Top Financial Advisors in Berwyn, Pennsylvania
Finding the right financial advisor in Berwyn is a difficult thing to do. Not only are there seemingly endless advisors to choose from, but it is challenging to evaluate whether any given advisor has the right experience and specializations to match your unique needs. AdvisorCheck is here to help. Our comprehensive database of financial advisors in the US, including the best financial advisors in Berwyn, combined with our one-of-a-kind tool kit allows you to find, evaluate, and monitor financial advisors better than ever before.
To start, here are some of the top financial advisor firms in Berwyn, PA.
Find the Best Financial Advisor Firms in Berwyn:
COHO PARTNERS, LTD.
CRD#: 111335
Address: 300 Berwyn Park 801 Cassatt Road, Suite 100, Berwyn, PA 19312
Clients: 992
Average Clients per Advisor: 110
AUM: $ 6.2B
VALLEY FORGE INVESTMENT CONSULTANTS, INC.
CRD#: 123898
Address: 1000 Westlakes Drive Suite 200, Berwyn, PA 19312
Clients: 203
Average Clients per Advisor: 20
AUM: $ 2.2B
KISTLER-TIFFANY ADVISORS
CRD#: 145256
Address: 200 Berwyn Park 920 Cassatt Road, Suite 205, Berwyn, PA 19312-1178
Clients: 357
Average Clients per Advisor: 27
AUM: $ 992M
STANLEY-LAMAN GROUP LTD.
CRD#: 112112
Address: 1235 Westlakes Dr Suite 295, Berwyn, PA 19312
Clients: 10
Average Clients per Advisor: 1
AUM: $ 800M
ELLIS INVESTMENT PARTNERS, LLC
CRD#: 157669
Address: 920 Cassatt Road 200 Berwyn Park, Suite 115, Berwyn, PA 19312
Clients: 501
Average Clients per Advisor: 27
AUM: $ 694M
STERLING INVESTMENT ADVISORS LTD.
CRD#: 140710
Address: 1055 Westlakes Drive Suite 150, Berwyn, PA 19312
Clients: 288
Average Clients per Advisor: 36
AUM: $ 619M
How We Chose the Top Financial Advisors in Berwyn, Pennsylvania
To create this list of top financial advisor firms in Berwyn, we started by identifying SEC-registered firms with at least $100 million in assets under management (AUM). We included firms that employ professionals registered to provide investment advisory services, either solely as investment adviser representatives (IARs) or as both IARs and registered brokers. Dually registered advisors can offer investment advice and also help clients buy or sell securities like stocks and mutual funds. From there, we ranked the remaining firms based on several key factors, giving higher rankings to those with greater total AUM and to those that primarily serve individual clients rather than institutional investors. This approach helps ensure you're choosing from among the best financial advisors Berwyn has to offer.
Search Financial Advisors in Berwyn, Pennsylvania
Philip Alexander Rosenau
Registered Affiliation(s):GREAT VALLEY ADVISOR GROUP, INC.
Richard D. David Rogers
Registered Affiliation(s):UBS FINANCIAL SERVICES INC.
Craig Evan Morgenstern
Registered Affiliation(s):ROCKWOOD WEALTH MANAGEMENT, LLC
Tracy A. Caruso
Registered Affiliation(s):J.P. MORGAN SECURITIES LLC
Bobby Damron
Registered Affiliation(s):AMERIPRISE FINANCIAL SERVICES, LLC
Paula Cooper Nangle
Registered Affiliation(s):CREATIVE PLANNING
Nicholas R Vaillancourt
Registered Affiliation(s):STRATEGIC ADVISERS LLC
Richard Gordon Greenwald
Registered Affiliation(s):RAYMOND JAMES & ASSOCIATES, INC.
Donald Andrew Calcagni
Registered Affiliation(s):MERCER GLOBAL ADVISORS INC.
Jeffrey Nmn Mastronardo
Registered Affiliation(s):FINANCIAL COACH
Charles Glackin
Registered Affiliation(s):J.P. MORGAN SECURITIES LLC
Arlene Cohen Wilson
Registered Affiliation(s):AMERIPRISE FINANCIAL SERVICES, LLC
Mary Manning Beckett
Registered Affiliation(s):MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED
Robert Michael Di Falco
Registered Affiliation(s):RAYMOND JAMES & ASSOCIATES, INC.
Peter A Rohr
Registered Affiliation(s):MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED
Charles Mitchell Fryling
Registered Affiliation(s):STRATEGIC ADVISERS LLC
Timothy Patrick Killea
Registered Affiliation(s):CHARLES SCHWAB & CO., INC.
Matthew Hall Taylor
Registered Affiliation(s):PERMIT CAPITAL ADVISORS, LLC
Daniel Pierce Batty
Registered Affiliation(s):MML INVESTORS SERVICES, LLC
Daniel Joseph Samarin
Registered Affiliation(s):AMERIPRISE FINANCIAL SERVICES, LLC
Kent D Keith
Registered Affiliation(s):AMERIPRISE FINANCIAL SERVICES, LLC
Paul P Biedlingmaier
Registered Affiliation(s):EDWARD JONES
Allison Lynn Turner
Registered Affiliation(s):MORGAN STANLEY
Greg M Rosen
Registered Affiliation(s):PURSHE KAPLAN STERLING INVESTMENTS
Disclaimers
AdvisorCheck is an independent third party. The information on this page was compiled by AdvisorCheck from publicly available sources. Neither the listed firms nor financial advisors contributed to or influenced the creation of this content. Additionally, AdvisorCheck was not compensated in any way for producing or publishing this information. Terms like "top," "best," or "leading" are used for editorial purposes only and do not represent a formal ranking or endorsement. These descriptions are subjective, may reflect publicly available data, opinions, or third-party sources, and should not be construed as guarantees of future performance or results.
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