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:
KATHMERE CAPITAL MANAGEMENT, LLC
CRD#: 305118
Address: 435 Devon Park Drive Suite 715, Wayne, PA 19087
Clients: 472
Average Clients per Advisor: 31
AUM: $ 3.5B
AXIOM ASSET MANAGEMENT
CRD#: 145186
Address: 550 E Swedesford Rd Suite 110, Wayne, PA 19087
Clients: 396
Average Clients per Advisor: 99
AUM: $ 803M
ALMANACK INVESTMENT PARTNERS
CRD#: 282428
Address: 656 E Swedesford Road Suite 301, Wayne, PA 19087
Clients: 271
Average Clients per Advisor: 24
AUM: $ 773M
WICK CAPITAL PARTNERS, LLC
CRD#: 299194
Address: 150 N. Radnor Chester Road Suite A225, Wayne, PA 19087
Clients: 99
Average Clients per Advisor: 9
AUM: $ 565M
FORTIS ADVISORS, LLC
CRD#: 164498
Address: 656 E. Swedesford Road Suite 330, Wayne, PA 19087
Clients: 44
Average Clients per Advisor: 11
AUM: $ 508M
AURDAN CAPITAL MANAGEMENT, LLC
CRD#: 330304
Address: 1550 Liberty Ridge Drive Suite 280, Wayne, PA 19087
Clients: 215
Average Clients per Advisor: 71
AUM: $ 423M
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
Paul B Mullen
Registered Affiliation(s):MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED
Robert Charles Boland
Registered Affiliation(s):RBC CAPITAL MARKETS, LLC
Jeffrey Michael Kropp
Registered Affiliation(s):OSAIC WEALTH, INC.
Peter F Gaertner
Registered Affiliation(s):ROFFMAN MILLER ASSOCIATES INC
Gerald Michael Jevic
Registered Affiliation(s):OPPENHEIMER & CO. INC.
Matthew Reakus
Registered Affiliation(s):SOUND WEALTH 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.
Subscribe to our newsletter
Get the latest on finding, evaluating, and working with financial advisors; delivered right to your inbox.
