Best Financial Advisors in BLUE BELL, Pennsylvania
Ranked by SEC regulatory data — fees, complaints, and fiduciary status. Updated quarterly.
Top-Ranked Advisors in BLUE BELL
COOMBS WEALTH ADVISORY, LLC
BLUE BELL, PA · Since 2024
NORTHSTAR ASSET MANAGEMENT COMPANY, LLC
BLUE BELL, PA · Since 2024
AMPLIUS ASSET MANAGEMENT, LLC
BLUE BELL, PA · Since 2025
BORER DENTON & ASSOCIATES, INC.
BLUE BELL, PA · Since 2006
BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC
BLUE BELL, PA · Since 2005
AMPLIUS WEALTH ADVISORS
BLUE BELL, PA · Since 2021
PERSIMMON CAPITAL MANAGEMENT
BLUE BELL, PA · Since 2025
IM WEALTH PARTNERS
BLUE BELL, PA · Since 2026
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 BLUE BELL?
The median advisory fee in BLUE BELL, PA is 0.95% of assets under management per year, based on Form ADV filings from 8 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.