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Est. 2026The front page of wealth managementNew York

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Financial ADVSR advisor directory · SEC adviser records

Wellington Adams Investment Advisory, LLC financial advisors in York, PA

Every SEC-registered investment adviser representative at a Wellington Adams Investment Advisory, LLC office in York, A to Z.

The short answer

3 registered advisors work at Wellington Adams Investment Advisory, LLC in York, out of 3 at the firm nationwide; it ranks number 22 in the city by advisors. 0 list the CFP designation and 0 are also registered broker representatives.

Wellington Adams Investment Advisory, LLC advisors in York, A to Z

Every Wellington Adams Investment Advisory, LLC advisor →

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Other firms in York

All York advisors →

LPL Financial LLC 24Raymond James Financial Services Advisors, Inc. 23Ameriprise Financial Services, LLC 17Merrill Lynch, Pierce, Fenner & Smith Incorporated 15Morgan Stanley 14Wells Fargo Clearing Services, LLC 14Janney Montgomery Scott LLC 12Pfs Investments Inc. 12Edward Jones 7Johnson & White Wealth Management LLC 7Macro Advisors, Inc. 7Integrated Wealth Solutions, LLC 6

Questions

How many financial advisors does Wellington Adams Investment Advisory, LLC have in York?

3 investment adviser representatives are registered at Wellington Adams Investment Advisory, LLC offices in York, Pennsylvania, according to the SEC's Investment Adviser Public Disclosure records, out of 3 nationwide. 0 list the CFP designation and 0 are also registered as broker representatives.

Is Wellington Adams Investment Advisory, LLC one of the largest advisor employers in York?

Wellington Adams Investment Advisory, LLC ranks number 22 in York by registered advisors; LPL Financial LLC has the most, with 24.

How do I check a Wellington Adams Investment Advisory, LLC advisor in York?

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 Wellington Adams Investment Advisory, LLC 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.