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If you would like a spreadsheet version of this list and it's not available online, call the Business Journal circulation department at (717) 236-4300 or email circulation@centralpennbusiness.com. Unless noted otherwise, PDFs are of a list as it appeared in the paper. Spreadsheets contain information on all qualified companies that responded to a survey.

CPBJ ListCentral: the best place for information about businesses in Central Pennsylvania!


Registered investment advisers

Published 20 Sep 2013; available in html directory, PDF($) and spreadsheet($) formats

Product Records Price Cart
REGISTERED INVESTMENT ADVISERS
file download. (All records that qualify)
23 $11.50 Add to
my cart

Fields included in the REGISTERED INVESTMENT ADVISERS product:

NOTE: Some records may not contain data for every field listed below.

  • Company
  • Registration/notice
  • CRD number
  • SEC number
  • Assets under local management as of end of FY 2012
  • Assets under local mgt RIA
  • Assets under local management as of end of FY 2011
  • 2012 clients
  • 2011 clients
  • 2012 accounts
  • 2011 accounts
  • Is your firm and/or some of its employees registered reps of an investment broker-dealer?
  • Local RIAs (series 65)
  • Total RIAs (series 65)
  • 2012 local RIAs (series 65)
  • 2012 total RIAs (series 65)
  • Local CFPs
  • Total CFPs
  • 2012 local CFPs
  • 2012 total CFPs
  • Local series-7 brokers
  • Companywide series-7 brokers
  • 2012 local series 7
  • 2012 total series 7
  • Types of clients
  • Compensation arrangements
  • Products/services
  • F-T local employees
  • F-T total employees
  • P-T local employees
  • P-T total employees
  • 2012 local revenue
  • 2012 total revenue
  • Parent company
  • Characteristics
  • Street address
  • P.O. Box
  • City
  • County
  • State
  • Zip + 4
  • Website
  • Company phone
  • Company email
  • Toll-free number
  • Company fax
  • Headquarters municipality
  • Year established locally
  • Local locations
  • Total locations
  • Brief description of company or services
  • Blog url
  • Facebook ID
  • Twitter handle
  • % change
  • Top local executive and title
  • Parent company: (Parent company name)
  • Top local executive and title: (First name, Middle, Last name, Suffix (eg, Jr or CPA), Title, Email)
PDF - 2014 RIAS
PDF file download.
N/A $15.00 Add to
my cart

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