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
Jeffrey Baker Llewellyn
Registered Affiliation(s):ROCKWOOD WEALTH MANAGEMENT, LLC
Louis Joseph Perry
Registered Affiliation(s):AMERIPRISE FINANCIAL SERVICES, LLC
Robert Simon
Registered Affiliation(s):VANGUARD MARKETING CORPORATION
Ronald Joseph D'orazio
Registered Affiliation(s):VANGUARD MARKETING CORPORATION
Ronald C Berge
Registered Affiliation(s):FORESIDE FUNDS DISTRIBUTORS LLC
Michael Joseph Lamaina
Registered Affiliation(s):LPL FINANCIAL LLC
Duane Dominic Cabrera
Registered Affiliation(s):OPPENHEIMER & CO. INC.
Jon M Goldenberg
Registered Affiliation(s):TD AMERITRADE INVESTMENT MANAGEMENT, LLC
Patricia Grace Davis
Registered Affiliation(s):NORTHWESTERN MUTUAL INVESTMENT SERVICES, LLC
Thomas Edward Seger
Registered Affiliation(s):JANNEY MONTGOMERY SCOTT LLC
William Joseph Reiner
Registered Affiliation(s):LPL FINANCIAL LLC
Kenneth Richard Smith
Registered Affiliation(s):COHEN & COMPANY FINANCIAL MANAGEMENT, LLC
Scott A Wight
Registered Affiliation(s):CETERA ADVISOR NETWORKS LLC
Anthony James Degerolamo
Registered Affiliation(s):EQUITY SERVICES, INC.
Joseph Alexander Lapps
Registered Affiliation(s):LPL FINANCIAL LLC
Christopher William Clavin
Registered Affiliation(s):WELLS FARGO CLEARING SERVICES, LLC
Tor Erik Hotham
Registered Affiliation(s):PRIVATE ADVISOR GROUP, LLC
William George James
Registered Affiliation(s):COMMONWEALTH FINANCIAL NETWORK
David Joseph Novick
Registered Affiliation(s):CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC.
Robert Charles Gueriera
Registered Affiliation(s):FSC SECURITIES CORPORATION
Peter J Gutekunst
Registered Affiliation(s):RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC
David Alexander Sauers
Registered Affiliation(s):LINCOLN FINANCIAL ADVISORS CORPORATION
Michael S Mctyre
Registered Affiliation(s):MORGAN STANLEY
Stephen Thomas Mayhew
Registered Affiliation(s):LINCOLN INVESTMENT
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.
Subscribe to our newsletter
Get the latest on finding, evaluating, and working with financial advisors; delivered right to your inbox.
