Sunday, October 25, 2026The Morning EditionOpen AtlasSign inJoin free
FinancialADVSR

Est. 2026The front page of wealth managementNew York

The Morning EditionFree · 6:30 AM ETSubscribe
4K 55ip Expands Unified Managed Accounts with BlackRockRB Schwab trumpeted Anthropic's Claude for all 16,000 of its RIAs, but a 20-seat enterprise minimum suddenly sidelines 11,000-plus small firms -- right before IMPACT 20264K Social Security Database Cleanup Corrects 50 Million RecordsFP Do smaller RIAs really need to own their data?RB Bank of America analyst 'double' slams Ameriprise not least because RIA 'structural' advantage triggered proactive in-house retention bonuses that take a bite out of margins and may not retain big teams long-termIN Trump to ease 50% Canada tariffs on farm equipment, packaging goodsWM The New Rules of Record Keeper SelectionWM SEC Examiners' 2027 Focus Includes Firms' Protections Against AI Phishing, DeepfakesIN People moves: RBC taps Raymond James veteran for Texas complexWM Lido CEO Signals Openness to International Expansion

Financial ADVSR advisor directory · SEC adviser records

Financial advisors in Wernersville, PA

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

The short answer

1 registered advisors work in Wernersville; the most are at Thrivent Investment Management Inc. (1). 0 list the CFP designation and 1 are also registered broker representatives.

Firms with the most advisors in Wernersville

FirmAdvisors in Wernersville
Thrivent Investment Management Inc.1

Advisors in Wernersville, A to Z

Search all of Pennsylvania →
  • Roger D. YohThrivent Investment Management Inc. · Chartered Financial Consultant

Other cities in Pennsylvania

All of Pennsylvania →

Pittsburgh 1,500Philadelphia 1,115Malvern 828Conshohocken 477Wayne 399Allentown 386Lancaster 385Radnor 338Berwyn 296Sewickley 279West Chester 278Newtown Square 266Doylestown 239Erie 235Yardley 235Bala Cynwyd 226York 222Fort Washington 216Canonsburg 203Newtown 193Camp Hill 179West Conshohocken 179Exton 177King Of Prussia 171

Questions

How many financial advisors are in Wernersville, PA?

1 investment adviser representatives are registered at firm offices in Wernersville, Pennsylvania, according to the SEC's Investment Adviser Public Disclosure records. 1 of them are also registered as broker representatives, and 0 list the CFP designation.

Which firm has the most financial advisors in Wernersville?

Thrivent Investment Management Inc., with 1 registered advisors in Wernersville.

How do I check a financial advisor in Wernersville?

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.