Pennsylvania · 1 advisers
Financial Advisors in Oaks, Pennsylvania
Looking for a financial advisor in Oaks, Pennsylvania? Falists indexes 1 SEC-registered and state-registered investment advisers in Oaks — with names, websites, team size, fee types, and assets under management pulled from public Form ADV filings. 1 firms list a website you can visit directly. Firms in this directory manage up to $216.43B in reported assets. Compare advisers below and visit firm websites to learn more about their services.
Advisers
1
With website
1
Largest AUM
$216.43B
Financial planning
1
Filter by specialty
Wealth managers · Trusts & estates · Retirement · Institutional · Planning
Top advisors in Oaks
Ranked by AUM · Fees, team & specialties at a glance
SEI INVESTMENTS MANAGEMENT CORP
Oaks, PA
AUM
$216.43B
Team
226 advisors
Clients
251-500
Fees
Percentage of AUM · Fixed fees +1 more
610-676-1000
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Common questions
- How many financial advisors are in Oaks, Pennsylvania?
- 1 registered investment advisers are listed in our Oaks directory, sourced from public SEC filings.
- What types of advisors are in Oaks?
- 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 Oaks?
- 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.