Falists

Pennsylvania · 19 advisers

Financial Advisors in Wexford, Pennsylvania

Looking for a financial advisor in Wexford, Pennsylvania? Falists indexes 19 SEC-registered and state-registered investment advisers in Wexford — with names, websites, team size, fee types, and assets under management pulled from public Form ADV filings. 17 firms list a website you can visit directly. Firms in this directory manage up to $3.03B in reported assets. Compare advisers below and visit firm websites to learn more about their services.

Advisers

19

With website

17

Largest AUM

$3.03B

Financial planning

14

Filter by specialty

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

AllWealth15Planning14Trusts15Retirement8Institutional9

Top advisors in Wexford

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

View all 19 →

More cities in Pennsylvania

Pittsburgh (88)Philadelphia (86)Wayne (39)Radnor (36)Lancaster (26)Conshohocken (25)Malvern (22)Newtown (21)West Conshohocken (19)West Chester (16)King Of Prussia (15)Allentown (13)

Common questions

How many financial advisors are in Wexford, Pennsylvania?
19 registered investment advisers are listed in our Wexford directory, sourced from public SEC filings.
What types of advisors are in Wexford?
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 Wexford?
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.