Top financial advisors in Wilkesbarre, PA
We’ve curated a list of the best financial advisors in Wilkesbarre, take a look at it below.
| # | Company | Assets under management | Number of advisors | |
|---|---|---|---|---|
| 1 |
Assets under management
$1,981,668,613
Number of advisors
10 advisors
| $1,981,668,613 | 10 advisors | |
| 2 |
Assets under management
$114,589,379
Number of advisors
9 advisors
| $114,589,379 | 9 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 Wilkesbarre, we have carried out some rigorous research. First, we’ve analysed data in the SEC database to filter advisors by location, in this case Wilkesbarre. 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.
Berkshire Asset Management, LLC
Berkshire Asset Management, LLC is a financial advisory firm based in Wilkes-barre, Pennsylvania. It currently has approximately $1,981,668,613 of assets under management and employs about 10 people. Berkshire Asset Management, LLC uses a fee structure of a percentage of assets under your management, fixed fees and performance-based fees.
$1,981,668,613 under management
10 advisors
Fee structure
A percentage of assets under your management
Fixed fees
Performance-based fees
Services offered
Portfolio Management For Individuals And/or Small BusinessesPortfolio 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 AdvisersChancellor Financial Group Wb Lp
Chancellor Financial Group WB LP is a registered investment advisor established in 2011, specializing in providing investment advisory services to individuals, high net worth individuals, trusts, estates, and charitable organizations. The firm is owned by Winston Capital Partners, LP, and Terrence Casey serves as the President and Chief Compliance Officer. CFG acts as a fiduciary, upholding a duty of loyalty, fairness, and good faith towards each client. CFG offers customized investment advisory solutions through continuous personal client contact, providing discretionary investment management and consulting services. The firm constructs portfolios using low-cost, diversified mutual funds and exchange-traded funds (ETFs) to meet clients' investment goals. CFG may also utilize quantitative strategies, options strategies, individual stocks, and individual bonds based on clients' needs. The firm primarily employs fundamental analysis in developing investment strategies, focusing on economic and business indicators. CFG's investment approach is long-term focused, but it may buy, sell, or reallocate positions held for less than one year based on client objectives or market conditions. Clients have the opportunity to place reasonable restrictions on their investments, subject to CFG's acceptance. CFG charges investment advisory fees ranging from 1.00% to 2.00% based on assets under management. Fees are billed monthly and calculated based on the market value of assets. The firm may also offer fixed fee arrangements based on the size and complexity of the client relationship. The firm does not engage in performance-based fees, and clients have discretion over the selection and amount of securities to be bought or sold in their accounts. CFG does not accept or maintain custody of client funds, except for the deduction of advisory fees. The firm provides annual reviews of client accounts and encourages clients to discuss any changes in their financial situation. CFG's advisors, including Terrence Casey, Robert A. Dwyer, Steven M. Davidowitz, Jean M. Baun, and James R. Goodhart, have clean disciplinary records and are committed to maintaining client confidentiality and security. The firm's privacy policy ensures the protection of clients' personal information and outlines the limited circumstances in which information may be shared with third parties for proper business purposes. Clients are informed of the privacy policy annually and any material changes to the policy.
$114,589,379 under management
9 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 Businesses
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 Wilkesbarre, we have carried out some rigorous research. First, we’ve analysed data in the SEC database to filter advisors by location, in this case Wilkesbarre. 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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