Best Financial Advisors in BERWYN, Pennsylvania
Ranked by SEC regulatory data — fees, complaints, and fiduciary status. Updated quarterly.
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Top-Ranked Advisors in BERWYN
CHARTWELL INVESTMENT PARTNERS, LLC
BERWYN, PA · Since 2014
STANLEY-LAMAN GROUP LTD.
BERWYN, PA · Since 1994
RED SPRUCE CAPITAL, LLC
BERWYN, PA · Since 2018
AC WEALTH PARTNERS
BERWYN, PA · Since 2023
CARNEGIE WEALTH MANAGEMENT, LLC
BERWYN, PA · Since 2019
WATKINSON CAPITAL ADVISORS LLC
BERWYN, PA · Since 2025
STERLING INVESTMENT ADVISORS LTD.
BERWYN, PA · Since 2006
ELLIS INVESTMENT PARTNERS, LLC
BERWYN, PA · Since 2012
TRINITY WEALTH MANAGEMENT, LLC
BERWYN, PA · Since 2018
AZARIAS CAPITAL MANAGEMENT, L.P.
BERWYN, PA · Since 2022
ROLEK RETIREMENT PLANNING
BERWYN, PA · Since 2024
Frequently Asked Questions
How are advisors ranked?
We use a Trust Score (0–100) based on SEC Form ADV disclosures. Firms start at a base and receive points for positive signals (fiduciary status, years established, client base) with deductions for disciplinary events, complaints, and conflicts.
What's the average financial advisor fee in BERWYN?
The median advisory fee in BERWYN, PA is 0.95% of assets under management per year, based on Form ADV filings from 11 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.