Fiduciary advisors in Wayne, PA

26 registered advisers

Wayne is a Main Line suburb where generational Philadelphia wealth meets modern-day pharmaceutical and financial services executive income, and 26 SEC-registered fiduciary firms serve local investors. Roughly 100% of registered fiduciary firms here are fee-only, totaling 26 practices. Compensation transparency data, AUM figures, and disclosure history for each firm are listed below.

ACT CAPITAL MANAGEMENT, LLC

Fee-OnlyClean RecordAlso Compensated via Product Sales
Wayne, PennsylvaniaCRD #307272
Typical Fee--
AUM$115M
Minimum--
Clients21

ADDIS & HILL, INCORPORATED

Fee-OnlyClean RecordAlso Compensated via Product Sales
Wayne, PennsylvaniaCRD #117495
Typical Fee--
AUM$254M
Minimum--
Clients412

ALDEN CAPITAL

Fee-OnlyAlso Compensated via Product Sales
Wayne, PennsylvaniaCRD #293551
Typical Fee2.00%
AUM$1.4B
Minimum--
Clients3,147

ALDEN INVESTMENT GROUP

Fee-OnlyAlso Compensated via Product Sales
Wayne, PennsylvaniaCRD #317077
Typical Fee--
AUM$319M
Minimum--
Clients978

ALMANACK INVESTMENT PARTNERS

Fee-OnlyClean RecordAlso Compensated via Product Sales
Wayne, PennsylvaniaCRD #282428
Typical Fee--
AUM$773M
Minimum--
Clients1,481

ARGOSY CAPITAL

Fee-OnlyClean RecordAlso Compensated via Product Sales
Wayne, PennsylvaniaCRD #160212
Typical Fee--
AUM$3.5B
Minimum--
Clients47

AURDAN CAPITAL MANAGEMENT, LLC

Fee-OnlyClean RecordAlso Compensated via Product Sales
Wayne, PennsylvaniaCRD #330304
Typical Fee--
AUM$423M
Minimum--
Clients316

AXIOM ASSET MANAGEMENT

Fee-OnlyAlso Compensated via Product Sales
Wayne, PennsylvaniaCRD #145186
Typical Fee--
AUM$803M
Minimum--
Clients598

BLUESTONE CAPITAL MANAGEMENT, LLC

Fee-OnlyAlso Compensated via Product Sales
Wayne, PennsylvaniaCRD #157841
Typical Fee--
AUM$352M
Minimum--
Clients96

CONESTOGA CAPITAL ADVISORS, LLC

Fee-OnlyClean RecordAlso Compensated via Product Sales
Wayne, PennsylvaniaCRD #111750
Typical Fee--
AUM$8.8B
Minimum--
Clients247

ENTRUST FINANCIAL LLC

Fee-Only, No ConflictsClean Record
Wayne, PennsylvaniaCRD #174694
Typical Fee--
AUM$351M
Minimum--
Clients855

FORTIS ADVISORS, LLC

Fee-OnlyClean RecordAlso Compensated via Product Sales
Wayne, PennsylvaniaCRD #164498
Typical Fee--
AUM$508M
Minimum--
Clients336

GADSDEN

Fee-OnlyClean RecordAlso Compensated via Product Sales
Wayne, PennsylvaniaCRD #291195
Typical Fee--
AUM$150M
Minimum--
Clients1

GUARDIAN CAPITAL PARTNERS

Fee-Only, No ConflictsClean Record
Wayne, PennsylvaniaCRD #321695
Typical Fee--
AUM$529M
Minimum--
Clients6

HARTFORD FUNDS

Fee-OnlyClean RecordAlso Compensated via Product Sales
Wayne, PennsylvaniaCRD #130373
Typical Fee--
AUM$1.8B
Minimum--
Clients9

HARTFORD FUNDS

Fee-OnlyClean RecordAlso Compensated via Product Sales
Wayne, PennsylvaniaCRD #147746
Typical Fee--
AUM$137.8B
Minimum--
Clients94

HARVEST FUND ADVISORS LLC

Fee-OnlyClean RecordAlso Compensated via Product Sales
Wayne, PennsylvaniaCRD #154425
Typical Fee--
AUM$8.1B
Minimum--
Clients218

INVERNESS GRAHAM INVESTMENTS, INC.

Fee-OnlyClean RecordAlso Compensated via Product Sales
Wayne, PennsylvaniaCRD #157632
Typical Fee--
AUM$1.3B
Minimum--
Clients26

KATHMERE CAPITAL MANAGEMENT, LLC

Fee-OnlyClean RecordAlso Compensated via Product Sales
Wayne, PennsylvaniaCRD #305118
Typical Fee0.35%
AUM$2.5B
Minimum$10,000
Clients2,402

RADNOR CAPITAL MANAGEMENT, LLC

Fee-OnlyClean RecordAlso Compensated via Product Sales
Wayne, PennsylvaniaCRD #159559
Typical Fee--
AUM$787M
Minimum--
Clients453

RENOVUS ASSOCIATES, LLC

Fee-Only, No ConflictsClean Record
Wayne, PennsylvaniaCRD #314528
Typical Fee--
AUM$2.4B
Minimum--
Clients18

SAOTHAIR CAPITAL PARTNERS

Fee-OnlyClean RecordAlso Compensated via Product Sales
Wayne, PennsylvaniaCRD #328192
Typical Fee--
AUM$163M
Minimum--
Clients3

SEMINAL FOOD AND NUTRITION INVESTMENTS, LLC

Fee-Only, No ConflictsClean Record
Wayne, PennsylvaniaCRD #317836
Typical Fee--
AUM$411M
Minimum--
Clients9

SR ONE CAPITAL MANAGEMENT, LP

Fee-OnlyClean RecordAlso Compensated via Product Sales
Wayne, PennsylvaniaCRD #306361
Typical Fee--
AUM$2.1B
Minimum--
Clients17

VILLANOVA INVESTMENT MANAGEMENT COMPANY, LLC

Fee-OnlyClean RecordAlso Compensated via Product Sales
Wayne, PennsylvaniaCRD #287809
Typical Fee--
AUM$114M
Minimum--
Clients7

WICK CAPITAL PARTNERS, LLC

Fee-OnlyClean RecordAlso Compensated via Product Sales
Wayne, PennsylvaniaCRD #299194
Typical Fee--
AUM$565M
Minimum--
Clients942
Fiduciary Advisors in Wayne, Pennsylvania | FiduciaryListings