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:
STANLEY-LAMAN GROUP LTD.
CRD#: 112112
Address: 1235 Westlakes Dr Suite 295, Berwyn, PA 19312
Clients: 20
Average Clients per Advisor: 2
AUM: $ 979M
STERLING INVESTMENT ADVISORS LTD.
CRD#: 140710
Address: 1055 Westlakes Drive Suite 150, Berwyn, PA 19312
Clients: 240
Average Clients per Advisor: 34
AUM: $ 961M
ELLIS INVESTMENT PARTNERS, LLC
CRD#: 157669
Address: 920 Cassatt Road 200 Berwyn Park, Suite 115, Berwyn, PA 19312
Clients: 505
Average Clients per Advisor: 29
AUM: $ 917M
WEALTH ADVISORY GROUP, INC.
CRD#: 122269
Address: 1055 Westlakes Drive Ste 130, Berwyn, PA 19312
Clients: 142
Average Clients per Advisor: 23
AUM: $ 667M
ATEGENOS CAPITAL, LLC
CRD#: 326708
Address: 1000 Chesterbrook Boulevard Suite 102, Berwyn, PA 19312
Clients: 129
Average Clients per Advisor: 25
AUM: $ 466M
CARNEGIE WEALTH MANAGEMENT, LLC
CRD#: 290430
Address: 850 Cassatt Road Suite 225, Berwyn, PA 19312
Clients: 78
Average Clients per Advisor: 19
AUM: $ 334M
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
Boris Niko
Jeffrey Michael Kropp
Robert Charles Boland
Ryan David Wizov
Cleo B Coates
David Ross Schaeffer
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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