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Find The Best Financial Advisors in Wayne, 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 Wayne is a tedious task to do. FinancialAdvisor.net give you extensive options to compare best advisors in Wayne & pick the one as per your needs

How To Find The Best Financial Advisors in Wayne, Pennsylvania

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.

List of Qualified Financial Advisors in Wayne, Pennsylvania

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Mike Weber

Blue Bell Private Wealth Management

484-221-5408

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David Levy

Diversified, LLC

302-765-3500

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Andrew Rosen

Diversified, LLC

302-765-3500

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Eric Picker

Prudential

267-477-2018

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Rohi Batra

Edelman Financial Engines, LLC

856-452-6062

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Paul C. Koenig Jr.

Integrated Financial Partners

856-291-0142

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Ketul Mody

Diamond State Financial Group

302-438-0409

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Jennifer Keiling

Edelman Financial Engines, LLC

732-578-2343

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

Firm NameFirm CRD#Total AUMNo. of ClientsFee 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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