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Advisers in Wayne, PA

17 advisers in Wayne — 17 registered with SEC or state. Alphabetical. We do not rate or rank advisers.

Financial planning (10)Flat / fixed fees (11)Retirement plan consulting (5)

All advisers

Act Capital Management, LLC100 West Lancaster Avenue, Suite 110 · Wayne, PA 19087 · (610) 688-2833 · % of assets managedCRD 307272 · % of assets, Performance-based fees · $163.9 million AUMSEC registeredNo commissions reportedAddis & Hill, Incorporated200 W. Lancaster Ave, Suite 203 · Wayne, PA 19087 · (610) 688-9500 · Financial planningCRD 117495 · % of assets, Fixed fees · $254.0 million AUMSEC registeredNo commissions reportedAlden Capital37 West Ave, Suite 301 · Wayne, PA 19087 · (215) 572-8700 · Flat / fixed feesCRD 293551 · % of assets, Fixed fees · $1.5 billion AUMSEC registeredNo commissions reportedAlden Investment Group37 West Avenue, Suite 301 · Wayne, PA 19087 · (215) 572-8700 · Financial planningCRD 317077 · % of assets, Fixed fees · $385.7 million AUMSEC registeredNo commissions reportedArgosy-Lionbridge Management, LLC900 West Valley Road, Suite 1000 · Wayne, PA 19087 · (646) 536-7422 · % of assets managedCRD 325413 · % of assets, Performance-based fees · $189.1 million AUMSEC registeredNo commissions reportedAurdan Capital Management, LLC1550 Liberty Ridge Drive, Suite 280 · Wayne, PA 19087 · (484) 254-1935 · Financial planningCRD 330304 · % of assets, Fixed fees · $526.2 million AUMSEC registeredNo commissions reportedAxiom Asset Management550 E Swedesford Rd, Suite 110 · Wayne, PA 19087 · (610) 688-0050 · Financial planningCRD 145186 · % of assets · $899.6 million AUMSEC registeredNo commissions reportedBluestone Capital Management, LLC37 West Ave, Suite 301 · Wayne, PA 19087 · (610) 337-6500 · % of assets managedCRD 157841 · % of assets, Performance-based fees · $390.1 million AUMSEC registeredNo commissions reportedClovelly Wealth175 Strafford Ave, Suite One #218 · Wayne, PA 19087 · (610) 687-7756 · Financial planningCRD 323690 · % of assets, Fixed fees · $12.0 million AUMState registeredNo commissions reportedConestoga Capital Advisors, LLCCrosspoint at Valley Forge, 550 E. Swedesford Rd. Suite 120 · Wayne, PA 19087 · (484) 654-1380 · Flat / fixed feesCRD 111750 · % of assets, Fixed fees · $6.9 billion AUMSEC registeredNo commissions reported
Entrust Financial LLC487 Devon Park Drive, Suite 216 · Wayne, PA 19087 · (610) 687-3515 · Financial planningCRD 174694 · % of assets, Hourly charges · $350.9 million AUMSEC registeredNo commissions reportedFortis Advisors, LLC656 E. Swedesford Road, Suite 330 · Wayne, PA 19087 · (610) 313-0910 · Financial planningCRD 164498 · % of assets, Hourly charges, Fixed fees · $584.3 million AUMSEC registeredNo commissions reportedHarvest Fund Advisors LLC100 West Lancaster Avenue, Second Floor · Wayne, PA 19087 · (610) 293-7800 · % of assets managedCRD 154425 · % of assets, Performance-based fees · $8.1 billion AUMSEC registeredNo commissions reportedKathmere Capital Management, LLC993 Old Eagle School Road, Suite 405 · Wayne, PA 19087 · (610) 989-3900 · Financial planningCRD 305118 · % of assets, Fixed fees, Performance-based fees · $3.5 billion AUMSEC registeredNo commissions reportedProper Financial, LLC744 W Lancaster Avenue, Suite 220 · Wayne, PA 19087 · (484) 580-2118 · Financial planningCRD 329499 · % of assets, Fixed fees · $65.0 million AUMState registeredNo commissions reportedRadnor Capital Management, LLC38 West Avenue · Wayne, PA 19087 · (610) 674-0400 · Flat / fixed feesCRD 159559 · % of assets, Fixed fees · $854.8 million AUMSEC registeredNo commissions reportedWick Capital Partners, LLC150 N. Radnor Chester Road, Suite A225 · Wayne, PA 19087 · (215) 302-3535 · Financial planningCRD 299194 · % of assets, Fixed fees · $929.7 million AUMSEC registeredNo commissions reported
Talking to advisers in Wayne? 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.