FIND YOUR KIND OF ADVISOR

Financial advisory firms
in Bryn Mawr, PA.

Search financial advisors or advisory firms by filed office geography, public filed services, and client types.

2 financial advisors6 advisory firms1 city

Financial advisor coverage follows current affiliations with firms having filed offices in this geography. Counts are deduplicated; not a personal-branch or expertise claim.

2 financial advisors6 advisory firms1 city

Matching records for your current geography and filters. Category advisor counts reflect affiliated firms reporting that category, not individual service assertions.

ATAIROS MANAGEMENT, L.P.CRD 281947

Advisory firm

Filed advisory firm office: Bryn Mawr, PA

Filed firm type: Registered

Pooled investment vehicles (other than ICs)Portfolio management for pooled investment vehicles (other than investment companies)

Record typeAdvisory firm

Location basisAdvisory firm office

Source factsFiled activities

Public source record; verify directlyCompare

DAKOTA INVESTMENTS, LLCCRD 290284

Advisory firm

Filed advisory firm office: Bryn Mawr, PA

Filed firm type: Registered

Investment companiesPortfolio management for investment companies (including mutual funds) and/or business development companies

Record typeAdvisory firm

Location basisAdvisory firm office

Source factsFiled activities

Public source record; verify directlyCompare

MCGOWAN & CO LLPCRD 108736

Advisory firm

Filed advisory firm office: Bryn Mawr, PA

Filed firm type: Registered

High net worth individualsIndividuals (other than HNW)Portfolio management for individuals and/or small businesses

Record typeAdvisory firm

Location basisAdvisory firm office

Source factsFiled activities

Public source record; verify directlyCompare

NEWBRIDGE WEALTH MANAGEMENTCRD 169239

Advisory firm

Filed advisory firm office: Bryn Mawr, PA

Filed firm type: Registered

Banking or thrift institutionsCharitable organizationsCorporations or other businessesHigh net worth individuals

Record typeAdvisory firm

Location basisAdvisory firm office

Source factsFiled activities

Public source record; verify directlyCompare

OAR FINANCIALCRD 158989

Advisory firm

Filed advisory firm office: Bryn Mawr, PA

Filed firm type: Registered

Record typeAdvisory firm

Location basisAdvisory firm office

Source factsLimited

Public source record; verify directlyCompare

SORA INVESTORSCRD 317257

Advisory firm

Filed advisory firm office: Bryn Mawr, PA

Filed firm type: Registered

Record typeAdvisory firm

Location basisAdvisory firm office

Source factsLimited

Public source record; verify directlyCompare

A MORE INFORMED FIRST CONVERSATION

A shortlist is just the start.

Confirm services, fees, credentials, availability and your advisor’s location directly. A public filing is a starting point, not a recommendation.

Prepare for your first meeting

Explore related places and planning situations