Huntingdon Valley, Pennsylvania, according to the SEC's Investment Adviser Public Disclosure records. 8 of them are also registered as broker representatives, and 6 list the CFP designation.
Which firm has the most financial advisors in Huntingdon Valley?
LPL Financial LLC, with 3 registered advisors in Huntingdon Valley, followed by Kestra Advisory Services, LLC with 2.
How do I check a financial advisor in Huntingdon Valley?
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.