Financial advisors in East Norriton, PA

20 advisors

Adam Peltzman
Financial advisor at Certior Financial Group, LLC
Certior Financial Group, LLC · $452.3M AUM
CFP®VerifiedFinancial planning
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Daniel McCusker
Financial advisor at Meridian Wealth Partners, LLC
Meridian Wealth Partners, LLC · $1.37B AUM
CFP®VerifiedFinancial planning
View page Check on SEC IAPD ↗
David Ritrovato
Financial advisor at Bluesphere Advisors LLC
Bluesphere Advisors LLC · $506.2M AUM
CFP®VerifiedFinancial planning
View page Check on SEC IAPD ↗
Sanjay Pawar
Financial advisor at Bluesphere Advisors LLC
Bluesphere Advisors LLC · $506.2M AUM
CFP®VerifiedFinancial planning
View page Check on SEC IAPD ↗
Anthony Perhacs
Financial advisor at Meridian Wealth Partners, LLC
Meridian Wealth Partners, LLC · $1.37B AUM
VerifiedFinancial planning
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Brian Kohute
Financial advisor at Meridian Wealth Partners, LLC
Meridian Wealth Partners, LLC · $1.37B AUM
VerifiedFinancial planning
View page Check on SEC IAPD ↗
Catherine Delany
Financial advisor at Meridian Wealth Partners, LLC
Meridian Wealth Partners, LLC · $1.37B AUM
VerifiedFinancial planning
View page Check on SEC IAPD ↗
Charles Minnich
Financial advisor at Foundation Capital Management, LLC
Foundation Capital Management, LLC · $243.8M AUM
VerifiedFinancial planning
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Cynthia Diccianni
Financial advisor at Diccianni Financial Group, Inc.
Diccianni Financial Group, Inc. · $128.8M AUM
VerifiedFinancial planning
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David Campbell
Financial advisor at Meridian Wealth Partners, LLC
Meridian Wealth Partners, LLC · $1.37B AUM
VerifiedFinancial planning
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Elizabeth Shamir
Financial advisor at Certior Financial Group, LLC
Certior Financial Group, LLC · $452.3M AUM
VerifiedFinancial planning
View page Check on SEC IAPD ↗
Heather Tracey
Financial advisor at Meridian Wealth Partners, LLC
Meridian Wealth Partners, LLC · $1.37B AUM
VerifiedFinancial planning
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James Harrington
Financial advisor at Bluesphere Advisors LLC
Bluesphere Advisors LLC · $506.2M AUM
VerifiedFinancial planning
View page Check on SEC IAPD ↗
Jonathan Pitcher
Financial advisor at Merrill Lynch, Pierce, Fenner & Smith Incorporated
Merrill Lynch, Pierce, Fenner & Smith Incorporated · $1.78T AUM
Verified
View page Check on SEC IAPD ↗
Kenneth Ambrogi
Financial advisor at Meridian Wealth Partners, LLC
Meridian Wealth Partners, LLC · $1.37B AUM
VerifiedFinancial planning
View page Check on SEC IAPD ↗
Luc Lawson
Financial advisor at Diccianni Financial Group, Inc.
Diccianni Financial Group, Inc. · $128.8M AUM
VerifiedFinancial planning
View page Check on SEC IAPD ↗
Marlon Rose
Financial advisor at Meridian Wealth Partners, LLC
Meridian Wealth Partners, LLC · $1.37B AUM
VerifiedFinancial planning
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Michael Natale
Financial advisor at Foundation Capital Management, LLC
Foundation Capital Management, LLC · $243.8M AUM
VerifiedFinancial planning
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Peter Derby
Financial advisor at Meridian Wealth Partners, LLC
Meridian Wealth Partners, LLC · $1.37B AUM
VerifiedFinancial planning
View page Check on SEC IAPD ↗
William Tatlonghari
Financial advisor at Meridian Wealth Partners, LLC
Meridian Wealth Partners, LLC · $1.37B AUM
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 East Norriton, 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 East Norriton, PA.

How this list works

Before you hire an advisor in East Norriton, PA