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 Bryn Mawr is a tedious task to do. FinancialAdvisor.net give you extensive options to compare best advisors in Bryn Mawr & pick the one as per your needs
Last Updated - 13-Jun-2023
If you’re looking for qualified financial advisors in Bryn Mawr, Pennsylvania, FinancialAdvisor.net is a useful resource. We've compiled a list of the 12 vetted financial advisors and non-vetted financial advisors in Bryn Mawr, Pennsylvania, along with their fee structure, investment strategies, financial services they provide, and more. These financial advisors in Bryn Mawr, Pennsylvania have an average of 20 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 |
---|---|---|---|---|
ATAIROS MANAGEMENT, L.P. 40 Morris Avenue, Bryn Mawr, PA, 19010 | 281947 | $6,509,990,000 | 2 | Fixed Fees, Other (PROFITS INTEREST) |
PALLADIEM LLC One Town Place, Suite 200 Bryn Mawr, PA, 19010 | 158989 | $590,428,598 | 368 | A Percentage of AUM |
SPOUTING ROCK ASSET MANAGEMENT, LLC 925 W. Lancaster Ave., Suite 250 Bryn Mawr, PA, 19010 | 150516 | $454,972,819 | 187 | A Percentage of AUM, Performance Based, Other (SHARE IN THIRD PARTY ADVISORY FEES) |
SORA INVESTORS One Town Place, Suite 110 Bryn Mawr, PA, 19010 | 317257 | $420,769,000 | 3 | A Percentage of AUM, Performance Based, Other (EXPENSE REIMBURSEMENT) |
MCGOWAN & CO LLP 937 Glenbrook Ave, Bryn Mawr, PA, 19010 | 108736 | $414,472,350 | 235 | A Percentage of AUM |
DAKOTA INVESTMENTS, LLC 925 W. Lancaster Avenue, Suite 220 Bryn Mawr, PA, 19010 | 290284 | $49,109,184 | 1 | A Percentage of AUM |
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