Financial ADVSR advisor directory · SEC adviser records
Financial advisors in W. Conshohocken, PA
Every SEC-registered investment adviser representative at a firm office in W. Conshohocken, with the firms that employ the most of them.
7 registered advisors work in W. Conshohocken; the most are at Forefront Analytics, LLC (4). 0 list the CFP designation and 0 are also registered broker representatives.
Firms with the most advisors in W. Conshohocken
| Firm | Advisors in W. Conshohocken |
|---|---|
| Forefront Analytics, LLC | 4 |
| Barton Investment Management, LLC | 3 |
| Gkfo, LLC | 1 |
Advisors in W. Conshohocken, A to Z
Search all of Pennsylvania →- Christopher C. GeczyGkfo, LLC
- Andrew J. GiannoneForefront Analytics, LLC · Chartered Financial Analyst
- Charles HermanForefront Analytics, LLC
- Michael D. JonesBarton Investment Management, LLC · Chartered Financial Analyst
- Henry B. RileyBarton Investment Management, LLC · Chartered Financial Analyst
- James M. TatlowBarton Investment Management, LLC
- Patrick A. TucciForefront Analytics, LLC · Chartered Financial Analyst
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 W. Conshohocken, PA?
7 investment adviser representatives are registered at firm offices in W. Conshohocken, Pennsylvania, according to the SEC's Investment Adviser Public Disclosure records. 0 of them are also registered as broker representatives, and 0 list the CFP designation.
Which firm has the most financial advisors in W. Conshohocken?
Forefront Analytics, LLC, with 4 registered advisors in W. Conshohocken, followed by Barton Investment Management, LLC with 3.
How do I check a financial advisor in W. Conshohocken?
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.