Fiduciary advisors in Radnor, PA

24 registered advisers

Radnor is a Main Line community that hosts Lincoln Financial and several wealth management firms serving the Philadelphia elite. Fee-only firms account for 23 of the 24 registered practices, or about 96% of the local market.

CALLAN FAMILY OFFICE, LLC

Fee-OnlyClean RecordAlso Compensated via Product Sales
Radnor, PennsylvaniaCRD #317446
Typical Fee--
AUM$6.7B
Minimum--
Clients1,848

CBRE INVESTMENT MANAGEMENT LISTED REAL ASSETS LLC

Fee-OnlyAlso Compensated via Product Sales
Radnor, PennsylvaniaCRD #106256
Typical Fee--
AUM$9.0B
Minimum--
Clients54

CLEARVIEW FINANCIAL PARTNERS

Fee-OnlyClean RecordAlso Compensated via Product Sales
Radnor, PennsylvaniaCRD #286168
Typical Fee2.99%
AUM$1.1B
Minimum--
Clients803

CRESAP, INC.

Also Compensated via Brokerage
Radnor, PennsylvaniaCRD #25899
Typical Fee--
AUM$339M
Minimum--
Clients595

DREXEL MORGAN & CO.

Fee-OnlyClean RecordAlso Compensated via Product Sales
Radnor, PennsylvaniaCRD #151053
Typical Fee--
AUM$469M
Minimum--
Clients21

EXETER PROPERTY GROUP, LLC

Fee-Only, No ConflictsClean Record
Radnor, PennsylvaniaCRD #161935
Typical Fee--
AUM$32.9B
Minimum--
Clients16

GODSHALK WELSH CAPITAL MANAGEMENT, INC.

Fee-OnlyClean RecordAlso Compensated via Product Sales
Radnor, PennsylvaniaCRD #106410
Typical Fee--
AUM$276M
Minimum--
Clients260

HAVERFORD FINANCIAL SERVICES, INC.

Fee-OnlyClean RecordAlso Compensated via Product Sales
Radnor, PennsylvaniaCRD #130007
Typical Fee--
AUM$342M
Minimum--
Clients27

LBC CREDIT PARTNERS

Fee-OnlyClean RecordAlso Compensated via Product Sales
Radnor, PennsylvaniaCRD #157628
Typical Fee--
AUM$3.3B
Minimum--
Clients16

LINCOLN FINANCIAL INVESTMENTS CORPORATION

Fee-Only, No ConflictsClean Record
Radnor, PennsylvaniaCRD #108881
Typical Fee--
AUM$95.9B
Minimum--
Clients130

LOVELL MINNICK PARTNERS LLC

Fee-OnlyClean RecordAlso Compensated via Product Sales
Radnor, PennsylvaniaCRD #156494
Typical Fee--
AUM$5.2B
Minimum--
Clients29

MCADAM LLC

Fee-OnlyAlso Compensated via Product Sales
Radnor, PennsylvaniaCRD #170914
Typical Fee--
AUM$2.3B
Minimum--
Clients10,346

NEWSPRING CAPITAL

Fee-Only, No ConflictsClean Record
Radnor, PennsylvaniaCRD #160608
Typical Fee--
AUM$3.4B
Minimum--
Clients27

NORDWAND ADVISORS

Fee-OnlyClean RecordAlso Compensated via Product Sales
Radnor, PennsylvaniaCRD #322936
Typical Fee--
AUM$4.2B
Minimum--
Clients281

NORDWAND INVESTMENTS, LLC

Fee-OnlyClean RecordAlso Compensated via Product Sales
Radnor, PennsylvaniaCRD #323829
Typical Fee--
AUM$45M
Minimum--
Clients4

PATRIOT FINANCIAL MANAGER, L.P.

Fee-OnlyClean RecordAlso Compensated via Product Sales
Radnor, PennsylvaniaCRD #159818
Typical Fee--
AUM$1.1B
Minimum--
Clients5

PRESILIUM PRIVATE WEALTH, LLC

Fee-OnlyClean RecordAlso Compensated via Product Sales
Radnor, PennsylvaniaCRD #318345
Typical Fee--
AUM$554M
Minimum--
Clients1,402

STEVENS CAPITAL MANAGEMENT LP

Fee-OnlyClean RecordAlso Compensated via Product Sales
Radnor, PennsylvaniaCRD #161202
Typical Fee--
AUM$3.0B
Minimum--
Clients4

STONERIDGE INVESTMENT PARTNERS

Fee-Only, No ConflictsClean Record
Radnor, PennsylvaniaCRD #109261
Typical Fee--
AUM$286M
Minimum--
Clients11

STONERIDGE PMG ADVISORS, LLC

Fee-Only, No ConflictsClean Record
Radnor, PennsylvaniaCRD #107662
Typical Fee--
AUM$404M
Minimum--
Clients15

TGS FINANCIAL ADVISORS

Fee-OnlyClean RecordAlso Compensated via Product Sales
Radnor, PennsylvaniaCRD #107289
Typical Fee--
AUM$426M
Minimum--
Clients1,222

TIFF INVESTMENT MANAGEMENT

Fee-OnlyClean RecordAlso Compensated via Product Sales
Radnor, PennsylvaniaCRD #327436
Typical Fee0.45%
AUM$6.7B
Minimum--
Clients69

TIFF INVESTMENT MANAGEMENT

Fee-OnlyClean RecordAlso Compensated via Product Sales
Radnor, PennsylvaniaCRD #156308
Typical Fee--
AUM$1.9B
Minimum--
Clients1

V3LIMITED LLC

Fee-OnlyClean RecordAlso Compensated via Product Sales
Radnor, PennsylvaniaCRD #169624
Typical Fee--
AUM$143M
Minimum--
Clients150
Fiduciary Advisors in Radnor, Pennsylvania | FiduciaryListings