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Financial ADVSR advisor directory · SEC adviser records

Capital Analysts financial advisors in New Hope, PA

Every SEC-registered investment adviser representative at a Capital Analysts office in New Hope, A to Z.

The short answer

3 registered advisors work at Capital Analysts in New Hope, out of 557 at the firm nationwide; it ranks number 5 in the city by advisors. 2 list the CFP designation and 3 are also registered broker representatives.

Capital Analysts advisors in New Hope, A to Z

Every Capital Analysts advisor →

Capital Analysts advisors in every city and state →Capital Analysts: assets, clients and custodians →Advisor Moves: who changed firms this week →

Capital Analysts advisors in other cities

Marlton, NJ 27Braintree, MA 23Getzville, NY 16Lombard, IL 15Tallahassee, FL 15Jenkintown, PA 13Rochester, NY 11Fort Washington, PA 10Horsham, PA 9Lutz, FL 9Cleveland, OH 8Renton, WA 8Royal Oak, MI 8Southfield, MI 8Worcester, MA 8

Other firms in New Hope

All New Hope advisors →

Rockwood Wealth Management, LLC 42Janney Montgomery Scott LLC 12Ameriprise Financial Services, LLC 9Strategic Advisers LLC 4Lincoln Investment 3Osaic Wealth, Inc. 3

Questions

How many financial advisors does Capital Analysts have in New Hope?

3 investment adviser representatives are registered at Capital Analysts offices in New Hope, Pennsylvania, according to the SEC's Investment Adviser Public Disclosure records, out of 557 nationwide. 2 list the CFP designation and 3 are also registered as broker representatives.

Is Capital Analysts one of the largest advisor employers in New Hope?

Capital Analysts ranks number 5 in New Hope by registered advisors; Rockwood Wealth Management, LLC has the most, with 42.

How do I check a Capital Analysts advisor in New Hope?

Each advisor below links to a profile with their registrations, exams, designations 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 Capital Analysts office they're registered at; broker-only representatives (FINRA BrokerCheck) aren't included. Weighing a move? Compare payouts by firm or value a recruiting offer.