Investment advisers in Berwyn, PA
16 SEC-registered firms with a main office here.
Form ADV data as of 2026-09-01| Firm | Assets | Employees | Disclosures |
|---|---|---|---|
| Envestnet Pmc | $614.93 billion | 532 | 0 |
| Envestnet Portfolio Solutions, Inc. | $17.35 billion | 532 | 0 |
| Envestnet Retirement Solutions, LLC | $16.30 billion | 24 | 0 |
| Chartwell Investment Partners, LLC | $12.97 billion | 31 | 0 |
| Qrg Capital Management, Inc. | $11.41 billion | 12 | 0 |
| Great Valley Advisor Group, LLC | $10.60 billion | 325 | 0 |
| Sterling Investment Advisors Ltd. | $1.08 billion | 7 | 0 |
| Ac Wealth Partners | $1.07 billion | 13 | 0 |
| Stanley-laman Group Ltd. | $1.02 billion | 24 | 0 |
| Ellis Investment Partners, LLC | $986.8 million | 23 | 0 |
| Fdx Advisors, Inc. | $832.8 million | 17 | 0 |
| Trinity Wealth Management, LLC | $399.2 million | 7 | 0 |
| Carnegie Wealth Management, LLC | $357.1 million | 6 | 0 |
| Red Spruce Capital, LLC | $256.9 million | 4 | 0 |
| Rolek Retirement Planning | $239.2 million | 1 | 0 |
| Watkinson Capital Advisors LLC | $124.2 million | 3 | 0 |