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Financial ADVSR advisor directory · SEC adviser records

Financial advisors in West Chester, PA

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

253 registered advisors work in West Chester; the most are at Wealthcare Advisory Partners LLC (63). 70 list the CFP designation and 150 are also registered broker representatives.

Firms with the most advisors in West Chester

FirmAdvisors in West Chester
Wealthcare Advisory Partners LLC63
Janney Montgomery Scott LLC news11
Cetera Investment Advisers LLC news8
Key Financial, Inc.8
Strategic Advisers LLC8
Veery Capital, LLC8
LPL Financial LLC news7
Market Street Wealth Management7
Cambridge Investment Research Advisors, Inc. news6
Edward Jones news6
Private Advisor Group, LLC6
Osaic Wealth, Inc. news5
Ballast Financial Advisors, LLC4
Financial Coach4
Truist Advisory Services, Inc. news4
Capital Client Group, Inc.3
Marquette Associates, Inc.3
Oakbourne Advisors3
State Farm Investment Management Corp.3
Stifel, Nicolaus & Company, Incorporated news3
Stonecrop Wealth Advisors, LLC3
Trinity Investment Advisors, LLC3
Wedmont Private Capital3
Alera Investment Advisors, LLC2
Ameriprise Financial Services, LLC news2

Advisors in West Chester, A to Z

CFP advisors in West Chester →

Other cities in Pennsylvania

All of Pennsylvania →

Pittsburgh 1,486Philadelphia 1,111Malvern 827Conshohocken 470Wayne 408Allentown 378Lancaster 375Fort Washington 362Radnor 323Berwyn 297Sewickley 283Newtown Square 265Doylestown 243Yardley 234York 233Erie 224Bala Cynwyd 202Canonsburg 200Newtown 190Camp Hill 180West Conshohocken 174Bethlehem 173Exton 173King Of Prussia 172

Questions

How many financial advisors are in West Chester, PA?

253 investment adviser representatives are registered at firm offices in West Chester, Pennsylvania, according to the SEC's Investment Adviser Public Disclosure records. 150 of them are also registered as broker representatives, and 70 list the CFP designation.

Which firm has the most financial advisors in West Chester?

Wealthcare Advisory Partners LLC, with 63 registered advisors in West Chester, followed by Janney Montgomery Scott LLC with 11.

How do I check a financial advisor in West Chester?

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.