4 financial advisors & firms and 0 insurance agents verified near Lewisburg, PA — every one cited to the regulator, claimable and removable by the person named.
RIA firm · Lewisburg, PA 17837 · Registered investment adviser · $45M AUM
CRD 305142 · verify at the regulator
RIA firm · Lewisburg, PA 17837 · Registered investment adviser · $440M AUM
CRD 310461 · verify at the regulator
RIA firm · Lewisburg, PA 17837 · Registered investment adviser · $82M AUM
CRD 330228 · verify at the regulator
RIA firm · Mifflinburg, PA 17844 · Registered investment adviser · $85M AUM
CRD 307918 · verify at the regulator
Verified advisors and insurance agents in the places closest to Lewisburg, PA.
A consent-first directory, growing market by market. Firm-level investment-adviser facts come from the SEC's public-domain Form ADV data, attributed and dated; every other profession is listed only by the professional's own consented claim, verified against the authoritative regulator at claim time. We never bulk-copy or republish restricted records (NIPR, FINRA BrokerCheck, CFP Board, NASBA, or state bars), and we honor removal on request. This is a directory, not advice, endorsement, or a guarantee of any professional's current standing — always confirm licensure directly with the regulator.