How many financial advisors are in Bryn Mawr, Pennsylvania?

Falists lists 9 registered investment advisers with a principal office or filing address in Bryn Mawr, Pennsylvania, based on public SEC IAPD data.

How do financial advisors in Bryn Mawr charge fees?

Fee structures vary by firm. In Bryn Mawr, many advisers charge a percentage of assets under management (AUM), while others offer hourly, fixed, or subscription-based planning fees. Compare individual firm profiles on Falists to see each adviser's disclosed fee types.

Where does Falists get advisor data for Bryn Mawr?

All listings are sourced from the U.S. Securities and Exchange Commission Investment Adviser Public Disclosure (IAPD) database — the official public registry of registered investment advisers.

Pennsylvania · 9 advisers

Financial Advisors in Bryn Mawr, Pennsylvania

Looking for a financial advisor in Bryn Mawr, Pennsylvania? Falists indexes 9 SEC-registered and state-registered investment advisers in Bryn Mawr — with names, websites, team size, fee types, and assets under management pulled from public Form ADV filings. 9 firms list a website you can visit directly. Firms in this directory manage up to $6.79B in reported assets. Compare advisers below and visit firm websites to learn more about their services.

Advisers

With website

Largest AUM

$6.79B

Financial planning

Filter by specialty

Wealth managers · Trusts & estates · Retirement · Institutional · Planning

All Wealth8 Planning3 Trusts5 Retirement Institutional4

Top advisors in Bryn Mawr

Ranked by AUM · Fees, team & specialties at a glance

View all 9 →

ATAIROS MANAGEMENT, L.P.

Bryn Mawr, PA

AUM

$6.79B

Wealth Mgmt

Team

23 advisors

Clients

—

Fees

Fixed fees; PROFITS INTEREST

484-381-4144

Full profile Visit site →

SORA INVESTORS

Bryn Mawr, PA

AUM

$2.60B

Wealth MgmtInstitutional

Team

11 advisors

Clients

—

Fees

Percentage of AUM · Performance-based fees +1 more

610-801-2000

Full profile Visit site →

Bryn Mawr, PA

AUM

—

Team

—

Clients

—

Fees

Fees not disclosed

610-518-4903

Full profile Visit site →

More cities in Pennsylvania

Pittsburgh (88)Philadelphia (86)Wayne (39)Radnor (36)Lancaster (26)Conshohocken (25)Malvern (22)Newtown (21)West Conshohocken (19)Wexford (19)West Chester (16)King Of Prussia (15)

Common questions

How many financial advisors are in Bryn Mawr, Pennsylvania?: 9 registered investment advisers are listed in our Bryn Mawr directory, sourced from public SEC filings.
What types of advisors are in Bryn Mawr?: Browse wealth managers, financial planners, trust & estate advisors, retirement specialists, and institutional managers using the specialty filters above.
How do I choose a financial advisor in Bryn Mawr?: Compare team size, services, fee types, and AUM. Visit firm websites, verify registration on SEC IAPD, and interview advisers before hiring.
Is this data official?: Yes. All records come from the SEC Investment Adviser Public Disclosure (IAPD) database.