Financial ADVSR advisor directory · SEC adviser records
Financial advisors in York, PA
Every SEC-registered investment adviser representative at a firm office in York, with the firms that employ the most of them.
The short answer
233 registered advisors work in York; the most are at LPL Financial LLC (25). 37 list the CFP designation and 188 are also registered broker representatives.
Firms with the most advisors in York
Advisors in York, A to Z
CFP advisors in York →- Jordan S. AbellJohnson & White Wealth Management LLC · Certified Financial Planner
- Joseph P. AdamchakMerrill Lynch, Pierce, Fenner & Smith Incorporated
- Jon R. AdamsMerrill Lynch, Pierce, Fenner & Smith Incorporated
- Christopher D. AlbrightIntegrated Wealth Solutions, LLC
- Robert W. Allan IIIJohnson & White Wealth Management LLC
- Russell L. AllenEdward Jones
- Ryan S. ApplebyLPL Financial LLC · Certified Financial Planner, Chartered Financial Consultant
- Wai K. AuAmeriprise Financial Services, LLC · Chartered Financial Analyst
- Donald F. Baker IIIMerrill Lynch, Pierce, Fenner & Smith Incorporated
- Keirsten Baker-MillerLPL Financial LLC
- Andrew K. BarrickAmeriprise Financial Services, LLC
- Patrick R. BarryLPL Financial LLC
- Anthony J. BavlishWells Fargo Clearing Services, LLC
- Shannon G. BenderLPL Financial LLC
- Gregory A. BiancoCetera Investment Advisers LLC · Chartered Financial Consultant
- Peter K. BillisCetera Investment Advisers LLC
- Stephanie BinterPfs Investments Inc.
- Edward A. BirdLPL Financial LLC · Certified Financial Planner
- Andrew J. BlackstoneRaymond James Financial Services Advisors, Inc. · Certified Financial Planner
- Steven G. BlouseRaymond James Financial Services Advisors, Inc.
- Melinda J. BodiJohnson & White Wealth Management LLC
- Robert A. BowenWells Fargo Clearing Services, LLC
- Marisa A. BoyleCetera Investment Advisers LLC
- Sara R. BrackettJohnson & White Wealth Management LLC
- Denny L. BrenemanLPL Financial LLC · Chartered Financial Consultant
- Zachari E. BrennerEdward Jones
- Margaret T. BridegumStifel, Nicolaus & Company, Incorporated
- Cole M. BrillhartAmeriprise Financial Services, LLC
- David K. BrosendJanney Montgomery Scott LLC
- David R. BruceThrivent Investment Management Inc.
- Molly V. BruceThrivent Investment Management Inc.
- Benjamin M. BurkhartLPL Financial LLC · Certified Financial Planner
- Katie E. BurtonRaymond James Financial Services Advisors, Inc.
- Monica BushMerrill Lynch, Pierce, Fenner & Smith Incorporated
- Noah T. CalerMorgan Stanley
- Daniel W. CallowayAmeriprise Financial Services, LLC
- William S. CampbellRaymond James Financial Services Advisors, Inc.
- Walter D. CarrOsaic Wealth, Inc.
- Andrew D. CarrolusJanney Montgomery Scott LLC · Certified Financial Planner
- Jamie K. CashCetera Investment Advisers LLC · Certified Financial Planner
- Vincent P. CerceoState Farm Investment Management Corp.
- Corbin A. ChevauxRBC Capital Markets, LLC
- Sean K. ClarkRoyal Fund Management, LLC
- Robert J. ClearyAmeriprise Financial Services, LLC · Certified Financial Planner
- Wade CornettMacro Advisors, Inc. · Chartered Financial Consultant
- Frank D. CortoLombard Advisers Incorporated
- Constance N. Craig-MasonAltitude Capital Management LLC
- Brian CristPfs Investments Inc.
- Neil CrowellCetera Investment Advisers LLC
- Andrews DadeboeStrategic Advisers LLC
- Samuel D. DalbyWells Fargo Clearing Services, LLC
- Rick A. DanielowskiRaymond James Financial Services Advisors, Inc.
- Storm DavisonAe Wealth Management, LLC
- Jon A. DeakinKnights Of Columbus Asset Advisors LLC
- Elizabeth A. DeanLPL Financial LLC
- Marisa C. DehoffAmeriprise Financial Services, LLC
- Vivian L. DehoffRaymond James Financial Services Advisors, Inc.
- Gayle S. DelongPfs Investments Inc.
- Darshana J. DesaiMacro Advisors, Inc.
- Jay M. DesaiMacro Advisors, Inc. · Certified Financial Planner
- Mahir J. DesaiMacro Advisors, Inc. · Certified Financial Planner
- Mikesh J. DesaiMacro Advisors, Inc. · Certified Financial Planner
- Alexis M. DettingerAmeriprise Financial Services, LLC
- Brian DonlonWells Fargo Clearing Services, LLC
- Scott D. EhrigRkl Private Wealth · Certified Financial Planner
- Amy M. EmletMerrill Lynch, Pierce, Fenner & Smith Incorporated
- Matthew T. EspinaMyrmidon Private Capital
- Kenneth E. FahringerCambridge Investment Research Advisors, Inc.
- Jeffrey P. FarrellSound Income Strategies, LLC
- Robert E. FegelyMerrill Lynch, Pierce, Fenner & Smith Incorporated
- Barron S. Fitz-GeraldWellington Adams Investment Advisory, LLC
- Danielle H. FlickingerRaymond James Financial Services Advisors, Inc.
- Larry R. ForbesGlobal View Capital Management LLC
- Scott FordFord Investment & Retirement Management LLC
- Jacob B. FreyStonebridge Financial Group, LLC · Certified Financial Planner
- John E. FrickRealta Investment Advisors, Inc.
- David W. FullertonJanney Montgomery Scott LLC
- David J. GarberRaymond James Financial Services Advisors, Inc.
- Matthew M. GavelSavant Wealth Management · Chartered Financial Analyst
- Jeffrey A. GayRaymond James Financial Services Advisors, Inc. · Certified Financial Planner
- Rebecca A. GebhartMorgan Stanley
- Aaron N. GingrichLPL Financial LLC
- Anthony J. GistMorgan Stanley
- Brian P. GleasonRaymond James Financial Services Advisors, Inc.
- Cameron GoodlingLPL Financial LLC
- Sheri E. GrayMorgan Stanley
- Brian GriffinStrategic Advisers LLC
- Heather D. GrossMerrill Lynch, Pierce, Fenner & Smith Incorporated
- Philip J. Gross IIIEdward Jones
- Robert HalbertAmeriprise Financial Services, LLC · Certified Financial Planner
- Jessica A. HallLPL Financial LLC
- Michael C. HaunMerrill Lynch, Pierce, Fenner & Smith Incorporated
- Paul D. HeffelfingerRaymond James Financial Services Advisors, Inc.
- Mary C. HeltzelStifel, Nicolaus & Company, Incorporated · Chartered Financial Consultant
- David J. HerbstRaymond James Financial Services Advisors, Inc.
- Kristin N. HersheyCambridge Investment Research Advisors, Inc. · Certified Financial Planner
- Simon T. HilliardWellington Adams Investment Advisory, LLC
- Roben HoffmanEmpower Advisory Group, LLC
- Trevor N. HoffmanCollective Family Office, LLC
- Joshua D. HoganJanney Montgomery Scott LLC
- William C. HollyMerrill Lynch, Pierce, Fenner & Smith Incorporated
- Holly E. HolmesMerrill Lynch, Pierce, Fenner & Smith Incorporated
- Douglas E. HoltzappleLPL Enterprise, LLC
- Mark D. HooverLPL Financial LLC
- Steven M. HorningState Farm Investment Management Corp.
- Michael E. HoytIntegrated Wealth Solutions, LLC
- Susan K. HoytLPL Financial LLC
- Jacob IlgenfritzAe Wealth Management, LLC
- Christopher L. JohnsonJohnson & White Wealth Management LLC · Certified Financial Planner
- Michael A. JuilianoWells Fargo Clearing Services, LLC
- Andrew C. KahanLPL Financial LLC
- Matthew M. KaleMerrill Lynch, Pierce, Fenner & Smith Incorporated
- Michael A. KallozStifel, Nicolaus & Company, Incorporated · Certified Financial Planner
- Trevor D. KasulenCollective Family Office, LLC
- Crystal R. KayLPL Financial LLC
- Alyssum M. KeeferJanney Montgomery Scott LLC
- Christian KeiterWells Fargo Clearing Services, LLC
- Nathan KellerPfs Investments Inc.
- Jacob C. KentIntegrated Wealth Solutions, LLC
- Tabitha L. KieblerLPL Financial LLC
- Jacob H. KingCambridge Investment Research Advisors, Inc. · Certified Financial Planner
- Eugene L. Klesser IIRaymond James Financial Services Advisors, Inc.
- Douglas W. KosterPfs Investments Inc.
- Colton S. KubickiAmeriprise Financial Services, LLC
- Robert F. KucherichRaymond James Financial Services Advisors, Inc.
- Jamin A. LauerEdward Jones
- Noah C. LeftridgeStonebridge Financial Group, LLC
- Andrew T. LendaStifel, Nicolaus & Company, Incorporated
- Tyler L. LermanJanney Montgomery Scott LLC · Certified Financial Planner, Chartered Financial Consultant
- Matthew J. LevyJanney Montgomery Scott LLC
- Kyle M. LinggJanney Montgomery Scott LLC
- Scott A. LittenOsaic Wealth, Inc.
- Jacob W. LittleJohnson & White Wealth Management LLC
- Wendy M. LivingstonCetera Investment Advisers LLC
- Robert R. Lloyd Jr.Ameriprise Financial Services, LLC
- Gabriel LukasWells Fargo Clearing Services, LLC
- Brian D. LusterCollective Family Office, LLC
- Damien P. LynchLPL Financial LLC · Certified Financial Planner
- James R. LyterWellington Adams Investment Advisory, LLC
- Joseph F. Mahoney Jr.Raymond James Financial Services Advisors, Inc.
- Nicole MalteseWells Fargo Clearing Services, LLC
- Patricia A. MarschnerLPL Financial LLC
- Jackson C. MascariIntegrated Wealth Solutions, LLC
- Holly A. MayerJanney Montgomery Scott LLC · Certified Financial Planner
- Michael C. McFeeleyLPL Financial LLC · Certified Financial Planner
- Daniel E. McGarry Jr.Northwestern Mutual Investment Services, LLC · Chartered Financial Consultant
- Thomas I. McIlweeMorgan Stanley
- Stephen M. McNamaraCambridge Investment Research Advisors, Inc.
- Jacob D. MendozaAmeriprise Financial Services, LLC · Certified Financial Planner
- Warren G. MetzgerTruist Advisory Services, Inc.
- Scott D. MichaelSavant Wealth Management · Certified Financial Planner
- Lyndsey M. MichelsenLombard Advisers Incorporated
- Kara MikotowiczStrategic Advisers LLC
- Todd L. MillerRaymond James Financial Services Advisors, Inc.
- Shawn D. MinnichLifetime Financial Foundations, LLC
- Andrea M. MorrisonEdward Jones
- Clint NeffStrategic Advisers LLC
- Ryan R. NemshickLPL Financial LLC
- Kyle A. NewtonEdward Jones
- Michael A. NigroMML Investors Services, LLC
- Herbert W. Nix Jr.Raymond James Financial Services Advisors, Inc.
- Derek L. NowakMerrill Lynch, Pierce, Fenner & Smith Incorporated
- Kyle T. O'DonnellRaymond James Financial Services Advisors, Inc.
- Shay T. O'NeillThrivent Investment Management Inc.
- Jennifer L. OrmondStifel, Nicolaus & Company, Incorporated
- William S. Panaro Jr. Jr.Morgan Stanley
- Benjamin PangPfs Investments Inc.
- Samir S. ParikhMorgan Stanley
- Dipal H. PatelMacro Advisors, Inc.
- Thomas J. Paup Jr.Cetera Investment Advisers LLC · Certified Financial Planner
- Justin L. PierceAlphastar Capital Management
- Denise R. PotterRBC Capital Markets, LLC
- Stephen H. PrindleLombard Advisers Incorporated
- Oona L. RaffensbergerJanney Montgomery Scott LLC
- Matthew D. RakerdIndependent Financial Partners
- Kara L. ReisserEdward Jones
- Jeffrey D. Reynolds Jr.Ameriprise Financial Services, LLC
- James R. RomigLPL Financial LLC
- Adam SchoppLPL Enterprise, LLC
- Nicholas P. SciottiMerrill Lynch, Pierce, Fenner & Smith Incorporated
- James M. ShafferIntegrated Wealth Solutions, LLC
- Benjamin P. SheppardPfs Investments Inc.
- Shannon R. ShuppMacro Advisors, Inc. · Certified Financial Planner
- David S. SivelCollective Family Office, LLC · Certified Financial Planner
- Joshua P. SmeltzerLPL Financial LLC
- Christie L. SmithStifel, Nicolaus & Company, Incorporated
- Justin B. SmithAmeriprise Financial Services, LLC
- Kevin J. SmithJanney Montgomery Scott LLC · Certified Financial Planner, Chartered Financial Consultant
- Jeremy SnedegarWells Fargo Advisors Financial Network, LLC
- John D. Spadafora Jr.Thrivent Investment Management Inc.
- David A. SprenkleRaymond James Financial Services Advisors, Inc.
- Ryan A. SprenkleRaymond James Financial Services Advisors, Inc.
- Erin E. St JacquesMorgan Stanley
- Sheri L. StammMorgan Stanley
- Kimberly StasenWells Fargo Clearing Services, LLC
- Heather StaufferWells Fargo Clearing Services, LLC
- Brad D. SteinLPL Financial LLC · Certified Financial Planner
- Michael P. SteinAmeriprise Financial Services, LLC
- Scott M. StephanAmeriprise Financial Services, LLC
- Melissa S. StottlemyerMorgan Stanley
- Emanuel M. StrategosMML Investors Services, LLC
- Katrina L. StrumskyMerrill Lynch, Pierce, Fenner & Smith Incorporated
- Michael V. SummersInvestment Research Corp. · Certified Financial Planner
- Timothy H. SutherlandCambridge Investment Research Advisors, Inc. · Certified Financial Planner
- Mary SyronEdward Jones
- Cynthia TheisWells Fargo Clearing Services, LLC
- Mary Ellen ThomsonRaymond James Financial Services Advisors, Inc.
- Jason P. ThorneCommonwealth Financial Network · Certified Financial Planner
- James T. TollingerLPL Enterprise, LLC
- Aaron P. TrinhLPL Enterprise, LLC · Certified Financial Planner
- Jeremy M. TshudyMerrill Lynch, Pierce, Fenner & Smith Incorporated
- Joshua F. WaltersMorgan Stanley
- Kimberly A. WarnerWells Fargo Clearing Services, LLC
- Michael N. WashburnMorgan Stanley
- Cohen WeaverMorgan Stanley
- Emily B. WeaverLPL Financial LLC · Certified Financial Planner
- Jason R. WeberRaymond James Financial Services Advisors, Inc.
- J K. WertzMerrill Lynch, Pierce, Fenner & Smith Incorporated
- Sarah L. WhiteLPL Financial LLC
- Timothy P. WhiteJohnson & White Wealth Management LLC · Certified Financial Planner
- Michelle WilkinsonIntegrated Wealth Solutions, LLC
- Peter G. WilkinsonLombard Advisers Incorporated
- Richard WilkinsonIntegrated Wealth Solutions, LLC
- Ty M. WilkinsonMerrill Lynch, Pierce, Fenner & Smith Incorporated
- Josiah T. WilliamsPfs Investments Inc.
- Wade G. WilliamsRaymond James Financial Services Advisors, Inc.
- Matthew J. WilsonAmeriprise Financial Services, LLC
- Scott A. WilsonAmeriprise Financial Services, LLC
- Jeff WinekaCetera Investment Advisers LLC
- Charles W. Wise IIIInvariant Investment Management · Personal Financial Specialist
- Frederick C. WiseJanney Montgomery Scott LLC
- Elizabeth M. WolfWells Fargo Clearing Services, LLC · Certified Financial Planner
- Michael YoderWells 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 234Erie 224Bala Cynwyd 202Canonsburg 200Newtown 190Camp Hill 180West Conshohocken 174Bethlehem 173Exton 173King Of Prussia 172
Questions
How many financial advisors are in York, PA?
233 investment adviser representatives are registered at firm offices in York, Pennsylvania, according to the SEC's Investment Adviser Public Disclosure records. 188 of them are also registered as broker representatives, and 37 list the CFP designation.
Which firm has the most financial advisors in York?
LPL Financial LLC, with 25 registered advisors in York, followed by Raymond James Financial Services Advisors, Inc. with 23.
How do I check a financial advisor in York?
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.