Investment adviser firms in BERWYN, Pennsylvania
Firms grouped by their reported public principal-office city. Additional offices and notice filings do not determine membership.
15 firms · Source months shown: August 2026
- ATEGENOS CAPITAL, LLCCRD 326708 · BERWYN, PA$1,069,384,895.00Regulatory AUM · August 2026
- CARNEGIE WEALTH MANAGEMENT, LLCCRD 290430 · BERWYN, PA$357,101,202.00Regulatory AUM · August 2026
- CHARTWELL INVESTMENT PARTNERS, LLCCRD 170335 · BERWYN, PA$12,971,188,682.00Regulatory AUM · August 2026
- ELLIS INVESTMENT PARTNERS, LLCCRD 157669 · BERWYN, PA$986,849,047.00Regulatory AUM · August 2026
- ENVESTNET ASSET MANAGEMENT, INC.CRD 111694 · BERWYN, PA$614,933,249,744.00Regulatory AUM · August 2026
- ENVESTNET PORTFOLIO SOLUTIONS, INC.CRD 109662 · BERWYN, PA$17,349,359,607.00Regulatory AUM · August 2026
- ENVESTNET RETIREMENT SOLUTIONS, LLCCRD 171570 · BERWYN, PA$16,304,055,039.00Regulatory AUM · August 2026
- FDX ADVISORS, INC.CRD 104601 · BERWYN, PA$832,819,068.00Regulatory AUM · August 2026
- QRG CAPITAL MANAGEMENT, INC.CRD 305277 · BERWYN, PA$11,407,143,461.00Regulatory AUM · August 2026
- RED SPRUCE CAPITAL, LLCCRD 158720 · BERWYN, PA$256,905,735.00Regulatory AUM · August 2026
- ROLEK WEALTH MANAGEMENT LLCCRD 285351 · BERWYN, PA$239,161,911.00Regulatory AUM · August 2026
- STANLEY-LAMAN GROUP LTD.CRD 112112 · BERWYN, PA$1,023,479,352.00Regulatory AUM · August 2026
- STERLING INVESTMENT ADVISORS LTD.CRD 140710 · BERWYN, PA$1,075,820,676.00Regulatory AUM · August 2026
- TRINITY WEALTH MANAGEMENT, LLCCRD 169216 · BERWYN, PA$399,170,742.00Regulatory AUM · August 2026
- WATKINSON CAPITAL ADVISORS LLCCRD 151862 · BERWYN, PA$124,247,513.00Regulatory AUM · August 2026