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
WM Deals & Moves: Commonwealth Breakaway Kintra Lures Team from LPL4K Ubiquity Retirement Wins Inc. Award, Manulife John Hancock Honored for AI Integration, and More: Corporate RoundupWM Truist Names New Wealth Co-Heads in Leadership ShakeupIN American Express to make job cuts as AI revolution ramps upIN SEC’s 2027 exam priorities put RIA conflicts and cyber risks in focusWM Who Wears the Cost?WM WealthStack Roundup: Syntax Integrates With Schwab's iRebal to Streamline Direct IndexingFP Independents lag on AI. Here's how they can catch upSEC SEC Announces Fiscal Year 2027 Examination PrioritiesWSR The Rise Of The Fractional Family Office

Financial ADVSR advisor directory · SEC adviser records

Financial advisors in McDonald, PA

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

5 registered advisors work in McDonald; the most are at Edward Jones (1). 2 list the CFP designation and 3 are also registered broker representatives.

Firms with the most advisors in McDonald

FirmAdvisors in McDonald
Edward Jones news1
Freedomtrust LLC1
LPL Financial LLC news1
Peak Financial Planning1
Strategic Advisers LLC1

Advisors in McDonald, A to Z

CFP advisors in McDonald →

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 McDonald, PA?

5 investment adviser representatives are registered at firm offices in McDonald, Pennsylvania, according to the SEC's Investment Adviser Public Disclosure records. 3 of them are also registered as broker representatives, and 2 list the CFP designation.

Which firm has the most financial advisors in McDonald?

Edward Jones, with 1 registered advisors in McDonald, followed by Freedomtrust LLC with 1.

How do I check a financial advisor in McDonald?

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.