Financial advisors in King Of Prussia, PA

168 match · page 1 of 6

Alexander Nikpour
Financial advisor at Ethos Financial Group, LLC
Ethos Financial Group, LLC · $2.42B AUM
CFP®VerifiedFinancial planning
View page Check on SEC IAPD ↗
Andrew Cooper
Financial advisor at Cooper Eagle, LLC
Cooper Eagle, LLC · $46.3M AUM
CFP®VerifiedFinancial planning
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Andrew Omalley
Financial advisor at Independence Square Holdings, LLC
Independence Square Holdings, LLC · $1.83B AUM
CFP®VerifiedFinancial planning
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Benjamin Tuscai
Financial advisor at Sunpointe Investments
Sunpointe Investments · $790.7M AUM
CFP®VerifiedFinancial planning
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Blaine Mooney
Financial advisor at Girard Advisory Services, LLC
Girard Advisory Services, LLC · $3.18B AUM
CFP®VerifiedFinancial planning
View page Check on SEC IAPD ↗
Brenton Stransky
Financial advisor at Independence Square Holdings, LLC
Independence Square Holdings, LLC · $1.83B AUM
CFP®VerifiedFinancial planning
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Brian Hungarter
Financial advisor at Girard Advisory Services, LLC
Girard Advisory Services, LLC · $3.18B AUM
CFP®VerifiedFinancial planning
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Brian Platt
Financial advisor at Independence Square Holdings, LLC
Independence Square Holdings, LLC · $1.83B AUM
CFP®VerifiedFinancial planning
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Brian Sykes
Financial advisor at Park Avenue Securities LLC
Park Avenue Securities LLC · $19.58B AUM
CFP®VerifiedFinancial planning
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Charles Wilensky
Financial advisor at Lpl Financial LLC
LPL Financial LLC · $819.12B AUM
CFP®VerifiedFinancial planning
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Christopher Briscoe
Financial advisor at Girard Advisory Services, LLC
Girard Advisory Services, LLC · $3.18B AUM
CFP®VerifiedFinancial planning
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Christopher Groeber
Financial advisor at Independence Square Holdings, LLC
Independence Square Holdings, LLC · $1.83B AUM
CFP®VerifiedFinancial planning
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David Reciniello
Financial advisor at Strategic Advisers LLC
Strategic Advisers LLC · $1.37T AUM
CFP®VerifiedFinancial planning
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Dawn Santoriello
Financial advisor at Ds Financial Strategies, LLC
Ds Financial Strategies, LLC
CFP®VerifiedFinancial planning
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Eric Long
Financial advisor at Lpl Financial LLC
LPL Financial LLC · $819.12B AUM
CFP®VerifiedFinancial planning
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Frank Imperial
Financial advisor at Lpl Financial LLC
LPL Financial LLC · $819.12B AUM
CFP®VerifiedFinancial planning
View page Check on SEC IAPD ↗
Jaclyn Swavely
Financial advisor at Vanguard Advisers, Inc.
Girard Advisory Services, LLC · $3.18B AUM
CFP®VerifiedFinancial planning
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James Colao
Financial advisor at Girard Advisory Services, LLC
Girard Advisory Services, LLC · $3.18B AUM
CFP®VerifiedFinancial planning
View page Check on SEC IAPD ↗
John Horn
Financial advisor at Lpl Financial LLC
LPL Financial LLC · $819.12B AUM
CFP®VerifiedFinancial planning
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John McCraw
Financial advisor at Lpl Financial LLC
LPL Financial LLC · $819.12B AUM
CFP®VerifiedFinancial planning
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Joseph Elliott
Financial advisor at Independence Square Holdings, LLC
Independence Square Holdings, LLC · $1.83B AUM
CFP®VerifiedFinancial planning
View page Check on SEC IAPD ↗
Kelly Regan
Financial advisor at Girard Advisory Services, LLC
Girard Advisory Services, LLC · $3.18B AUM
CFP®VerifiedFinancial planning
View page Check on SEC IAPD ↗
Kyle Stuckey
Financial advisor at Ethos Financial Group, LLC
Ethos Financial Group, LLC · $2.42B AUM
CFP®VerifiedFinancial planning
View page Check on SEC IAPD ↗
Matthew McClendon
Financial advisor at Ethos Financial Group, LLC
Ethos Financial Group, LLC · $2.42B AUM
CFP®VerifiedFinancial planning
View page Check on SEC IAPD ↗
Meghan McIntyre
Financial advisor at Ameriprise Financial Services, LLC
Ameriprise Financial Services, LLC · $660.47B AUM
CFP®VerifiedFinancial planning
View page Check on SEC IAPD ↗
Michael Schimek
Financial advisor at Pinnacle Strategic Wealth Management, LLC.
Pinnacle Strategic Wealth Management, LLC. · $146.5M AUM
CFP®VerifiedFinancial planning
View page Check on SEC IAPD ↗
Patrick Hansen
Financial advisor at Certior Financial Group, LLC
Certior Financial Group, LLC · $452.3M AUM
CFP®VerifiedFinancial planning
View page Check on SEC IAPD ↗
Pawel Durka
Financial advisor at Girard Advisory Services, LLC
Girard Advisory Services, LLC · $3.18B AUM
CFP®VerifiedFinancial planning
View page Check on SEC IAPD ↗
Sally Hoffman
Financial advisor at Bankers Life Advisory Services, Inc.
Bankers Life Advisory Services, Inc. · $2.49B AUM
CFP®VerifiedFinancial planning
View page Check on SEC IAPD ↗
Shane Smith
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 King Of Prussia, 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 King Of Prussia, PA.

How this list works

Before you hire an advisor in King Of Prussia, PA