Best Financial Advisors in BRYN MAWR, Pennsylvania
Ranked by SEC regulatory data — fees, complaints, and fiduciary status. Updated quarterly.
6
Registered Firms
0.95%
Median Fee
of assets/year
$656M
Median AUM
6
Firms Listed
in our database
Top-Ranked Advisors in BRYN MAWR
#1
100
OAR FINANCIAL
BRYN MAWR, PA · Since 2011
$115M AUM4 clientsFee: 0%
FiduciaryFee-Only
#2
100
NEWBRIDGE WEALTH MANAGEMENT
BRYN MAWR, PA · Since 2022
$220M AUM3 clientsFee: 0%
FiduciaryFee-Only
#3
100
DAKOTA INVESTMENTS, LLC
BRYN MAWR, PA · Since 2017
$125M AUM3 clientsFee: 0%
FiduciaryFee-Only
#4
100
SORA INVESTORS
BRYN MAWR, PA · Since 2021
$2.6B AUM11 clientsFee: 0%
FiduciaryFee-Only
#5
95
MCGOWAN & CO LLP
BRYN MAWR, PA · Since 1999
$656M AUM3 clientsFee: 0%
FiduciaryFee-Only
#6
95
ATAIROS MANAGEMENT, L.P.
BRYN MAWR, PA · Since 2015
$6.8B AUM23 clientsFee: 0%
FiduciaryFee-Only
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 BRYN MAWR?
The median advisory fee in BRYN MAWR, PA is 0.95% of assets under management per year, based on Form ADV filings from 6 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.