Find a Financial Advisor in Bryn Mawr, PA

 

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We Only Work With The Best Bryn Mawr Financial Advisors


We Exclusively Work With Select Partner Firms Who Meet The Highest Standard of Excellence and Trust.

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Our partners have been recognized by some of the best media publication sources like Bloomberg, Wall Street Journal, Financial Times, Marketwatch, Forbes, Barron’s, and many more

Conflict Free

Our partners will never sell investment products they receive a commission from

Experience

All of our partners have been in business for 10+ years

Education & Designations

All of our partners are advisors who hold the proper designations from FINRA

Trustworthiness

All of our partners meet the highest standard of trust with no outstanding disciplinary history from the SEC

 

Our Process for Choosing
An Independent Financial Advisor in Bryn Mawr, PA


  • Financial Advisor Close to Bryn Mawr, PA

  • All Advisors Must Meet Fiduciary Standard

  • “Fee-Only” Compensation To Ensure Conflict-Free Advice

  • Exemplary Disciplinary History

  • Required Education and Designations

  • Expertise with Client’s Specific Needs

The Value of Working With the Best Financial Planners in Bryn Mawr, PA


A good financial planner can increase your returns by as much as 3% annually.

Vanguard

$2,010,221.91
Without Advisor

$4,643,687.46
With Advisor

Assuming $350k initial investment at 6% annual growth vs 9% annual growth for 30 years.

Find a Fee-Only Financial Planner Near Bryn Mawr, PA

We evaluated over 13,000 RIA firms to bring you the best of the best Bryn Mawr financial advisors.
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How Retirement-Friendly is Bryn Mawr, PA?

  • Population: 3,708
  • % of Population 62 Years and Over: 18%
  • Average Home Value: $333,300
  • Average Monthly Housing Cost: $1,518
  • Average Household Income: $105,870
  • Pennsylvania Total Tax Burden: 8.46% (23rd Highest in U.S.)
  • Pennsylvania Property Tax: 2.82% (24th Highest in U.S.)
  • Pennsylvania Individual Income Tax: 2.52% (19th Highest in U.S.)
  • Pennsylvania Sales and Excise Tax: 3.12% (19th Lowest in U.S.)



The Top Financial Advisor Firms in Bryn Mawr, PA

 

MCGOWAN & CO LLP

Website

(610) 520-2400

937 Glenbrook Ave

Bryn Mawr, PA 19010

SEC#: 801-56326
Years in Business: 22 years

SPOUTING ROCK ASSET MANAGEMENT, LLC

Website

(610) 788-2128

925 W. Lancaster Ave.
Suite 250
Bryn Mawr, PA 19010

SEC#: 801-80642
Years in Business: 7 years

SPOUTING ROCK FUND MANAGEMENT

Website

(610) 788-2128

925 W. Lancaster Ave
Suite 250
Bryn Mawr, PA 19010

SEC#: 801-80175
Years in Business: 7 years

DAKOTA INVESTMENTS, LLC

Website

(610) 937-5211

925 W. Lancaster Avenue
Suite 220
Bryn Mawr, PA 19010

SEC#: 801-112120
Years in Business: 4 years

ATAIROS MANAGEMENT, L.P.

Website

(484) 381-4144

40 Morris Avenue

Bryn Mawr, PA 19010

SEC#: 801-106882
Years in Business: 6 years

JANNEY MONTGOMERY SCOTT LLC

Website

(610) 526-7200

40 Morris Avenue
Suite 200
Bryn Mawr, PA 19010

SEC#: 801-7258
Years in Business: 50 years

JANNEY MONTGOMERY SCOTT LLC

Website

(610) 526-7200

40 Morris Avenue
Suite 200
Bryn Mawr, PA 19010

SEC#: 801-7258
Years in Business: 50 years

JANNEY MONTGOMERY SCOTT LLC

Website

(610) 526-7200

40 Morris Avenue
2nd Floor
Bryn Mawr, PA 19010

SEC#: 801-7258
Years in Business: 50 years

CAUSEWAY CAPITAL MANAGEMENT LLC

Website

(610) 642-4783

925 W. Lancaster Avenue
Suite 240
Bryn Mawr, PA 19010

SEC#: 801-60343
Years in Business: 20 years

 


Bryn Mawr, PA Financial Advisor FAQs

Here are two things to look for in a financial advisor: (1) A fiduciary-rated advisor who is obligated by law to put your best financial interest first, (2) An investor with a similar investment philosophy as yours.
Financial advisors typically charge an annual fee in the range of one percent to three percent of your total financial assets.
Financial advisors review your current assets, take into account what your goals are, and then work with you to help you get the most out of the money that you do have.
Verify what their credentials are. Common credentials and affiliations include Certified Financial Planner, National Association of Personal Financial Advisors, and Certified Public Accountant.