AdvisorGrade

Financial advisers in Radnor, PA

26 registered investment adviser firms in Radnor managing $200.3B in assets, based on public SEC Form ADV filings.

Lincoln Financial Investments Corporation

Radnor, PA · Est. 1985

National
Fee-only
AUM
$102.1B
Per adviser
$5.7B
Advisers
18

No reported disclosures

Exeter Property Group, LLC

Radnor, PA · Est. 2012

RegionalInternational
Fee-only
AUM
$35.1B
Per adviser
$348M
Advisers
101

No reported disclosures

Cbre Investment Management Listed Real Assets LLC

Radnor, PA · Est. 1995

RegionalInternational
Fee-only
AUM
$10.8B
Per adviser
$360M
Advisers
30

No reported disclosures

Callan Family Office, LLC

Radnor, PA · Est. 2022

Regional
Fee-based
AUM
$10.2B
Per adviser
$681M
Advisers
15

No reported disclosures

Tiff Investment Management

Radnor, PA · Est. 2023

RegionalInternational
Fee-based
AUM
$8.6B
Per adviser
$507M
Advisers
17

No reported disclosures

Lovell Minnick

Radnor, PA · Est. 2012

Regional
Fee-only
AUM
$5.2B
Per adviser
$227M
Advisers
23

No reported disclosures

Nordwand Advisors

Radnor, PA · Est. 2022

Regional
Fee-based
AUM
$4.0B
Per adviser
$661M
Advisers
6

No reported disclosures

Stevens Capital Management LP

Radnor, PA · Est. 2012

RegionalInternational
Fee-only
AUM
$3.7B
Per adviser
$141M
Advisers
26

No reported disclosures

Newspring Capital

Radnor, PA · Est. 2012

Regional
Fee-only
AUM
$3.3B
Per adviser
$62M
Advisers
54

No reported disclosures

Lbc Credit Partners

Radnor, PA · Est. 2012

Regional
Fee-only
AUM
$3.2B
Per adviser
$36M
Advisers
89

No reported disclosures

Alterra Ios Manager, LLC

Radnor, PA · Est. 2023

Regional
Fee-only
AUM
$3.2B
Per adviser
$159M
Advisers
20

No reported disclosures

Mcadam LLC

Radnor, PA · Est. 2014

NationalInternational
Fee-based
AUM
$2.7B
Per adviser
$19M
Advisers
138

No reported disclosures

Tiff Investment Management

Radnor, PA · Est. 2012

Regional
Fee-only
AUM
$2.5B
Per adviser
Advisers

No reported disclosures

Patriot Financial Manager, L.P.

Radnor, PA · Est. 2012

Local
Fee-only
AUM
$1.1B
Per adviser
$81M
Advisers
14

No reported disclosures

Clearview Financial Partners

Radnor, PA · Est. 2018

Local
Fee-based
AUM
$1.1B
Per adviser
$212M
Advisers
5

No reported disclosures

Presilium Private Wealth, LLC

Radnor, PA · Est. 2022

LocalInternational
Fee-only
AUM
$672M
Per adviser
$224M
Advisers
3

No reported disclosures

Drexel Morgan & Co.

Radnor, PA · Est. 2009

Local
Fee-only
AUM
$607M
Per adviser
$304M
Advisers
2

No reported disclosures

Tgs Financial Advisors

Radnor, PA · Est. 1991

LocalInternational
Fee-based
AUM
$426M
Per adviser
$61M
Advisers
7

No reported disclosures

Stoneridge Pmg Advisors, LLC

Radnor, PA · Est. 1996

Local
Fee-only
AUM
$391M
Per adviser
$195M
Advisers
2

No reported disclosures

Haverford Financial Services, INC.

Radnor, PA · Est. 2004

Local
Fee-only
AUM
$366M
Per adviser
$15M
Advisers
25

No reported disclosures

Cresap, INC.

Radnor, PA · Est. 2014

Local
Fee-only
AUM
$339M
Per adviser
$85M
Advisers
4

No reported disclosures

Godshalk Welsh Capital Management, INC.

Radnor, PA · Est. 1991

Local
Fee-based
AUM
$290M
Per adviser
$290M
Advisers
1

No reported disclosures

Stoneridge Investment Partners

Radnor, PA · Est. 1999

Local
Fee-only
AUM
$152M
Per adviser
$25M
Advisers
6

No reported disclosures

V3limited LLC

Radnor, PA · Est. 2013

Local
Fee-based
AUM
$122M
Per adviser
$61M
Advisers
2

No reported disclosures

Retire Ready Wealth Management

Radnor, PA · Est. 2026

Local
Fee-only
AUM
$100M
Per adviser
$100M
Advisers
1

Nordwand Investments, LLC

Radnor, PA · Est. 2023

Local
Fee-only
AUM
$45M
Per adviser
$22M
Advisers
2

No reported disclosures