Top Financial Advisors in Wayne, Pennsylvania
Finding the right financial advisor in Wayne 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 Wayne, 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 Wayne, PA.
Find the Best Financial Advisor Firms in Wayne:
RADNOR FINANCIAL ADVISORS, LLC
CRD#: 282753
Address: 485 Devon Park Drive Suite 119, Wayne, PA 19087
Clients: 242
Average Clients per Advisor: 22
AUM: $ 2.8B
KATHMERE CAPITAL MANAGEMENT, LLC
CRD#: 305118
Address: 435 Devon Park Drive Suite 715, Wayne, PA 19087
Clients: 336
Average Clients per Advisor: 25
AUM: $ 1.3B
ALMANACK INVESTMENT PARTNERS
CRD#: 282428
Address: 656 E Swedesford Road Suite 301, Wayne, PA 19087
Clients: 547
Average Clients per Advisor: 45
AUM: $ 772M
CMS WEALTH MANAGEMENT
CRD#: 105903
Address: Strafford Bldg Four, Ste 300 175 Strafford Avenue, Wayne, PA 19087-3333
Clients: 203
Average Clients per Advisor: 50
AUM: $ 321M
WICK CAPITAL PARTNERS, LLC
CRD#: 299194
Address: 150 N. Radnor Chester Road Suite A225, Wayne, PA 19087
Clients: 112
Average Clients per Advisor: 14
AUM: $ 318M
HOTALING INVESTMENT MANAGEMENT, LLC
CRD#: 164270
Address: 100 West Lancaster Avenue Suite 105, Wayne, PA 19087
Clients: 98
Average Clients per Advisor: 32
AUM: $ 300M
How We Chose the Top Financial Advisors in Wayne, Pennsylvania
To create this list of top financial advisor firms in Wayne, 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 Wayne has to offer.
Search Financial Advisors in Wayne, Pennsylvania
Justin Barry Czerwinski
Registered Affiliation(s):MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED
John J West
Registered Affiliation(s):AMERIPRISE FINANCIAL SERVICES, LLC
Renee A Schuster
Registered Affiliation(s):ROCKWOOD WEALTH MANAGEMENT, LLC
Lori Jean Jarema
Registered Affiliation(s):WELLS FARGO CLEARING SERVICES, LLC
Alison Colleen Digiulio
Registered Affiliation(s):FIDELITY PERSONAL AND WORKPLACE ADVISORS
Deborah Klatz Rounick
Registered Affiliation(s):AMERIPRISE FINANCIAL SERVICES, LLC
Melissa Hawks Motz
Registered Affiliation(s):CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC.
Joseph John Skwara
Registered Affiliation(s):AMERIPRISE FINANCIAL SERVICES, LLC
Kevin Douglas Houser
Registered Affiliation(s):AMERIPRISE FINANCIAL SERVICES, LLC
Eric Patrick Geedey
Registered Affiliation(s):RAYMOND JAMES & ASSOCIATES, INC.
Christopher William Grandieri
Registered Affiliation(s):MORGAN STANLEY
Shane Daniel Kozup
Registered Affiliation(s):VANGUARD ADVISERS, INC.
Ryan A Kaysen
Registered Affiliation(s):INTEGRITAS FINANCIAL
Jennifer Elizabeth Staudenmayer
Registered Affiliation(s):EDWARD JONES
Mary Jo G Harper
Registered Affiliation(s):MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED
Scott T. Atkins
Registered Affiliation(s):UBS FINANCIAL SERVICES INC.
Danny Joe Petty
Registered Affiliation(s):EDWARD JONES
Nicholas Paolo Pileggi
Registered Affiliation(s):CREATIVE PLANNING
Samuel W Feldbaum
Registered Affiliation(s):ROCKWOOD WEALTH MANAGEMENT, LLC
Eric Allan Reynolds
Registered Affiliation(s):EDWARD JONES
Michael Paul Hartman
Registered Affiliation(s):HYPERION FINANCIAL
Karen Beth Mcintyre
Registered Affiliation(s):WESCOTT FINANCIAL ADVISORY GROUP LLC
William Patrick Marshall
Registered Affiliation(s):AMERIPRISE FINANCIAL SERVICES, LLC
Ronald Lynn Wall
Registered Affiliation(s):J.P. MORGAN SECURITIES LLC
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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