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Financial ADVSR advisor directory · SEC adviser records

Financial advisors in Somerset, PA

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

14 registered advisors work in Somerset; the most are at LPL Financial LLC (5). 2 list the CFP designation and 14 are also registered broker representatives.

Firms with the most advisors in Somerset

FirmAdvisors in Somerset
LPL Financial LLC news5
Cetera Investment Advisers LLC news2
PNC Wealth Management LLC2
State Farm Investment Management Corp.2
Capital Analysts1
Commonwealth Financial Network news1
Edward Jones news1

Advisors in Somerset, A to Z

CFP advisors in Somerset →

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 Somerset, PA?

14 investment adviser representatives are registered at firm offices in Somerset, Pennsylvania, according to the SEC's Investment Adviser Public Disclosure records. 14 of them are also registered as broker representatives, and 2 list the CFP designation.

Which firm has the most financial advisors in Somerset?

LPL Financial LLC, with 5 registered advisors in Somerset, followed by Cetera Investment Advisers LLC with 2.

How do I check a financial advisor in Somerset?

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.