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Financial ADVSR advisor directory · SEC adviser records

Edelman Financial Engines financial advisors in West Conshohocken, PA

Every SEC-registered investment adviser representative at a Edelman Financial Engines office in West Conshohocken, A to Z.

The short answer

5 registered advisors work at Edelman Financial Engines in West Conshohocken, out of 650 at the firm nationwide; it ranks number 5 in the city by advisors. 2 list the CFP designation and 0 are also registered broker representatives.

Edelman Financial Engines advisors in West Conshohocken, A to Z

Every Edelman Financial Engines advisor →

Edelman Financial Engines advisors in every city and state →Edelman Financial Engines: assets, clients and custodians →Edelman news and advisor moves →Edelman Financial Engines payout grid vs. other firms →Advisor Moves: who changed firms this week →

Edelman Financial Engines advisors in other cities

Fairfax, VA 65Phoenix, AZ 45Dallas, TX 15Lynnwood, WA 10Boston, MA 8Denver, CO 8Overland Park, KS 8Oakbrook Terrace, IL 7Roseville, CA 7Tampa, FL 7Austin, TX 6Boca Raton, FL 6Burlington, MA 6Columbus, OH 6Federal Way, WA 6

Other firms in West Conshohocken

All West Conshohocken advisors →

Morgan Stanley 77Hirtle & Co., LLC 33Sage Financial Group Inc. 17Raymond James & Associates, Inc. 16Tower Bridge Advisors 5Miller Investment Management, LP 3

Questions

How many financial advisors does Edelman Financial Engines have in West Conshohocken?

5 investment adviser representatives are registered at Edelman Financial Engines offices in West Conshohocken, Pennsylvania, according to the SEC's Investment Adviser Public Disclosure records, out of 650 nationwide. 2 list the CFP designation and 0 are also registered as broker representatives.

Is Edelman Financial Engines one of the largest advisor employers in West Conshohocken?

Edelman Financial Engines ranks number 5 in West Conshohocken by registered advisors; Morgan Stanley has the most, with 77.

How do I check a Edelman Financial Engines advisor in West Conshohocken?

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 Edelman Financial Engines 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.