Fee-OnlyFinder

Advisers in Bala Cynwyd, PA

5 advisers in Bala Cynwyd — 5 registered with SEC or state. Alphabetical. We do not rate or rank advisers.

% of assets managed (4)

All advisers

Awh Financial, LLCOne Belmont Avenue, Suite 1000 · Bala Cynwyd, PA 19004 · (610) 660-4283CRD 285183 · OtherSEC registeredNo commissions reportedCharles Manning & Associates, INC.Two Bala Plaza, Suite 300 · Bala Cynwyd, PA 19004 · (610) 578-0750 · % of assets managedCRD 114359 · % of assets · $70.3 million AUMState registeredNo commissions reportedMinerva Advisors LLC50 Monument Road Suite 201 · Bala Cynwyd, PA 19004 · (484) 434-2258 · % of assets managedCRD 161408 · % of assets, Performance-based fees · $321.0 million AUMSEC registeredNo commissions reportedOdyssey Capital Advisors INC.2 Bala Plaza, Suite 515 · Bala Cynwyd, PA 19004 · (484) 278-4497 · Financial planningCRD 299034 · % of assets, Hourly charges, Fixed fees · $189.2 million AUMSEC registeredNo commissions reportedPhiladelphia Partners Capital Management, LLC2 Bala Plaza Suite 604 · Bala Cynwyd, PA 19004 · (215) 564-5750 · % of assets managedCRD 294016 · % of assets, Other · $61.2 million AUMSEC registeredNo commissions reported
Talking to advisers in Bala Cynwyd? Ask each for its Form CRS and Form ADV Part 2A brochure, ask “Are you a fiduciary at all times for my accounts?”, and get every fee in writing. See questions to ask.

Listed from SEC Investment Adviser Public Disclosure — compilation reports, SEC IAPD firm summaries. Order: alphabetical — we do not rank advisers — never paid. Is something wrong? Tell us.