Best Financial Advisors in BERWYN, Pennsylvania
Ranked by SEC regulatory data — fees, complaints, and fiduciary status. Updated quarterly.
Top-Ranked Advisors in BERWYN
STANLEY-LAMAN GROUP LTD.
BERWYN, PA · Since 1994
WATKINSON CAPITAL ADVISORS LLC
BERWYN, PA · Since 2025
RED SPRUCE CAPITAL, LLC
BERWYN, PA · Since 2018
CHARTWELL INVESTMENT PARTNERS, LLC
BERWYN, PA · Since 2014
CARNEGIE WEALTH MANAGEMENT, LLC
BERWYN, PA · Since 2019
AC WEALTH PARTNERS
BERWYN, PA · Since 2023
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 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 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.