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Financial ADVSR advisor directory · SEC adviser records

Financial advisors in Newtown Square, PA

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

265 registered advisors work in Newtown Square; the most are at MML Investors Services, LLC (133). 0 list the CFP designation and 205 are also registered broker representatives.

Firms with the most advisors in Newtown Square

FirmAdvisors in Newtown Square
MML Investors Services, LLC133
Morgan Stanley news29
Logan Capital Management, Inc.14
Concentus Wealth Advisors9
Pathstone9
Almanack Investment Partners7
Newsquare Capital, LLC6
Wells Fargo Clearing Services, LLC news6
Capital Analysts4
Strategic Advisers LLC4
Etf Architect3
Alpha Architect2
Concentric2
Eagle Strategies LLC2
Equitable Advisors, LLC news2
Hamilton-Bates Investment Research, Inc.2
LPL Financial LLC news2
Lincoln Investment2
Lynch Investment Planning, LLC2
Mc2 Financial Advisers, Inc.2
Raymond James Financial Services Advisors, Inc. news2
State Farm Investment Management Corp.2
Allspring Funds Management, LLC1
Ameriprise Financial Services, LLC news1
Apricus Wealth LLC1

Advisors in Newtown Square, A to Z

Search all of Pennsylvania →

Other cities in Pennsylvania

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Pittsburgh 1,580Philadelphia 1,167Malvern 855Conshohocken 503Wayne 423Lancaster 409Allentown 403Radnor 350Berwyn 315West Chester 294Sewickley 291Doylestown 251Erie 251Yardley 246York 241Bala Cynwyd 239Fort Washington 223Canonsburg 215Newtown 205Camp Hill 189West Conshohocken 188Wyomissing 186Bethlehem 185Exton 184

Questions

How many financial advisors are in Newtown Square, PA?

265 investment adviser representatives are registered at firm offices in Newtown Square, Pennsylvania, according to the SEC's Investment Adviser Public Disclosure records. 205 of them are also registered as broker representatives, and 0 list the CFP designation.

Which firm has the most financial advisors in Newtown Square?

MML Investors Services, LLC, with 133 registered advisors in Newtown Square, followed by Morgan Stanley with 29.

How do I check a financial advisor in Newtown Square?

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.