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Financial ADVSR advisor directory · SEC adviser records

Financial advisors in Lafayette Hill, PA

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

15 registered advisors work in Lafayette Hill; the most are at Cetera Investment Advisers LLC (3). 4 list the CFP designation and 13 are also registered broker representatives.

Firms with the most advisors in Lafayette Hill

FirmAdvisors in Lafayette Hill
Cetera Investment Advisers LLC news3
Edward Jones news3
Charles Schwab & Co., Inc. news1
LPL Enterprise, LLC news1
LPL Financial LLC news1
MML Investors Services, LLC1
Sei Investments Management Corp.1
Tiaa-Cref Individual & Institutional Services, LLC1
UBS Financial Services Inc. news1
Vass Financial Strategies1
Wealth Enhancement Advisory Services, LLC news1

Advisors in Lafayette Hill, A to Z

CFP advisors in Lafayette Hill →

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 Lafayette Hill, PA?

15 investment adviser representatives are registered at firm offices in Lafayette Hill, Pennsylvania, according to the SEC's Investment Adviser Public Disclosure records. 13 of them are also registered as broker representatives, and 4 list the CFP designation.

Which firm has the most financial advisors in Lafayette Hill?

Cetera Investment Advisers LLC, with 3 registered advisors in Lafayette Hill, followed by Edward Jones with 3.

How do I check a financial advisor in Lafayette Hill?

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.