Financial ADVSR advisor directory · SEC adviser records
Financial advisors in West Conshohocken, PA
Every SEC-registered investment adviser representative at a firm office in West Conshohocken, with the firms that employ the most of them.
174 registered advisors work in West Conshohocken; the most are at Morgan Stanley (77). 21 list the CFP designation and 96 are also registered broker representatives.
Firms with the most advisors in West Conshohocken
Advisors in West Conshohocken, A to Z
CFP advisors in West Conshohocken →- Michael J. AdamsTower Bridge Advisors
- David E. AdlerMorgan Stanley
- David R. AmbartsumianMorgan Stanley
- Benjamin P. ArcherMorgan Stanley
- Shawna R. AschmiesMorgan Stanley
- Thomas L. AustinHirtle & Co., LLC · Chartered Financial Analyst
- Mark J. BagleyHirtle & Co., LLC
- Brandon A. BakerSage Financial Group Inc.
- Arthur W. Bartholomew IIIRaymond James & Associates, Inc. · Certified Financial Planner
- Mitchell E. BednoffSage Financial Group Inc.
- James B. BellRhino Investment Partners, Inc. · Chartered Financial Analyst
- Adam R. BergenHirtle & Co., LLC
- Brian A. BernhardtMorgan Stanley
- David J. BetmanMorgan Stanley
- Adam S. BielemeierMorgan Stanley
- John J. Borzi Jr.Raymond James & Associates, Inc.
- Kyleigh A. BowmanMorgan Stanley
- John M. BozzoneHirtle & Co., LLC
- William R. BredtRaymond James & Associates, Inc.
- Kathleen C. BreitmayerMorgan Stanley
- Gary J. BrognaEdelman Financial Engines
- Andrew C. BrownSage Financial Group Inc. · Certified Financial Planner
- James ButlerWealth Enhancement Advisory Services, LLC · Certified Financial Planner, Chartered Financial Consultant
- Erin M. ByrdHirtle & Co., LLC
- Matthew C. CarrollMorgan Stanley
- Michael F. CaseyHirtle & Co., LLC
- Mary ChiavaroliMorgan Stanley
- Brett J. CiarelliMorgan Stanley
- Nicholas V. CissoneMorgan Stanley
- Paul M. ClancyRBC Capital Markets, LLC
- Michael T. CocozzaKagan Cocozza Asset Management
- Rachel R. CohenMorgan Stanley
- Alan J. CohnSage Financial Group Inc. · Certified Financial Planner
- Ross CohnSage Financial Group Inc. · Certified Financial Planner
- Stephen L. CohnSage Financial Group Inc.
- Paul T. ColaMorgan Stanley
- Christopher J. ColapintoHirtle & Co., LLC
- Kristin E. ColganMorgan Stanley
- Terence B. CongerHirtle & Co., LLC · Chartered Financial Analyst
- Frank L. Coulson IIIMorgan Stanley
- Sabine M. De RuijterMorgan Stanley
- Dawn M. DeangeloRaymond James & Associates, Inc.
- Casey A. DearthMorgan Stanley
- Brian J. DegnanMorgan Stanley
- Michael A. DiazPeteralexander · Certified Financial Planner, Chartered Financial Consultant
- Lisa DimterMorgan Stanley
- David P. DreaMorgan Stanley
- Jaclyn F. DrobnyMorgan Stanley · Certified Financial Planner
- Robert M. EberleyHirtle & Co., LLC
- Oluseye A. EfunnugaMorgan Stanley
- David S. EisenMorgan Stanley
- Nerisa V. EliasMorgan Stanley
- Elwyn Evans IIIMiller Investment Management, LP · Chartered Financial Analyst
- John C. FabieHirtle & Co., LLC
- Nicholas J. FazzieHirtle & Co., LLC
- Rachael M. FerraroHirtle & Co., LLC
- Zachary F. FletcherEdelman Financial Engines
- Ryan P. FlynnMorgan Stanley
- Richard F. FonashHirtle & Co., LLC · Chartered Financial Analyst
- Daniel B. FormanMorgan Stanley
- Janna M. ForteBarton Investment Management, LLC
- Kathleen F. FreedCerity Partners LLC · Certified Financial Planner
- Joseph M. GallagherSage Financial Group Inc. · Chartered Financial Analyst
- Shawn M. GallagherTower Bridge Advisors · Chartered Financial Analyst
- Hector B. GenaoMorgan Stanley
- Lorraine M. GeraghtyMorgan Stanley
- John GiapoutzisMorgan Stanley
- Christopher E. GildeaTower Bridge Advisors
- Jaime L. GoldMorgan Stanley
- Dean GorftiMorgan Stanley
- Adam GreeneSage Financial Group Inc. · Certified Financial Planner
- Richard G. GreenwaldRaymond James & Associates, Inc.
- Brody J. GregoryMorgan Stanley
- John J. GriffinMorgan Stanley
- John W. GriffithHirtle & Co., LLC
- Richard GrobmanRaymond James & Associates, Inc.
- Kristen M. HaleyBfc Planning, Inc.
- George T. Harris, IIISage Financial Group Inc.
- Frank L. Harrison IIIMorgan Stanley
- Jennifer K. HartlineMorgan Stanley
- Richard A. Hartman Jr.Raymond James & Associates, Inc.
- Richard A. HellbergPeteralexander · Chartered Financial Consultant
- Gary S. HessBaldwin Investment Management, LLC · Chartered Financial Analyst
- Jonathan J. HirtleHirtle & Co., LLC
- Daniel S. HochbaumSage Financial Group Inc. · Chartered Financial Analyst
- Scott A. HollandMorgan Stanley · Chartered Financial Analyst
- William T. HottensteinMorgan Stanley · Chartered Financial Analyst
- Geoffrey W. JapchenRaymond James & Associates, Inc.
- James J. JolingerNorthside Capital Management LLC
- Derek E. JordanHirtle & Co., LLC
- Laurence M. KaganKagan Cocozza Asset Management
- Jeffrey E. KarpelSage Financial Group Inc.
- Kristofer T. KelleherHirtle & Co., LLC
- Jeffrey P. KingRaymond James & Associates, Inc.
- Benjamin R. KoganSage Financial Group Inc. · Certified Financial Planner
- Ryan A. KrausSage Financial Group Inc. · Chartered Financial Analyst
- Blair E. KurtzMorgan Stanley
- Robert V. Kyle IIIMorgan Stanley
- Matthew L. LangMorgan Stanley
- Michael F. Laporta Jr.Morgan Stanley
- Richard S. LawrenceLawrence Wealth Management · Chartered Financial Analyst
- Catherine H. LeeHirtle & Co., LLC · Chartered Financial Analyst
- Timothy P. LetterMiller Investment Management, LP
- Jeffrey M. LevinsohnMorgan Stanley
- Rebecca H. Li-HuangMorgan Stanley
- Matthew C. MadelHirtle & Co., LLC · Chartered Financial Analyst
- Brett M. MalleeMorgan Stanley
- William A. MalloySage Financial Group Inc. · Chartered Financial Analyst
- Jason MardinlySage Financial Group Inc. · Certified Financial Planner
- Lori A. MarinoRaymond James & Associates, Inc.
- Wendy D. MasseMorgan Stanley
- Denise E. McClainHirtle & Co., LLC
- Susan H. McEvoyHirtle & Co., LLC
- Jennifer McGlynnMorgan Stanley
- Jeffrey R. McGrodyMorgan Stanley
- Molly A. McKeoghMorgan Stanley
- Matthew S. MeadHirtle & Co., LLC · Chartered Financial Analyst
- Ron MentelMorgan Stanley
- James M. MeyerTower Bridge Advisors · Chartered Financial Analyst
- Henry S. MillerMiller Investment Management, LP · Chartered Financial Analyst
- Douglas J. MontyHirtle & Co., LLC
- Nicole A. MorawskiRaymond James & Associates, Inc.
- Melissa A. MoyerMorgan Stanley
- Amara M. MulloyMorgan Stanley
- Adam J. MurrayMorgan Stanley
- Isiah MylesMorgan Stanley
- Norman E. NelsonRaymond James & Associates, Inc.
- Hugh M. OdonnellMorgan Stanley · Certified Financial Planner
- Benjamin K. ParkHirtle & Co., LLC · Chartered Financial Analyst
- Gregory B. PearceHirtle & Co., LLC
- David C. PeppardBaldwin Investment Management, LLC
- Rebecca C. PerkinsRaymond James & Associates, Inc.
- Danilo PetrovicMorgan Stanley
- Lori K. Pierre-LouisMorgan Stanley
- Philip D. PlotnickMorgan Stanley
- Sarah RaineyMorgan Stanley Investment Management Inc.
- Andrew J. RamseyHirtle & Co., LLC
- Nicholas R. RindockRaymond James & Associates, Inc.
- Thomas R. RingMorgan Stanley
- Virginia RockeyMorgan Stanley
- Daniel P. RodanTower Bridge Advisors
- Todd M. RothMorgan Stanley · Certified Financial Planner
- Deborah K. RounickMorgan Stanley
- Marc B. RudofkerRaymond James & Associates, Inc.
- Chris SchifferWealth Enhancement Advisory Services, LLC · Certified Financial Planner
- John K. SchneiderRhino Investment Partners, Inc. · Chartered Financial Analyst
- Kara E. SchrankMorgan Stanley
- Dustin A. SeidmanMorgan Stanley
- Bruce A. SelfHirtle & Co., LLC · Chartered Financial Analyst
- Paul A. ShafferHirtle & Co., LLC · Chartered Financial Analyst
- John J. SionSage Financial Group Inc. · Certified Financial Planner
- Allison J. SlobodianMorgan Stanley · Certified Financial Planner
- James S. SmallMorgan Stanley
- Shanny F. SoMorgan Stanley
- Paul J. StaabHirtle & Co., LLC · Chartered Financial Analyst
- Alexis C. StarkeyMorgan Stanley
- Samantha L. StaudtMorgan Stanley
- Lucile A. SteitzSage Financial Group Inc. · Certified Financial Planner
- Steven R. StinsonMorgan Stanley
- Matthew H. TaylorCerity Partners LLC
- Laura W. ThomasMorgan Stanley
- Stephen P. TopleyMorgan Stanley
- Matthew L. TurnerEdelman Financial Engines
- Stephen VaccaroHirtle & Co., LLC · Chartered Financial Analyst
- Christopher T. ValerioHirtle & Co., LLC · Chartered Financial Analyst
- Rocco A. Vernisi Jr.Morgan Stanley
- Kenneth Wasekanes Jr.Morgan Stanley
- Yolanda T. WatersEdelman Financial Engines · Certified Financial Planner
- Christopher WeidlerRaymond James & Associates, Inc. · Certified Financial Planner
- Alan E. WeissbergerHirtle & Co., LLC
- Mitchell A. WelschMorgan Stanley · Certified Financial Planner
- Jonathan WheelerMorgan Stanley
- Garrett R. WilsonHirtle & Co., LLC
- Matthew C. WollickEdelman Financial Engines · Certified Financial Planner
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 180Bethlehem 173Exton 173King Of Prussia 172
Questions
How many financial advisors are in West Conshohocken, PA?
174 investment adviser representatives are registered at firm offices in West Conshohocken, Pennsylvania, according to the SEC's Investment Adviser Public Disclosure records. 96 of them are also registered as broker representatives, and 21 list the CFP designation.
Which firm has the most financial advisors in West Conshohocken?
Morgan Stanley, with 77 registered advisors in West Conshohocken, followed by Hirtle & Co., LLC with 33.
How do I check a financial advisor in West Conshohocken?
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.