Financial advisors in New Hope, PA

103 match · page 2 of 4

Travis Roe-Raymond
Financial advisor at Rockwood Wealth Management, LLC
Rockwood Wealth Management, LLC · $2.87B AUM
CFP®VerifiedFinancial planning
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Victoria McDonald
Financial advisor at Lincoln Investment
Lincoln Investment · $21.99B AUM
CFP®VerifiedFinancial planning
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William Banks
Financial advisor at RBC Capital Markets, LLC
RBC Capital Markets, LLC · $310.43B AUM
CFP®VerifiedFinancial planning
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William Stanert
Financial advisor at Moondance Investment Advisors, LLC
Moondance Investment Advisors, LLC · $34.8M AUM
CFP®VerifiedFinancial planning
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Andrew Matthews
Financial advisor at Merrill Lynch, Pierce, Fenner & Smith Incorporated
Merrill Lynch, Pierce, Fenner & Smith Incorporated · $1.78T AUM
Verified
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Ann Means
Financial advisor at Sapient Investments LLC
Sapient Investments LLC · $69.2M AUM
VerifiedFinancial planning
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Anna Perasso
Financial advisor at Cetera Investment Advisers LLC
Cetera Investment Advisers LLC · $256.81B AUM
VerifiedFinancial planning
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Arti Shah
Financial advisor at Osaic Wealth, Inc.
Osaic Wealth, Inc. · $234.86B AUM
VerifiedFinancial planning
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Bradley Adams
Financial advisor at Janney Montgomery Scott LLC
Janney Montgomery Scott LLC · $110.11B AUM
VerifiedFinancial planning
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Brett Osborn
Financial advisor at Ameriprise Financial Services, LLC
Ameriprise Financial Services, LLC · $660.47B AUM
VerifiedFinancial planning
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Brian Bostancic
Financial advisor at Wells Fargo Advisors
Wells Fargo Advisors · $671.42B AUM
VerifiedFinancial planning
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Carlie Shorr
Financial advisor at Rockwood Wealth Management, LLC
Rockwood Wealth Management, LLC · $2.87B AUM
VerifiedFinancial planning
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Casey Baker
Financial advisor at Rockwood Wealth Management, LLC
Rockwood Wealth Management, LLC · $2.87B AUM
VerifiedFinancial planning
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Catherine Morgan
Financial advisor at Rockwood Wealth Management, LLC
Rockwood Wealth Management, LLC · $2.87B AUM
VerifiedFinancial planning
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Connor McNicholas
Financial advisor at Poxono Capital
Poxono Capital · $18M AUM
Verified
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Daniel Hogan
Financial advisor at Janney Montgomery Scott LLC
Janney Montgomery Scott LLC · $110.11B AUM
VerifiedFinancial planning
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Daphne Smoley
Financial advisor at Rockwood Wealth Management, LLC
Rockwood Wealth Management, LLC · $2.87B AUM
VerifiedFinancial planning
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David Locher
Financial advisor at Cw Advisors, LLC
Cw Advisors, LLC · $15.22B AUM
VerifiedFinancial planning
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David Robidoux
Financial advisor at J.p. Morgan Securities LLC
J.p. Morgan Securities LLC · $429.69B AUM
VerifiedFinancial planning
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Davis Nagg
Financial advisor at Lincoln Investment
Lincoln Investment · $21.99B AUM
VerifiedFinancial planning
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Elizabeth Hurshman
Financial advisor at Rockwood Wealth Management, LLC
Rockwood Wealth Management, LLC · $2.87B AUM
VerifiedFinancial planning
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Emily O'connor
Financial advisor at Rockwood Wealth Management, LLC
Rockwood Wealth Management, LLC · $2.87B AUM
VerifiedFinancial planning
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Eric Karlik
Financial advisor at Mml Investors Services, LLC
Mml Investors Services, LLC · $115.64B AUM
VerifiedFinancial planning
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Francis Amagasu
Financial advisor at Katsutoshi Capital Management, LLC
Katsutoshi Capital Management, LLC
Verified
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Frank Policare
Financial advisor at Ameriprise Financial Services, LLC
Ameriprise Financial Services, LLC · $660.47B AUM
VerifiedFinancial planning
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Geetha Mathew
Financial advisor at Ameriprise Financial Services, LLC
Ameriprise Financial Services, LLC · $660.47B AUM
VerifiedFinancial planning
View page Check on SEC IAPD ↗
George Yarnall
Financial advisor at Raymond James Financial Services Advisors, Inc
Raymond James Financial Services Advisors, Inc · $390.04B AUM
VerifiedFinancial planning
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Gerald Barlow
Financial advisor at Ameriprise Financial Services, LLC
Ameriprise Financial Services, LLC · $660.47B AUM
VerifiedFinancial planning
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Gregory Kuhn
Financial advisor at Janney Montgomery Scott LLC
Janney Montgomery Scott LLC · $110.11B AUM
VerifiedFinancial planning
View page Check on SEC IAPD ↗
Grover Stults
Financial advisor at Cetera Investment Advisers LLC
Cetera Investment Advisers LLC · $256.81B 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 New Hope, 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 New Hope, PA.

How this list works

Before you hire an advisor in New Hope, PA