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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

RIA

Address: 201 King Of Prussia Road Suite 650, Radnor, PA 19087

AUM: $ 6.7B

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NORDWAND ADVISORS

CRD#: 322936

RIA

Address: 150 N. Radnor Chester Rd Suite A270, Radnor, PA 19087

Clients: 3

Average Clients per Advisor: 0

AUM: $ 4.2B

MCADAM LLC

CRD#: 170914

RIA

Address: 150 N. Radnor Chester Road Suite F-200, Radnor, PA 19087

Clients: 5,106

Average Clients per Advisor: 37

AUM: $ 2.3B

CLEARVIEW FINANCIAL PARTNERS

CRD#: 286168

RIA

Address: 100 Matsonford Road Building #5, Suite 110, Radnor, PA 19087

Clients: 274

Average Clients per Advisor: 54

AUM: $ 850M

TGS FINANCIAL ADVISORS

CRD#: 107289

RIA

Address: 100 W. Matsonford Road Building 3, Suite 304, Radnor, PA 19087

Clients: 163

Average Clients per Advisor: 23

AUM: $ 359M

GODSHALK WELSH CAPITAL MANAGEMENT, INC.

CRD#: 106410

RIA

Address: 170 N. Radnor Chester Rd Suite 100, Radnor, PA 19087-5221

Clients: 34

Average Clients per Advisor: 34

AUM: $ 276M

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


Name or CRD#
Location:
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Paul B Mullen
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Paul B Mullen

Paul Bryant Mullen
IAR
RR
CRD#: 2068134
Location:
Horsham, PA
Company:
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED
Disclosures:
Experience:
35 years
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Boris Niko
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Boris Niko

Boris Nikolaevsky
IAR
RR
CRD#: 4603500
Location:
Feasterville, PA 19053
Company:
AMERIPRISE FINANCIAL SERVICES, LLC
Disclosures:
Experience:
23 years
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Jeffrey Michael Kropp
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Jeffrey Michael Kropp

IAR
RR
CRD#: 5107430
Location:
Chadds Ford, PA 19317
Company:
OSAIC WEALTH, INC.
Disclosures:
Experience:
19 years
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Dustin Michael Willing
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Dustin Michael Willing

Dustin Willing, Dustin M Willing
IAR
RR
CRD#: 6965403
Location:
Wayne, PA 19087
Company:
KESTRA ADVISORY SERVICES, LLC
Disclosures:
Experience:
6 years
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Robert Charles Boland
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Robert Charles Boland

Robert C Boland, Robert C Roland
IAR
RR
CRD#: 2730853
Location:
Malvern, PA
Company:
RBC CAPITAL MARKETS, LLC
Disclosures:
Experience:
29 years
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Peter F Gaertner
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Peter F Gaertner

Peter Friedrich Gaertner, Peter Gaertner
IAR
CRD#: 5715758
CFP®: Certified Financial Planner
Location:
Philadelphia, PA 19103
Company:
ROFFMAN MILLER ASSOCIATES INC
Disclosures:
Experience:
16 years
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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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