Best Financial Advisors in MEDIA, Pennsylvania
Ranked by SEC regulatory data — fees, complaints, and fiduciary status. Updated quarterly.
5
Registered Firms
0.95%
Median Fee
of assets/year
$280M
Median AUM
5
Firms Listed
in our database
Top-Ranked Advisors in MEDIA
#1
100
FLAGSHIP CAPITAL MANAGEMENT INC
MEDIA, PA · Since 2019
$200M AUM3 clientsFee: 0%
FiduciaryFee-Only
#2
100
FOUNDATION WEALTH MANAGEMENT, LLC
MEDIA, PA · Since 2022
$412M AUM4 clientsFee: 0%
FiduciaryFee-Only
#3
100
STONE PINE FINANCIAL PARTNERS
MEDIA, PA · Since 2021
$257M AUM4 clientsFee: 0%
FiduciaryFee-Only
#4
95
OBRIEN GREENE & CO INC
MEDIA, PA · Since 1969
$464M AUM4 clientsFee: 0%
FiduciaryFee-Only
#5
95
MEMBERS WEALTH LLC
MEDIA, PA · Since 2023
$280M AUM6 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 MEDIA?
The median advisory fee in MEDIA, PA is 0.95% of assets under management per year, based on Form ADV filings from 5 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.