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Financial ADVSR advisor directory · SEC adviser records

Financial advisors in New Hope, PA

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

95 registered advisors work in New Hope; the most are at Rockwood Wealth Management, LLC (42). 32 list the CFP designation and 40 are also registered broker representatives.

Firms with the most advisors in New Hope

FirmAdvisors in New Hope
Rockwood Wealth Management, LLC42
Janney Montgomery Scott LLC news11
Ameriprise Financial Services, LLC news8
Cw Advisors, LLC4
Lincoln Investment4
Capital Analysts3
Osaic Wealth, Inc. news3
Strategic Advisers LLC3
Cambridge Investment Research Advisors, Inc. news2
Hartley Advisors Corp.2
Poxono Capital2
Cetera Investment Advisers LLC news1
J.P. Morgan Securities LLC news1
Katsutoshi Capital Management, LLC1
Lifelong Advisory Corp.1
MML Investors Services, LLC1
Merrill Lynch, Pierce, Fenner & Smith Incorporated news1
Moondance Investment Advisors, LLC1
PNC Wealth Management LLC1
RBC Capital Markets, LLC news1
Sapient Investments LLC1
Tiaa-Cref Individual & Institutional Services, LLC1
Tlg Advisors, Inc.1
Wells Fargo Clearing Services, LLC news1

Advisors in New Hope, A to Z

CFP advisors in New Hope →

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 New Hope, PA?

95 investment adviser representatives are registered at firm offices in New Hope, Pennsylvania, according to the SEC's Investment Adviser Public Disclosure records. 40 of them are also registered as broker representatives, and 32 list the CFP designation.

Which firm has the most financial advisors in New Hope?

Rockwood Wealth Management, LLC, with 42 registered advisors in New Hope, followed by Janney Montgomery Scott LLC with 11.

How do I check a financial advisor in New Hope?

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.