Top advisors in Bala Cynwyd
We’ve curated a list of the best financial advisors in Bala Cynwyd, take a look at it below
Find an advisor in Bala Cynwyd| # | Financial advisor | Assets under management | Number of advisors | |
|---|---|---|---|---|
| 1 | $7,874,196,849 | 28 advisors |
How we came up with this list
To generate our top financial advisors list in Bala Cynwyd, we have carried out some rigorous research. First, we’ve analysed data in the SEC database to filter advisors by location, in this case Bala Cynwyd. Then we’ve filtered out any advisors that do not offer financial advice, for example if they only offer mortgage advice we have excluded them from the list. Then we’ve ranked the remainder according to the amount of assets under management. If you’re looking for a financial advisor and don’t mind which state they’re in, check out our best financial advisor article, which breaks down the best firms nationwide.
1. Franklin Park
Assets under management
$7,874,196,849
Fee structure
A percentage of assets under your management
Fixed fees
Performance-based fees
Services offered
Portfolio Management For Pooled Investment Vehicles
Portfolio Management For Businesses (other Than Small Businesses) Or Institutional Clients (other Than Registered Investment Companies And Other Pooled Investment Vehicles And)
Pension Consulting Services
Selection Of Other Advisers
Your first meeting is free.