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Financial ADVSR advisor directory · SEC adviser records

Financial advisors in Mars, PA

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

The short answer

23 registered advisors work in Mars; the most are at Kestra Advisory Services, LLC (4). 4 list the CFP designation and 20 are also registered broker representatives.

Firms with the most advisors in Mars

FirmAdvisors in Mars
Kestra Advisory Services, LLC news4
Aurora Private Wealth, Inc.2
Federated Global Investment Management Corp.2
Mdt Advisers, A Division Of Federated Mdta LLC2
Osaic Institutions, Inc. news2
State Farm Investment Management Corp.2
Allegheny Investments1
Cambridge Investment Research Advisors, Inc. news1
Commonwealth Financial Network news1
Exodus Wealth, LLC1
Incline Financial Planning LLC1
LPL Financial LLC news1
Mdrn Capital1
PNC Wealth Management LLC1
Park Avenue Securities LLC1
Robert W. Baird & Co. Incorporated news1
Strategic Advisers LLC1

Advisors in Mars, A to Z

CFP advisors in Mars →

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 Mars, PA?

23 investment adviser representatives are registered at firm offices in Mars, Pennsylvania, according to the SEC's Investment Adviser Public Disclosure records. 20 of them are also registered as broker representatives, and 4 list the CFP designation.

Which firm has the most financial advisors in Mars?

Kestra Advisory Services, LLC, with 4 registered advisors in Mars, followed by Aurora Private Wealth, Inc. with 2.

How do I check a financial advisor in Mars?

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.