Top 10 financial advisors in Radnor, PA
We've curated a list of the best financial advisors in Radnor, take a look at it below.
| # | Company | Assets under management | Number of advisors | |
|---|---|---|---|---|
| 1 | Assets under management $4,146,519,499 Number of advisors 6 advisors | |||
| 2 | Assets under management $3,047,549,157 Number of advisors 30 advisors | |||
| 3 | Assets under management $442,856,315 Number of advisors 5 advisors | |||
| 4 | Assets under management $282,803,599 Number of advisors 12 advisors | |||
| 5 | Assets under management $253,642,196 Number of advisors 2 advisors | |||
| 6 | Assets under management $80,386,497 Number of advisors 1 advisors | |||
| 7 | Assets under management $75,521,500 Number of advisors 19 advisors | |||
| 8 | Assets under management $79,138 Number of advisors 2 advisors | |||
| 9 | Assets under management $7,635,865,506 Number of advisors 64 advisors | |||
| 10 | Assets under management $6,392,059,489 Number of advisors 68 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 Radnor, 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.
Nordwand Advisors
Nordwand Advisors, LLC is a registered investment adviser established in Delaware in July 2022 and registered with the U.S. Securities and Exchange Commission in September 2022. The firm offers discretionary and non-discretionary investment advisory services on a fee basis, including financial planning and consulting services upon client request. Investment strategies primarily focus on individual equity, debt securities, mutual funds, ETFs, and alternative investments aligned with client objectives. Clients have the option to engage in non-discretionary services, where transactions require client consent. Nordwand Advisors may recommend allocating assets to independent managers and has a relationship with Dynasty Financial Partners, providing operational support and access to investment programs. The firm's annual advisory fee ranges up to 1.50% of assets under management, with additional fees for Dynasty's services and independent managers. Nordwand Advisors does not participate in performance-based fees, and clients include individuals, business entities, trusts, estates, and pension plans. The firm emphasizes fundamental and technical analysis, with investment strategies tailored to client objectives. Nordwand Advisors maintains a Code of Ethics, conducts ongoing account reviews, and does not vote client proxies. Clients receive regular account statements and reports, and the firm's Chief Compliance Officer is available for inquiries.
$4,146,519,499 under management
6 advisors
Fee structure
A percentage of assets under your management
Hourly charges
Fixed fees
Services offered
Financial Planning Services
Portfolio Management For Individuals And/or Small Businesses
Selection Of Other Advisers
Callan Family Office, LLC
Callan Family Office, LLC is a Registered Investment Adviser established in December 2021, offering financial planning, consulting, and investment management services. The firm manages client investment portfolios on a discretionary and non-discretionary basis, primarily allocating assets among third-party independent managers, direct indexing capabilities, and privately placed securities. Clients must enter into written agreements outlining advisory terms. The firm tailors services to meet individual client needs, continuously assessing risk tolerance, time horizon, and liquidity constraints. Clients have the option to impose restrictions on account management. Callan Family Office also offers family office services, financial planning, philanthropic consulting, and business advisory services. The firm's investment philosophy is based on fundamental analysis to evaluate risk and reward, focusing on total net returns while minimizing taxes, fees, and volatility. The firm has $6.67 billion in assets under management, with a minimum account value of $50 million. Callan Family Office acts as a fiduciary, accepting proxy voting authority and exercising investment discretion on behalf of clients. The firm accepts the authority to vote client securities and conducts annual surprise examinations for custody-related activities. Clients are provided with regular account statements and reports, and the firm follows a code of ethics to prevent unlawful practices. Callan Family Office recommends the use of Charles Schwab & Co., Inc. for custody, brokerage, and clearing services, receiving support and benefits from Schwab. The firm also discloses its brokerage practices, fee structure, and potential conflicts of interest related to client referrals and other compensation.
$3,047,549,157 under management
30 advisors
Fee structure
A percentage of assets under your management
Fixed fees
Services offered
Financial Planning Services
Portfolio Management For Individuals And/or Small Businesses
Portfolio Management For Businesses (other Than Small Businesses) Or Institutional Clients (other Than Registered Investment Companies And Other Pooled Investment Vehicles And)
Selection Of Other Advisers
Presilium Private Wealth, LLC
Presilium Private Wealth, LLC is an investment advisory firm based in Radnor, PA, established in 2022. The firm is owned by Jerry Davidse and Brook Hart. As a fiduciary, the firm is committed to acting in the best interest of its clients. They offer Comprehensive Portfolio Management services, providing asset management, financial planning, and consulting. The firm utilizes a service-oriented advisory practice with open communication to help clients meet their financial goals while considering risk tolerance and time horizons. Presilium Private Wealth, LLC has a contractual relationship with Dynasty Financial Partners, LLC, providing operational and back-office support. The firm manages $554,248,200 on a discretionary basis as of December 31, 2024, with a maximum annual fee of 1.50% for Comprehensive Portfolio Management. Clients may have a minimum account balance requirement of $500,000, with exceptions considered case-by-case. The firm does not offer or sponsor a wrap fee program and does not charge performance-based fees. Clients have the option to direct brokerage outside the firm's recommendation. Presilium Private Wealth, LLC does not receive soft dollars beyond what is permitted by the Securities Exchange Act of 1934. The firm has safeguards in place for third-party money movement and does not accept proxy authority to vote client securities. Clients are encouraged to review account statements from the custodian and can discuss any questions with the firm. Presilium Private Wealth, LLC does not provide financial information in the brochure as it meets specific criteria exempting it from this requirement.
$442,856,315 under management
5 advisors
Fee structure
A percentage of assets under your management
Services offered
Portfolio Management For Individuals And/or Small Businesses
Stoneridge Pmg Advisors, LLC
StoneRidge PMG Advisors, LLC is an investment management and advisory firm specializing in U.S. dollar-denominated fixed income portfolios. Established in 1996, the firm offers customized Cash Management Solutions and portfolio management strategies such as Limited Maturity, Tax Efficient, and Core-Government/Credit Fixed Income. StoneRidge PMG Advisors charges asset-based fees, with account minimums of $20 million for Aggregate portfolios and $5 million for other strategies. The firm's investment philosophy focuses on conservative, disciplined approaches to outperform benchmark indices. They employ active management strategies with an average annual portfolio turnover exceeding 100%. Clients include institutional entities like pension plans, public funds, and insurance companies. StoneRidge PMG Advisors does not engage in principal trading and refrains from agency cross transactions. The firm's Chief Compliance Officer oversees ethical standards, including a Code of Ethics, fiduciary duty, personal trading policies, and insider trading prevention. Clients' non-public personal information is safeguarded, and the firm does not maintain custody over client funds or securities. The firm's Privacy Notice details information collection practices and sharing protocols. Advisory personnel, including CEO Steven L. Sanders and Senior Vice President Folu O. Abiona, are experienced professionals with educational backgrounds and business histories outlined in the brochure supplement. Clients receive quarterly reports, and account reviews are conducted regularly to ensure adherence to client guidelines and objectives. The firm's investment discretion varies based on client agreements, with most accounts managed on a fully discretionary basis. Voting of client securities is not applicable as the firm does not trade equity securities. The brochure provides comprehensive information on the firm's operations, fees, investment strategies, risk management, and compliance practices. For further details, clients can contact the Chief Compliance Officer, Kimberly A. Clarke.
$282,803,599 under management
12 advisors
Fee structure
A percentage of assets under your management
Services offered
Portfolio Management For Individuals And/or Small Businesses
Portfolio Management For Businesses (other Than Small Businesses) Or Institutional Clients (other Than Registered Investment Companies And Other Pooled Investment Vehicles And)
Subadvisory To Ria
Godshalk Welsh Capital Management, Inc.
Godshalk Welsh Capital Management, Inc. is a registered investment adviser established in 1991 by Matthew Welsh. The firm specializes in providing investment advisory services to individuals, high net worth individuals, pension and profit-sharing plans, and charitable organizations. Clients can engage the firm for discretionary investment advisory services on a fee-only basis, with fees generally ranging from 0.50% to 1.00% of assets under management. Additionally, the firm offers financial planning and consulting services on a stand-alone fee basis, typically charging between $1,000 and $5,000 or $200 per hour. Clients have full discretion over implementation decisions and are not obligated to follow recommendations. The firm primarily allocates client assets among various securities, mutual funds, bonds, ETFs, and other instruments based on designated investment objectives. Godshalk Welsh Capital Management does not participate in performance-based fees, accepts no compensation from the sale of securities, and does not engage in wrap fee programs. The firm does not have any disciplinary actions and does not receive compensation for client referrals. Clients are encouraged to review their accounts annually, and the firm does not vote client proxies. The Chief Compliance Officer, Matthew Welsh, is available for any inquiries regarding the firm's disclosures and services. As of January 31, 2023, the firm had $253,642,196 in assets under management on a discretionary basis.
$253,642,196 under management
2 advisors
Fee structure
A percentage of assets under your management
Hourly charges
Fixed fees
Services offered
Financial Planning Services
Portfolio Management For Individuals And/or Small Businesses
Portfolio Management For Businesses (other Than Small Businesses) Or Institutional Clients (other Than Registered Investment Companies And Other Pooled Investment Vehicles And)
Avalon Financial Management
Avalon Financial Management is a financial advisory firm based in Radnor, Pennsylvania. It currently has approximately $80,386,497 of assets under management and employs about 1 people. Avalon Financial Management uses a fee structure of and a percentage of assets under your management.
$80,386,497 under management
1 advisor
Fee structure
A percentage of assets under your management
Services offered
Portfolio Management For Individuals And/or Small Businesses
Cresap, Inc.
Cresap Inc. is an investment advisor registered with the SEC since 2013, with a history dating back to 1990 under FINRA. The firm primarily manages client assets on a non-discretionary basis, requiring client approval before transactions. The majority of assets are held in the Asset Advisor program at Wells Fargo. A small portion is in the Custom Choice program for mutual funds. Discretionary accounts, managed under the Professional Investment Management (PIM) program, allow advisors to make investment decisions without client approval. Fees are negotiated between the client and advisor, with rates below 2%. There are no commissions on transactions within fee-based accounts, and fees are deducted quarterly based on account value. Cresap Inc. does not charge custody or inactivity fees. The firm's advisors work with clients to develop personalized investment strategies, emphasizing the fiduciary standard of placing client interests first. The firm's management team, led by founder Mark Cresap, boasts extensive experience in the securities industry. Cresap Inc. does not have any disciplinary events, and advisors do not receive compensation for referrals. The firm maintains net capital well above regulatory requirements, ensuring financial stability. Clients receive monthly and quarterly statements from Wells Fargo, the custodian of the vast majority of advisory client assets.
$75,521,500 under management
19 advisors
Fee structure
A percentage of assets under your management
FIRM MAY RECEIVE ADVISORY FEES FROM ACCOUNTS REFERRED TO OUT.ADV
Services offered
Portfolio Management For Individuals And/or Small Businesses
Selection Of Other Advisers
V3limited LLC
V3Limited LLC is a registered investment adviser with the SEC, established in November 2013 by Tim F. Wray and Todd A. Kellerman. The firm offers services to Sub-Advisory Clients and Managed Account Clients, providing investment advice on privately-held operating companies, private investment funds, real estate, and special situations. V3 conducts due diligence, analysis, and may recommend investment opportunities, additional contributions, or changes in investment terms. The firm may negotiate on behalf of clients and provide consulting services for operating companies and private investment programs. For Sub-Advisory Clients, fees are fixed or asset-based, payable quarterly or monthly. Managed Account Clients' fees are similarly structured, with potential performance fees. V3 may receive liquidity-based performance fees from Managed Account Clients. The firm does not participate in wrap fee programs. V3's investment strategies involve in-depth due diligence, financial modeling, and partnership with industry experts. Clients face risks associated with illiquid investments, market fluctuations, and lack of control over investments. V3 operates under a Code of Ethics, ensuring compliance with securities laws and maintaining high ethical standards. The firm does not have custody of client assets and provides investment advice on a discretionary or non-discretionary basis, as agreed with clients. V3 does not vote proxies for client securities.
$79,138 under management
2 advisors
Fee structure
A percentage of assets under your management
Hourly charges
Fixed fees
Performance-based fees
Services offered
Portfolio Management For Individuals And/or Small Businesses
Portfolio Management For Pooled Investment Vehicles
Selection Of Other Advisers
Due Diligence Services Related To Existing And Prospective Private Investments
Tiff Investment Management
Tiff Investment Management is a financial advisory firm based in Radnor, Pennsylvania. It currently has approximately $7,635,865,506 of assets under management and employs about 64 people. Tiff Investment Management uses a fee structure of a percentage of assets under your management, fixed fees, performance-based fees and carried interest-certain pe vehicles.
$7,635,865,506 under management
64 advisors
Fee structure
A percentage of assets under your management
Fixed fees
Performance-based fees
CARRIED INTEREST-CERTAIN PE VEHICLES
Services offered
Portfolio Management For Investment Companies
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)
Selection Of Other Advisers
Tiff Investment Management
Tiff Investment Management is a financial advisory firm based in Radnor, Pennsylvania. It currently has approximately $6,392,059,489 of assets under management and employs about 68 people. Tiff Investment Management uses a fee structure of a percentage of assets under your management, fixed fees, performance-based fees and carried interest-certain pe vehicles.
$6,392,059,489 under management
68 advisors
Fee structure
A percentage of assets under your management
Fixed fees
Performance-based fees
CARRIED INTEREST-CERTAIN PE VEHICLES
Services offered
Portfolio Management For Investment Companies
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)
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 Radnor, 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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