Financial advisors in Doylestown, PA

60 match · page 2 of 2

Joseph Benner
Financial advisor at Girard Advisory Services, LLC
Girard Advisory Services, LLC · $3.18B AUM
CFP®VerifiedFinancial planning
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Joseph Catanzaro
Financial advisor at Lpl Financial LLC
LPL Financial LLC · $819.12B AUM
CFP®VerifiedFinancial planning
View page Check on SEC IAPD ↗
Laura Schenkel
Financial advisor at Vama Oak Wealth, LLC
Vama Oak Wealth, LLC · $91.2M AUM
CFP®VerifiedFinancial planning
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Lauren Austin
Financial advisor at Strategic Advisers LLC
Strategic Advisers LLC · $1.37T AUM
CFP®VerifiedFinancial planning
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Mario Martinelli
Financial advisor at Vama Oak Wealth, LLC
Vama Oak Wealth, LLC · $91.2M AUM
CFP®VerifiedFinancial planning
View page Check on SEC IAPD ↗
Matthew Shaw
Financial advisor at J. W. Cole Advisors, Inc.
J. W. Cole Advisors, Inc. · $8.25B AUM
CFP®VerifiedFinancial planning
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Michael Charpentier
Financial advisor at Strategic Advisers LLC
Strategic Advisers LLC · $1.37T AUM
CFP®VerifiedFinancial planning
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Michael Halvorsen
Financial advisor at Summit Financial, LLC
Summit Financial, LLC · $26.35B AUM
CFP®VerifiedFinancial planning
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Michael Nunno
Financial advisor at Wells Fargo Advisors
Wells Fargo Advisors · $671.42B AUM
CFP®VerifiedFinancial planning
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Michael Sheehy
Financial advisor at Lpl Financial LLC
LPL Financial LLC · $819.12B AUM
CFP®VerifiedFinancial planning
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Paul Burian
Financial advisor at Savant Wealth Management
Savant Wealth Management · $55.61B AUM
CFP®VerifiedFinancial planning
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Paul Staffaroni
Financial advisor at Commonwealth Financial Network
Commonwealth Financial Network · $212.66B AUM
CFP®VerifiedFinancial planning
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Paula Nangle
Financial advisor at Creative Planning
Creative Planning · $295.57B AUM
CFP®VerifiedFinancial planning
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Philip Marchese
Financial advisor at Kestra Advisory Services, LLC
Kestra Advisory Services, LLC · $79.8B AUM
CFP®VerifiedFinancial planning
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R. Volpe
Financial advisor at Pnc Wealth Management
Pnc Wealth Management · $30.27B AUM
CFP®Verified
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Richard Callahan
Financial advisor at Great Valley Advisor Group, LLC
Great Valley Advisor Group, LLC · $10.6B AUM
CFP®VerifiedFinancial planning
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Rick Vala
Financial advisor at Vama Oak Wealth, LLC
Vama Oak Wealth, LLC · $91.2M AUM
CFP®VerifiedFinancial planning
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Robert Angelo
Financial advisor at Lpl Financial LLC
LPL Financial LLC · $819.12B AUM
CFP®VerifiedFinancial planning
View page Check on SEC IAPD ↗
Robert Sullivan
Financial advisor at Wells Fargo Advisors
Wells Fargo Advisors · $252.25B AUM
CFP®VerifiedFinancial planning
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Ryan Barrett
Financial advisor at Jfs Wealth Advisors, LLC
Jfs Wealth Advisors, LLC · $4.73B AUM
CFP®VerifiedFinancial planning
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Ryan Greiser
Financial advisor at Opulus
Opulus · $104.9M AUM
CFP®VerifiedFinancial planning
View page Check on SEC IAPD ↗
Ryan Kelly
Financial advisor at Duke and Duke Wealth Management LLC
Duke and Duke Wealth Management LLC · $101.6M AUM
CFP®VerifiedFinancial planning
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Scott Marshall
Financial advisor at Cambridge Investment Research Advisors, Inc.
Cambridge Investment Research Advisors, Inc. · $138.69B AUM
CFP®VerifiedFinancial planning
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Stephen Kidron
Financial advisor at Wells Fargo Advisors
Wells Fargo Advisors · $252.25B AUM
CFP®VerifiedFinancial planning
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Thomas Aichele
Financial advisor at Clear Capital Management LP
Clear Capital Management LP · $61.3M AUM
CFP®VerifiedFinancial planning
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Thomas McGraw
Financial advisor at Creative Planning
Creative Planning · $295.57B AUM
CFP®VerifiedFinancial planning
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Timothy Mickey
Financial advisor at Aviso Wealth Management
Aviso Wealth Management · $621.3M AUM
CFP®VerifiedFinancial planning
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William James
Financial advisor at Kestra Advisory Services, LLC
Kestra Advisory Services, LLC · $79.8B AUM
CFP®VerifiedFinancial planning
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William Lahr
Financial advisor at Archetype Advisors, LLC
Archetype Advisors, LLC · $260M AUM
CFP®VerifiedFinancial planning
View page Check on SEC IAPD ↗
William Reiner
Financial advisor at Lpl Financial LLC
LPL Financial LLC · $819.12B AUM
CFP®VerifiedFinancial planning
View page Check on SEC IAPD ↗

How this list works

Facts, not ratings. Where each advisor works, their firm, and their CFP® certification come from public SEC records (Form ADV and the SEC's adviser database), updated weekly. There are no reviews or star ratings.
No one pays to be here, or to rank higher. Advisors who've claimed their Advicer.bio page come first, because they're the ones who can answer a message. Then verified advisors, then CFP® professionals, then A to Z.
Check before you hire. Every advisor has a link to their SEC record, with their registrations and any disclosures.
This isn't advice or a recommendation of any advisor. It's a starting point.

Before you hire an advisor in Doylestown, PA

Look up their record. The SEC link on each advisor shows where they've worked, their registrations and any disciplinary disclosures.
Read the firm's brochure. Every registered firm files a Form ADV Part 2 that explains its services, fees and conflicts of interest in plain language.
Ask how they're paid. A flat fee, a percentage of assets, hourly, or commissions on products. Each one changes what you pay and what they recommend.
Ask whether they act as a fiduciary for all of your accounts, all of the time, and get the answer in writing.
Check the fit. Ask who they usually work with, what's included, and how often you'll talk. A first meeting is usually free.

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Financial advisors in Doylestown, PA.

How this list works

Before you hire an advisor in Doylestown, PA