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Est. 2026The front page of wealth managementNew York

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Financial ADVSR advisor directory · SEC adviser records

Financial advisors in Plymouth Meeting, PA

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

The short answer

72 registered advisors work in Plymouth Meeting; the most are at Ameriprise Financial Services, LLC (29). 13 list the CFP designation and 60 are also registered broker representatives.

Firms with the most advisors in Plymouth Meeting

FirmAdvisors in Plymouth Meeting
Ameriprise Financial Services, LLC news29
Legacy Advisors, LLC17
Cetera Investment Advisers LLC news6
Spc3
2nd Story Wealth Planners2
Hornor, Townsend & Kent, LLC2
Centaurus Financial, Inc.1
Gwynedd Wealth Partners, LLC1
Integrity Alliance, LLC.1
LPL Financial LLC news1
Lombard Advisers Incorporated1
Origin Investment Advisory LLC1
Osaic Wealth, Inc. news1
Prime Capital Financial1
Raymond James Financial Services Advisors, Inc. news1
State Farm Investment Management Corp.1
Steward Partners Investment Advisory, LLC news1
Voya Financial Advisors, Inc.1
Wells Fargo Clearing Services, LLC news1
Wells Fargo Investment Institute, Inc. news1

Advisors in Plymouth Meeting, A to Z

CFP advisors in Plymouth Meeting →

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 Plymouth Meeting, PA?

72 investment adviser representatives are registered at firm offices in Plymouth Meeting, Pennsylvania, according to the SEC's Investment Adviser Public Disclosure records. 60 of them are also registered as broker representatives, and 13 list the CFP designation.

Which firm has the most financial advisors in Plymouth Meeting?

Ameriprise Financial Services, LLC, with 29 registered advisors in Plymouth Meeting, followed by Legacy Advisors, LLC with 17.

How do I check a financial advisor in Plymouth Meeting?

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.