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  • PDFs are of a list as it appeared in the paper.
  • Excel spreadsheets contain information about all the qualified companies that submitted information. Note: Not all companies supply information for all fields.
  • You will be asked to log into your CPBJ or Paypal account to purchase data. Individual data purchases are a one-time download and non-refundable.
  • Purchase a CPBJ Premium subscription for unlimited free downloads for a year. Questions about CPBJ Premium? Call 800-425-8609 or email service@cpbj.com.
  • Questions about using the database: Email lists@journalmultimedia.com.

CPBJ Lists: the best place for information about business in Central Pennsylvania!


Registered investment advisers

Published 11 Sep 2015; available in html directory, PDF($) and spreadsheet($) formats

Product Records Price Cart
REGISTERED INVESTMENT ADVISERS
file download. (All records that qualify)
24 $45.00 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 2014
  • Assets under local mgt RIA
  • Assets under local management as of end of FY 2013
  • 2014 clients
  • 2013 clients
  • 2014 accounts
  • 2013 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)
  • 2014 local RIAs (series 65)
  • 2014 total RIAs (series 65)
  • Local CFPs
  • Total CFPs
  • 2014 local CFPs
  • 2014 total CFPs
  • Local series-7 brokers
  • Companywide series-7 brokers
  • 2014 local series 7
  • 2014 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
  • 2014 local revenue
  • 2014 total revenue
  • Parent company
  • Characteristics
  • Street address
  • P.O. Box
  • City
  • County
  • State
  • Zip + 4
  • Website
  • Phone xxx-xxx-xxxx
  • Company email
  • Toll-free xxx-xxx-xxxx
  • Fax xxx-xxx-xxx
  • 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 - 2015 RIAS
PDF file download.
N/A $45.00 Add to
my cart

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