Fiduciary advisors in Bala Cynwyd, PA
8 registered advisers
At last count, 8 SEC-registered fiduciary firms operate out of Bala Cynwyd, Pennsylvania. Of those 8, 7 are compensated solely by client fees.
AWH FINANCIAL, LLC
Fee-Only, No ConflictsClean RecordTypical Fee--
AUM--
Minimum--
Clients--
EAB INVESTMENT GROUP, LLC
Fee-OnlyClean RecordAlso Compensated via Product SalesTypical Fee--
AUM$220M
Minimum--
Clients1
EASTERLY EAB RISK SOLUTIONS LLC
Fee-OnlyClean RecordAlso Compensated via Product SalesTypical Fee--
AUM--
Minimum--
Clients--
FRANKLIN PARK
Fee-Only, No ConflictsClean RecordTypical Fee--
AUM$9.2B
Minimum--
Clients49
MINERVA ADVISORS LLC
Fee-OnlyClean RecordAlso Compensated via Product SalesTypical Fee--
AUM$305M
Minimum--
Clients7
ODYSSEY CAPITAL ADVISORS INC.
Fee-OnlyClean RecordAlso Compensated via Product SalesTypical Fee--
AUM$144M
Minimum--
Clients596
PHILADELPHIA PARTNERS CAPITAL MANAGEMENT, LLC
Clean RecordAlso Compensated via BrokerageTypical Fee--
AUM$61M
Minimum--
Clients145
RADCLIFFE CAPITAL MANAGEMENT, L.P.
Fee-OnlyClean RecordAlso Compensated via Product SalesTypical Fee--
AUM$4.4B
Minimum--
Clients23