Pennsylvania · 3 advisers
Financial Advisors in Villanova, Pennsylvania
Looking for a financial advisor in Villanova, Pennsylvania? Falists indexes 3 SEC-registered and state-registered investment advisers in Villanova — with names, websites, team size, fee types, and assets under management pulled from public Form ADV filings. 3 firms list a website you can visit directly. Firms in this directory manage up to $590.7M in reported assets. Compare advisers below and visit firm websites to learn more about their services.
Advisers
3
With website
3
Largest AUM
$590.7M
Financial planning
1
Filter by specialty
Wealth managers · Trusts & estates · Retirement · Institutional · Planning
Top advisors in Villanova
Ranked by AUM · Fees, team & specialties at a glance
MP NEXT CAPITAL
Villanova, PA
AUM
$590.7M
Team
8 advisors
Clients
—
Fees
Percentage of AUM; Performance-based fees
610-526-2700
PEAKEQUITY PARTNERS MANAGEMENT CO., L.L.C.
Villanova, PA
AUM
$485.5M
Team
3 advisors
Clients
—
Fees
Percentage of AUM; Performance-based fees
484-253-0001
MILLERGROUP INVESTMENTS LLC
Villanova, PA
AUM
$25.3M
Team
1 advisors
Clients
0
Fees
Percentage of AUM · Hourly charges +2 more
610-322-2904
More cities in Pennsylvania
Common questions
- How many financial advisors are in Villanova, Pennsylvania?
- 3 registered investment advisers are listed in our Villanova directory, sourced from public SEC filings.
- What types of advisors are in Villanova?
- 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 Villanova?
- 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.