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Financial ADVSR advisor directory · SEC adviser records

Savant Wealth Management financial advisors in Wyomissing, PA

Every SEC-registered investment adviser representative at a Savant Wealth Management office in Wyomissing, A to Z.

The short answer

3 registered advisors work at Savant Wealth Management in Wyomissing, out of 370 at the firm nationwide; it ranks number 16 in the city by advisors. 2 list the CFP designation and 0 are also registered broker representatives.

Savant Wealth Management advisors in Wyomissing, A to Z

Every Savant Wealth Management advisor →

Savant Wealth Management advisors in every city and state →Savant Wealth Management: assets, clients and custodians →Savant news and advisor moves →Advisor Moves: who changed firms this week →

Savant Wealth Management advisors in other cities

Rockford, IL 200Middleton, WI 14Birmingham, AL 13Westwood, MA 13Lancaster, PA 7Lincolnshire, IL 7St Paul, MN 7Huntsville, AL 6Middletown, RI 6Atlanta, GA 5Satellite Beach, FL 5Woburn, MA 5Cedar Rapids, IA 4Chicago, IL 4Huntersville, NC 4

Other firms in Wyomissing

All Wyomissing advisors →

Wells Fargo Clearing Services, LLC 23Merrill Lynch, Pierce, Fenner & Smith Incorporated 20Morgan Stanley 20LPL Financial LLC 19Commonwealth Financial Network 10Connors Investor Services Inc. 9Osaic Wealth, Inc. 6Weik Capital Management 6Apella Wealth 4Focus Partners Wealth, LLC 4Truist Advisory Services, Inc. 4Valmark Advisers, Inc. 4

Questions

How many financial advisors does Savant Wealth Management have in Wyomissing?

3 investment adviser representatives are registered at Savant Wealth Management offices in Wyomissing, Pennsylvania, according to the SEC's Investment Adviser Public Disclosure records, out of 370 nationwide. 2 list the CFP designation and 0 are also registered as broker representatives.

Is Savant Wealth Management one of the largest advisor employers in Wyomissing?

Savant Wealth Management ranks number 16 in Wyomissing by registered advisors; Wells Fargo Clearing Services, LLC has the most, with 23.

How do I check a Savant Wealth Management advisor in Wyomissing?

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 Savant Wealth Management 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.