DIRECTORY OF REGISTERED ADVISORS

National Coverage
Local Professionals

Home > Financial Advisors > pennsylvania > bryn mawr

Find The Best Financial Advisors in Bryn Mawr, Pennsylvania

Q: 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.

Q: 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.

Q: 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.

Q: 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.

Q: 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.

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

How To Find The Best Financial Advisors in Bryn Mawr , Pennsylvania
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 14 vetted financial advisors and 7 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 17 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 Bryn Mawr , Pennsylvania

Edelman Financial Engines, LLC

877-208-7414

Address

Tower Bridge Advisors

610-260-2222

Address

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

Sequoia Financial Group

888-225-3777

Address

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

Mike Weber

Blue Bell Private Wealth Management

610-825-3540

Address

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

Vanguard Personal Advisor

800-211-7806

Address

100 Vanguard Blv V26,
Malvern, PA 19355 See Details

David Montemurro

Prudential

267-477-2040

Address

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

Creative Capital Wealth Management Group

610-560-2003

Address

1208 Kimberton Rd,
Chester Springs, PA 19425 See Details

Diversified, LLC

302-765-3500

Address

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

Paul C. Koenig Jr.

Integrated Financial Partners

856-291-0142

Address

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

Frank Lepore

Bleakley Financial Group

973-244-4237

Address

300 Kimball Drive,
Suite 310,
Parsippany, NJ 07054 See Details

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

Firm Name	Firm CRD#	Total AUM	No. of Clients	Fee Structure
ATAIROS MANAGEMENT, L.P. 40 Morris Avenue, Bryn Mawr, PA, 19010	281947	$7,801,331,000	2	Fixed fees, Other (PROFITS INTEREST)
ALTERRA IOS MANAGER, LLC Two Town Place, Suite 200 Bryn Mawr, PA, 19010	324445	$2,129,075,769	5	A percentage of AUM, Performance Based
SORA INVESTORS One Town Place, Suite 110 Bryn Mawr, PA, 19010	317257	$673,116,000	2	A percentage of AUM, Performance Based, Other (EXPENSE REIMBURSEMENT)
MCGOWAN & CO LLP 937 Glenbrook Ave, Bryn Mawr, PA, 19010	108736	$485,010,799	236	A percentage of AUM
NEWBRIDGE WEALTH MANAGEMENT 859 W. Lancaster Avenue, Bryn Mawr, PA, 19010	169239	$160,000,000	620	A percentage of AUM, Hourly charges, Fixed fees
OAR FINANCIAL One Town Place, Suite 200 Bryn Mawr, PA, 19010	158989	$112,616,089	41	A percentage of AUM
DAKOTA INVESTMENTS, LLC 925 W. Lancaster Avenue, Suite 220 Bryn Mawr, PA, 19010	290284	$50,596,809	1	A percentage of AUM

Select other cities around Bryn Mawr, 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 Bryn Mawr, Pennsylvania

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

List of Qualified Financial Advisors in Bryn Mawr , Pennsylvania

Address

Address

Address

Blue Bell Private Wealth Management

Address

Address

Prudential

Address

Address

Address

Integrated Financial Partners

Address

Bleakley Financial Group

Address

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

Select other cities around Bryn Mawr, 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 Bryn Mawr , Pennsylvania
Last Updated - 13-Jun-2023

Find an Advisor
It's Fast, Free & Easy