Top financial advisors in Berwyn, PA
We’ve curated a list of the best financial advisors in Berwyn, take a look at it below.
| # | Company | Assets under management | Number of advisors | |
|---|---|---|---|---|
| 1 |
Assets under management
$6,165,300,000
Number of advisors
33 advisors
| $6,165,300,000 | 33 advisors | |
| 2 |
Assets under management
$983,073,736
Number of advisors
20 advisors
| $983,073,736 | 20 advisors | |
| 3 |
Assets under management
$646,353,884
Number of advisors
23 advisors
| $646,353,884 | 23 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 Berwyn, we have carried out some rigorous research. First, we’ve analysed data in the SEC database to filter advisors by location, in this case Berwyn. 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.
Coho Partners, Ltd.
COHO PARTNERS, LTD. is an SEC-registered investment adviser established in 1999, located in Berwyn, PA. The firm offers continuous investment advice and management services to institutional and individual clients, focusing on protecting principal in "down" markets while capturing gains in "up" markets. They provide various investment strategies, including an ESG option, tailored to individual investors' objectives, time horizons, risk tolerance, and liquidity needs. Coho Partners manages approximately $2.2 billion of client assets on a discretionary basis as of 12/31/2024. The firm charges an annual fee based on a percentage of assets under management, with fee schedules for institutional and non-institutional clients. They do not participate in performance-based fees and maintain a Code of Ethics to ensure ethical conduct. Coho Partners may receive research and services from Fidelity Brokerage Services and provides proxy voting services. The firm does not have custody of client assets and does not have financial circumstances that impair its ability to meet obligations. Clients have the option to direct brokerage and vote on proxies themselves. For more information, visit www.cohopartners.com.
$6,165,300,000 under management
33 advisors
Fee structure
A percentage of assets under your management
Performance-based fees
Services offered
Financial Planning ServicesPortfolio Management For Individuals And/or Small BusinessesPortfolio Management For Investment CompaniesPortfolio 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)Kistler-tiffany Advisors
Kistler-Tiffany Advisors is a registered investment adviser firm established in 1995 in Pennsylvania. The firm offers discretionary and non-discretionary investment advisory services to individuals, high net worth individuals, pension and profit sharing plans, and charitable organizations. Clients can engage the firm for financial planning and consulting services on a negotiable fee basis. The annual investment advisory fee is based on a percentage of assets under management, ranging from 0.20% to 1.15%. The firm may also provide non-discretionary investment-related consulting services and retirement plan consulting services. Kistler-Tiffany Advisors does not participate in wrap fee programs and does not accept performance-based fees. The firm's investment strategies include long-term purchases, short-term purchases, and trading. Clients are encouraged to review financial planning issues annually, and the firm does not vote client proxies. The firm does not have any disciplinary actions, bankruptcy petitions, or financial conditions that could impair its ability to meet commitments. For any questions, clients can contact the Chief Compliance Officer, Andrew M. Reder.
$983,073,736 under management
20 advisors
Fee structure
A percentage of assets under your management
Hourly charges
Fixed fees
Services offered
Financial Planning ServicesPortfolio Management For Individuals And/or Small BusinessesPortfolio 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 AdvisersEllis Investment Partners, LLC
Ellis Investment Partners, LLC is an SEC registered investment adviser founded in 2011 by David Y. Sun, offering portfolio management services for individuals, small businesses, retirement plans, trusts, and more. The firm utilizes a dynamic asset allocation approach, offering discretionary portfolio management services with a minimum portfolio recommendation of $250,000. Financial planning services are also provided, with fees ranging from $1,000 to $5,000 for comprehensive plans. Ellis Investment Partners may receive compensation for selling insurance products, creating a potential conflict of interest. The firm does not charge performance-based fees and typically recommends mutual funds, ETFs, stocks, bonds, and other investments based on client needs and risk tolerance. Clients have the option to engage in non-discretionary arrangements, allowing them to approve transactions before execution. Ellis Investment Partners does not typically vote client securities and maintains custody of client funds to facilitate fee deductions and asset transfers with client authorization. The firm has a Privacy Policy in place to protect client information and a policy for addressing trade errors. Class action lawsuits and participation in such litigation are not initiated by the firm.
$646,353,884 under management
23 advisors
Fee structure
A percentage of assets under your management
Hourly charges
Fixed fees
Services offered
Financial Planning ServicesPortfolio Management For Individuals And/or Small BusinessesPortfolio Management For Businesses (other Than Small Businesses) Or Institutional Clients (other Than Registered Investment Companies And Other Pooled Investment Vehicles And)Selection Of Other AdvisersConsulting Services
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 Berwyn, we have carried out some rigorous research. First, we’ve analysed data in the SEC database to filter advisors by location, in this case Berwyn. 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.