Financial advisers in Bryn Mawr, PA
6 registered investment adviser firms in Bryn Mawr managing $10.5B in assets, based on public SEC Form ADV filings.
Atairos Management, L.P.
Bryn Mawr, PA · Est. 2015
RegionalInternational
- AUM
- $6.8B
- Per adviser
- $295M
- Advisers
- 23
No reported disclosures
Sora Investors
Bryn Mawr, PA · Est. 2021
RegionalInternational
- AUM
- $2.6B
- Per adviser
- $237M
- Advisers
- 11
No reported disclosures
Mcgowan & Co LLP
Bryn Mawr, PA · Est. 1999
LocalInternational
- AUM
- $656M
- Per adviser
- $219M
- Advisers
- 3
No reported disclosures
Newbridge Wealth Management
Bryn Mawr, PA · Est. 2022
Regional
- AUM
- $220M
- Per adviser
- $73M
- Advisers
- 3
No reported disclosures
Dakota Investments, LLC
Bryn Mawr, PA · Est. 2017
Local
- AUM
- $125M
- Per adviser
- $42M
- Advisers
- 3
No reported disclosures
Oar Financial
Bryn Mawr, PA · Est. 2011
Local
- AUM
- $115M
- Per adviser
- $29M
- Advisers
- 4
No reported disclosures