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Financial ADVSR advisor directory · SEC adviser records

Financial advisors in Monroeville, PA

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

The short answer

103 registered advisors work in Monroeville; the most are at Citizens Securities, Inc. (19). 7 list the CFP designation and 93 are also registered broker representatives.

Firms with the most advisors in Monroeville

FirmAdvisors in Monroeville
Citizens Securities, Inc.19
Ameriprise Financial Services, LLC news15
Morgan Stanley news12
LPL Financial LLC news8
Raymond James & Associates, Inc. news6
Cetera Investment Advisers LLC news5
PNC Wealth Management LLC5
Marion Wealth Management4
Northwestern Mutual Investment Services, LLC4
Osaic Wealth, Inc. news4
Ae Wealth Management, LLC3
Edward Jones news3
Cambridge Investment Research Advisors, Inc. news2
J.P. Morgan Securities LLC news2
State Farm Investment Management Corp.2
Trustmont Advisory Group, Inc.2
Wells Fargo Advisors Financial Network, LLC news2
Coy Capital Management1
Merrill Lynch, Pierce, Fenner & Smith Incorporated news1
Rossi Financial Associates, Inc.1
Sequent Planning, LLC1
Spc1

Advisors in Monroeville, A to Z

CFP advisors in Monroeville →

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 Monroeville, PA?

103 investment adviser representatives are registered at firm offices in Monroeville, Pennsylvania, according to the SEC's Investment Adviser Public Disclosure records. 93 of them are also registered as broker representatives, and 7 list the CFP designation.

Which firm has the most financial advisors in Monroeville?

Citizens Securities, Inc., with 19 registered advisors in Monroeville, followed by Ameriprise Financial Services, LLC with 15.

How do I check a financial advisor in Monroeville?

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.