Top Financial Advisors in Radnor, Pennsylvania
Finding the right financial advisor in Radnor 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 Radnor, 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 Radnor, PA.
Find the Best Financial Advisor Firms in Radnor:
CALLAN FAMILY OFFICE, LLC
CRD#: 317446
Address: 201 King Of Prussia Road Suite 650, Radnor, PA 19087
AUM: $ 3.5B
CLEARVIEW FINANCIAL PARTNERS
CRD#: 286168
Address: 100 Matsonford Road Building #5, Suite 110, Radnor, PA 19087
Clients: 236
Average Clients per Advisor: 47
AUM: $ 1.0B
KADES & CHEIFETZ, LLC
CRD#: 285068
Address: Two Radnor Corporate Center Suite 101, Radnor, PA 19087
Clients: 116
Average Clients per Advisor: 58
AUM: $ 363M
TGS FINANCIAL ADVISORS
CRD#: 107289
Address: 100 Matsonford Road Building 3, Suite 304, Radnor, PA 19087
Clients: 160
Average Clients per Advisor: 22
AUM: $ 312M
MAIN LINE RETIREMENT ADVISORS, LLC
CRD#: 284780
Address: 150 N Radnor Chester Road F200, Radnor, PA 19087
Clients: 44
Average Clients per Advisor: 22
AUM: $ 304M
GODSHALK WELSH CAPITAL MANAGEMENT, INC.
CRD#: 106410
Address: 170 N. Radnor Chester Rd Suite 100, Radnor, PA 19087-5221
Clients: 31
Average Clients per Advisor: 31
AUM: $ 254M
How We Chose the Top Financial Advisors in Radnor, Pennsylvania
To create this list of top financial advisor firms in Radnor, 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 Radnor has to offer.
Search Financial Advisors in Radnor, Pennsylvania
Ari Marc Frazer
Registered Affiliation(s):AMERIPRISE FINANCIAL SERVICES, LLC
William F Adolph
Registered Affiliation(s):MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED
Larry Vernon Daniels
Registered Affiliation(s):EDWARD JONES
Marne Altbaum
Registered Affiliation(s):J.P. MORGAN SECURITIES LLC
James D. Travis
Registered Affiliation(s):UBS FINANCIAL SERVICES INC.
Steven Lester Shimp JR
Registered Affiliation(s):AMERIPRISE FINANCIAL SERVICES, LLC
Michael F Iaquinto
Registered Affiliation(s):EDWARD JONES
Michael Joseph Sicuranza
Registered Affiliation(s):AFFINITY WEALTH MANAGEMENT LLC
Ryan Daniel Murray
Registered Affiliation(s):AMERIPRISE FINANCIAL SERVICES, LLC
Frank Robert Policare
Registered Affiliation(s):AMERIPRISE FINANCIAL SERVICES, LLC
Michael Joseph Howley
Registered Affiliation(s):MEYER CAPITAL GROUP
Christian Joseph Faino
Registered Affiliation(s):STRATEGIC ADVISERS LLC
Francis Duncan Depiano
Registered Affiliation(s):FIDELITY PERSONAL AND WORKPLACE ADVISORS
Jason Earl Betz
Registered Affiliation(s):AMERIPRISE FINANCIAL SERVICES, LLC
Robert Paul Greenwood
Registered Affiliation(s):AMERIPRISE FINANCIAL SERVICES, LLC
Charles Gillespie Rucker
Registered Affiliation(s):AMERIPRISE FINANCIAL SERVICES, LLC
Robert Anthony Andreacchio JR
Registered Affiliation(s):PURSHE KAPLAN STERLING INVESTMENTS
Dana Elizabeth Serino
Registered Affiliation(s):FIDELITY PERSONAL AND WORKPLACE ADVISORS
J Douglas Moran
Registered Affiliation(s):MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED
Katherine H Forester
Registered Affiliation(s):FIDELITY PERSONAL AND WORKPLACE ADVISORS
Robert Alick Salon
Registered Affiliation(s):WELLS FARGO CLEARING SERVICES, LLC
Marc Steven Martinelli
Registered Affiliation(s):MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED
Robert Charles Boland
Registered Affiliation(s):RBC CAPITAL MARKETS, LLC
Christopher D Schell
Registered Affiliation(s):MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED
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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