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Financial ADVSR advisor directory · SEC adviser records

Financial advisors in Oakmont, PA

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

27 registered advisors work in Oakmont; the most are at Oakmont Capital Management, LLC (8). 1 list the CFP designation and 17 are also registered broker representatives.

Firms with the most advisors in Oakmont

FirmAdvisors in Oakmont
Oakmont Capital Management, LLC8
Invicta Advisors LLC7
Osaic Wealth, Inc. news4
Commonwealth Financial Network news3
Allstate Financial Advisors, LLC1
Cetera Investment Advisers LLC news1
Edward Jones news1
Federated Global Investment Management Corp.1
Mdt Advisers, A Division Of Federated Mdta LLC1
PNC Wealth Management LLC1

Advisors in Oakmont, A to Z

CFP advisors in Oakmont →

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 Oakmont, PA?

27 investment adviser representatives are registered at firm offices in Oakmont, Pennsylvania, according to the SEC's Investment Adviser Public Disclosure records. 17 of them are also registered as broker representatives, and 1 list the CFP designation.

Which firm has the most financial advisors in Oakmont?

Oakmont Capital Management, LLC, with 8 registered advisors in Oakmont, followed by Invicta Advisors LLC with 7.

How do I check a financial advisor in Oakmont?

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.