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 Wynnewood is a tedious task to do. FinancialAdvisor.net give you extensive options to compare best advisors in Wynnewood & pick the one as per your needs
Last Updated - 13-Jun-2023
If you’re looking for qualified financial advisors in Wynnewood, Pennsylvania, FinancialAdvisor.net is a useful resource. We've compiled a list of the 13 vetted financial advisors and non-vetted financial advisors in Wynnewood, Pennsylvania, along with their fee structure, investment strategies, financial services they provide, and more. These financial advisors in Wynnewood, 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 |
---|---|---|---|---|
INDEPENDENCE ASSET ADVISORS, LLC 308 E. Lancaster Avenue, Suite 305 Wynnewood, PA, 19096 | 152963 | $1,575,905,083 | 26 | A Percentage of AUM |
CONSERVEST CAPITAL ADVISORS INC 257 E. Lancaster Avenue, Suite 205 Wynnewood, PA, 19096 | 111353 | $1,515,917,961 | 268 | A Percentage of AUM |
MAINLINE INVESTMENT ADVISERS, LLC 308 E. Lancaster Avenue, Suite 300 Wynnewood, PA, 19096-2145 | 159045 | $296,489,320 | 13 | A Percentage of AUM, Fixed Fees, Other (A PERCENTAGE OF COMMITTED AND/OR CONTRIBUTED CAPITAL) |
MERION REALTY ADVISERS, LLC 308 E. Lancaster Avenue, Suite 300 Wynnewood, PA, 19096 | 158507 | $96,083,380 | 9 | A Percentage of AUM, Other (PERCENTAGE COMMITTED CAPITAL, CAPITAL ACCT &/OR ACQUISITION FEE) |
CMS FUND ADVISERS, LLC 308 E. Lancaster Avenue, Suite 300 Wynnewood, PA, 19096-2145 | 154682 | $14,839,769 | 7 | A Percentage of AUM, Fixed Fees, Other (A PERCENTAGE OF COMMITTED AND/OR CONTRIBUTED CAPITAL) |
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