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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!
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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
610-260-2222
Top Financial Advisor Firms in Wayne, Pennsylvania (Ranked by AUM)
| Firm Name | Firm CRD# | Total AUM | No. of Clients | Fee Structure |
|---|---|---|---|---|
| HARTFORD FUNDS 690 Lee Road, Wayne, PA, 19087 | 147746 | $122,211,169,145 | 78 | A Percentage of AUM, Other (FEES RELATED TO 529 PLANS AND MODEL RECOMMENDATIONS.) |
| CONESTOGA CAPITAL ADVISORS, LLC Crosspoint At Valley Forge, 550 E. Swedesford Rd. Suite 120 Wayne, PA, 19087 | 111750 | $6,225,839,189 | 269 | A Percentage of AUM, Fixed Fees |
| HARVEST FUND ADVISORS LLC 100 West Lancaster Avenue, Second Floor Wayne, PA, 19087 | 154425 | $6,201,000,000 | 269 | A Percentage of AUM, Performance Based |
| ARGOSY CAPITAL 900 West Valley Road, Suite 1000 Wayne, PA, 19087 | 160212 | $3,152,086,091 | 45 | A Percentage of AUM, Performance Based |
| VALLEY FORGE CAPITAL MANAGEMENT 435 Devon Park Drive, Building 700 Wayne, PA, 19087 | 162953 | $2,610,611,116 | 2 | A Percentage of AUM, Performance Based |
| HARTFORD FUNDS 690 Lee Road, Wayne, PA, 19087 | 130373 | $1,961,202,784 | 7 | A Percentage of AUM |
| SR ONE CAPITAL MANAGEMENT, LP 985 Old Eagle School Road, Suite 511 Wayne, PA, 19087-1712 | 306361 | $1,432,842,747 | 15 | A Percentage of AUM, Performance Based |
| KATHMERE CAPITAL MANAGEMENT, LLC 435 Devon Park Drive, Suite 715 Wayne, PA, 19087 | 305118 | $1,272,927,282 | 1733 | A Percentage of AUM, Hourly charges, Fixed Fees |
| RENOVUS ASSOCIATES, LLC 460 E. Swedesford Road,, Suite 2050 Wayne, PA, 19087 | 314528 | $1,139,701,608 | 12 | A Percentage of AUM, Performance Based |
| ALMANACK INVESTMENT PARTNERS 656 E Swedesford Road, Suite 301 Wayne, PA, 19087 | 282428 | $772,464,492 | 1891 | A Percentage of AUM, Hourly charges, Fixed Fees |
| AXIOM ASSET MANAGEMENT 550 E Swedesford Rd, Suite 110 Wayne, PA, 19087 | 145186 | $655,726,037 | 1357 | A Percentage of AUM |
| ALDEN CAPITAL 37 West Ave, Suite 301 Wayne, PA, 19087 | 293551 | $603,701,382 | 761 | A Percentage of AUM, Fixed Fees |
| RADNOR CAPITAL MANAGEMENT, LLC 38 West Avenue, Wayne, PA, 19087-4306 | 159559 | $577,153,077 | 335 | A Percentage of AUM, Fixed Fees |
| GUARDIAN CAPITAL PARTNERS 724 W. Lancaster Avenue Suite 120, Wayne, PA, 19087 | 321695 | $466,451,803 | 5 | A Percentage of AUM, Performance Based, Other (PORTFOLIO MONITORING AND TRANSACTION FEES) |
| CMS WEALTH MANAGEMENT Strafford Bldg Four, Ste 300, 175 Strafford Avenue Wayne, PA, 19087-3333 | 105903 | $320,807,388 | 861 | A Percentage of AUM, Hourly charges, Fixed Fees |
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