Top financial advisors in Ambler, PA
We’ve curated a list of the best financial advisors in Ambler, take a look at it below.
| # | Company | Assets under management | Number of advisors | |
|---|---|---|---|---|
| 1 |
Assets under management
$862,845,837
Number of advisors
1 advisors
| $862,845,837 | 1 advisors |
Commitment
We’ve gathered and simplified publicly available information about financial advisors across the U.S. to help you make informed decisions. While we don’t directly connect you with these listed advisors, we do offer a simple, reliable service to match you with trusted, pre-vetted advisors registered on our platform — saving you time and effort.
Methodology
To generate our top financial advisors list in Ambler, we have carried out some rigorous research. First, we’ve analysed data in the SEC database to filter advisors by location, in this case Ambler. Then we’ve filtered out any advisors that do not offer financial advice, for example if they only offer mortgage advice we have excluded them from the list. Then we’ve ranked the remainder according to the amount of assets under management.
Berkadia Capital Advisors LLC
Berkadia Capital Advisors LLC is a financial advisory firm based in Ambler, Pennsylvania. It currently has approximately $862,845,837 of assets under management and employs about 1 people. Berkadia Capital Advisors LLC uses a fee structure of and a percentage of assets under your management.
$862,845,837 under management
1 advisor
Fee structure
A percentage of assets under your management
Services offered
Portfolio Management For Pooled Investment Vehicles
Commitment
We’ve gathered and simplified publicly available information about financial advisors across the U.S. to help you make informed decisions. While we don’t directly connect you with these listed advisors, we do offer a simple, reliable service to match you with trusted, pre-vetted advisors registered on our platform — saving you time and effort.
Methodology
To generate our top financial advisors list in Ambler, we have carried out some rigorous research. First, we’ve analysed data in the SEC database to filter advisors by location, in this case Ambler. Then we’ve filtered out any advisors that do not offer financial advice, for example if they only offer mortgage advice we have excluded them from the list. Then we’ve ranked the remainder according to the amount of assets under management.
Your first meeting is free.