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 |
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.
Get matched with an advisorMethodology
To find the top financial advisors in Bala Cynwyd, we first identified all firms registered with the SEC in the area. Rather than ranking firms purely by size, we excluded firms that don’t offer financial planning or portfolio management services, ensuring the list is relevant to individuals. We then ranked the remaining firms by assets under management (AUM) and the services they provide.
Comparing a company's EPS to industry averages and historical data provides a more comprehensive perspective. Still, other factors must also be considered, including the company’s growth prospects, industry dynamics, and the competitive landscape.
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 Vehicles
Portfolio Management For Businesses (other Than Small Businesses) Or Institutional Clients (other Than Registered Investment Companies And Other Pooled Investment Vehicles And)
Pension Consulting Services
Selection 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.
Get matched with an advisorMethodology
To find the top financial advisors in Bala Cynwyd, we first identified all firms registered with the SEC in the area. Rather than ranking firms purely by size, we excluded firms that don’t offer financial planning or portfolio management services, ensuring the list is relevant to individuals. We then ranked the remaining firms by assets under management (AUM) and the services they provide.
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