Fiduciary advisors in Berwyn, PA
11 registered advisers
With 11 SEC-registered fiduciary firms, Berwyn has built a notable advisory presence for a Pennsylvania city. Roughly 100% of registered fiduciary firms here are fee-only, totaling 11 practices. Local investors can compare fee structures, disciplinary records, and AUM data for each firm in the directory below.
AC WEALTH PARTNERS
Fee-OnlyClean RecordAlso Compensated via Product SalesTypical Fee0.20%
AUM$466M
Minimum--
Clients1,758
AZARIAS CAPITAL MANAGEMENT, L.P.
Fee-OnlyClean RecordAlso Compensated via Product SalesTypical Fee--
AUM$249M
Minimum--
Clients9
CARNEGIE WEALTH MANAGEMENT, LLC
Fee-OnlyClean RecordAlso Compensated via Product SalesTypical Fee3.00%
AUM$357M
Minimum--
Clients919
CHARTWELL INVESTMENT PARTNERS, LLC
Fee-OnlyClean RecordAlso Compensated via Product SalesTypical Fee--
AUM$13.0B
Minimum--
Clients340
ELLIS INVESTMENT PARTNERS, LLC
Fee-OnlyClean RecordAlso Compensated via Product SalesTypical Fee--
AUM$917M
Minimum--
Clients823
RED SPRUCE CAPITAL, LLC
Fee-OnlyClean RecordAlso Compensated via Product SalesTypical Fee--
AUM$257M
Minimum--
Clients316
ROLEK RETIREMENT PLANNING
Fee-OnlyClean RecordAlso Compensated via Product SalesTypical Fee--
AUM$239M
Minimum--
Clients669
STANLEY-LAMAN GROUP LTD.
Fee-OnlyClean RecordAlso Compensated via Product SalesTypical Fee--
AUM$979M
Minimum--
Clients791
STERLING INVESTMENT ADVISORS LTD.
Fee-OnlyClean RecordAlso Compensated via Product SalesTypical Fee--
AUM$961M
Minimum--
Clients1,514
TRINITY WEALTH MANAGEMENT, LLC
Fee-OnlyClean RecordAlso Compensated via Product SalesTypical Fee--
AUM$304M
Minimum--
Clients631
WATKINSON CAPITAL ADVISORS LLC
Fee-OnlyClean RecordAlso Compensated via Product SalesTypical Fee--
AUM$125M
Minimum--
Clients91