Financial decisions are often complicated. Decisions like saving for the future, preparing for retirement, protecting your assets, planning to acquire an estate are all complex enough to make your head spin. A trusted financial advisor can help you to sail you through your journey!
We understand your financial needs are not always the same! Choosing the right financial advisor in Bala Cynwyd is a tedious task to do. FinancialAdvisor.net give you extensive options to compare best advisors in Bala Cynwyd & pick the one as per your needs
Last Updated - 13-Jun-2023
If you’re looking for qualified financial advisors in Bala Cynwyd, Pennsylvania, FinancialAdvisor.net is a useful resource. We've compiled a list of the 12 vetted financial advisors and non-vetted financial advisors in Bala Cynwyd, Pennsylvania, along with their fee structure, investment strategies, financial services they provide, and more. These financial advisors in Bala Cynwyd, Pennsylvania have an average of 21 years of experience.
If you need more personalized assistance, you may also use our free financial advisor match service to find, compare and connect with 2 to 3 financial advisors matched to your specific needs, who serve in your area.
Firm Name | Firm CRD# | Total AUM | No. of Clients | Fee Structure |
---|---|---|---|---|
FRANKLIN PARK Three Bala Plaza, Suite 500 West Bala Cynwyd, PA, 19004 | 126508 | $22,069,254,113 | 58 | A Percentage of AUM, Fixed Fees, Performance Based |
RADCLIFFE CAPITAL MANAGEMENT, L.P. 50 Monument Road, Suite 300 Bala Cynwyd, PA, 19004 | 136028 | $5,805,732,007 | 21 | A Percentage of AUM, Performance Based |
MINERVA ADVISORS LLC 50 Monument Road Suite 201, Bala Cynwyd, PA, 19004 | 161408 | $283,552,907 | 6 | A Percentage of AUM, Performance Based |
PHILADELPHIA PARTNERS CAPITAL MANAGEMENT, LLC 2 Bala Plaza Suite 604, Bala Cynwyd, PA, 19004 | 294016 | $53,458,273 | 128 | A Percentage of AUM, Fixed Fees, Other (CONCESSIONS PAID BY ISSUERS OF SECURITIES SOLD TO CLIENTS) |
AWH FINANCIAL, LLC One Belmont Avenue, Suite 1000 Bala Cynwyd, PA, 19004 | 285183 | $0 | 0 | Other (PERCENTAGE OF FEES SOLICITED) |
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