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Financial ADVSR advisor directory · SEC adviser records

Financial advisors in Villanova, PA

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

27 registered advisors work in Villanova; the most are at Strategic Advisers LLC (19). 3 list the CFP designation and 23 are also registered broker representatives.

Firms with the most advisors in Villanova

FirmAdvisors in Villanova
Strategic Advisers LLC19
Captrust news1
Federated Global Investment Management Corp.1
Federated Investment Counseling1
J.P. Morgan Securities LLC news1
Mdt Advisers, A Division Of Federated Mdta LLC1
Merrill Lynch, Pierce, Fenner & Smith Incorporated news1
Millergroup Investments LLC1
Principal Asset Management1
Raymond James & Associates, Inc. news1
Sentinel Asset Management, LLC1

Advisors in Villanova, A to Z

CFP advisors in Villanova →

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 Villanova, PA?

27 investment adviser representatives are registered at firm offices in Villanova, Pennsylvania, according to the SEC's Investment Adviser Public Disclosure records. 23 of them are also registered as broker representatives, and 3 list the CFP designation.

Which firm has the most financial advisors in Villanova?

Strategic Advisers LLC, with 19 registered advisors in Villanova, followed by Captrust with 1.

How do I check a financial advisor in Villanova?

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.