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Financial ADVSR advisor directory · SEC adviser records

Financial advisors in King Of Prussia, PA

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

The short answer

171 registered advisors work in King Of Prussia; the most are at Independence Square Holdings, LLC (30). 32 list the CFP designation and 100 are also registered broker representatives.

Firms with the most advisors in King Of Prussia

FirmAdvisors in King Of Prussia
Independence Square Holdings, LLC30
Ethos Financial Group, LLC22
LPL Financial LLC news21
Girard Advisory Services, LLC19
Park Avenue Securities LLC14
Bankers Life Advisory Services, Inc.8
Truist Advisory Services, Inc. news7
Certior Financial Group, LLC6
Cpc Financial Planning, Inc.6
Ameriprise Financial Services, LLC news5
Strategic Advisers LLC5
Maguire Investments LLC4
Sterling Capital Management LLC4
Girard Pension Services, LLC3
State Farm Investment Management Corp.3
Sun Global LLC3
Pegasus Management Services L.L.C.2
Pinnacle Strategic Wealth Management, LLC.2
Cetera Investment Advisers LLC news1
Cliftonlarsonallen Wealth Advisors, LLC1
Cooper Eagle, LLC1
Ds Financial Strategies, LLC1
Edward Jones news1
Isq Capital1
Merrill Lynch, Pierce, Fenner & Smith Incorporated news1

Advisors in King Of Prussia, A to Z

CFP advisors in King Of Prussia →

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 King Of Prussia, PA?

171 investment adviser representatives are registered at firm offices in King Of Prussia, Pennsylvania, according to the SEC's Investment Adviser Public Disclosure records. 100 of them are also registered as broker representatives, and 32 list the CFP designation.

Which firm has the most financial advisors in King Of Prussia?

Independence Square Holdings, LLC, with 30 registered advisors in King Of Prussia, followed by Ethos Financial Group, LLC with 22.

How do I check a financial advisor in King Of Prussia?

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.