Best Financial Advisors in AMBLER, Pennsylvania
Ranked by SEC regulatory data — fees, complaints, and fiduciary status. Updated quarterly.
4
Registered Firms
0.95%
Median Fee
of assets/year
$555M
Median AUM
4
Firms Listed
in our database
Top-Ranked Advisors in AMBLER
#1
100
BERKADIA CAPITAL ADVISORS LLC
AMBLER, PA · Since 2021
$2.7B AUM2 clientsFee: 0%
FiduciaryFee-Only
#2
100
MATTHEW 25 MANAGEMENT CORP
AMBLER, PA · Since 1995
$316M AUM1 clientsFee: 0%
FiduciaryFee-Only
#3
95
LANSING STREET ADVISORS
AMBLER, PA · Since 2022
$555M AUM5 clientsFee: 0%
FiduciaryFee-Only
#4
90
VALLEY FINANCIAL GROUP
AMBLER, PA · Since 2021
$287M AUM5 clientsFee: 0%
Broker-Dealer
Frequently Asked Questions
How are advisors ranked?
We use a Red Flag Score (0–100) based on SEC Form ADV disclosures. Firms lose points for disciplinary events, complaints, broker-dealer conflicts, and fees above the 90th percentile for their area.
What's the average financial advisor fee in AMBLER?
The median advisory fee in AMBLER, PA is 0.95% of assets under management per year, based on Form ADV filings from 4 registered firms.
Where does this data come from?
All data is sourced from SEC.gov Form ADV public filings and FINRA BrokerCheck. These are mandatory regulatory disclosures — every registered advisor must file them.