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Financial advisory firms
in Wayne, PA.

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

93 financial advisors26 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.

26 advisory firmsCompare public facts. Verify experience directly.
93 financial advisors26 advisory firms1 city

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

ACT CAPITAL MANAGEMENT, LLCCRD 307272

Advisory firm

Filed advisory firm office: Wayne, PA

Filed firm type: Registered

High net worth individualsIndividuals (other than HNW)Pooled investment vehicles (other than ICs)Portfolio management for individuals and/or small businesses
Record typeAdvisory firm
Location basisAdvisory firm office
Source factsFiled activities
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ADDIS & HILL, INCORPORATEDCRD 117495

Advisory firm

Filed advisory firm office: Wayne, PA

Filed firm type: Registered

Record typeAdvisory firm
Location basisAdvisory firm office
Source factsLimited
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ALDEN CAPITALCRD 293551

Advisory firm

Filed advisory firm office: Wayne, PA

Filed firm type: Registered

High net worth individualsIndividuals (other than HNW)Pooled investment vehicles (other than ICs)Other: RETIREMENT PLAN ADVISORY SERVICES
Record typeAdvisory firm
Location basisAdvisory firm office
Source factsFiled activities
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ALDEN INVESTMENT GROUPCRD 317077

Advisory firm

Filed advisory firm office: Wayne, PA

Filed firm type: Registered

Record typeAdvisory firm
Location basisAdvisory firm office
Source factsLimited
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ALPHA LEONIS PARTNERS, LLCCRD 314560

Advisory firm

Filed advisory firm office: Wayne, PA

Filed firm type: Registered

Record typeAdvisory firm
Location basisAdvisory firm office
Source factsLimited
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ARGOSY CAPITALCRD 160212

Advisory firm

Filed advisory firm office: Wayne, PA

Filed firm type: Registered

Record typeAdvisory firm
Location basisAdvisory firm office
Source factsLimited
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ARGOSY-LIONBRIDGE MANAGEMENT, LLCCRD 325413

Advisory firm

Filed advisory firm office: Wayne, PA

Filed firm type: Registered

Charitable organizationsHigh net worth individualsInsurance companiesOther investment advisers
Record typeAdvisory firm
Location basisAdvisory firm office
Source factsFiled activities
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AURDAN CAPITAL MANAGEMENT, LLCCRD 330304

Advisory firm

Filed advisory firm office: Wayne, PA

Filed firm type: Registered

Charitable organizationsCorporations or other businessesHigh net worth individualsIndividuals (other than HNW)
Record typeAdvisory firm
Location basisAdvisory firm office
Source factsFiled activities
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AXIOM ASSET MANAGEMENTCRD 145186

Advisory firm

Filed advisory firm office: Wayne, PA

Filed firm type: Registered

Record typeAdvisory firm
Location basisAdvisory firm office
Source factsLimited
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BLUESTONE CAPITAL MANAGEMENT, LLCCRD 157841

Advisory firm

Filed advisory firm office: Wayne, PA

Filed firm type: Registered

High net worth individualsIndividuals (other than HNW)Investment companiesPooled investment vehicles (other than ICs)
Record typeAdvisory firm
Location basisAdvisory firm office
Source factsFiled activities
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CONESTOGA CAPITAL ADVISORS, LLCCRD 111750

Advisory firm

Filed advisory firm office: Wayne, PA

Filed firm type: Registered

Record typeAdvisory firm
Location basisAdvisory firm office
Source factsLimited
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ENTRUST FINANCIAL LLCCRD 174694

Advisory firm

Filed advisory firm office: Wayne, PA

Filed firm type: Registered

Charitable organizationsCorporations or other businessesHigh net worth individualsIndividuals (other than HNW)
Record typeAdvisory firm
Location basisAdvisory firm office
Source factsFiled activities
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FORTIS ADVISORS, LLCCRD 164498

Advisory firm

Filed advisory firm office: Wayne, PA

Filed firm type: Registered

Corporations or other businessesHigh net worth individualsIndividuals (other than HNW)Other investment advisers
Record typeAdvisory firm
Location basisAdvisory firm office
Source factsFiled activities
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GUARDIAN CAPITAL PARTNERSCRD 321695

Advisory firm

Filed advisory firm office: Wayne, 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
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HARTFORD FUNDSCRD 130373

Advisory firm

Filed advisory firm office: Wayne, PA

Filed firm type: Registered

Investment companiesPortfolio management for investment companies (including mutual funds) and/or business development companiesSelection of other advisers (including private fund managers)
Record typeAdvisory firm
Location basisAdvisory firm office
Source factsFiled activities
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HARTFORD FUNDSCRD 147746

Advisory firm

Filed advisory firm office: Wayne, PA

Filed firm type: Registered

Investment companiesPooled investment vehicles (other than ICs)State or municipal government entitiesOther: REGISTRANT PROVIDES INVESTMENT ADVICE TO STATES IN CONNECTION WITH 529 PLANS AND MODEL RECOMMENDATIONS
Record typeAdvisory firm
Location basisAdvisory firm office
Source factsFiled activities
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HARVEST FUND ADVISORS LLCCRD 154425

Advisory firm

Filed advisory firm office: Wayne, PA

Filed firm type: Registered

Charitable organizationsCorporations or other businessesHigh net worth individualsInvestment companies
Record typeAdvisory firm
Location basisAdvisory firm office
Source factsFiled activities
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INVERNESS GRAHAM INVESTMENTS, INC.CRD 157632

Advisory firm

Filed advisory firm office: Wayne, 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
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Public source record; verify directly
KATHMERE CAPITAL MANAGEMENT, LLCCRD 305118

Advisory firm

Filed advisory firm office: Wayne, PA

Filed firm type: Registered

Charitable organizationsCorporations or other businessesHigh net worth individualsIndividuals (other than HNW)
Record typeAdvisory firm
Location basisAdvisory firm office
Source factsFiled activities
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Public source record; verify directly
RADNOR CAPITAL MANAGEMENT, LLCCRD 159559

Advisory firm

Filed advisory firm office: Wayne, PA

Filed firm type: Registered

Record typeAdvisory firm
Location basisAdvisory firm office
Source factsLimited
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Public source record; verify directly
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