AdvisorGrade

Financial advisers in Bala Cynwyd, PA

7 registered investment adviser firms in Bala Cynwyd managing $16.4B in assets, based on public SEC Form ADV filings.

Franklin Park

Bala Cynwyd, PA · Est. 2003

Regional
Fee-based
AUM
$10.2B
Per adviser
$352M
Advisers
29

No reported disclosures

Radcliffe Capital Management, L.P.

Bala Cynwyd, PA · Est. 2006

RegionalInternational
Fee-only
AUM
$5.1B
Per adviser
$468M
Advisers
11

No reported disclosures

Eab Investment Group, LLC

Bala Cynwyd, PA · Est. 2015

Local
Fee-based
AUM
$506M
Per adviser
$126M
Advisers
4

No reported disclosures

Minerva Advisors LLC

Bala Cynwyd, PA · Est. 2012

Local
Fee-only
AUM
$321M
Per adviser
$161M
Advisers
2

No reported disclosures

Odyssey Capital Advisors INC.

Bala Cynwyd, PA · Est. 2024

Local
Fee-based
AUM
$189M
Per adviser
$47M
Advisers
4

No reported disclosures

Philadelphia Partners Capital Management, LLC

Bala Cynwyd, PA · Est. 2018

LocalInternational
Fee-only
AUM
$61M
Per adviser
$31M
Advisers
2

No reported disclosures

Awh Financial, LLC

Bala Cynwyd, PA · Est. 2023

National
Fee-based
AUM
Per adviser
Advisers
63

No reported disclosures