Financial ADVSR advisor directory · SEC adviser records
Financial advisors in Montgomeryville, PA
Every SEC-registered investment adviser representative at a firm office in Montgomeryville, with the firms that employ the most of them.
30 registered advisors work in Montgomeryville; the most are at Blbb Advisors (18). 10 list the CFP designation and 9 are also registered broker representatives.
Firms with the most advisors in Montgomeryville
| Firm | Advisors in Montgomeryville |
|---|---|
| Blbb Advisors | 18 |
| Thrivent Investment Management Inc. | 7 |
| Prepared Retirement Institute LLC | 3 |
| Fidelity Federal Planning Corp. news | 1 |
| J.P. Morgan Securities LLC news | 1 |
Advisors in Montgomeryville, A to Z
CFP advisors in Montgomeryville →- Edward J. BarnesBlbb Advisors
- Cheryl BerryThrivent Investment Management Inc.
- Laura W. BrewerBlbb Advisors
- Lisa A. BroomeBlbb Advisors · Certified Financial Planner
- Nicholas G. BucciBlbb Advisors · Certified Financial Planner
- Kay W. DemitoThrivent Investment Management Inc.
- Louis E. DepaulBlbb Advisors
- Shelley M. DimperioBlbb Advisors · Certified Financial Planner
- Andrew J. DziedzicPrepared Retirement Institute LLC
- Robert M. Flood IIIBlbb Advisors · Chartered Financial Consultant
- Brian P. GallagherBlbb Advisors · Certified Financial Planner
- Bradley GargesPrepared Retirement Institute LLC · Certified Financial Planner
- Michael J. GeraghtyBlbb Advisors · Certified Financial Planner, Chartered Financial Analyst
- John G. GriffithJ.P. Morgan Securities LLC
- Clifford P. HaugenBlbb Advisors · Chartered Financial Analyst
- Bridgit D. HollyThrivent Investment Management Inc. · Chartered Financial Consultant
- William D. KarrashBlbb Advisors
- Thomas J. LaessigFidelity Federal Planning Corp. · Chartered Financial Consultant
- John T. LawtonBlbb Advisors
- Jessica M. LongBlbb Advisors
- Ada E. LubanskiBlbb Advisors · Certified Financial Planner
- Brianna B. MarchBlbb Advisors
- Matthew M. MehringBlbb Advisors · Certified Financial Planner, Chartered Financial Analyst
- Robb J. ParlantiBlbb Advisors · Chartered Financial Analyst
- Jared PayneThrivent Investment Management Inc.
- Amanda L. SchulenbergThrivent Investment Management Inc.
- Daniel ShaiferBlbb Advisors · Certified Financial Planner
- Anthony W. SpanglerThrivent Investment Management Inc.
- Mark W. Vandenburg Jr.Prepared Retirement Institute LLC · Certified Financial Planner
- Brook A. WilliamsThrivent Investment Management Inc.
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 Montgomeryville, PA?
30 investment adviser representatives are registered at firm offices in Montgomeryville, Pennsylvania, according to the SEC's Investment Adviser Public Disclosure records. 9 of them are also registered as broker representatives, and 10 list the CFP designation.
Which firm has the most financial advisors in Montgomeryville?
Blbb Advisors, with 18 registered advisors in Montgomeryville, followed by Thrivent Investment Management Inc. with 7.
How do I check a financial advisor in Montgomeryville?
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.