AUM
$102.10B
Wealth Mgmt
Team
18 advisors
Clients
—
Fees
Percentage of AUM
484-583-1404
Search advisors
Filter by name, location, or specialty. All data from public SEC filings.
Showing Wealth Management advisors in PA, RADNOR
29 advisers found
EXETER PROPERTY GROUP, LLC
Radnor, PA
AUM
$35.14B
Wealth Mgmt
Team
101 advisors
Clients
0
Fees
Percentage of AUM; Performance-based fees
610-828-3200
AUM
$10.80B
Wealth MgmtTrusts & EstatesRetirementInstitutional
Team
30 advisors
Clients
0
Fees
Percentage of AUM; Performance-based fees
610-995-8900
CALLAN FAMILY OFFICE, LLC
Radnor, PA
AUM
$10.21B
Financial PlanningWealth MgmtTrusts & EstatesInstitutional
Team
15 advisors
Clients
11-25
Fees
Percentage of AUM; Fixed fees
(877) 506-7990
TIFF INVESTMENT MANAGEMENT
Radnor, PA
AUM
$8.62B
Wealth MgmtTrusts & EstatesInstitutional
Team
17 advisors
Clients
—
Fees
Percentage of AUM · Fixed fees +2 more
610 684 8200
LOVELL MINNICK
Radnor, PA
AUM
$5.21B
Wealth Mgmt
Team
23 advisors
Clients
—
Fees
Percentage of AUM · Performance-based fees +1 more
610-995-9660
NORDWAND ADVISORS
Radnor, PA
AUM
$3.97B
Financial PlanningWealth MgmtTrusts & Estates
Team
6 advisors
Clients
0
Fees
Percentage of AUM; Fixed fees
484-630-2510
STEVENS CAPITAL MANAGEMENT LP
Radnor, PA
AUM
$3.68B
Wealth Mgmt
Team
26 advisors
Clients
—
Fees
Percentage of AUM; Performance-based fees
610-971-5000
NEWSPRING CAPITAL
Radnor, PA
AUM
$3.34B
Wealth Mgmt
Team
54 advisors
Clients
—
Fees
Percentage of AUM; Performance-based fees
610-567-2387
LBC CREDIT PARTNERS
Radnor, PA
AUM
$3.24B
Wealth Mgmt
Team
89 advisors
Clients
—
Fees
Percentage of AUM; Performance-based fees
215-972-8900
ALTERRA IOS MANAGER, LLC
Radnor, PA
AUM
$3.19B
Wealth Mgmt
Team
20 advisors
Clients
0
Fees
Percentage of AUM; Performance-based fees
215-240-1231
MCADAM LLC
Radnor, PA
AUM
$2.68B
Financial PlanningWealth MgmtTrusts & EstatesInstitutional
Team
138 advisors
Clients
More than 500
Fees
Percentage of AUM; Fixed fees
(888) 614-5323
TIFF INVESTMENT MANAGEMENT
Radnor, PA
AUM
$2.46B
Wealth Mgmt
Team
0 total employees
Clients
—
Fees
Percentage of AUM
610-684-8000
PATRIOT FINANCIAL MANAGER, L.P.
Radnor, PA
AUM
$1.13B
Wealth Mgmt
Team
14 advisors
Clients
—
Fees
Percentage of AUM · Performance-based fees +1 more
215-399-4650
CLEARVIEW FINANCIAL PARTNERS
Radnor, PA
AUM
$1.06B
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
5 advisors
Clients
0
Fees
Percentage of AUM · Hourly charges +1 more
(610) 293-9211
PRESILIUM PRIVATE WEALTH, LLC
Radnor, PA
AUM
$671.7M
Financial PlanningWealth MgmtTrusts & Estates
Team
3 advisors
Clients
0
Fees
Percentage of AUM
215-982-4140
DREXEL MORGAN & CO.
Radnor, PA
AUM
$607.0M
Wealth MgmtTrusts & Estates
Team
2 advisors
Clients
—
Fees
Percentage of AUM
484-254-4306
TGS FINANCIAL ADVISORS
Radnor, PA
AUM
$426.0M
Financial PlanningWealth MgmtTrusts & Estates
Team
7 advisors
Clients
101-250
Fees
Percentage of AUM; Fixed fees
610-892-9900
STONERIDGE PMG ADVISORS, LLC
Radnor, PA
AUM
$390.7M
Wealth MgmtInstitutional
Team
2 advisors
Clients
—
Fees
Percentage of AUM
484-254-5400
CRESAP, INC.
Radnor, PA
AUM
$339.0M
Wealth Mgmt
Team
4 advisors
Clients
0
Fees
Percentage of AUM; FIRM MAY RECEIVE ADVISORY FEES FROM ACCOUNTS REFERRED TO OUT.ADV
610-341-1320
GODSHALK WELSH CAPITAL MANAGEMENT, INC.
Radnor, PA
AUM
$290.5M
Financial PlanningWealth MgmtTrusts & EstatesInstitutional
Team
1 advisors
Clients
1-10
Fees
Percentage of AUM · Hourly charges +1 more
610-971-0202
STONERIDGE INVESTMENT PARTNERS
Radnor, PA
AUM
$152.3M
Wealth MgmtInstitutional
Team
6 advisors
Clients
—
Fees
Percentage of AUM
484-254-5400
V3LIMITED LLC
Radnor, PA
AUM
$122.4M
Wealth MgmtTrusts & EstatesFee-Only/Hourly
Team
2 advisors
Clients
—
Fees
Percentage of AUM · Hourly charges +2 more
610-989-7200
RETIRE READY WEALTH MANAGEMENT
Radnor, PA
AUM
$100.1M
Wealth MgmtTrusts & Estates
Team
1 advisors
Clients
0
Fees
Percentage of AUM
610-727-1727
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