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
Search advisors
Filter by name, location, or specialty. All data from public SEC filings.
Showing Institutional advisors in PA, BRYN MAWR
4 advisers found
DAKOTA INVESTMENTS, LLC
Bryn Mawr, PA
AUM
$124.8M
Wealth Mgmt
Team
3 advisors
Clients
—
Fees
Percentage of AUM
(610) 937-5211
OAR FINANCIAL
Bryn Mawr, PA
AUM
$114.5M
Wealth MgmtTrusts & EstatesInstitutional
Team
4 advisors
Clients
—
Fees
Percentage of AUM
833-662-6346
GREEN DRAKE ADVISORS LLC
Bryn Mawr, PA
AUM
$8.4M
Financial PlanningWealth MgmtTrusts & EstatesInstitutional
Team
1 advisors
Clients
1-10
Fees
Percentage of AUM · Hourly charges +1 more
610-687-7766