How many financial advisors are in Bala Cynwyd, Pennsylvania?

Falists lists 11 registered investment advisers with a principal office or filing address in Bala Cynwyd, Pennsylvania, based on public SEC IAPD data.

How do financial advisors in Bala Cynwyd charge fees?

Fee structures vary by firm. In Bala Cynwyd, many advisers charge a percentage of assets under management (AUM), while others offer hourly, fixed, or subscription-based planning fees. Compare individual firm profiles on Falists to see each adviser's disclosed fee types.

Where does Falists get advisor data for Bala Cynwyd?

All listings are sourced from the U.S. Securities and Exchange Commission Investment Adviser Public Disclosure (IAPD) database — the official public registry of registered investment advisers.

Pennsylvania · 11 advisers

Financial Advisors in Bala Cynwyd, Pennsylvania

Looking for a financial advisor in Bala Cynwyd, Pennsylvania? Falists indexes 11 SEC-registered and state-registered investment advisers in Bala Cynwyd — with names, websites, team size, fee types, and assets under management pulled from public Form ADV filings. 6 firms list a website you can visit directly. Firms in this directory manage up to $10.21B in reported assets. Compare advisers below and visit firm websites to learn more about their services.

Advisers

With website

Largest AUM

$10.21B

Financial planning

Filter by specialty

Wealth managers · Trusts & estates · Retirement · Institutional · Planning

All Wealth7 Planning1 Trusts5 Retirement2 Institutional6

Top advisors in Bala Cynwyd

Ranked by AUM · Fees, team & specialties at a glance

View all 11 →

FRANKLIN PARK

Bala Cynwyd, PA

AUM

$10.21B

Wealth MgmtTrusts & EstatesRetirementInstitutional

Team

29 advisors

Clients

—

Fees

Percentage of AUM · Fixed fees +1 more

610-822-0500

Full profile Visit site →

RADCLIFFE CAPITAL MANAGEMENT, L.P.

Bala Cynwyd, PA

AUM

$5.14B

Wealth MgmtInstitutional

Team

11 advisors

Clients

Fees

Percentage of AUM; Performance-based fees

610-617-5900

Full profile Visit site →

EAB INVESTMENT GROUP, LLC

Bala Cynwyd, PA

AUM

$506.0M

Wealth MgmtInstitutional

Team

4 advisors

Clients

Fees

Percentage of AUM; Fixed fees

646-583-0032

Full profile Visit site →

ODYSSEY CAPITAL ADVISORS INC.

Bala Cynwyd, PA

AUM

$189.2M

Financial PlanningWealth MgmtTrusts & EstatesInstitutional

Team

4 advisors

Clients

1-10

Fees

Percentage of AUM · Hourly charges +2 more

484-278-4497

Full profile Visit site →

OUP MANAGEMENT CO., LLC

Bala Cynwyd, PA

AUM

—

Team

—

Clients

—

Fees

Fees not disclosed

484-434-2255

Full profile Visit site →

OVP MANAGEMENT CO., LLC

Bala Cynwyd, PA

AUM

—

Team

—

Clients

—

Fees

Fees not disclosed

484-434-2255

Full profile Visit site →

MINERVA ADVISORS LLC

Bala Cynwyd, PA

AUM

$321.0M

Wealth MgmtTrusts & Estates

Team

2 advisors

Clients

Fees

Percentage of AUM; Performance-based fees

484-434-2258

Full profileNo website

CHARLES MANNING & ASSOCIATES, INC.

Bala Cynwyd, PA

AUM

$70.3M

Wealth MgmtTrusts & EstatesInstitutional

Team

1 advisors

Clients

—

Fees

Percentage of AUM

610-578-0750

Full profileNo website

PHILADELPHIA PARTNERS CAPITAL MANAGEMENT, LLC

Bala Cynwyd, PA

AUM

$61.2M

Wealth MgmtTrusts & EstatesInstitutional

Team

2 advisors

Clients

Fees

Percentage of AUM; CONCESSIONS PAID BY ISSUERS OF SECURITIES SOLD TO CLIENTS

215-564-5750

Full profileNo website

AWH FINANCIAL, LLC

Bala Cynwyd, PA

AUM

—

Team

63 advisors

Clients

—

Fees

PERCENTAGE OF FEES SOLICITED

610-660-4283

Full profileNo website

PST ADVISORS, LLC

Bala Cynwyd, PA

AUM

—

Team

6 advisors

Clients

—

Fees

PERCENTAGE OF ASSETS INVESTED IN MODEL PORTFOLIOS

610-660-4283

Full profileNo website

More cities in Pennsylvania

Pittsburgh (88)Philadelphia (86)Wayne (39)Radnor (36)Lancaster (26)Conshohocken (25)Malvern (22)Newtown (21)West Conshohocken (19)Wexford (19)West Chester (16)King Of Prussia (15)

Common questions

How many financial advisors are in Bala Cynwyd, Pennsylvania?: 11 registered investment advisers are listed in our Bala Cynwyd directory, sourced from public SEC filings.
What types of advisors are in Bala Cynwyd?: Browse wealth managers, financial planners, trust & estate advisors, retirement specialists, and institutional managers using the specialty filters above.
How do I choose a financial advisor in Bala Cynwyd?: Compare team size, services, fee types, and AUM. Visit firm websites, verify registration on SEC IAPD, and interview advisers before hiring.
Is this data official?: Yes. All records come from the SEC Investment Adviser Public Disclosure (IAPD) database.