Financial ADVSR advisor directory · SEC adviser records
Financial advisors in Yardley, PA
Every SEC-registered investment adviser representative at a firm office in Yardley, with the firms that employ the most of them.
234 registered advisors work in Yardley; the most are at Merrill Lynch, Pierce, Fenner & Smith Incorporated (54). 42 list the CFP designation and 196 are also registered broker representatives.
Firms with the most advisors in Yardley
Advisors in Yardley, A to Z
CFP advisors in Yardley →- John A. AbbracciamentoStifel, Nicolaus & Company, Incorporated
- Christine M. AhearnAeternitas Investment Management, LLC
- Lauren AkersMorgan Stanley
- Lidia G. AmodeiAttleboro Wealth Management LLC · Certified Financial Planner, Chartered Financial Analyst
- Robert A. AndresenStifel, Nicolaus & Company, Incorporated
- Andrew A. ArnoCetera Investment Advisers LLC
- John BaranauskasSweetgum Laboratories LLC · Certified Financial Planner
- Peter G. BarlowRaymond James & Associates, Inc.
- Jason J. BassCordatus Wealth Management LLC
- Michael R. BeckerStifel, Nicolaus & Company, Incorporated
- Tyler BeckerWells Fargo Clearing Services, LLC
- John P. BeninatoWealth Enhancement Advisory Services, LLC · Certified Financial Planner
- Daniel BinAllstate Financial Advisors, LLC
- Jake BoscarelliCommonwealth Financial Network
- John R. BoscarelliCommonwealth Financial Network
- George P. Boyle Jr.Cetera Planning Partners · Personal Financial Specialist
- Scott A. BrandiesJohn Hancock Investment Management LLC
- Jenna BreslinOsaic Wealth, Inc.
- Michael S. BrooksMorgan Stanley
- Christian BrownCharles Schwab & Co., Inc.
- Christopher BrownMerrill Lynch, Pierce, Fenner & Smith Incorporated
- Esther BullardStifel, Nicolaus & Company, Incorporated · Certified Financial Planner
- Steven A. BullardStifel, Nicolaus & Company, Incorporated
- Mark J. ByelichAttleboro Wealth Management LLC · Certified Financial Planner
- Thomas M. CahillVentura Wealth Management
- Louis J. Cammisa IICommonwealth Financial Network · Certified Financial Planner
- Anthony L. CampanaleStifel, Nicolaus & Company, Incorporated
- Damon A. CampbellSteward Partners Investment Advisory, LLC
- Floyd J. CarlStifel, Nicolaus & Company, Incorporated
- Matthew S. CarpenterThe Estate Planners Group
- Jacqueline A. CaywoodStifel, Nicolaus & Company, Incorporated
- Roman ChiokadzeVentura Wealth Management
- Carla ChristinaWells Fargo Clearing Services, LLC
- Christina M. CiorciariMerrill Lynch, Pierce, Fenner & Smith Incorporated
- Kyle K. ClarkCharles Schwab & Co., Inc.
- Cody P. ColvilleOsaic Wealth, Inc.
- Andrew B. ConnollyOsaic Wealth, Inc. · Certified Financial Planner
- Bryan J. ConnollyOsaic Wealth, Inc. · Certified Financial Planner
- Lisa A. D'AmelioMerrill Lynch, Pierce, Fenner & Smith Incorporated
- Jesse D. D'EliaAttleboro Wealth Management LLC · Certified Financial Planner
- Abigail K. DankoMerrill Lynch, Pierce, Fenner & Smith Incorporated
- Matthew D. DaponteStifel, Nicolaus & Company, Incorporated
- David P. De DufourStifel, Nicolaus & Company, Incorporated
- Scott V. DemouthMerrill Lynch, Pierce, Fenner & Smith Incorporated
- Vito V. DepaloMerrill Lynch, Pierce, Fenner & Smith Incorporated
- Bruce S. DimiccoStifel, Nicolaus & Company, Incorporated
- Maureen C. DonahueYardley Wealth Management LLC · Certified Financial Planner
- Renee E. DonahueMerrill Lynch, Pierce, Fenner & Smith Incorporated
- Kylie L. DowningMerrill Lynch, Pierce, Fenner & Smith Incorporated
- Morgan A. DownsVentura Wealth Management
- Christopher DoyleMerrill Lynch, Pierce, Fenner & Smith Incorporated
- William B. DunkerIntegrity Alliance, LLC.
- Avery DysartCordatus Wealth Management LLC
- Kenneth B. DysartCordatus Wealth Management LLC
- Scott D. EdelmanOsaic Wealth, Inc.
- David E. FarinaStifel, Nicolaus & Company, Incorporated
- Jonathan D. FarinaStifel, Nicolaus & Company, Incorporated
- David J. FelkerMerrill Lynch, Pierce, Fenner & Smith Incorporated
- Alex M. FelsMerrill Lynch, Pierce, Fenner & Smith Incorporated
- Glenn E. FelsMerrill Lynch, Pierce, Fenner & Smith Incorporated
- Joseph A. Flotteron IIIMerrill Lynch, Pierce, Fenner & Smith Incorporated
- Mark V. ForktusCordatus Wealth Management LLC
- Douglas K. FrancCharles Schwab & Co., Inc. · Certified Financial Planner
- Daniel J. FurinessOnedigital · Certified Financial Planner
- Paul M. FurlongJanney Montgomery Scott LLC
- R G. GaillardJanney Montgomery Scott LLC
- Jennifer M. GaromonMerrill Lynch, Pierce, Fenner & Smith Incorporated
- Amy W. GarryYardley Wealth Management LLC
- Michael J. GarryYardley Wealth Management LLC · Certified Financial Planner
- Gregory I. GarynPNC Wealth Management LLC
- Elona GeraEquitable Advisors, LLC
- Christopher B. GermaniNorthwestern Mutual Investment Services, LLC
- James J. GibsonCetera Investment Advisers LLC · Personal Financial Specialist
- Carty L. GiffinAmeriprise Financial Services, LLC
- Stephan J. GiffinAmeriprise Financial Services, LLC
- Sean P. GogolaCordatus Wealth Management LLC · Certified Financial Planner
- Timothy P. GormleyJanney Montgomery Scott LLC · Certified Financial Planner
- Elizabeth GosekGreat Valley Advisor Group, LLC
- Charles C. Gould Jr.Merrill Lynch, Pierce, Fenner & Smith Incorporated
- Paul N. GouldPrincipal Advised Services
- Niki R. GrayAllstate Financial Advisors, LLC · Certified Financial Planner
- Michael C. GregsonFisher Investments
- Lynn K. GriffithsMerrill Lynch, Pierce, Fenner & Smith Incorporated
- Samuel E. Griffiths IVMerrill Lynch, Pierce, Fenner & Smith Incorporated
- Steven C. GriffithsMerrill Lynch, Pierce, Fenner & Smith Incorporated
- Anita D. GrossmanOsaic Wealth, Inc.
- Edward C. GruberMorgan Stanley
- Todd A. GunermanRaymond James Financial Services Advisors, Inc.
- Joseph J. Haas IIILPL Financial LLC
- Ryan J. HamiltonJanney Montgomery Scott LLC · Certified Financial Planner
- Tyler HamiltonJanney Montgomery Scott LLC · Certified Financial Planner
- Ryan P. HarrisonAmeriprise Financial Services, LLC
- Gregory P. HayesMerrill Lynch, Pierce, Fenner & Smith Incorporated
- Ryan HayesMerrill Lynch, Pierce, Fenner & Smith Incorporated
- Mark E. HeusinkveldCharles Schwab & Co., Inc.
- Marc B. HicksLPL Financial LLC
- Charles K. HillMerrill Lynch, Pierce, Fenner & Smith Incorporated
- Jeffrey B. HillMerrill Lynch, Pierce, Fenner & Smith Incorporated
- Nicholas J. HillMerrill Lynch, Pierce, Fenner & Smith Incorporated
- Prather R. HillSovereign Financial Group, Inc.
- Bernard L. HirshMerrill Lynch, Pierce, Fenner & Smith Incorporated
- Scott E. HolsteinCetera Investment Advisers LLC · Certified Financial Planner, Personal Financial Specialist
- Eric W. HooverStrategic Advisers LLC
- Tracey A. HueglerCommonwealth Financial Network
- John G. Hurst IIIWells Fargo Clearing Services, LLC
- Mark S. IrwinStrategic Advisers LLC
- Christian IssaMerrill Lynch, Pierce, Fenner & Smith Incorporated
- Javid JaraiediMML Investors Services, LLC
- Jessica N. JensenMerrill Lynch, Pierce, Fenner & Smith Incorporated
- Michael R. JohnsonMorgan Stanley
- Kenneth A. KamenCw Advisors, LLC
- Michael J. KapolkaCambridge Investment Research Advisors, Inc.
- Kevin M. KeaneJanney Montgomery Scott LLC
- Megan H. KeenanLansing Street Advisors
- Brendan P. KeeneyMerrill Lynch, Pierce, Fenner & Smith Incorporated
- Isaac KeilFortis Capital Advisors, LLC · Certified Financial Planner
- Roger E. KleinVentura Wealth Management
- Paul KlimkowskiOsaic Wealth, Inc. · Certified Financial Planner
- Victor J. KurtzMorgan Stanley
- Michele L. LaterCordatus Wealth Management LLC
- James R. LaurenziJanney Montgomery Scott LLC
- Mary Ann LazzaroCommonwealth Financial Network
- Andrea LeahyMerrill Lynch, Pierce, Fenner & Smith Incorporated
- Brian L. LeoneMerrill Lynch, Pierce, Fenner & Smith Incorporated
- Christine M. LindsayJanney Montgomery Scott LLC · Certified Financial Planner
- Scott C. LingrellMML Investors Services, LLC
- Christopher D. LoesserThe Estate Planners Group
- Matthew J. LoftusRaymond James Financial Services Advisors, Inc.
- Fred G. LorenzMerrill Lynch, Pierce, Fenner & Smith Incorporated
- Karlie M. LorenzMerrill Lynch, Pierce, Fenner & Smith Incorporated
- Elizabeth A. LuckenbillEdward Jones
- Ernest LusterMerrill Lynch, Pierce, Fenner & Smith Incorporated
- Martin G. LutschaunigRaymond James Financial Services Advisors, Inc. · Certified Financial Planner
- Mark R. LynchLynch Asset Management, Inc. · Chartered Financial Analyst
- Michael C. LynchLynch Asset Management, Inc. · Chartered Financial Analyst
- Nicholas MaciolekMerrill Lynch, Pierce, Fenner & Smith Incorporated
- Thomas J. MackuseJ.P. Morgan Securities LLC
- Thomas O. Maher Jr.Merrill Lynch, Pierce, Fenner & Smith Incorporated
- Gina MarstonMerrill Lynch, Pierce, Fenner & Smith Incorporated
- Jeffrey J. MartinidesMerrill Lynch, Pierce, Fenner & Smith Incorporated
- Gregory J. MasseyLPL Financial LLC
- Sean McCabeMerrill Lynch, Pierce, Fenner & Smith Incorporated
- George J. McClearyOsaic Wealth, Inc.
- Daniel H. McElweeVentura Wealth Management · Certified Financial Planner
- Owen McGeeMerrill Lynch, Pierce, Fenner & Smith Incorporated
- Sean A. McGeeMerrill Lynch, Pierce, Fenner & Smith Incorporated
- Seth M. McHenryLPL Financial LLC
- Neil R. McKeonMerrill Lynch, Pierce, Fenner & Smith Incorporated
- Margaret M. McMahonMorgan Stanley
- Mark P. MelilloStifel, Nicolaus & Company, Incorporated
- Scott A. MelzerLPL Financial LLC
- David G. MeschelMeschel Wealth Management LLC · Certified Financial Planner
- Charles R. MillerT. Rowe Price Associates, Inc.
- John A. MitsosMai Capital Management, LLC
- Ali MoghadamTaxio
- Angela MooreMerrill Lynch, Pierce, Fenner & Smith Incorporated
- Lucas N. MorrealeVentura Wealth Management
- Mark A. MucciacciaroMerrill Lynch, Pierce, Fenner & Smith Incorporated
- George J. MundyWells Fargo Clearing Services, LLC · Certified Financial Planner
- Sandre NaumoskiMerrill Lynch, Pierce, Fenner & Smith Incorporated
- Chris A. NelsonVanderbilt Advisory Services
- Bryan E. NolanStifel, Nicolaus & Company, Incorporated · Certified Financial Planner
- Garren Y. NowickiMerrill Lynch, Pierce, Fenner & Smith Incorporated
- Neal G. ObertoOsaic Wealth, Inc. · Certified Financial Planner
- Brian J. OdelliStifel, Nicolaus & Company, Incorporated
- Debra J. OsifatCommonwealth Financial Network
- Joel G. PareT. Rowe Price Associates, Inc.
- Akash P. PatelWells Fargo Clearing Services, LLC
- Richard D. Pearson Jr.Simplicity Wealth
- Michael A. PeczinkaStifel, Nicolaus & Company, Incorporated
- Helen A. PersichilliMerrill Lynch, Pierce, Fenner & Smith Incorporated
- Arnold M. PeskinMorgan Stanley
- Alicja A. PlonskaMorgan Stanley
- Michal PlonskiMorgan Stanley
- Nicholas T. PocceschiCharles Schwab & Co., Inc.
- James R. PotokaOsaic Wealth, Inc. · Certified Financial Planner
- Alexander M. PronCrossover Capital · Certified Financial Planner
- Christopher S. PulosLPL Financial LLC
- Shawn A. PurdyIntegrity Alliance, LLC. · Certified Financial Planner
- Brandon E. RazlerMML Investors Services, LLC
- Michael S. ReillyCambridge Investment Research Advisors, Inc.
- Jeffrey J. RevakEdward Jones
- Lorrie G. RiggsJanney Montgomery Scott LLC
- John RuggeroMorgan Stanley · Certified Financial Planner
- Matthew RyanStifel, Nicolaus & Company, Incorporated
- Alexander W. SalakMerrill Lynch, Pierce, Fenner & Smith Incorporated
- Andrew H. SargentJanney Montgomery Scott LLC
- Peter H. SargentJanney Montgomery Scott LLC · Certified Financial Planner, Chartered Financial Analyst
- Madison Y. SaurmanMerrill Lynch, Pierce, Fenner & Smith Incorporated
- Stephen J. ScaccettiLPL Enterprise, LLC
- Jerry SchapiraStifel, Nicolaus & Company, Incorporated
- Brendan C. SchuckAllstate Financial Advisors, LLC · Certified Financial Planner
- James E. SchultzWells Fargo Clearing Services, LLC
- Fred SciasciaMerrill Lynch, Pierce, Fenner & Smith Incorporated
- Thomas E. SegerJanney Montgomery Scott LLC · Certified Financial Planner
- Tasha M. ShadleCrossover Capital
- Edward J. SherwoodJanney Montgomery Scott LLC
- Kelley D. SmithMorgan Stanley
- Joel B. SpanglerMerrill Lynch, Pierce, Fenner & Smith Incorporated
- Angela M. SprenkleMorgan Stanley
- Frances L. Stanton-MartinezMerrill Lynch, Pierce, Fenner & Smith Incorporated
- Casey A. StartzellOsaic Wealth, Inc. · Certified Financial Planner
- Anthony J. Stefani Jr.Janney Montgomery Scott LLC
- Theresa A. StevensJanney Montgomery Scott LLC
- Brian R. StrandskovStifel, Nicolaus & Company, Incorporated · Certified Financial Planner
- Thomas C. StrybucLPL Financial LLC
- Dustin SullivanOsaic Wealth, Inc.
- Michael R. SullivanThe Estate Planners Group
- Divyang S. TelwalaMerrill Lynch, Pierce, Fenner & Smith Incorporated
- Charles M. TesslerWells Fargo Clearing Services, LLC
- David M. TobinTobin Investment Planning LLC
- Robert P. TomasuloWells Fargo Clearing Services, LLC
- Eric S. TrimbleMerrill Lynch, Pierce, Fenner & Smith Incorporated
- Sivakumar C. VeerapandyWells Fargo Clearing Services, LLC
- Adrianne M. VickersStifel, Nicolaus & Company, Incorporated
- Sarah N. Wagner FiorelliMorgan Stanley
- Steven L. WalkerMerrill Lynch, Pierce, Fenner & Smith Incorporated
- David R. WalleyWells Fargo Clearing Services, LLC
- Frank WeckenmanJanney Montgomery Scott LLC · Certified Financial Planner
- Robert WeckenmanJanney Montgomery Scott LLC · Certified Financial Planner
- Joseph R. WeidenburnerAeternitas Investment Management, LLC
- Nicholas M. WetzelPrometheus Capital Management Corp. · Certified Financial Planner
- Stephen P. WetzelPrometheus Capital Management Corp. · Certified Financial Planner
- Emily C. WheelerAttleboro Wealth Management LLC
- David J. WhiteAttleboro Wealth Management LLC · Chartered Financial Analyst
- Patrick A. WhiteCharles Schwab & Co., Inc.
- Thomas M. WickMorgan Stanley
- Jennifer M. WilliamsonLPL Financial LLC
- David B. WoffindinStifel, Nicolaus & Company, Incorporated
- George J. WolfCapital Client Group, Inc.
- Kevin P. YorgensenThe Estate Planners Group · Certified Financial Planner
- Kathleen M. ZelenkaJanney Montgomery Scott LLC
- Jamie A. ZibelmanMerrill Lynch, Pierce, Fenner & Smith Incorporated
- Michael W. ZisaViking Wealth Management 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 243York 233Erie 224Bala Cynwyd 202Canonsburg 200Newtown 190Camp Hill 180West Conshohocken 174Bethlehem 173Exton 173King Of Prussia 172
Questions
How many financial advisors are in Yardley, PA?
234 investment adviser representatives are registered at firm offices in Yardley, Pennsylvania, according to the SEC's Investment Adviser Public Disclosure records. 196 of them are also registered as broker representatives, and 42 list the CFP designation.
Which firm has the most financial advisors in Yardley?
Merrill Lynch, Pierce, Fenner & Smith Incorporated, with 54 registered advisors in Yardley, followed by Stifel, Nicolaus & Company, Incorporated with 22.
How do I check a financial advisor in Yardley?
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.