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 Record
Bala Cynwyd, PennsylvaniaCRD #285183
Typical Fee--
AUM--
Minimum--
Clients--

EAB INVESTMENT GROUP, LLC

Fee-OnlyClean RecordAlso Compensated via Product Sales
Bala Cynwyd, PennsylvaniaCRD #165865
Typical Fee--
AUM$220M
Minimum--
Clients1

EASTERLY EAB RISK SOLUTIONS LLC

Fee-OnlyClean RecordAlso Compensated via Product Sales
Bala Cynwyd, PennsylvaniaCRD #312382
Typical Fee--
AUM--
Minimum--
Clients--

FRANKLIN PARK

Fee-Only, No ConflictsClean Record
Bala Cynwyd, PennsylvaniaCRD #126508
Typical Fee--
AUM$9.2B
Minimum--
Clients49

MINERVA ADVISORS LLC

Fee-OnlyClean RecordAlso Compensated via Product Sales
Bala Cynwyd, PennsylvaniaCRD #161408
Typical Fee--
AUM$305M
Minimum--
Clients7

ODYSSEY CAPITAL ADVISORS INC.

Fee-OnlyClean RecordAlso Compensated via Product Sales
Bala Cynwyd, PennsylvaniaCRD #299034
Typical Fee--
AUM$144M
Minimum--
Clients596

PHILADELPHIA PARTNERS CAPITAL MANAGEMENT, LLC

Clean RecordAlso Compensated via Brokerage
Bala Cynwyd, PennsylvaniaCRD #294016
Typical Fee--
AUM$61M
Minimum--
Clients145

RADCLIFFE CAPITAL MANAGEMENT, L.P.

Fee-OnlyClean RecordAlso Compensated via Product Sales
Bala Cynwyd, PennsylvaniaCRD #136028
Typical Fee--
AUM$4.4B
Minimum--
Clients23
Fiduciary Advisors in Bala Cynwyd, Pennsylvania | FiduciaryListings