Friday, October 23, 2026The Morning EditionOpen AtlasSign inJoin free
FinancialADVSR

Est. 2026The front page of wealth managementNew York

The Morning EditionFree · 6:30 AM ETSubscribe
IN Freehold Wealth Management brings $576M to Osaic in multigenerational moveIN Sanctuary Wealth adds elder care platform to advisor toolkitIN Beyond tax loss harvesting: why long-short strategies demand a harder lookIN Investors still want advisors, even as AI expands investment choicesIN AI poses moderate disruption risk to wealth managers and retail banks, Fitch saysCW Podcast: Schwab takes its cut, Beacon Pointe powers upRB Vanguard is fulfilling Salim Ramji's May 1 promised renewal of 'Flagship' platinum tier service after it eroded, and he's willing to count non-Vanguard funds against the $1-million minimum for the first timeIN RIA IPO 'probably' coming within two years, dealmaker predictsIN Women Advisor Summit 2026: Get set for 'extraordinary' gathering of industry’s female leaders4K IRS Expands Retirement Plan Error Corrections, Creates New IRA Program

Financial ADVSR advisor directory · SEC adviser records

Financial advisors in Willow Grove, PA

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

8 registered advisors work in Willow Grove; the most are at Lasalle St. Investment Advisors, L.L.C. (3). 2 list the CFP designation and 5 are also registered broker representatives.

Firms with the most advisors in Willow Grove

FirmAdvisors in Willow Grove
Lasalle St. Investment Advisors, L.L.C.3
Gradient Advisors, LLC1
Osaic Wealth, Inc. news1
Raymond James Financial Services Advisors, Inc. news1
Ritholtz Wealth Management1
State Farm Investment Management Corp.1

Advisors in Willow Grove, A to Z

CFP advisors in Willow Grove →

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 Willow Grove, PA?

8 investment adviser representatives are registered at firm offices in Willow Grove, Pennsylvania, according to the SEC's Investment Adviser Public Disclosure records. 5 of them are also registered as broker representatives, and 2 list the CFP designation.

Which firm has the most financial advisors in Willow Grove?

Lasalle St. Investment Advisors, L.L.C., with 3 registered advisors in Willow Grove, followed by Gradient Advisors, LLC with 1.

How do I check a financial advisor in Willow Grove?

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.