Financial advisors in Wayne, PA

69 match · page 1 of 3

Aaron Filbeck
Financial advisor at Waldron Private Wealth
Waldron Private Wealth · $5.5B AUM
CFP®VerifiedFinancial planning
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Alan Schapire
Financial advisor at Focus Partners Wealth, LLC
Focus Partners Wealth, LLC · $181.86B AUM
CFP®VerifiedFinancial planning
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Alyssa Otway
Financial advisor at Corient
Corient · $165.25B AUM
CFP®VerifiedFinancial planning
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Andrew Bucksner
Financial advisor at Wick Capital Partners, LLC
Wick Capital Partners, LLC · $929.7M AUM
CFP®VerifiedFinancial planning
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Ashley Nimon
Financial advisor at Corient
Corient · $165.25B AUM
CFP®VerifiedFinancial planning
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Austin Hoggan
Financial advisor at Corient
Corient · $165.25B AUM
CFP®VerifiedFinancial planning
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Brett Cole
Financial advisor at Kestra Advisory Services, LLC
Kestra Advisory Services, LLC · $79.8B AUM
CFP®VerifiedFinancial planning
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Brian Howles
Financial advisor at Focus Partners Wealth, LLC
Focus Partners Wealth, LLC · $181.86B AUM
CFP®VerifiedFinancial planning
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Brian Jacobs
Financial advisor at Corient
Corient · $165.25B AUM
CFP®VerifiedFinancial planning
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Brian Lynch
Financial advisor at Kathmere Capital Management, LLC
Kathmere Capital Management, LLC · $3.48B AUM
CFP®VerifiedFinancial planning
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Brian Todaro
Financial advisor at Kathmere Capital Management, LLC
Kathmere Capital Management, LLC · $3.48B AUM
CFP®VerifiedFinancial planning
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Brian Walsh
Financial advisor at The Ascent Group, LLC
The Ascent Group, LLC · $4.76B AUM
CFP®VerifiedFinancial planning
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Brooke Bees
Financial advisor at Wick Capital Partners, LLC
Wick Capital Partners, LLC · $929.7M AUM
CFP®VerifiedFinancial planning
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Bryan Blades
Financial advisor at Corient
Corient · $165.25B AUM
CFP®VerifiedFinancial planning
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Caitlin Heery
Financial advisor at Modera Wealth Management, LLC
Modera Wealth Management, LLC · $17.68B AUM
CFP®VerifiedFinancial planning
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Carl Nadwodny
Financial advisor at Focus Partners Wealth, LLC
Focus Partners Wealth, LLC · $181.86B AUM
CFP®VerifiedFinancial planning
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Carl Rosenfeld
Financial advisor at Corient
Corient · $165.25B AUM
CFP®VerifiedFinancial planning
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Carolyn Seiter
Financial advisor at Principal Securities, Inc.
Principal Securities, Inc. · $17.02B AUM
CFP®VerifiedFinancial planning
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Casey Shure
Financial advisor at Corient
Corient · $165.25B AUM
CFP®VerifiedFinancial planning
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Charles Boinske
Financial advisor at Modera Wealth Management, LLC
Modera Wealth Management, LLC · $17.68B AUM
CFP®VerifiedFinancial planning
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Clare Diamond
Financial advisor at Kathmere Capital Management, LLC
Kathmere Capital Management, LLC · $3.48B AUM
CFP®VerifiedFinancial planning
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Clark Schweitzer
Financial advisor at Diversified, LLC
Diversified, LLC · $2.79B AUM
CFP®VerifiedFinancial planning
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David Clark
Financial advisor at Wick Capital Partners, LLC
Wick Capital Partners, LLC · $929.7M AUM
CFP®VerifiedFinancial planning
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David Hill
Financial advisor at Kathmere Capital Management, LLC
Kathmere Capital Management, LLC · $3.48B AUM
CFP®VerifiedFinancial planning
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David Shoup
Financial advisor at Hornor, Townsend & Kent, LLC
Hornor, Townsend & Kent, LLC · $9.01B AUM
CFP®VerifiedFinancial planning
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Deborah Davis
Financial advisor at Alden Investment Group
Alden Investment Group · $385.7M AUM
CFP®VerifiedFinancial planning
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Derrick Goodenow
Financial advisor at Corient
Corient · $165.25B AUM
CFP®VerifiedFinancial planning
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Elizabeth Pagano
Financial advisor at Nations Financial Group, Inc.
Nations Financial Group, Inc. · $4.77B AUM
CFP®VerifiedFinancial planning
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Erik Schuster
Financial advisor at Proper Financial, LLC
Proper Financial, LLC · $65M AUM
CFP®VerifiedFinancial planning
View page Check on SEC IAPD ↗
Ernest Sims
Financial advisor at Commonwealth Financial Network
Commonwealth Financial Network · $212.66B 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 Wayne, 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 Wayne, PA.

How this list works

Before you hire an advisor in Wayne, PA