Financial ADVSR advisor directory · SEC adviser records
Financial advisors in Wyomissing, PA
Every SEC-registered investment adviser representative at a firm office in Wyomissing, with the firms that employ the most of them.
172 registered advisors work in Wyomissing; the most are at Wells Fargo Clearing Services, LLC (23). 22 list the CFP designation and 127 are also registered broker representatives.
Firms with the most advisors in Wyomissing
Advisors in Wyomissing, A to Z
CFP advisors in Wyomissing →- Ann L. AinsworthMcFarland Associates · Certified Financial Planner
- Angela R. AlexanderCommonwealth Financial Network
- Abhishek AmatyaWeik Capital Management
- Jose A. ArevaloCommonwealth Financial Network
- Karen M. BauschWells Fargo Clearing Services, LLC
- Stephen R. BealerMerrill Lynch, Pierce, Fenner & Smith Incorporated
- Michael A. Billera-SmithRaymond James Financial Services Advisors, Inc.
- Jennifer L. BilodeauWells Fargo Clearing Services, LLC
- Jeffrey A. BinghamPark Avenue Securities LLC · Certified Financial Planner
- Alison M. BowerMorgan Stanley
- William T. BowmanMerrill Lynch, Pierce, Fenner & Smith Incorporated
- David L. BoyerWells Fargo Clearing Services, LLC
- Logan J. BoyerWeik Capital Management
- Martin E. BraamTruist Advisory Services, Inc.
- Lori G. BrennanCommonwealth Financial Network
- Brad M. BrisanFocus Partners Wealth, LLC · Certified Financial Planner
- Brian J. BubnisMorgan Stanley
- Raymond ButterworthOsaic Wealth, Inc. · Chartered Financial Consultant
- William B. ByrneMorgan Stanley
- Robert J. CagliolaConnors Investor Services Inc. · Chartered Financial Analyst
- Alanna M. CampbellLPL Financial LLC
- Linda L. CapellupoWells Fargo Clearing Services, LLC
- Mark C. ChaffeMorgan Stanley
- Andrew C. ChampagneMorgan Stanley
- Benjamin R. ConnorsConnors Investor Services Inc.
- Peter J. ConnorsConnors Investor Services Inc. · Chartered Financial Analyst
- Debora M. CovellConnors Investor Services Inc.
- Adam CronomizWells Fargo Advisors Financial Network, LLC
- Kent W. DavisMorgan Stanley
- Scott J. DavisMorgan Stanley
- Dominic R. DefreeceEncompass More Asset Management LLC
- David A. DeleonLPL Financial LLC
- Jeffrey M. DetwilerCitizens Securities, Inc.
- Michael J. DinanSavant Wealth Management · Certified Financial Planner
- Jeffrey C. DreselyWells Fargo Clearing Services, LLC
- Thomas A. DrexlerAlliance Financial
- Amanda L. FaithSavant Wealth Management
- Bryant J. FerrisMorgan Stanley
- Alan M. FertelPrivate Advisor Group, LLC
- Gail C. FordLPL Financial LLC
- Scott G. FosterFoster Investment Management, LLC
- Dean E. FoxCetera Investment Advisers LLC · Chartered Financial Consultant
- Gregory S. FrankCommonwealth Financial Network · Certified Financial Planner
- Travis D. FredericksWells Fargo Clearing Services, LLC
- Elizabeth M. Gallen MastromarinoFinancial Planning Advisors Inc.
- Tara GarciaCommonwealth Financial Network
- Sara E. GdowikMerrill Lynch, Pierce, Fenner & Smith Incorporated
- James E. GeositsMerrill Lynch, Pierce, Fenner & Smith Incorporated
- James E. Geosits IIMerrill Lynch, Pierce, Fenner & Smith Incorporated
- Keith T. GibsonMerrill Lynch, Pierce, Fenner & Smith Incorporated
- Scott GolaTruist Advisory Services, Inc.
- Radene L. GordonbeckKingsview Wealth Management, LLC
- Eric E. GradwohlWells Fargo Advisors Financial Network, LLC
- Bruce T. GrossWells Fargo Clearing Services, LLC
- Michael E. GrossValmark Advisers, Inc.
- Brian GuenardCommonwealth Financial Network
- Jennifer L. GuthierMorgan Stanley
- Craig D. HaferWalsky Investment Management Inc.
- Robert W. HahnConnors Investor Services Inc. · Chartered Financial Analyst
- Susan E. HallValmark Advisers, Inc. · Chartered Financial Consultant
- Evan L. Hand IIITruist Advisory Services, Inc.
- Kenneth A. HauptJanney Montgomery Scott LLC
- Courtany E. HeckmanMerrill Lynch, Pierce, Fenner & Smith Incorporated
- Michael J. HeiserFocus Partners Wealth, LLC · Certified Financial Planner
- Harry J. HerbMorgan Stanley
- Michael A. HermanCommonwealth Financial Network
- Joshua D. HirneisenWells Fargo Clearing Services, LLC
- Melanie HnatishionMerrill Lynch, Pierce, Fenner & Smith Incorporated
- Debbie A. HomanLPL Enterprise, LLC
- Erica R. HowerOsaic Wealth, Inc.
- Kyle HutchinsonAtlas Wealth Partners LLC
- Ian J. ImbodyValmark Advisers, Inc.
- Michael J. Janvrin Sr.Atlas Wealth Partners LLC · Certified Financial Planner
- Jenna P. JohnsenMorgan Stanley
- Virgil A. KahlCommonwealth Financial Network · Certified Financial Planner
- Cali M. KellerMerrill Lynch, Pierce, Fenner & Smith Incorporated
- Jeffrey A. KellyCambridge Investment Research Advisors, Inc.
- Jay R. Kemmerer Sr.Berkshire Advisors, Inc.
- Jay R. Kemmerer Jr.Berkshire Advisors, Inc.
- Stanley E. Kiec IIIWells Fargo Clearing Services, LLC
- David Y. KimMerrill Lynch, Pierce, Fenner & Smith Incorporated
- John H. Kirschner IIIGuardian Asset Advisors, LLC
- Kendra E. KlahrWells Fargo Clearing Services, LLC
- Jason KurrassOsaic Wealth, Inc.
- Kevin A. KusmierzMerrill Lynch, Pierce, Fenner & Smith Incorporated
- Benjamin J. LamannaLPL Financial LLC
- Matthew R. LangdonMerrill Lynch, Pierce, Fenner & Smith Incorporated
- David C. LeblancMorgan Stanley
- Brian W. LeeJanney Montgomery Scott LLC
- Jack W. LongBerkshire Financial Services LLC
- Apostolos Paul J. LountzisLountzis Asset Management, LLC
- Zachary P. LountzisLountzis Asset Management, LLC
- Mark A. MaggsMerrill Lynch, Pierce, Fenner & Smith Incorporated
- Christopher K. MakoschSchuylkill Financial, LLC · Certified Financial Planner
- Matthew MarrellaApella Wealth
- Samuel A. MarrellaApella Wealth · Certified Financial Planner
- Samuel A. Marrella Jr.Apella Wealth
- Kathryn MartinMorgan Stanley
- Minnie A. MaurerMorgan Stanley
- Ryan F. McCallumConnors Investor Services Inc.
- Brian G. McCoyConnors Investor Services Inc. · Chartered Financial Analyst
- Sean P. McCulloughAtlas Wealth Partners LLC · Certified Financial Planner
- Cullin McGrathWells Fargo Clearing Services, LLC
- Aidan McMullanApella Wealth
- Stacy E. MenschMorgan Stanley
- Robert B. MetzgerOsaic Wealth, Inc.
- James P. MiddletonMerrill Lynch, Pierce, Fenner & Smith Incorporated
- Ethan T. MillerLPL Financial LLC
- James E. MillerLPL Financial LLC
- Joseph R. MillerLPL Financial LLC
- Kevin J. MillerLPL Financial LLC · Certified Financial Planner
- Peter W. MillerLPL Financial LLC
- John C. MinnichMerrill Lynch, Pierce, Fenner & Smith Incorporated
- Rebekah E. MinnichMerrill Lynch, Pierce, Fenner & Smith Incorporated
- Giuseppe MonteleoneWells Fargo Clearing Services, LLC
- Jonathan D. MoyerPrincipal Securities, Inc. · Certified Financial Planner, Chartered Financial Consultant
- Christopher M. MuellerLPL Financial LLC · Certified Financial Planner
- Thomas M. NeinWells Fargo Clearing Services, LLC
- Todd R. NewmanMorgan Stanley
- Gary L. Noecker Sr.LPL Financial LLC
- Laura A. NovakWeik Capital Management
- Megan ObrienMerrill Lynch, Pierce, Fenner & Smith Incorporated
- Dennis B. PellegriniBlackridge Asset Management, LLC
- Dianne PhillipsWells Fargo Clearing Services, LLC
- Joseph W. PlagemanEdward Jones
- Steven E. PottiegerConnors Investor Services Inc. · Certified Financial Planner
- Robin W. PysherCommonwealth Financial Network
- Connor P. QuesenberryValmark Advisers, Inc.
- Ramsey RayanEdward Jones
- Thomas D. ReardonRkl Private Wealth · Certified Financial Planner
- Donnamarie RiccioMorgan Stanley
- Regina M. RinehimerKingsview Wealth Management, LLC
- Zachary RomigMerrill Lynch, Pierce, Fenner & Smith Incorporated
- Jared L. RuppertWells Fargo Clearing Services, LLC · Certified Financial Planner
- Jared M. SadowskiLPL Financial LLC
- Severo Z. Sales IIIWells Fargo Clearing Services, LLC
- Joseph J. SanchezWells Fargo Clearing Services, LLC
- Justin D. SchaefferLPL Financial LLC
- Sydney D. SchaefferLPL Financial LLC · Chartered Financial Consultant
- Thomas G. SchreckMorgan Stanley
- John R. SchrollOsaic Wealth, Inc.
- Jane M. SholderWells Fargo Clearing Services, LLC
- Gary L. Shumate Jr.Osaic Wealth, Inc.
- Steven SilvermanConnors Investor Services Inc. · Certified Financial Planner
- Jeffrey A. Smith Sr.MML Investors Services, LLC
- Dallas N. SmokerMerrill Lynch, Pierce, Fenner & Smith Incorporated
- Joshua Southwick&Partners
- Ricky L. SpeicherCommonwealth Financial Network · Certified Financial Planner
- Matthew R. SpezialettiFocus Partners Wealth, LLC · Certified Financial Planner, Chartered Financial Analyst
- Bryan A. StephenLPL Financial LLC
- Edward V. SweeneyLPL Financial LLC
- Kevin P. SweeneyLPL Financial LLC
- Kirstan C. UlrichLPL Financial LLC
- Andrew T. UrbanFocus Partners Wealth, LLC · Certified Financial Planner
- Daniel B. Van MatreMerrill Lynch, Pierce, Fenner & Smith Incorporated
- Preston J. WalkerWells Fargo Clearing Services, LLC
- Elizabeth A. WardWalsky Investment Management Inc.
- Brett C. WartluftWells Fargo Clearing Services, LLC
- Joshua D. WeaknechtTruist Advisory Services, Inc.
- Daniel L. WeidenhammerWells Fargo Clearing Services, LLC
- Kenneth W. WeikWeik Capital Management
- Thomas W. WeikWeik Capital Management
- Warren W. WeikWeik Capital Management
- Claudia C. WertWells Fargo Advisors Financial Network, LLC
- Robert A. WertWells Fargo Advisors Financial Network, LLC
- Melissa WhalenWells Fargo Investment Institute, Inc.
- Thomas P. White IVMorgan Stanley
- W Bradford White Jr.Morgan Stanley
- Timothy WhitmoyerLountzis Asset Management, LLC
- Thomas K. WilliamsSavant Wealth Management · Certified Financial Planner
- Sharon S. WislerLPL Financial LLC
- Kenan D. YamanerWells Fargo Clearing Services, LLC
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 Wyomissing, PA?
172 investment adviser representatives are registered at firm offices in Wyomissing, Pennsylvania, according to the SEC's Investment Adviser Public Disclosure records. 127 of them are also registered as broker representatives, and 22 list the CFP designation.
Which firm has the most financial advisors in Wyomissing?
Wells Fargo Clearing Services, LLC, with 23 registered advisors in Wyomissing, followed by Merrill Lynch, Pierce, Fenner & Smith Incorporated with 20.
How do I check a financial advisor in Wyomissing?
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.