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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Last Updated - 13-Jun-2023
If you’re looking for qualified financial advisors in Wayne, Pennsylvania, FinancialAdvisor.net is a useful resource. We've compiled a list of the 12 vetted financial advisors and non-vetted financial advisors in Wayne, Pennsylvania, along with their fee structure, investment strategies, financial services they provide, and more. These financial advisors in Wayne, 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 |
---|---|---|---|---|
LINCOLN FINANCIAL INVESTMENTS CORPORATION 150 N. Radnor - Chester Rd, Radnor, PA, 19087 | 108881 | $82,766,709,648 | 124 | A Percentage of AUM |
EXETER PROPERTY GROUP, LLC Five Radnor Corporate Center, 100 Matsonford Road, Suite 250 Radnor, PA, 19087 | 161935 | $24,819,912,431 | 15 | A Percentage of AUM, Performance Based |
CBRE INVESTMENT MANAGEMENT LISTED REAL ASSETS LLC 555 East Lancaster Avenue, Suite 120 Radnor, PA, 19087 | 106256 | $10,052,324,824 | 61 | A Percentage of AUM, Performance Based |
TIFF INVESTMENT MANAGEMENT 170 N. Radnor Chester Rd., Suite 300 Radnor, PA, 19087 | 327436 | $7,635,865,506 | 69 | A Percentage of AUM, Fixed Fees, Performance Based, Other (CARRIED INTEREST-CERTAIN PE VEHICLES) |
TIFF INVESTMENT MANAGEMENT 170 N. Radnor Chester Rd, Suite 300 Radnor, PA, 19087 | 34939 | $6,392,059,489 | 67 | A Percentage of AUM, Fixed Fees, Performance Based, Other (CARRIED INTEREST-CERTAIN PE VEHICLES) |
NORDWAND ADVISORS 150 N. Radnor Chester Rd, Suite A270 Radnor, PA, 19087 | 322936 | $4,146,519,499 | 78 | A Percentage of AUM, Hourly charges, Fixed Fees |
LOVELL MINNICK PARTNERS LLC 555 E. Lancaster Avenue, Suite 510 Radnor, PA, 19087-5163 | 156494 | $4,025,213,310 | 17 | A Percentage of AUM, Performance Based |
CALLAN FAMILY OFFICE, LLC 201 King Of Prussia Road, Suite 650 Radnor, PA, 19087 | 317446 | $3,540,967,576 | 947 | A Percentage of AUM, Fixed Fees |
LBC CREDIT PARTNERS 555 East Lancaster Ave., Suite 450 Radnor, PA, 19087 | 157628 | $3,436,415,191 | 10 | A Percentage of AUM, Performance Based |
STEVENS CAPITAL MANAGEMENT LP 201 King Of Prussia Road, Suite 400, Radnor, PA, 19087 | 161202 | $3,167,765,627 | 4 | A Percentage of AUM, Performance Based |
NEWSPRING CAPITAL Radnor Financial Center, 555 E. Lancaster Ave, 3rd Floor Radnor, PA, 19087 | 160608 | $2,350,300,016 | 23 | A Percentage of AUM, Performance Based |
TIFF INVESTMENT MANAGEMENT 170 N. Radnor Chester Rd, Suite 300 Radnor, PA, 19087 | 156308 | $1,660,771,638 | 1 | A Percentage of AUM |
PATRIOT FINANCIAL MANAGER, L.P. Four Radnor Corporate Center, 100 Matsonford Road Suite 210 Radnor, PA, 19087 | 159818 | $1,106,806,822 | 5 | A Percentage of AUM, Performance Based |
STONERIDGE PMG ADVISORS, LLC 201 King Of Prussia Road, Suite 200 Radnor, PA, 19087 | 107662 | $1,025,732,957 | 42 | A Percentage of AUM |
CLEARVIEW FINANCIAL PARTNERS 100 Matsonford Road, Building #5, Suite 110 Radnor, PA, 19087 | 286168 | $1,006,096,088 | 1097 | A Percentage of AUM, Hourly charges, Fixed Fees |
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