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
Mitchell Lawrence Harris
Registered Affiliation(s):RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC
Timothy Paul Friedrich
Registered Affiliation(s):AMERIPRISE FINANCIAL SERVICES, LLC
Mary Anna Mclaughlin-craskey
Registered Affiliation(s):AMERIPRISE FINANCIAL SERVICES, LLC
Matthew Daniel Borzio
Registered Affiliation(s):EDWARD JONES
Michael Magee
Registered Affiliation(s):MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED
Andrew David Vande Poele
Registered Affiliation(s):MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED
Donald Ray Mclamb
Registered Affiliation(s):MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED
Brandon Patrick Marshall
Registered Affiliation(s):AMERIPRISE FINANCIAL SERVICES, LLC
Gavin James Bobo
Registered Affiliation(s):AMERIPRISE FINANCIAL SERVICES, LLC
Joelle Marie Gotimer
Registered Affiliation(s):FIDELITY PERSONAL AND WORKPLACE ADVISORS
Jie Huang
Registered Affiliation(s):FIDELITY PERSONAL AND WORKPLACE ADVISORS
Robert K Van Leer
Registered Affiliation(s):AMERIPRISE FINANCIAL SERVICES, LLC
David Paul Wilson
Registered Affiliation(s):J.P. MORGAN SECURITIES LLC
Terry Jue
Registered Affiliation(s):AMERIPRISE FINANCIAL SERVICES, LLC
Justin Jay Sinisi
Registered Affiliation(s):FIDELITY PERSONAL AND WORKPLACE ADVISORS
Harry Robbins Orth
Registered Affiliation(s):AMERIPRISE FINANCIAL SERVICES, LLC
Katherine Anne Orth
Registered Affiliation(s):AMERIPRISE FINANCIAL SERVICES, LLC
Jeffrey Gerhard Patterson
Registered Affiliation(s):RAYMOND JAMES & ASSOCIATES, INC.
Thomas A Seiler
Registered Affiliation(s):RAYMOND JAMES & ASSOCIATES, INC.
Nicholas Ryan Reardon
Registered Affiliation(s):AMERIPRISE FINANCIAL SERVICES, LLC
Kelli M Brack
Registered Affiliation(s):EDWARD JONES
Jeffrey John Revak
Registered Affiliation(s):EDWARD JONES
Shrinivas Penugonda
Registered Affiliation(s):AMERIPRISE FINANCIAL SERVICES, LLC
Geoffrey Alan Japchen
Registered Affiliation(s):RAYMOND JAMES & ASSOCIATES, INC.
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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