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Designations / CFA charterholders

CFA charterholders in Pennsylvania

Chartered Financial Analysts pass three rigorous exams focused on investment analysis and portfolio management.

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538 advisors

Robert W. Baird & Co.
47yrs
Kimberly Fleming
Financial advisor
2545 Railroad St, Suite 100
Pittsburgh, PA 15222
Top advisor by experience in Pittsburgh
CFA
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LPL Financial
47yrs
Philip Baldassari
Financial advisor
1235 Westlakes Dr Suite 260
Berwyn, PA 19312
Top 1% by experience in Pennsylvania
CFA
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Radnor Capital Management
47yrs
Jennifer Byrne
Financial advisor
38 West Avenue
Wayne, PA 19087
Top advisor by experience in Wayne
CFAFiduciary
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Oppenheimer & Co.
45yrs
Charles Hillis
Financial advisor
One Pitcairn Place 165 Township Line Road, Suite 2300
Jenkintown, PA 19046
Top 1% by experience nationwide
CFAFiduciary
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Sequoia Financial Group
44yrs
Edward Antoian
Financial advisor
1205 West Lakes Drive
Berwyn, PA 19312
Top 1% by experience at Sequoia Financial Group
CFA
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Tower Bridge Advisors
44yrs
James Meyer
Financial advisor
300 Barr Harbor Drive Suite 705
West Conshohocken, PA 19428
Top advisor by experience at Tower Bridge Advisors
CFA
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World Investment Advisors
44yrs
Robert Norton
Financial advisor
1055 Westlakes Dr. Suite 130
Berwyn, PA 19312
Top advisor by experience at World Investment Advisors
CFAFiduciary
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RTD Financial Advisors
43yrs
Irene Giman
Financial advisor
30 S. 17th Street Suite 1620
Philadelphia, PA 19103
Top advisor by experience at RTD Financial Advisors
CFACFP®
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Emmanuel Capital Management
43yrs
Thomas Franks
Financial advisor
Pittsurgh, PA
Top 2% by experience nationwide
CFA
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Northport Investment Management
42yrs
John Grib
Financial advisor
Radnor Station Building. #1, Suite 304 290 King Of Prussia Road
Radnor, PA 19087
Top 2% by experience nationwide
CFACFP®
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Wick Capital Partners
42yrs
Thomas Huber
Financial advisor
150 N. Radnor Chester Road Suite A225
Wayne, PA 19087
Top 2% by experience nationwide
CFA
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Janney Montgomery Scott
42yrs
David Penn
Financial advisor
40 Morris Avenue Suite 200
Bryn Mawr, PA 19010
Top 2% by experience nationwide
CFAFiduciary
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Prime Solutions Financial Services
42yrs
Robert Vile
Financial advisor
721 Dresher Road
Horsham, PA 19044
Top 2% by experience nationwide
CFAFiduciary
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Oakmont Capital Management
42yrs
Jerry Katz
Financial advisor
856 Allegheny River Blvd
Oakmont, PA 15139
Top 3% by experience nationwide
CFAFiduciary
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Borer Denton & Associates
41yrs
Edward Borer
Financial advisor
610 Sentry Parkway, Suite 100
Blue Bell, PA 19422
Top 3% by experience nationwide
CFA
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Defiant Capital Group
41yrs
Stuart Strasner
Financial advisor
50 Pennwood Place
Warrendale, PA 15086
Top 3% by experience nationwide
CFAFiduciary
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Journey 1 Advisors
40yrs
David Snyder
Financial advisor
1400 N. Providence Rd. Suite 411
Media, PA 19063
Top 4% by experience nationwide
CFAFiduciary
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Vista Investment Management
38yrs
John Frankola
Financial advisor
Pittsburgh, PA
Top 5% by experience nationwide
CFAFiduciary
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Staley Capital Advisers
38yrs
Michael Friday
Financial advisor
One Oxford Centre Suite 3950
Pittsburgh, PA 15219
Top advisor by experience at Staley Capital Advisers
CFAFiduciary
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Ellis Investment Partners
38yrs
David Sun
Financial advisor
920 Cassatt Road 200 Berwyn Park, Suite 115
Berwyn, PA 19312
Top 6% by experience nationwide
CFAFiduciary
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Pathstone
38yrs
Brian Maxwell
Financial advisor
Eight Tower Bridge 161 Washington Street Suite 1500
Conshohocken, PA 19428
Top 1% by experience at Pathstone
CFAFiduciary
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Stratos Wealth Advisors
38yrs
Malcolm Polley
Financial advisor
Indiana, PA
Top 6% by experience nationwide
CFAFiduciary
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Focus Partners Wealth
38yrs
Carl Nadwodny
Financial advisor
100 W Lancaster Ave Suite 105
Wayne, PA 19087
Top 3% by experience at Focus Partners Wealth
CFACFP®
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