Best Financial Advisors in BALA CYNWYD, Pennsylvania
Ranked by SEC regulatory data — fees, complaints, and fiduciary status. Updated quarterly.
Top-Ranked Advisors in BALA CYNWYD
RADCLIFFE CAPITAL MANAGEMENT, L.P.
BALA CYNWYD, PA · Since 2006
EAB INVESTMENT GROUP, LLC
BALA CYNWYD, PA · Since 2015
AWH FINANCIAL, LLC
BALA CYNWYD, PA · Since 2023
PHILADELPHIA PARTNERS CAPITAL MANAGEMENT, LLC
BALA CYNWYD, PA · Since 2018
FRANKLIN PARK
BALA CYNWYD, PA · Since 2003
MINERVA ADVISORS LLC
BALA CYNWYD, PA · Since 2012
ODYSSEY CAPITAL ADVISORS INC.
BALA CYNWYD, PA · Since 2024
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 BALA CYNWYD?
The median advisory fee in BALA CYNWYD, PA is 0.95% of assets under management per year, based on Form ADV filings from 7 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.