AdvisorRanked

Best Financial Advisors in RADNOR, Pennsylvania

Ranked by SEC regulatory data — fees, complaints, and fiduciary status. Updated quarterly.

26
Registered Firms
0.95%
Median Fee
of assets/year
$2.5B
Median AUM
26
Firms Listed
in our database

Top-Ranked Advisors in RADNOR

#1
100

CBRE INVESTMENT MANAGEMENT LISTED REAL ASSETS LLC

RADNOR, PA · Since 1995

$10.8B AUM30 clientsFee: 0%
FiduciaryFee-Only
#2
100

STONERIDGE PMG ADVISORS, LLC

RADNOR, PA · Since 1996

$391M AUM2 clientsFee: 0%
FiduciaryFee-Only
#3
100

LINCOLN FINANCIAL INVESTMENTS CORPORATION

RADNOR, PA · Since 1985

$102.1B AUM18 clientsFee: 0%
FiduciaryFee-Only
#4
100

STONERIDGE INVESTMENT PARTNERS

RADNOR, PA · Since 1999

$152M AUM6 clientsFee: 0%
FiduciaryFee-Only
#5
100

HAVERFORD FINANCIAL SERVICES, INC.

RADNOR, PA · Since 2004

$366M AUM25 clientsFee: 0%
FiduciaryFee-Only
#6
100

DREXEL MORGAN & CO.

RADNOR, PA · Since 2009

$607M AUM2 clientsFee: 0%
FiduciaryFee-Only
#7
100

EXETER PROPERTY GROUP, LLC

RADNOR, PA · Since 2012

$35.1B AUM101 clientsFee: 0%
FiduciaryFee-Only
#8
100

V3LIMITED LLC

RADNOR, PA · Since 2013

$122M AUM2 clientsFee: 0%
FiduciaryFee-Only
#9
100

MCADAM LLC

RADNOR, PA · Since 2014

$2.7B AUM138 clientsFee: 0%
FiduciaryFee-Only
#10
100

CLEARVIEW FINANCIAL PARTNERS

RADNOR, PA · Since 2018

$1.1B AUM5 clientsFee: 0%
FiduciaryFee-Only
#11
95

CRESAP, INC.

RADNOR, PA · Since 2014

$339M AUM4 clientsFee: 0%
Broker-Dealer
#12
95

GODSHALK WELSH CAPITAL MANAGEMENT, INC.

RADNOR, PA · Since 1991

$290M AUM1 clientsFee: 0%
FiduciaryFee-Only
#13
95

TGS FINANCIAL ADVISORS

RADNOR, PA · Since 1991

$426M AUM7 clientsFee: 0%
FiduciaryFee-Only
#14
95

LOVELL MINNICK

RADNOR, PA · Since 2012

$5.2B AUM23 clientsFee: 0%
FiduciaryFee-Only
#15
95

LBC CREDIT PARTNERS

RADNOR, PA · Since 2012

$3.2B AUM89 clientsFee: 0%
FiduciaryFee-Only
#16
95

PATRIOT FINANCIAL MANAGER, L.P.

RADNOR, PA · Since 2012

$1.1B AUM14 clientsFee: 0%
FiduciaryFee-Only
#17
95

NEWSPRING CAPITAL

RADNOR, PA · Since 2012

$3.3B AUM54 clientsFee: 0%
FiduciaryFee-Only
#18
95

CALLAN FAMILY OFFICE, LLC

RADNOR, PA · Since 2022

$10.2B AUM15 clientsFee: 0%
FiduciaryFee-Only
#19
95

PRESILIUM PRIVATE WEALTH, LLC

RADNOR, PA · Since 2022

$672M AUM3 clientsFee: 0%
FiduciaryFee-Only
#20
95

NORDWAND ADVISORS

RADNOR, PA · Since 2022

$4.0B AUM6 clientsFee: 0%
FiduciaryFee-Only
#21
95

NORDWAND INVESTMENTS, LLC

RADNOR, PA · Since 2023

$45M AUM2 clientsFee: 0%
FiduciaryFee-Only
#22
95

ALTERRA IOS MANAGER, LLC

RADNOR, PA · Since 2023

$3.2B AUM20 clientsFee: 0%
FiduciaryFee-Only
#23
95

TIFF INVESTMENT MANAGEMENT

RADNOR, PA · Since 2023

$8.6B AUM17 clientsFee: 0%
FiduciaryFee-Only
#24
95

TIFF INVESTMENT MANAGEMENT

RADNOR, PA · Since 2012

$2.5B AUM0 clientsFee: 0%
FiduciaryFee-Only
#25
95

STEVENS CAPITAL MANAGEMENT LP

RADNOR, PA · Since 2012

$3.7B AUM26 clientsFee: 0%
FiduciaryFee-Only
#26
90

RETIRE READY WEALTH MANAGEMENT

RADNOR, PA · Since 2026

$100M AUM1 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 RADNOR?

The median advisory fee in RADNOR, PA is 0.95% of assets under management per year, based on Form ADV filings from 26 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.