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Find The Best Financial Advisors in Berwyn, Pennsylvania
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!
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How To Find The Best Financial Advisors in Berwyn, Pennsylvania
Last Updated - 13-Jun-2023
If you’re looking for qualified financial advisors in Berwyn, Pennsylvania, FinancialAdvisor.net is a useful resource. We've compiled a list of the 12 vetted financial advisors and non-vetted financial advisors in Berwyn, Pennsylvania, along with their fee structure, investment strategies, financial services they provide, and more. These financial advisors in Berwyn, 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.
List of Qualified Financial Advisors in Berwyn, Pennsylvania
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Top Financial Advisor Firms in Berwyn, Pennsylvania (Ranked by AUM)
| Firm Name | Firm CRD# | Total AUM | No. of Clients | Fee Structure |
|---|---|---|---|---|
| CHARTWELL INVESTMENT PARTNERS, LLC 1205 Westlakes Drive, Suite 100 Berwyn, PA, 19312 | 170335 | $10,473,063,347 | 435 | A Percentage of AUM, Fixed Fees, Performance Based |
| COHO PARTNERS, LTD. 300 Berwyn Park, 801 Cassatt Road, Suite 100 Berwyn, PA, 19312 | 111335 | $6,165,300,000 | 1323 | A Percentage of AUM, Performance Based |
| STANLEY-LAMAN GROUP LTD. 1235 Westlakes Dr, Suite 295 Berwyn, PA, 19312 | 112112 | $799,800,000 | 710 | A Percentage of AUM |
| ELLIS INVESTMENT PARTNERS, LLC 920 Cassatt Road, 200 Berwyn Park, Suite 115 Berwyn, PA, 19312 | 157669 | $694,117,439 | 1859 | A Percentage of AUM, Hourly charges, Fixed Fees |
| STERLING INVESTMENT ADVISORS LTD. 1055 Westlakes Drive, Suite 150 Berwyn, PA, 19312 | 140710 | $618,667,711 | 1271 | A Percentage of AUM, Hourly charges, Fixed Fees |
| WEALTH ADVISORY GROUP, INC. 1055 Westlakes Drive, Ste 130 Berwyn, PA, 19312 | 122269 | $483,411,038 | 605 | A Percentage of AUM, Hourly charges, Fixed Fees, Commission Based |
| TRINITY FINANCIAL PARTNERS II, LLC 1189 Lancaster Avenue, Suite 101, Berwyn, PA, 19312 | 124397 | $382,302,493 | 968 | A Percentage of AUM, Hourly charges, Fixed Fees |
| KADES & CHEIFETZ, LLC 1055 Westlakes Drive, Suite 300 Berwyn, PA, 19312 | 285068 | $362,821,960 | 889 | A Percentage of AUM, Hourly charges, Fixed Fees |
| HYPERION PARTNERS, LLC 1001 Old Cassatt Road, Suite 208 Berwyn, PA, 19312 | 298729 | $287,791,440 | 838 | A Percentage of AUM, Fixed Fees |
| MILLRACE ASSET GROUP, INC. 1205 Westlakes Drive, Suite 375 Berwyn, PA, 19312 | 136907 | $223,779,180 | 3 | A Percentage of AUM, Other (GENERAL PARTNER RECEIVES PERFORMANCE ALLOCATION) |
| CARNEGIE WEALTH MANAGEMENT, LLC 850 Cassatt Road, Suite 225 Berwyn, PA, 19312 | 290430 | $214,008,000 | 782 | A Percentage of AUM, Hourly charges, Fixed Fees |
| TRINITY WEALTH MANAGEMENT, LLC 1000 Westlakes Dr., Suite 275 Berwyn, PA, 19312 | 169216 | $204,354,385 | 511 | A Percentage of AUM, Hourly charges, Fixed Fees |
| RED SPRUCE CAPITAL, LLC 1055 Westlakes Drive, Suite 300 Berwyn, PA, 19312 | 158720 | $167,530,767 | 304 | A Percentage of AUM |
| AZARIAS CAPITAL MANAGEMENT, L.P. 1055 Westlakes Drive, Suite 300 Berwyn, PA, 19312 | 174466 | $126,566,996 | 9 | A Percentage of AUM, Performance Based |
| NEWBRIDGE WEALTH MANAGEMENT 1000 Westlakes Drive, Suite 130 Berwyn, PA, 19312 | 169239 | $115,000,000 | 867 | A Percentage of AUM, Fixed Fees |
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