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Financial ADVSR advisor directory · SEC adviser records

Financial advisors in Washington, PA

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

37 registered advisors work in Washington; the most are at Ameriprise Financial Services, LLC (9). 5 list the CFP designation and 35 are also registered broker representatives.

Firms with the most advisors in Washington

FirmAdvisors in Washington
Ameriprise Financial Services, LLC news9
Cetera Investment Advisers LLC news5
First Citizens Investor Services, Inc.5
Citizens Securities, Inc.2
Federated Global Investment Management Corp.2
LPL Financial LLC news2
Mdt Advisers, A Division Of Federated Mdta LLC2
Ameritas Advisory Services, LLC1
Cambridge Investment Research Advisors, Inc. news1
Edward Jones news1
Its Asset Management, L.P.1
Key Investment Services LLC1
LPL Enterprise, LLC news1
Mariner news1
Money Concepts Capital Corp.1
Osaic Wealth, Inc. news1
PNC Wealth Management LLC1
Pfs Investments Inc.1
State Farm Investment Management Corp.1
Svb Wealth1

Advisors in Washington, A to Z

CFP advisors in Washington →

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 Washington, PA?

37 investment adviser representatives are registered at firm offices in Washington, Pennsylvania, according to the SEC's Investment Adviser Public Disclosure records. 35 of them are also registered as broker representatives, and 5 list the CFP designation.

Which firm has the most financial advisors in Washington?

Ameriprise Financial Services, LLC, with 9 registered advisors in Washington, followed by Cetera Investment Advisers LLC with 5.

How do I check a financial advisor in Washington?

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.