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Financial ADVSR advisor directory · SEC adviser records

Financial advisors in Sewickley, PA

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

283 registered advisors work in Sewickley; the most are at Morgan Stanley (34). 47 list the CFP designation and 196 are also registered broker representatives.

Firms with the most advisors in Sewickley

FirmAdvisors in Sewickley
Morgan Stanley news34
Merrill Lynch, Pierce, Fenner & Smith Incorporated news25
RBC Capital Markets, LLC news25
Bill Few Associates, Inc.19
LPL Financial LLC news19
Stratos Wealth Partners, Ltd.17
Fragasso Wealth Advisors15
UBS Financial Services Inc. news11
Ameriprise Financial Services, LLC news9
Osaic Wealth, Inc. news9
Wells Fargo Clearing Services, LLC news9
Fifth Third Wealth Advisors LLC8
Kestra Private Wealth Services, LLC news8
Principal Securities, Inc.7
Roble, Belko And Company, Inc.7
Cetera Investment Advisers LLC news6
Corient news4
Aufman Associates Inc.3
Federated Global Investment Management Corp.3
Jms Capital Group Wealth Services, LLC3
Mdt Advisers, A Division Of Federated Mdta LLC3
Northwestern Mutual Investment Services, LLC3
PNC Wealth Management LLC3
Vicus Capital, Inc.3
&Partners news2

Advisors in Sewickley, A to Z

CFP advisors in Sewickley →

Other cities in Pennsylvania

All of Pennsylvania →

Pittsburgh 1,486Philadelphia 1,111Malvern 827Conshohocken 470Wayne 408Allentown 378Lancaster 375Fort Washington 362Radnor 323Berwyn 297Newtown Square 265West Chester 253Doylestown 243Yardley 234York 233Erie 224Bala Cynwyd 202Canonsburg 200Newtown 190Camp Hill 180West Conshohocken 174Bethlehem 173Exton 173King Of Prussia 172

Questions

How many financial advisors are in Sewickley, PA?

283 investment adviser representatives are registered at firm offices in Sewickley, Pennsylvania, according to the SEC's Investment Adviser Public Disclosure records. 196 of them are also registered as broker representatives, and 47 list the CFP designation.

Which firm has the most financial advisors in Sewickley?

Morgan Stanley, with 34 registered advisors in Sewickley, followed by Merrill Lynch, Pierce, Fenner & Smith Incorporated with 25.

How do I check a financial advisor in Sewickley?

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.