Friday, October 23, 2026The Morning EditionOpen AtlasSign inJoin free
FinancialADVSR

Est. 2026The front page of wealth managementNew York

The Morning EditionFree · 6:30 AM ETSubscribe
WSR The Rise Of The Fractional Family OfficeIN Private equity is knocking. Who should be in your corner?IN Freehold Wealth Management brings $576M to Osaic in multigenerational moveIN Sanctuary Wealth adds elder care platform to advisor toolkitIN Beyond tax loss harvesting: why long-short strategies demand a harder lookIN Investors still want advisors, even as AI expands investment choicesIN AI poses moderate disruption risk to wealth managers and retail banks, Fitch saysCW Podcast: Schwab takes its cut, Beacon Pointe powers upRB Vanguard is fulfilling Salim Ramji's May 1 promised renewal of 'Flagship' platinum tier service after it eroded, and he's willing to count non-Vanguard funds against the $1-million minimum for the first timeIN RIA IPO 'probably' coming within two years, dealmaker predicts

Financial ADVSR advisor directory · SEC adviser records

Financial advisors in Jenkintown, PA

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

97 registered advisors work in Jenkintown; the most are at Oppenheimer & Co. Inc. (22). 13 list the CFP designation and 86 are also registered broker representatives.

Firms with the most advisors in Jenkintown

FirmAdvisors in Jenkintown
Oppenheimer & Co. Inc. news22
Merrill Lynch, Pierce, Fenner & Smith Incorporated news19
Capital Analysts13
Raymond James & Associates, Inc. news10
Pfs Investments Inc.6
Truist Advisory Services, Inc. news4
Wells Fargo Clearing Services, LLC news4
Alvin Clay Financial Advisors, LLC3
The Aranda Group Advisors, LLC3
Commonwealth Financial Network news1
Comprehensive Investment Management, LLC1
Ducharme Wealth Advisors, LLC1
Keitz Investment Management Ltd.1
Kestra Advisory Services, LLC news1
Lincoln Investment1
MML Investors Services, LLC1
Modern Wealth Concepts LLC1
Mountain River Financial1
PNC Wealth Management LLC1
Strategic Advisers LLC1
Stratos Wealth Partners, Ltd.1
Td Private Client Wealth LLC1

Advisors in Jenkintown, A to Z

CFP advisors in Jenkintown →

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 Jenkintown, PA?

97 investment adviser representatives are registered at firm offices in Jenkintown, Pennsylvania, according to the SEC's Investment Adviser Public Disclosure records. 86 of them are also registered as broker representatives, and 13 list the CFP designation.

Which firm has the most financial advisors in Jenkintown?

Oppenheimer & Co. Inc., with 22 registered advisors in Jenkintown, followed by Merrill Lynch, Pierce, Fenner & Smith Incorporated with 19.

How do I check a financial advisor in Jenkintown?

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.