Pennsylvania · 36 advisers
Financial Advisors in Radnor, Pennsylvania
Looking for a financial advisor in Radnor, Pennsylvania? Falists indexes 36 SEC-registered and state-registered investment advisers in Radnor — with names, websites, team size, fee types, and assets under management pulled from public Form ADV filings. 33 firms list a website you can visit directly. Firms in this directory manage up to $102.10B in reported assets. Compare advisers below and visit firm websites to learn more about their services.
Advisers
36
With website
33
Largest AUM
$102.10B
Financial planning
11
Filter by specialty
Wealth managers · Trusts & estates · Retirement · Institutional · Planning
Top advisors in Radnor
Ranked by AUM · Fees, team & specialties at a glance
AUM
$102.10B
Team
18 advisors
Clients
—
Fees
Percentage of AUM
484-583-1404
EXETER PROPERTY GROUP, LLC
Radnor, PA
AUM
$35.14B
Team
101 advisors
Clients
0
Fees
Percentage of AUM; Performance-based fees
610-828-3200
AUM
$10.80B
Team
30 advisors
Clients
0
Fees
Percentage of AUM; Performance-based fees
610-995-8900
CALLAN FAMILY OFFICE, LLC
Radnor, PA
AUM
$10.21B
Team
15 advisors
Clients
11-25
Fees
Percentage of AUM; Fixed fees
(877) 506-7990
TIFF INVESTMENT MANAGEMENT
Radnor, PA
AUM
$8.62B
Team
17 advisors
Clients
—
Fees
Percentage of AUM · Fixed fees +2 more
610 684 8200
LOVELL MINNICK
Radnor, PA
AUM
$5.21B
Team
23 advisors
Clients
—
Fees
Percentage of AUM · Performance-based fees +1 more
610-995-9660
NORDWAND ADVISORS
Radnor, PA
AUM
$3.97B
Team
6 advisors
Clients
0
Fees
Percentage of AUM; Fixed fees
484-630-2510
STEVENS CAPITAL MANAGEMENT LP
Radnor, PA
AUM
$3.68B
Team
26 advisors
Clients
—
Fees
Percentage of AUM; Performance-based fees
610-971-5000
NEWSPRING CAPITAL
Radnor, PA
AUM
$3.34B
Team
54 advisors
Clients
—
Fees
Percentage of AUM; Performance-based fees
610-567-2387
LBC CREDIT PARTNERS
Radnor, PA
AUM
$3.24B
Team
89 advisors
Clients
—
Fees
Percentage of AUM; Performance-based fees
215-972-8900
ALTERRA IOS MANAGER, LLC
Radnor, PA
AUM
$3.19B
Team
20 advisors
Clients
0
Fees
Percentage of AUM; Performance-based fees
215-240-1231
MCADAM LLC
Radnor, PA
AUM
$2.68B
Team
138 advisors
Clients
More than 500
Fees
Percentage of AUM; Fixed fees
(888) 614-5323
TIFF INVESTMENT MANAGEMENT
Radnor, PA
AUM
$2.46B
Team
0 total employees
Clients
—
Fees
Percentage of AUM
610-684-8000
PATRIOT FINANCIAL MANAGER, L.P.
Radnor, PA
AUM
$1.13B
Team
14 advisors
Clients
—
Fees
Percentage of AUM · Performance-based fees +1 more
215-399-4650
CLEARVIEW FINANCIAL PARTNERS
Radnor, PA
AUM
$1.06B
Team
5 advisors
Clients
0
Fees
Percentage of AUM · Hourly charges +1 more
(610) 293-9211
PRESILIUM PRIVATE WEALTH, LLC
Radnor, PA
AUM
$671.7M
Team
3 advisors
Clients
0
Fees
Percentage of AUM
215-982-4140
DREXEL MORGAN & CO.
Radnor, PA
AUM
$607.0M
Team
2 advisors
Clients
—
Fees
Percentage of AUM
484-254-4306
TGS FINANCIAL ADVISORS
Radnor, PA
AUM
$426.0M
Team
7 advisors
Clients
101-250
Fees
Percentage of AUM; Fixed fees
610-892-9900
STONERIDGE PMG ADVISORS, LLC
Radnor, PA
AUM
$390.7M
Team
2 advisors
Clients
—
Fees
Percentage of AUM
484-254-5400
CRESAP, INC.
Radnor, PA
AUM
$339.0M
Team
4 advisors
Clients
0
Fees
Percentage of AUM; FIRM MAY RECEIVE ADVISORY FEES FROM ACCOUNTS REFERRED TO OUT.ADV
610-341-1320
GODSHALK WELSH CAPITAL MANAGEMENT, INC.
Radnor, PA
AUM
$290.5M
Team
1 advisors
Clients
1-10
Fees
Percentage of AUM · Hourly charges +1 more
610-971-0202
STONERIDGE INVESTMENT PARTNERS
Radnor, PA
AUM
$152.3M
Team
6 advisors
Clients
—
Fees
Percentage of AUM
484-254-5400
V3LIMITED LLC
Radnor, PA
AUM
$122.4M
Team
2 advisors
Clients
—
Fees
Percentage of AUM · Hourly charges +2 more
610-989-7200
RETIRE READY WEALTH MANAGEMENT
Radnor, PA
AUM
$100.1M
Team
1 advisors
Clients
0
Fees
Percentage of AUM
610-727-1727
More cities in Pennsylvania
Common questions
- How many financial advisors are in Radnor, Pennsylvania?
- 36 registered investment advisers are listed in our Radnor directory, sourced from public SEC filings.
- What types of advisors are in Radnor?
- 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 Radnor?
- 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.