Financial ADVSR advisor directory · SEC adviser records
Financial advisors in Oaks, PA
Every SEC-registered investment adviser representative at a firm office in Oaks, with the firms that employ the most of them.
93 registered advisors work in Oaks; the most are at Sei Investments Management Corp. (90). 6 list the CFP designation and 40 are also registered broker representatives.
Firms with the most advisors in Oaks
| Firm | Advisors in Oaks |
|---|---|
| Sei Investments Management Corp. | 90 |
| LPL Financial LLC news | 2 |
| Osaic Wealth, Inc. news | 1 |
Advisors in Oaks, A to Z
CFP advisors in Oaks →- Fakhri S. AbdullayevSei Investments Management Corp.
- Robert L. AinsworthSei Investments Management Corp.
- Megan A. AllenSei Investments Management Corp.
- Christopher F. ArizinSei Investments Management Corp.
- Luke ArizinSei Investments Management Corp.
- William P. BerberichSei Investments Management Corp. · Certified Financial Planner
- Ryan E. BivenourSei Investments Management Corp.
- Adam T. BoozSei Investments Management Corp.
- Jacob T. BuchaSei Investments Management Corp.
- Zachary J. ButtonSei Investments Management Corp.
- Frank M. Byrd Jr.Sei Investments Management Corp.
- Jennifer H. CampisiSei Investments Management Corp.
- Joseph R. CanestroSei Investments Management Corp.
- Keith P. CarraSei Investments Management Corp.
- Ryan CavanaghSei Investments Management Corp.
- Darren ChenSei Investments Management Corp.
- Jinsong ChenOsaic Wealth, Inc.
- Michael CocciaSei Investments Management Corp.
- Alexander CohenSei Investments Management Corp.
- Justin E. DaySei Investments Management Corp.
- Alexander R. DeciantisSei Investments Management Corp.
- Gary S. DeoliveiraSei Investments Management Corp.
- Eric L. DunnSei Investments Management Corp.
- Tatiana C. EckelSei Investments Management Corp.
- Robert T. EckroteSei Investments Management Corp.
- James G. FaunceSei Investments Management Corp.
- Jake FlannerySei Investments Management Corp.
- Kathleen M. FoxSei Investments Management Corp.
- Thomas M. FrederickSei Investments Management Corp.
- Gabriel GarciaSei Investments Management Corp.
- Hayden GreerSei Investments Management Corp.
- Timothy B. GregorySei Investments Management Corp.
- Michael J. HarrisSei Investments Management Corp.
- Erich A. HollandSei Investments Management Corp.
- Andrew HumphreySei Investments Management Corp.
- Robert W. JonesSei Investments Management Corp.
- Kristin A. JosephsSei Investments Management Corp.
- Joseph KellySei Investments Management Corp.
- Geoffrey M. KnoxSei Investments Management Corp.
- Walter P. Kokol IVSei Investments Management Corp.
- Jason A. KolendaSei Investments Management Corp.
- Melissa M. KretschmerSei Investments Management Corp.
- Henry A. KulikSei Investments Management Corp.
- Jeffrey P. LadouceurSei Investments Management Corp.
- Michael F. LaneSei Investments Management Corp.
- John J. Loughlin IIISei Investments Management Corp.
- Nicholas A. MarchegianoSei Investments Management Corp.
- Eric MartinezSei Investments Management Corp.
- Michael J. MatkovicSei Investments Management Corp.
- Brendan J. McCabeSei Investments Management Corp.
- Matthew McCloskeySei Investments Management Corp. · Chartered Financial Analyst
- Aaron R. McInerneySei Investments Management Corp.
- Joseph J. McLaughlin IIISei Investments Management Corp.
- Karen L. McLaughlinSei Investments Management Corp.
- Mark MizzerSei Investments Management Corp. · Certified Financial Planner
- Thomas G. MurraySei Investments Management Corp.
- Florence MwauraSei Investments Management Corp.
- Harley B. NagerSei Investments Management Corp. · Certified Financial Planner
- Duane M. OakesSei Investments Management Corp.
- Karim M. OuazziSei Investments Management Corp. · Certified Financial Planner
- Roshun D. PaiSei Investments Management Corp. · Certified Financial Planner
- Gregory M. Painter Jr.Sei Investments Management Corp.
- Andreas J. PapadourakisSei Investments Management Corp.
- Austin PaxtonSei Investments Management Corp.
- Matthew PesotSei Investments Management Corp.
- Cole PetersSei Investments Management Corp.
- Thomas P. Pileggi IIISei Investments Management Corp.
- Matthew E. PotterSei Investments Management Corp. · Chartered Financial Analyst
- Scott T. PrichardSei Investments Management Corp. · Chartered Financial Analyst
- Luke N. QuimbySei Investments Management Corp.
- Nicolas J. Rambla VidalSei Investments Management Corp.
- Andrew C. RothSei Investments Management Corp.
- Madeline M. RussellSei Investments Management Corp.
- John F. Sarbello IISei Investments Management Corp.
- Timothy J. Sauermelch Jr.Sei Investments Management Corp.
- Ryan SchneckSei Investments Management Corp.
- Logan W. SchwartzSei Investments Management Corp.
- Maxwell D. SeeberSei Investments Management Corp.
- Sean P. SimkoSei Investments Management Corp. · Chartered Financial Consultant
- Brendan SmithSei Investments Management Corp.
- John SpinaSei Investments Management Corp.
- Jennifer J. SteeleSei Investments Management Corp.
- Sydney SteinSei Investments Management Corp.
- Garrett TaitLPL Financial LLC
- James T. Tait IIILPL Financial LLC
- Steven C. TreftzSei Investments Management Corp.
- Patrick J. TroySei Investments Management Corp.
- Ryan P. WallSei Investments Management Corp.
- Austin T. WarrSei Investments Management Corp.
- Steven B. WittenbergSei Investments Management Corp.
- Kelley R. WolfingtonSei Investments Management Corp.
- Arthur F. WorthingtonSei Investments Management Corp. · Certified Financial Planner
- Peter ZimmermanSei Investments Management Corp.
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 Oaks, PA?
93 investment adviser representatives are registered at firm offices in Oaks, Pennsylvania, according to the SEC's Investment Adviser Public Disclosure records. 40 of them are also registered as broker representatives, and 6 list the CFP designation.
Which firm has the most financial advisors in Oaks?
Sei Investments Management Corp., with 90 registered advisors in Oaks, followed by LPL Financial LLC with 2.
How do I check a financial advisor in Oaks?
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.