Financial ADVSR advisor directory · SEC adviser records
Financial advisors in Wayne, PA
Every SEC-registered investment adviser representative at a firm office in Wayne, with the firms that employ the most of them.
408 registered advisors work in Wayne; the most are at Merrill Lynch, Pierce, Fenner & Smith Incorporated (60). 76 list the CFP designation and 269 are also registered broker representatives.
Firms with the most advisors in Wayne
Advisors in Wayne, A to Z (first 300 of 408)
CFP advisors in Wayne →- Katherine AbbottCapital Client Group, Inc.
- Kent R. Addis Jr.Addis & Hill, Incorporated
- Kathleen R. AicherRetirement And Wealth At Alliant, LLC
- Jonathan AllenAlden Investment Group
- David J. AllonOsaic Wealth, Inc.
- Julie F. AranowitzGwn Securities Inc. · Certified Financial Planner
- Cara J. ArcherEagle Strategies LLC · Chartered Financial Consultant
- Pierce ArcherRadnor Capital Management, LLC
- Kelly M. AtkinsPrincipal Securities, Inc.
- Mark AxmacherAlden Capital
- Gary BakerMerrill Lynch, Pierce, Fenner & Smith Incorporated
- Adam J. BarkerMerrill Lynch, Pierce, Fenner & Smith Incorporated
- Ryan C. BarnettRetirement And Wealth At Alliant, LLC
- Brett BarronRetirement And Wealth At Alliant, LLC
- Jared J. BazewiczCitizens Securities, Inc.
- Dean BellosWells Fargo Clearing Services, LLC
- Jessica L. BilbyWells Fargo Clearing Services, LLC
- Bryan R. BladesCorient · Certified Financial Planner
- Charles P. BoinskeModera Wealth Management, LLC · Certified Financial Planner
- Derek B. BolesFortis Advisors, LLC
- Samuel C. BookbinderNomura Capital Management LLC
- Grant BoyleKathmere Capital Management, LLC · Certified Financial Planner
- Jennifer M. BravoEntrust Financial LLC · Certified Financial Planner
- Darren A. BrichHartford Funds
- Delores R. BrockingtonWells Fargo Clearing Services, LLC
- Daniel BrooksCharles Schwab & Co., Inc.
- Andrew T. BucksnerWick Capital Partners, LLC · Certified Financial Planner
- Robert E. BurnsAlden Investment Group
- William J. BurrMerrill Lynch, Pierce, Fenner & Smith Incorporated
- Noah BushlowWaldron Private Wealth
- Susan ButlerMerrill Lynch, Pierce, Fenner & Smith Incorporated
- Alexandra ByrneCommonwealth Financial Network
- Jennifer L. ByrneRadnor Capital Management, LLC · Chartered Financial Analyst
- Richard B. ByrneDivi-Vest Advisors
- Alexander F. CabotRaymond James Financial Services Advisors, Inc. · Chartered Financial Consultant
- Jessica B. CabralMerrill Lynch, Pierce, Fenner & Smith Incorporated
- Lee A. CalfoAlden Capital
- Cara CannonCaptrust
- Chauncey M. CarterCharles Schwab & Co., Inc.
- George B. CauffmanHightower Advisors, LLC · Certified Financial Planner
- Robert P. CautilliWells Fargo Clearing Services, LLC
- Anthony D. Cellucci Jr.Kestra Advisory Services, LLC
- Richard S. ChebookjianAlden Capital
- Ryan S. ChristensenGwn Securities Inc. · Certified Financial Planner
- Robert Clements Jr.LPL Financial LLC · Chartered Financial Consultant
- Jacob G. CohenAxiom Asset Management
- Joel A. CohenHartford Funds
- Theodore CohnCapital Analysts · Chartered Financial Consultant
- Brett D. ColeKestra Advisory Services, LLC · Certified Financial Planner
- Guy R. CollinsAlden Investment Group · Certified Financial Planner
- John ColucciAlden Capital
- Michael S. ConkPrincipal Securities, Inc.
- Stephen P. ConkPrincipal Securities, Inc.
- Gregory T. ContiEquitable Advisors, LLC
- Isabella H. ContiEquitable Advisors, LLC
- Michael D. ContinelliCharles Schwab & Co., Inc. · Certified Financial Planner
- Isaiah CooperEagle Strategies LLC
- J T. CorleKestra Advisory Services, LLC · Certified Financial Planner
- David CourlangPrincipal Securities, Inc.
- Adriana R. CourtsRetirement And Wealth At Alliant, LLC
- Matthew H. CunninghamGwn Securities Inc.
- Charles L. CutshallMerrill Lynch, Pierce, Fenner & Smith Incorporated
- Margaret D'AgostinoMerrill Lynch, Pierce, Fenner & Smith Incorporated
- Brian T. D'AmicoWells Fargo Clearing Services, LLC
- Albert S. DalbyVantage Advisors, LLC · Chartered Financial Consultant
- Brian D. DartGwn Securities Inc.
- Deborah A. DavisAlden Investment Group · Certified Financial Planner
- Gustavo O. De La RocaHartford Funds
- Robert E. DefalcoMerrill Lynch, Pierce, Fenner & Smith Incorporated
- Ryan J. DehavenPrincipal Securities, Inc.
- Katelyn E. DerrHartford Funds
- Matthew S. DevineyCharles Schwab & Co., Inc. · Chartered Financial Consultant
- Joseph J. DevlinMerrill Lynch, Pierce, Fenner & Smith Incorporated
- Bronwyn V. DeweyConestoga Capital Advisors, LLC
- David T. DewittDewitt Capital Management · Certified Financial Planner
- David H. DewittDewitt Capital Management · Certified Financial Planner
- Clare P. DiamondKathmere Capital Management, LLC · Certified Financial Planner
- Jonathan W. DiamondWells Fargo Clearing Services, LLC
- Tara DiamondWealthcare Advisory Partners LLC
- Joseph J. Dimaio Jr.Wick Capital Partners, LLC · Certified Financial Planner
- Dominick F. DinofaEagle Strategies LLC
- Joseph A. DiorioTruist Advisory Services, Inc.
- Stephen J. DiorioState Farm Investment Management Corp. · Chartered Financial Consultant
- Matthew DipuppoPrincipal Securities, Inc. · Certified Financial Planner
- Jameson J. DonahueEquitable Advisors, LLC
- Duane R. DorazioConestoga Capital Advisors, LLC
- Kevin DoyleKathmere Capital Management, LLC · Certified Financial Planner
- Cole C. DrahusHartford Funds
- Raymond F. DuneganGwn Securities Inc.
- Paul DunnMerrill Lynch, Pierce, Fenner & Smith Incorporated
- Brendan J. DwyerPrincipal Securities, Inc.
- Michael P. DwyerPrincipal Securities, Inc.
- Timothy F. DwyerPrincipal Securities, Inc. · Certified Financial Planner
- Max ElfenbeinCorient
- David E. EngelPrincipal Securities, Inc.
- Scott T. EngleMerrill Lynch, Pierce, Fenner & Smith Incorporated
- Joslyn G. EwartEntrust Financial LLC · Certified Financial Planner
- Thomas C. EybyeMerrill Lynch, Pierce, Fenner & Smith Incorporated
- Charles W. Fagan Jr.BNY Mellon Securities Corporation
- William C. FehlEquitable Advisors, LLC
- Mark W. FeldserWick Capital Partners, LLC
- Brian FenlinKathmere Capital Management, LLC
- Jon FerraioloHartford Funds
- Aaron FilbeckWaldron Private Wealth · Certified Financial Planner, Chartered Financial Analyst
- Robert E. FishAlden Capital
- Andrea FitzgeraldModera Wealth Management, LLC
- Colman P. FlanaganHartford Funds
- Jane D. FlaniganHartford Funds
- Adam J. FletcherT. Rowe Price Associates, Inc.
- Jose E. Flores SanchezEnduro Capital Partners LLC · Chartered Financial Analyst
- Geoffrey F. ForcinoKathmere Capital Management, LLC
- Katherine H. ForesterStrategic Advisers LLC
- Scott D. FrankDewitt Capital Management
- McKenzie J. FrankelEntrust Financial LLC · Certified Financial Planner
- Grant S. FrederickProper Financial, LLC
- Kumud C. GandhiCambridge Investment Research Advisors, Inc.
- Jack M. GartlanCorient
- Peter H. GauntCambridge Investment Research Advisors, Inc.
- Elizabeth L. GavinModera Wealth Management, LLC
- Patrick M. GearyRetirement And Wealth At Alliant, LLC
- John A. GerhardtRadnor Capital Management, LLC · Chartered Financial Analyst
- Mark D. GernerdModera Wealth Management, LLC · Certified Financial Planner
- Andrew J. GiannoneAlden Capital · Chartered Financial Analyst
- David A. GibbsAlden Investment Group
- Joseph R. GiorgioCorient
- Jeffrey N. GladsteinMerrill Lynch, Pierce, Fenner & Smith Incorporated
- Nathan D. GoadAlden Investment Group · Certified Financial Planner
- Adam GoldinMerrill Lynch, Pierce, Fenner & Smith Incorporated
- Nathan P. GoldmanHartford Funds · Chartered Financial Analyst
- Minh X. GonzalezWells Fargo Clearing Services, LLC
- Derrick J. GoodenowCorient · Certified Financial Planner
- Sindu GopalakrishnanPNC Wealth Management LLC
- Carl G. GordinierMerrill Lynch, Pierce, Fenner & Smith Incorporated
- James E. Gowen IIRadnor Capital Management, LLC · Chartered Financial Analyst
- Frank K. GrabuskiCambridge Investment Research Advisors, Inc.
- Andrew P. GraserLPL Financial LLC
- Thomas J. Grasso Jr.Hartford Funds
- Joshua D. GribbenHartford Funds
- Kurt G. GustafsonHartford Funds
- Gustavo A. GutierrezMerrill Lynch, Pierce, Fenner & Smith Incorporated
- Zachary B. Hamm-PhippsAurdan Capital Management, LLC · Chartered Financial Analyst
- Stephen J. HaneyModera Wealth Management, LLC · Chartered Financial Analyst
- Michael C. HeabergAxiom Asset Management
- Caitlin M. HeeryModera Wealth Management, LLC · Certified Financial Planner
- Matt HeintzPNC Wealth Management LLC
- Tracy L. HeinzeMerrill Lynch, Pierce, Fenner & Smith Incorporated
- Thomas B. HelmWells Fargo Advisors Financial Network, LLC
- Thomas F. Helmig Jr.Merrill Lynch, Pierce, Fenner & Smith Incorporated
- Thomas F. HelmigMerrill Lynch, Pierce, Fenner & Smith Incorporated
- Eric N. HershmanCapital Analysts
- Christopher S. HessMerrill Lynch, Pierce, Fenner & Smith Incorporated
- Eric M. HildenbrandAurdan Capital Management, LLC · Chartered Financial Analyst
- David J. Hill Jr.Kathmere Capital Management, LLC · Certified Financial Planner, Chartered Financial Analyst
- Justin J. HillAddis & Hill, Incorporated
- Austin D. HogganCorient · Certified Financial Planner
- William P. HolmesHornor, Townsend & Kent, LLC
- Curtis J. HoppHartford Funds
- Matthew HoranCorient
- Bruce T. HotalingFocus Partners Wealth, LLC · Chartered Financial Analyst
- Brian J. HowlesFocus Partners Wealth, LLC · Certified Financial Planner, Chartered Financial Analyst
- Thomas C. HuberWick Capital Partners, LLC · Chartered Financial Analyst
- Randall S. HubschmidtFortis Advisors, LLC
- Kevin J. HuffVanguard Advisers, Inc.
- William M. HughesWells Fargo Advisors Financial Network, LLC
- Charles R. HuntingtonWells Fargo Advisors Financial Network, LLC
- Brian J. JacobsCorient · Certified Financial Planner
- Blair G. JohnsonEquitable Advisors, LLC
- Steven E. JolleyAlera Investment Advisors, LLC
- Clinton J. JonesHartford Funds
- Meghan C. JonesPrincipal Securities, Inc.
- Robert G. KaraliusEagle Strategies LLC · Chartered Financial Consultant
- Lisa S. KarlinCetera Investment Advisers LLC
- Kimberly R. KeemerMerrill Lynch, Pierce, Fenner & Smith Incorporated
- Joseph M. KeleherEquitable Advisors, LLC
- Jack R. KellyHartford Funds
- James C. KellyNorthwestern Mutual Investment Services, LLC · Certified Financial Planner
- Roger P. KentMerrill Lynch, Pierce, Fenner & Smith Incorporated
- Young Jae KimHartford Funds
- Anastasia M. KingsburyMerrill Lynch, Pierce, Fenner & Smith Incorporated
- Catherine KoreshMerrill Lynch, Pierce, Fenner & Smith Incorporated
- Scott M. KorubaWells Fargo Clearing Services, LLC
- Brian E. KrausHartford Funds · Chartered Financial Analyst
- Steven G. KrausWells Fargo Advisors Financial Network, LLC
- Courtney A. KucishAlden Investment Group
- Delaina S. KucishAlden Investment Group
- Paul J. LafountainAlden Capital
- Elizabeth A. LammersMerrill Lynch, Pierce, Fenner & Smith Incorporated
- Haley P. LanganCorient · Certified Financial Planner
- Michael A. LangleyPrincipal Securities, Inc.
- Peter LanzaEagle Strategies LLC
- James A. LaschingerRetirement And Wealth At Alliant, LLC
- Matthew R. LaudadioPrincipal Securities, Inc.
- Diane F. LaulisMerrill Lynch, Pierce, Fenner & Smith Incorporated
- Scott F. LavelleDiversified, LLC · Chartered Financial Analyst
- James N. LeasureKathmere Capital Management, LLC · Chartered Financial Analyst
- William J. Leckey Jr.Merrill Lynch, Pierce, Fenner & Smith Incorporated
- Jack LeeMerrill Lynch, Pierce, Fenner & Smith Incorporated
- Dominick Leuzzi IVAlera Investment Advisors, LLC
- George D. LexQuartz Partners Investment Management · Chartered Financial Consultant
- Tyler B. LiechtyGwn Securities Inc.
- John W. LindquistOnedigital
- Jason A. LipkaKathmere Capital Management, LLC
- Kenneth W. Liskey Jr.Charles Schwab & Co., Inc.
- Dana LomonacoCharles Schwab & Co., Inc. · Certified Financial Planner
- John M. LoperModera Wealth Management, LLC · Certified Financial Planner, Chartered Financial Consultant
- Colleen M. LottoCharles Schwab & Co., Inc. · Certified Financial Planner
- William D. LoucksMerrill Lynch, Pierce, Fenner & Smith Incorporated
- Matthew H. LugarKathmere Capital Management, LLC · Certified Financial Planner
- Brian LynchKathmere Capital Management, LLC · Certified Financial Planner, Chartered Financial Consultant
- Colleen S. LynchHartford Funds
- Ian D. MackinnonFocus Partners Wealth, LLC
- Jake C. MacleanHartford Funds
- Dennis P. Maguire Jr.Simplicity Wealth
- Brian ManchesterPNC Wealth Management LLC
- Rita ManginiMerrill Lynch, Pierce, Fenner & Smith Incorporated
- Michael J. ManiscalcoCharles Schwab & Co., Inc.
- Michael A. MarottaMerrill Lynch, Pierce, Fenner & Smith Incorporated
- Jared D. MarshallMerrill Lynch, Pierce, Fenner & Smith Incorporated
- Joseph MartinezEntrust Financial LLC · Certified Financial Planner
- Daniel L. MassettiHartford Funds
- David A. MastroWells Fargo Clearing Services, LLC
- Michael N. MattiseCorient · Certified Financial Planner
- Brandon C. MayCitizens Securities, Inc. · Chartered Financial Consultant
- Christina Mc CulloughModera Wealth Management, LLC
- Anthony V. McCracken Jr.Alden Capital · Certified Financial Planner
- Kevin McDermottKathmere Capital Management, LLC · Certified Financial Planner
- Michael P. McDermottKathmere Capital Management, LLC · Certified Financial Planner
- William B. McGowanModera Wealth Management, LLC
- Sean B. McGuiganWaldron Private Wealth
- Gregory C. MelaraMerrill Lynch, Pierce, Fenner & Smith Incorporated
- Patrick D. MelvinGrimes & Company · Certified Financial Planner
- Jennifer MendelBlue Fox Advisors, LLC
- Marc G. MenickellaKestra Advisory Services, LLC
- Hugh MerganMerrill Lynch, Pierce, Fenner & Smith Incorporated
- Casey E. MillerHartford Funds
- Joseph P. MillerHartford Funds
- Matthew J. MilnesMerrill Lynch, Pierce, Fenner & Smith Incorporated
- Robert M. MitchellConestoga Capital Advisors, LLC
- Joseph F. MonahanConestoga Capital Advisors, LLC · Chartered Financial Analyst
- Kathleen MonahanRetirement And Wealth At Alliant, LLC
- Anthony R. MonterossoHartford Funds
- Megan MooneyHartford Funds · Chartered Financial Analyst
- J Douglas MoranMerrill Lynch, Pierce, Fenner & Smith Incorporated
- Frank MoschellaEagle Strategies LLC
- Danine A. MuellerCommonwealth Financial Network
- Lauren MuellerCommonwealth Financial Network
- John F. Mulqueen Jr.Alden Capital
- Kevin J. MurphyLPL Financial LLC
- Sean J. MurphyGwn Securities Inc.
- Brant K. MurrayMerrill Lynch, Pierce, Fenner & Smith Incorporated
- James J. MurrayPrincipal Securities, Inc.
- John P. MurrayPrincipal Securities, Inc.
- Marlene D. MussoFortis Advisors, LLC
- Carl S. Nadwodny Jr.Focus Partners Wealth, LLC · Certified Financial Planner, Chartered Financial Analyst
- David R. NeidererConestoga Capital Advisors, LLC · Chartered Financial Analyst
- Robert H. NelsonRetirement And Wealth At Alliant, LLC
- Edward J. NescioCharles Schwab & Co., Inc. · Certified Financial Planner
- Cung Nghi C. NguyenMerrill Lynch, Pierce, Fenner & Smith Incorporated
- Andrue J. NicholasThe Ascent Group, LLC
- Kevin P. NicholsonThe Ascent Group, LLC
- Kirsten T. NilsenWells Fargo Advisors Financial Network, LLC
- Ashley D. NimonCorient · Certified Financial Planner
- Laura G. NolanMerrill Lynch, Pierce, Fenner & Smith Incorporated
- Rochana NorbyOsaic Wealth, Inc.
- Robert S. NullWells Fargo Clearing Services, LLC
- Christopher S. O'GradyAbsolute Investment Advisers, LLC
- Joseph J. O'Neill Jr.Merrill Lynch, Pierce, Fenner & Smith Incorporated
- Gregory A. ObinAlden Investment Group
- Ryan OconnorRetirement And Wealth At Alliant, LLC
- Nicholas OlesenKathmere Capital Management, LLC · Certified Financial Planner
- Tyler G. OlsonRetirement And Wealth At Alliant, LLC
- John A. OneillPrincipal Securities, Inc.
- Jacqueline M. OpreanAlden Investment Group
- Alyssa M. OtwayCorient · Certified Financial Planner
- Geraldine A. PacorMerrill Lynch, Pierce, Fenner & Smith Incorporated
- Thomas D. PadillaTp Investment Advisory Services, LLC
- Elizabeth M. PaganoNations Financial Group, Inc. · Certified Financial Planner
- Joseph M. PanaccioCharles Schwab & Co., Inc.
- David P. PankiwCubic Advisors, LLC
- John J. ParkerWells Fargo Advisors Financial Network, LLC
- Alexandra M. ParsonsRetirement And Wealth At Alliant, LLC
- Stephen C. PaulWick Capital Partners, LLC · Certified Financial Planner
- Shawn D. PearsonWells Fargo Clearing Services, LLC
- Oscar A. PedrazaMerrill Lynch, Pierce, Fenner & Smith Incorporated
- James H. PepeWells Fargo Clearing Services, LLC
- James N. PeppermanAlden Capital
- Frederick C. PetersAlden Capital
- Carmine PezzellaMerrill Lynch, Pierce, Fenner & Smith Incorporated
- Jared K. PinterRaymond James Financial Services Advisors, Inc.
- Ryan M. PinterRaymond James Financial Services Advisors, Inc.
- Michael A. PivovarnickPNC Wealth Management LLC
- Nicole M. PizziEagle Strategies LLC
- Kevin D. PlotkinMerrill Lynch, Pierce, Fenner & Smith Incorporated
- Frank S. Polizzi Jr.Osaic Wealth, Inc. · Certified Financial Planner
- Thomas F. PowellPNC Wealth Management LLC
- Tyler R. ProcacciDiversified, LLC · Chartered Financial Analyst
- Andrew W. PurcellKathmere Capital Management, LLC · Chartered Financial Consultant
- Douglas H. PyleRadnor Capital Management, LLC
- Daniel P. QuinnOsaic Wealth, Inc.
- Natalie F. RadebaughCorient
Other cities in Pennsylvania
All of Pennsylvania →Pittsburgh 1,486Philadelphia 1,111Malvern 827Conshohocken 470Allentown 378Lancaster 375Fort Washington 362Radnor 323Berwyn 297Sewickley 283Newtown 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 Wayne, PA?
408 investment adviser representatives are registered at firm offices in Wayne, Pennsylvania, according to the SEC's Investment Adviser Public Disclosure records. 269 of them are also registered as broker representatives, and 76 list the CFP designation.
Which firm has the most financial advisors in Wayne?
Merrill Lynch, Pierce, Fenner & Smith Incorporated, with 60 registered advisors in Wayne, followed by Hartford Funds with 28.
How do I check a financial advisor in Wayne?
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.