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Financial ADVSR advisor directory · SEC adviser records

The Ascent Group, LLC financial advisors in Wayne, PA

Every SEC-registered investment adviser representative at a The Ascent Group, LLC office in Wayne, A to Z.

7 registered advisors work at The Ascent Group, LLC in Wayne, out of 19 at the firm nationwide; it ranks number 17 in the city by advisors. 1 list the CFP designation and 5 are also registered broker representatives.

The Ascent Group, LLC advisors in Wayne, A to Z

Every The Ascent Group, LLC advisor →

The Ascent Group, LLC advisors in every city and state →The Ascent Group, LLC: assets, clients and custodians →Advisor Moves: who changed firms this week →

The Ascent Group, LLC advisors in other cities

Virginia Beach, VA 10Haddonfield, NJ 1Hilton Head, SC 1

Other firms in Wayne

All Wayne advisors →

Merrill Lynch, Pierce, Fenner & Smith Incorporated 60Hartford Funds 28Principal Securities, Inc. 18Alden Investment Group 17Charles Schwab & Co., Inc. 17Corient 17Kathmere Capital Management, LLC 17Retirement And Wealth At Alliant, LLC 17Wells Fargo Clearing Services, LLC 17Alden Capital 12Modera Wealth Management, LLC 12Eagle Strategies LLC 9

Questions

How many financial advisors does The Ascent Group, LLC have in Wayne?

7 investment adviser representatives are registered at The Ascent Group, LLC offices in Wayne, Pennsylvania, according to the SEC's Investment Adviser Public Disclosure records, out of 19 nationwide. 1 list the CFP designation and 5 are also registered as broker representatives.

Is The Ascent Group, LLC one of the largest advisor employers in Wayne?

The Ascent Group, LLC ranks number 17 in Wayne by registered advisors; Merrill Lynch, Pierce, Fenner & Smith Incorporated has the most, with 60.

How do I check a The Ascent Group, LLC advisor in Wayne?

Each advisor below links to a profile with their registrations, exams, designations 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 The Ascent Group, LLC office they're registered at; broker-only representatives (FINRA BrokerCheck) aren't included. Weighing a move? Compare payouts by firm or value a recruiting offer.