Top financial advisors in Bala Cynwyd, PA
We’ve curated a list of the best financial advisors in Bala Cynwyd, take a look at it below.
| # | Company | Assets under management | Number of advisors | |
|---|---|---|---|---|
| 1 |
Assets under management
$7,874,196,849
Number of advisors
28 advisors
| $7,874,196,849 | 28 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 Bala Cynwyd, we have carried out some rigorous research. First, we’ve analysed data in the SEC database to filter advisors by location, in this case Bala Cynwyd. 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.
Franklin Park
Franklin Park Associates, LLC, established in 2003, is a registered investment adviser specializing in private market investing and portfolio management. The firm offers customized services through discretionary, non-discretionary, and project-oriented engagements. With approximately $9.2 billion in discretionary assets under management and $11.8 billion in non-discretionary assets under advisement, Franklin Park tailors its investment advisory services to private market funds, including private equity, venture capital, and co-investment funds. The firm's fee structure varies based on account type and mandate, with fees typically billed quarterly in arrears. Franklin Park acts as a fiduciary, managing client assets with discretion and providing tailored investment strategies. The firm's investment evaluation methodology combines quantitative and qualitative analyses, focusing on risk management and performance monitoring. Clients include public and private institutional investors, and the firm emphasizes transparency and compliance with regulatory standards. Franklin Park's commitment to best execution, ethical conduct, and client-focused decision-making underscores its dedication to serving clients' best interests in the private markets asset class.
$7,874,196,849 under management
28 advisors
Fee structure
A percentage of assets under your management
Fixed fees
Performance-based fees
Services offered
Portfolio Management For Pooled Investment VehiclesPortfolio Management For Businesses (other Than Small Businesses) Or Institutional Clients (other Than Registered Investment Companies And Other Pooled Investment Vehicles And)Pension Consulting ServicesSelection Of Other Advisers
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 Bala Cynwyd, we have carried out some rigorous research. First, we’ve analysed data in the SEC database to filter advisors by location, in this case Bala Cynwyd. 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.
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