Best Financial Advisors in WYNNEWOOD, Pennsylvania
Ranked by SEC regulatory data — fees, complaints, and fiduciary status. Updated quarterly.
4
Registered Firms
0.95%
Median Fee
of assets/year
$1.9B
Median AUM
4
Firms Listed
in our database
Top-Ranked Advisors in WYNNEWOOD
#1
100
CONSERVEST CAPITAL ADVISORS INC
WYNNEWOOD, PA · Since 1993
$1.9B AUM7 clientsFee: 0%
FiduciaryFee-Only
#2
100
INDEPENDENCE ASSET ADVISORS, LLC
WYNNEWOOD, PA · Since 2010
$2.2B AUM5 clientsFee: 0%
FiduciaryFee-Only
#3
95
MERION REALTY ADVISERS, LLC
WYNNEWOOD, PA · Since 2011
$99M AUM9 clientsFee: 0%
FiduciaryFee-Only
#4
95
MAINLINE INVESTMENT ADVISERS, LLC
WYNNEWOOD, PA · Since 2011
$110M AUM3 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 WYNNEWOOD?
The median advisory fee in WYNNEWOOD, PA is 0.95% of assets under management per year, based on Form ADV filings from 4 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.