A complete list of active advisors currently associated with Cresap, Inc.

Warmer can help you find a great advisor at Cresap, Inc. or one who fits your needs even better.

Cresap Inc. serves primarily individual retail clients and provides both brokerage services and SEC‑registered investment advisory services across fee‑based and commission‑based arrangements. The firm operates as an introducing broker‑dealer and custodies most client assets through Wells Fargo Clearing Services, and some advisors also manage 401(k) assets held at mutual fund companies. The firm reports that the bulk of its advisory assets are managed on a non‑discretionary basis—about $372.5 million as of March 27, 2026—while roughly $18.8 million are discretionary, so advisors typically seek client approval before executing trades. Cresap implements client strategies using Wells Fargo programs (Asset Advisor, Custom Choice, PIM) and does not require a single firm‑wide investment strategy, instead developing client‑specific plans and conducting periodic supervisory reviews. Noteworthy aspects disclosed in the brochure include the firm’s dual broker‑dealer and investment adviser role, its affiliated clearing relationship with Wells Fargo (including cash awards when extending the clearing agreement) and participation in cash‑sweep revenue sharing with the clearing firm. The combination of a predominantly non‑discretionary book and an advisory client base that is not focused on high‑net‑worth households distinguishes Cresap from many peers in the team‑firm category.

To learn more about the advisors currently working at Cresap, Inc., click on their names below to view their profiles, or click here to see them all on a map. Or, if you tell us about your needs, Warmer can help you find the best advisor for you.