How many financial advisors are in Paoli, Pennsylvania?

Falists lists 6 registered investment advisers with a principal office or filing address in Paoli, Pennsylvania, based on public SEC IAPD data.

How do financial advisors in Paoli charge fees?

Fee structures vary by firm. In Paoli, 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 Paoli?

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 · 6 advisers

Financial Advisors in Paoli, Pennsylvania

Looking for a financial advisor in Paoli, Pennsylvania? Falists indexes 6 SEC-registered and state-registered investment advisers in Paoli — with names, websites, team size, fee types, and assets under management pulled from public Form ADV filings. 5 firms list a website you can visit directly. Firms in this directory manage up to $639.1M in reported assets. Compare advisers below and visit firm websites to learn more about their services.

Advisers

With website

Largest AUM

$639.1M

Financial planning

Filter by specialty

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

All Wealth6 Planning5 Trusts4 Retirement3 Institutional3

Top advisors in Paoli

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

View all 6 →

NORTHEAST ADVISERS, INC.

Paoli, PA

AUM

$639.1M

Financial PlanningWealth MgmtTrusts & EstatesRetirement

Team

4 advisors

Clients

11-25

Fees

Percentage of AUM · Hourly charges +1 more

610-240-7955

Full profile Visit site →

HARVEST FINANCIAL PARTNERS

Paoli, PA

AUM

$148.8M

Financial PlanningWealth MgmtTrusts & EstatesInstitutional

Team

2 advisors

Clients

1-10

Fees

Percentage of AUM · Hourly charges +1 more

610-240-4740

Full profile Visit site →

FALCO WEALTH MANAGEMENT

Paoli, PA

AUM

$32.1M

Financial PlanningWealth MgmtTrusts & Estates

Team

2 advisors

Clients

51-100

Fees

Percentage of AUM; Fixed fees

610-640-5822

Full profile Visit site →

DELUCA FINANCIAL PLANNING

Paoli, PA

AUM

Financial PlanningWealth MgmtFee-Only/Hourly

Team

1 advisors

Clients

Fees

Percentage of AUM · Hourly charges +1 more

610-202-4033

Full profile Visit site →

VALEN PRIVATE CAPITAL, LLC.

Paoli, PA

AUM

Financial PlanningWealth MgmtInstitutional

Team

2 advisors

Clients

Fees

Percentage of AUM; Fixed fees

835-262-8100

Full profile Visit site →

PAOLI FINANCIAL ADVISORS, LTD.

Paoli, PA

AUM

$10.7M

Wealth MgmtTrusts & EstatesRetirement

Team

2 advisors

Clients

—

Fees

Percentage of AUM

610-526-2790

Full profileNo website

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 Paoli, Pennsylvania?: 6 registered investment advisers are listed in our Paoli directory, sourced from public SEC filings.
What types of advisors are in Paoli?: 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 Paoli?: 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.