Why should I hire a financial advisor to manage my money?

The core objective of a financial advisor is to get your finances on the right track & help you strategize your spendings, investments & savings to mitigate the future financial risks. A financial advisor creates a plan for you based on your short term & long term financial goals keeping the market situations into consideration and provides you a roadmap to attain those goals.

How can I pick a good financial advisor?

A good financial advisor is the one who has a sound knowledge of managing finances, the experience of working with market ups & downs & most importantly - understands your financial goals & needs well. To find a 'good' financial advisor, you need to get your financial goals defined & choose the best fiduciary financial advisor that puts your best interest on priority. Choose the best financial advisor for you with our financial advisor's directory.

What's the difference between a financial planner and a financial advisor?

A financial Advisor provides a vast spectrum of advisory investment management, debt repayment, tax planning, estate planning, retirement planning, insurance depending on your need, whereas a financial planner helps you create a financial plan to help you meet your goals. While the work of a financial planner & a financial overlap at a certain point, there is a fine line of difference based on cost, goals & way of working between the two.

How much money should you have before getting a financial advisor?

The cost of a financial advisor depends upon factors like experience, certifications & the type of financial advisor. Cost varies as per the type of financial advisor you choose as no one-size-fits-all compensation option for advisors. The most common ways a financial advisor is compensated are fee-only, hourly rates, commission-based, fixed flat rates & percentage of the account. You need to talk to your advisor about the cost involved before hiring the one.

What type of financial advisor do I need?

Given a wide variety of financial advisors, if you are unable to analyze the type of financial advisor you need, you should consult an advisor who can look at the complete picture. In general terms, the CFP or ChFC certified financial advisor is a preferred choice as in order to achieve the certification one needs a good amount of hands-on experience.

DIRECTORY OF REGISTERED ADVISORS

National Coverage
Local Professionals

Home > Financial Advisors > pennsylvania > berwyn

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!

We understand your financial needs are not always the same! Choosing the right financial advisor in Berwyn is a tedious task to do. FinancialAdvisor.net give you extensive options to compare best advisors in Berwyn & pick the one as per your needs

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 14 vetted financial advisors and 13 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 18 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

Matthew Haraburda

Bernardo Wealth Planning

610-420-0224

Address

527 Green Hill Lane,
Berwyn, PA 19312 See Details

Sequoia Financial Group

888-225-3777

Address

1205 Westlakes Dr., Suite 270,
Berwyn, PA 19312 See Details

Vanguard Personal Advisor

800-211-7806

Address

100 Vanguard Blv V26,
Malvern, PA 19355 See Details

Edelman Financial Engines, LLC

877-208-7414

Address

100 Front Street,
Suite 1210,
West Conshohocken, PA 19428 See Details

Tower Bridge Advisors

610-260-2222

Address

300 Barr Harbor Drive, Suite 705,
West Conshohocken, PA 19428 See Details

Mike Weber

Blue Bell Private Wealth Management

610-825-3540

Address

470 Norristown Road,
Suite #305,
Blue Bell, PA 19422 See Details

Diversified, LLC

302-765-3500

Address

3705 Concord Pike,
Talleyville Postal Store, DE 19803 See Details

David Montemurro

Prudential

267-477-2040

Address

2700 Kelly Road, Suite 100D,
Warrington, PA 18976 See Details

Edelman Financial Engines, LLC

877-208-7414

Address

457 Haddonfield Road,
Suite 310,
Cherry Hill, NJ 08002 See Details

Paul C. Koenig Jr.

Integrated Financial Partners

856-291-0142

Address

1300 Route 73 Suite 314,
Mount Laurel, NJ 08054 See Details

Edelman Financial Engines, LLC

877-208-7414

Address

6081 Hamilton Boulevard,
Suite 600,
Allentown, PA 18106 See Details

Jim Kilcommons

Princeton Global

609-945-1781

Address

17 Hulfish Street, Suite 240,
Princeton, NJ 08542 See Details

Chris Schiesser

Prudential

410-937-7578

Address

303 International Cir #105,
Hunt Valley, MD 21030 See Details

Edelman Financial Engines, LLC

877-208-7414

Address

4050 Crums Mill Road,
Suite 204,
Harrisburg, PA 17112 See Details

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	$12,309,970,991	398	A percentage of AUM, Fixed fees
COHO PARTNERS, LTD. 300 Berwyn Park, 801 Cassatt Road, Suite 100 Berwyn, PA, 19312	111335	$4,558,100,000	1190	A percentage of AUM, Performance Based
STANLEY-LAMAN GROUP LTD. 1235 Westlakes Dr, Suite 295 Berwyn, PA, 19312	112112	$911,286,000	715	A percentage of AUM
ELLIS INVESTMENT PARTNERS, LLC 920 Cassatt Road, 200 Berwyn Park, Suite 115 Berwyn, PA, 19312	157669	$800,785,285	802	A percentage of AUM, Hourly charges, Fixed fees
STERLING INVESTMENT ADVISORS LTD. 1055 Westlakes Drive, Suite 150 Berwyn, PA, 19312	140710	$745,783,895	1391	A percentage of AUM, Hourly charges, Fixed fees
WEALTH ADVISORY GROUP, INC. 1055 Westlakes Drive, Ste 130 Berwyn, PA, 19312	122269	$581,158,400	673	A percentage of AUM, Hourly charges, Fixed fees, Commission Based
CARNEGIE WEALTH MANAGEMENT, LLC 850 Cassatt Road, Suite 225 Berwyn, PA, 19312	290430	$333,639,773	917	A percentage of AUM, Hourly charges, Fixed fees
TRINITY WEALTH MANAGEMENT, LLC 899 Cassatt Road, Suite 120 Berwyn, PA, 19312	169216	$304,363,692	631	A percentage of AUM, Hourly charges, Fixed fees
AZARIAS CAPITAL MANAGEMENT, L.P. 1055 Westlakes Drive, Suite 300 Berwyn, PA, 19312	174466	$252,869,043	9	A percentage of AUM, Performance Based
RED SPRUCE CAPITAL, LLC 1055 Westlakes Drive, Suite 300 Berwyn, PA, 19312	158720	$231,780,377	316	A percentage of AUM
MILLRACE ASSET GROUP, INC. 1205 Westlakes Drive, Suite 375 Berwyn, PA, 19312	136907	$194,091,122	3	A percentage of AUM, Other (GENERAL PARTNER RECEIVES PERFORMANCE ALLOCATION)
ROLEK RETIREMENT PLANNING 1055 Westlakes Drive, Suite 300 Berwyn, PA, 19312	285351	$165,573,599	560	A percentage of AUM, Fixed fees
ATEGENOS CAPITAL, LLC 1000 Chesterbrook Boulevard, Suite 102 Berwyn, PA, 19312	326708	$130,643,681	2	A percentage of AUM, Fixed fees

Select other cities around Berwyn, Pennsylvania to broaden your search for a financial advisor

Frequently Asked Questions

Find an Advisor
It's Fast, Free & Easy

Your Information is Safe and Secure

Since 1998

FIND AND COMPARE
TOP FINACIAL
ADVISORS MATCHED
TO YOUR NEEDS

A BETTER WAY TO FIND THE RIGHT FINANCIAL ADVISOR

Get Matched With Advisors

FinancialAdvisor.net is a wholly-owned brand of the Respond.com Inc. ("Respond") family. Respond is registered with the U.S. Securities and Exchange Commission as an investment adviser, and operates through various subsidiaries and brands that provide financial education. FinancialAdvisor.net matches and refers investors to qualified financial professionals that have elected to participate in our matching platform. FinancialAdvisor.net, Respond, and Respond's other subsidiaries and brands do not manage investor assets or otherwise render investment or financial planning advice beyond the referral of investors to qualified financial professionals. By using this website, you agree to our terms and conditions.

Find The Best Financial Advisors in Berwyn, Pennsylvania

How To Find The Best Financial Advisors in Berwyn, PennsylvaniaLast Updated - 13-Jun-2023

List of Qualified Financial Advisors in Berwyn, Pennsylvania

Bernardo Wealth Planning

Address

Address

Address

Address

Address

Blue Bell Private Wealth Management

Address

Address

Prudential

Address

Address

Integrated Financial Partners

Address

Address

Princeton Global

Address

Prudential

Address

Address

Top Financial Advisor Firms in Berwyn, Pennsylvania (Ranked by AUM)

Select other cities around Berwyn, Pennsylvania to broaden your search for a financial advisor

Frequently Asked Questions

Find an AdvisorIt's Fast, Free & Easy

How To Find The Best Financial Advisors in Berwyn, Pennsylvania
Last Updated - 13-Jun-2023

Find an Advisor
It's Fast, Free & Easy