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Financial ADVSR advisor directory · SEC adviser records

Financial advisors in Lansdale, PA

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

60 registered advisors work in Lansdale; the most are at Cetera Investment Advisers LLC (6). 16 list the CFP designation and 46 are also registered broker representatives.

Firms with the most advisors in Lansdale

FirmAdvisors in Lansdale
Cetera Investment Advisers LLC news6
Edward Jones news6
LPL Financial LLC news6
Advisory Services Network4
Lincoln Investment4
Integrity Investment Advisors, LLC3
Strategic Advisers LLC3
Capital Analysts2
Comprehensive Advisors, LLC2
Moyer Wealth Management2
State Farm Investment Management Corp.2
Wells Fargo Clearing Services, LLC news2
Allstate Financial Advisors, LLC1
Ameriprise Financial Services, LLC news1
Atlas Private Wealth Advisors1
Citizens Securities, Inc.1
Empower Advisory Group, LLC1
Equitable Advisors, LLC news1
Esg Wealth Advisors1
Geneos Wealth Management, Inc.1
Global Wealth Management, LLC1
Great Valley Advisor Group, LLC1
LPL Enterprise, LLC news1
Merrill Lynch, Pierce, Fenner & Smith Incorporated news1
Morgan Stanley news1

Advisors in Lansdale, A to Z

CFP advisors in Lansdale →

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 Lansdale, PA?

60 investment adviser representatives are registered at firm offices in Lansdale, Pennsylvania, according to the SEC's Investment Adviser Public Disclosure records. 46 of them are also registered as broker representatives, and 16 list the CFP designation.

Which firm has the most financial advisors in Lansdale?

Cetera Investment Advisers LLC, with 6 registered advisors in Lansdale, followed by Edward Jones with 6.

How do I check a financial advisor in Lansdale?

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.