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Financial ADVSR advisor directory · SEC adviser records

Financial advisors in Phoenixville, PA

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

52 registered advisors work in Phoenixville; the most are at Ameritas Advisory Services, LLC (7). 7 list the CFP designation and 33 are also registered broker representatives.

Firms with the most advisors in Phoenixville

FirmAdvisors in Phoenixville
Ameritas Advisory Services, LLC7
Vermillion & White Wealth Management Group5
Barnstone Advisors LLC3
Osaic Wealth, Inc. news3
Strategic Advisers LLC3
Arnold Investment Group2
Equitable Advisors, LLC news2
LPL Financial LLC news2
Aegis Capital Corp.1
Ameriprise Financial Services, LLC news1
Bennyhoff & Co.1
Black Oak Wealth Management, LLC1
Bouvel Investment Partners, LLC1
Brookwood Investment Group1
Cambridge Investment Research Advisors, Inc. news1
Cetera Investment Advisers LLC news1
Clothier Springs Capital Management, LLC1
Edward Jones news1
Focus Advisor Solutions, LLC1
Gould Tactical Growth LLC1
Hornor, Townsend & Kent, LLC1
Ibn Financial Services, Inc.1
Im Wealth Partners1
J.P. Morgan Securities LLC news1
PNC Wealth Management LLC1

Advisors in Phoenixville, A to Z

CFP advisors in Phoenixville →

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 Phoenixville, PA?

52 investment adviser representatives are registered at firm offices in Phoenixville, Pennsylvania, according to the SEC's Investment Adviser Public Disclosure records. 33 of them are also registered as broker representatives, and 7 list the CFP designation.

Which firm has the most financial advisors in Phoenixville?

Ameritas Advisory Services, LLC, with 7 registered advisors in Phoenixville, followed by Vermillion & White Wealth Management Group with 5.

How do I check a financial advisor in Phoenixville?

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.