Friday, October 23, 2026The Morning EditionOpen AtlasSign inJoin free
FinancialADVSR

Est. 2026The front page of wealth managementNew York

The Morning EditionFree · 6:30 AM ETSubscribe
IN Freehold Wealth Management brings $576M to Osaic in multigenerational moveIN Sanctuary Wealth adds elder care platform to advisor toolkitIN Beyond tax loss harvesting: why long-short strategies demand a harder lookIN Investors still want advisors, even as AI expands investment choicesIN AI poses moderate disruption risk to wealth managers and retail banks, Fitch saysRB Vanguard is fulfilling Salim Ramji's May 1 promised renewal of 'Flagship' platinum tier service after it eroded, and he's willing to count non-Vanguard funds against the $1-million minimum for the first timeIN RIA IPO 'probably' coming within two years, dealmaker predictsIN Women Advisor Summit 2026: Get set for 'extraordinary' gathering of industry’s female leaders4K IRS Expands Retirement Plan Error Corrections, Creates New IRA ProgramWM New Options Emerge for Providing Liquidity to Evergreen Fund Market

Financial ADVSR advisor directory · SEC adviser records

Financial advisors in Orefield, PA

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

6 registered advisors work in Orefield; the most are at LPL Financial LLC (2). 0 list the CFP designation and 4 are also registered broker representatives.

Firms with the most advisors in Orefield

FirmAdvisors in Orefield
LPL Financial LLC news2
Oneascent Financial Services LLC2
Investors' Choice Advisory Services, LLC1
Principal Securities, Inc.1

Advisors in Orefield, A to Z

Search all of Pennsylvania →

Other cities in Pennsylvania

All of Pennsylvania →

Pittsburgh 1,580Philadelphia 1,167Malvern 855Conshohocken 503Wayne 423Lancaster 409Allentown 403Radnor 350Berwyn 315West Chester 294Sewickley 291Newtown Square 287Doylestown 251Erie 251Yardley 246York 241Bala Cynwyd 239Fort Washington 223Canonsburg 215Newtown 205Camp Hill 189West Conshohocken 188Wyomissing 186Bethlehem 185

Questions

How many financial advisors are in Orefield, PA?

6 investment adviser representatives are registered at firm offices in Orefield, Pennsylvania, according to the SEC's Investment Adviser Public Disclosure records. 4 of them are also registered as broker representatives, and 0 list the CFP designation.

Which firm has the most financial advisors in Orefield?

LPL Financial LLC, with 2 registered advisors in Orefield, followed by Oneascent Financial Services LLC with 2.

How do I check a financial advisor in Orefield?

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.