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Financial ADVSR advisor directory · SEC adviser records

Financial advisors in Williamsport, PA

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

98 registered advisors work in Williamsport; the most are at Kintra Wealth, LLC (19). 14 list the CFP designation and 76 are also registered broker representatives.

Firms with the most advisors in Williamsport

FirmAdvisors in Williamsport
Kintra Wealth, LLC19
Cetera Investment Advisers LLC news9
Hudock Capital Group8
Janney Montgomery Scott LLC news8
LPL Financial LLC news8
Merrill Lynch, Pierce, Fenner & Smith Incorporated news8
Morgan Stanley news7
Raymond James & Associates, Inc. news7
Cambridge Investment Research Advisors, Inc. news5
Osaic Wealth, Inc. news4
Edward Jones news3
MML Investors Services, LLC2
Merit Financial Advisors2
Raymond James Financial Services Advisors, Inc. news2
Ameriprise Financial Services, LLC news1
Osaic Institutions, Inc. news1
Thrivent Investment Management Inc.1
True Vine Investments1
Trustmont Advisory Group, Inc.1
Wells Fargo Clearing Services, LLC news1

Advisors in Williamsport, A to Z

CFP advisors in Williamsport →

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 180West Conshohocken 174Bethlehem 173Exton 173

Questions

How many financial advisors are in Williamsport, PA?

98 investment adviser representatives are registered at firm offices in Williamsport, Pennsylvania, according to the SEC's Investment Adviser Public Disclosure records. 76 of them are also registered as broker representatives, and 14 list the CFP designation.

Which firm has the most financial advisors in Williamsport?

Kintra Wealth, LLC, with 19 registered advisors in Williamsport, followed by Cetera Investment Advisers LLC with 9.

How do I check a financial advisor in Williamsport?

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.