Financial ADVSR advisor directory · SEC adviser records
Financial advisors in Wynnewood, PA
Every SEC-registered investment adviser representative at a firm office in Wynnewood, with the firms that employ the most of them.
22 registered advisors work in Wynnewood; the most are at Conservest Capital Advisors Inc. (6). 3 list the CFP designation and 4 are also registered broker representatives.
Firms with the most advisors in Wynnewood
| Firm | Advisors in Wynnewood |
|---|---|
| Conservest Capital Advisors Inc. | 6 |
| Birch Creek Capital, LLC | 3 |
| Cw Advisors, LLC | 2 |
| Independence Asset Advisors, LLC | 2 |
| Mainline Investment Advisers, LLC | 2 |
| Wells Fargo Clearing Services, LLC news | 2 |
| Abacus Wealth Partners | 1 |
| Ai Advisor, Inc. | 1 |
| Ameriprise Financial Services, LLC news | 1 |
| Atlas | 1 |
| Edward Jones news | 1 |
Advisors in Wynnewood, A to Z
CFP advisors in Wynnewood →- Emmanuel AladeWells Fargo Clearing Services, LLC
- David A. ClapperMainline Investment Advisers, LLC
- Keith D. ColemanEdward Jones
- Matthew C. GaughanAmeriprise Financial Services, LLC · Certified Financial Planner
- William M. HallConservest Capital Advisors Inc.
- Justin S. HorowitzBirch Creek Capital, LLC
- Bruce E. KardonConservest Capital Advisors Inc.
- Katie E. KearnsIndependence Asset Advisors, LLC
- William A. LandmanMainline Investment Advisers, LLC
- David J. LorineConservest Capital Advisors Inc.
- Loren L. McDougallBirch Creek Capital, LLC
- Benjamin T. MeloneWells Fargo Clearing Services, LLC
- Brendan MoleskiConservest Capital Advisors Inc.
- Lawrence E. PortnoffAi Advisor, Inc.
- Lacy RedwineConservest Capital Advisors Inc.
- Rebecca M. RenningerIndependence Asset Advisors, LLC
- Kristin SindoniConservest Capital Advisors Inc.
- Cody R. TerrionAtlas
- David S. TurbinerCw Advisors, LLC
- Barbara J. WolfAbacus Wealth Partners · Certified Financial Planner
- Tyler W. WynnBirch Creek Capital, LLC
- Eric O. ZeltnerCw Advisors, LLC · 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 180West Conshohocken 174Bethlehem 173Exton 173
Questions
How many financial advisors are in Wynnewood, PA?
22 investment adviser representatives are registered at firm offices in Wynnewood, Pennsylvania, according to the SEC's Investment Adviser Public Disclosure records. 4 of them are also registered as broker representatives, and 3 list the CFP designation.
Which firm has the most financial advisors in Wynnewood?
Conservest Capital Advisors Inc., with 6 registered advisors in Wynnewood, followed by Birch Creek Capital, LLC with 3.
How do I check a financial advisor in Wynnewood?
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.