Financial ADVSR advisor directory · SEC adviser records
Financial advisors in Irwin, PA
Every SEC-registered investment adviser representative at a firm office in Irwin, with the firms that employ the most of them.
The short answer
36 registered advisors work in Irwin; the most are at Cambridge Investment Research Advisors, Inc. (14). 10 list the CFP designation and 31 are also registered broker representatives.
Firms with the most advisors in Irwin
Advisors in Irwin, A to Z
CFP advisors in Irwin →- Benjamin BagnatoMML Investors Services, LLC · Certified Financial Planner
- Brandon M. BartFederated Global Investment Management Corp.
- Garrett BrittonAmeriprise Financial Services, LLC
- Nancy L. ConnersCambridge Investment Research Advisors, Inc.
- Joseph M. DorrycottLPL Financial LLC
- Brian D. DuncanCambridge Investment Research Advisors, Inc. · Certified Financial Planner
- David S. DuncanCambridge Investment Research Advisors, Inc. · Certified Financial Planner
- John M. Duncan Jr.Cambridge Investment Research Advisors, Inc.
- Thomas E. EaglehouseCambridge Investment Research Advisors, Inc.
- Craig S. EllisCs Ellis · Certified Financial Planner
- Jonathan M. EmrockEdward Jones · Certified Financial Planner
- Timothy M. FeolaMML Investors Services, LLC · Certified Financial Planner
- Monica M. GarverCambridge Investment Research Advisors, Inc. · Certified Financial Planner
- John M. GdulaState Farm Investment Management Corp.
- Andrew J. HarveyDuncan Financial Planning Advisors
- Colton L. HearnCambridge Investment Research Advisors, Inc.
- Kristen M. HullCambridge Investment Research Advisors, Inc.
- Colin JonovStrategic Advisers LLC
- Edward E. KavoCambridge Investment Research Advisors, Inc. · Certified Financial Planner
- Grant A. KernEdward Jones
- Robert B. McCalmontCambridge Investment Research Advisors, Inc. · Certified Financial Planner
- Daniel MorganoLPL Enterprise, LLC
- Gregory A. PhillipsLPL Financial LLC · Chartered Financial Consultant
- Daniel J. PotoskyMdt Advisers, A Division Of Federated Mdta LLC
- Larry L. Qvistgaard IICambridge Investment Research Advisors, Inc.
- Robert B. RickerEdward Jones
- James B. RyanLPL Enterprise, LLC
- Robert W. Shangraw Jr.MML Investors Services, LLC · Chartered Financial Consultant
- Ryan G. SharrerAmeriprise Financial Services, LLC
- Julie A. SnyderCambridge Investment Research Advisors, Inc.
- Jacob A. VanlentenLPL Financial LLC
- Wayne WashowichAmeriprise Financial Services, LLC
- Kathy L. WhiteCambridge Investment Research Advisors, Inc.
- Brian S. WinfieldState Farm Investment Management Corp. · Chartered Financial Consultant
- Matthew W. WirtzEdward Jones · Certified Financial Planner
- Francis S. ZorackiCambridge Investment Research Advisors, 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 Irwin, PA?
36 investment adviser representatives are registered at firm offices in Irwin, Pennsylvania, according to the SEC's Investment Adviser Public Disclosure records. 31 of them are also registered as broker representatives, and 10 list the CFP designation.
Which firm has the most financial advisors in Irwin?
Cambridge Investment Research Advisors, Inc., with 14 registered advisors in Irwin, followed by Duncan Financial Planning Advisors with 8.
How do I check a financial advisor in Irwin?
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.