Finding the Top Financial Advisors in Berwyn, Pennsylvania
If you’re having trouble finding a financial advisor in Berwyn, Pennsylvania, we can help. SmartAsset conducted extensive research to bring you the top financial advisor firms in this Philadelphia suburb. Read on to learn more about key details such as account minimums, services offered and the credentials of the advisors on our list. Feel free to also try SmartAsset's financial advisor matching tool, as it can pair you with financial advisors who serve your area.
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|Rank||Financial Advisor||Assets Managed||Minimum Assets||Financial Services||More Information|
|1||Coho Partners, Ltd. Find an Advisor||$6,165,300,000||$1,000,000|| || |
|2||Valley Forge Investment Consultants, Inc. Find an Advisor||$2,574,655,348||$1,000,000|| || |
|3||Kistler-Tiffany Advisors, LLC Find an Advisor||$1,155,898,921||No set account minimum|| || |
Minimum AssetsNo set account minimum
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|4||Ellis Investment Partners, LLC Find an Advisor||$786,421,358||$250,000|| || |
|5||Stanley Laman Group, Ltd. Find an Advisor||$1,044,000,000||No set account minimum|| || |
Minimum AssetsNo set account minimum
|6||Sterling Investment Advisors, LTD. Find an Advisor||$688,076,389||No set account minimum|| || |
Minimum AssetsNo set account minimum
|7||Wealth Advisory Group, Inc. Find an Advisor||$549,317,098||No set account minimum|| || |
Minimum AssetsNo set account minimum
|8||Trinity Financial Partners II, LLC Find an Advisor||$425,263,511||No set account minimum|| || |
Minimum AssetsNo set account minimum
|9||Hyperion Partners, LLC Find an Advisor||$315,926,576||$1,000,000|| || |
|10||Structured Asset Management, Inc. Find an Advisor||$139,664,482||$500,000|| || |
What We Use in Our Methodology
To find the top financial advisors in Berwyn,, we first identified all firms registered with the SEC in the city. Next, we filtered out firms that don't offer financial planning services, those that don't serve primarily individual clients and those that have disclosures on their record. The qualifying firms were then ranked according to the following criteria:
- AUMFirms with more total assets under management are ranked higher.
- Individual Client CountFirms who serve more individual clients (as opposed to institutional clients) are ranked higher.
- Clients Per AdvisorFirms with a lower ratio of clients per financial advisor are ranked higher.
- Age of FirmFirms that have been in business longer are ranked higher.
All information is obtained through public records and is updated annually after the firms’ form ADV filing. This list may include firms that have a business relationship with SmartAsset, in which SmartAsset is compensated for lead referrals. Such relationships have no impact on our rankings, and firms are included and ranked based strictly on the above criteria. SmartAsset is not a client of the aforementioned firms, and did not receive compensation for including any of the firms on the aforementioned list.
Coho Partners manages more than $6.5 billion in assets under management (AUM), more than doubling the AUM size of anyone else on this list. The firm offers financial planning and portfolio management services to Registered investment companies (including mutual funds), UCITS funds, individuals, high-net-worth individuals, pension and profit-sharing plans, trusts and estates, charitable organizations, other investment advisers, model UMA advisers, family offices, outsourced chief investment officers and corporations.
The firm is a fee-only firm, which means they do not receive commissions for any investment product that they recommend to their clients. Coho has a $1,000,000 account minimum balance.
Coho Partners Background
Coho Partners was founded in 1999. The firm was named after the coho salmon, which demonstrates endurance and tenacity in spite of adversity. Their team members hold many notable distinctions such as Certified Financial Planner (CFP), Certified Financial Analyst (CFA), Certified Information Management Professional (CIMP), Certified Public Accountant (CPA), and Certified Fixed Income Practitioner (CFIP).
Coho Partners Investment Strategy
Coho Partners' investment strategy is to protect principal in down markets and to generate competitive returns in all but the most cyclical or speculative markets. They work with each of their clients and provide management services with the aim of an asymmetric pattern of returns over time.
The firm primarily focuses on individual stocks but also adds a variety of other investments to its clients' portfolios, such as fixed-income securities, mutual funds, exchange-traded funds (ETFs), and government securities.
Valley Forge Investment Consultants
Valley Forge Investment Consultants (VFIC) is a fee-based firm that works with both high-net-worth and non-high-net-worth individual clients, plus institutional clients including pension and profit-sharing plans, charitable organizations and corporations. It has a minimum account balance requirement of $1 million.
VFIC charges investment management fees based on a percentage of assets under management (AUM). Some advisors also earn commissions for selling securities or insurance products. This is a potential conflict of interest, but the advisors must act in clients' best interests.
Valley Forge Investment Consultants Background
Valley Forge Investment Consultants was founded in 1994. It is a privately held corporation. Michael J. Maher, Jr., chairman, CEO, president and chief compliance officer and Sean Maher, vice chairman, own the firm.
Services offered at the firm include investment management and retirement plan management consulting.
Valley Forge Investment Consultants Investment Strategy
Valley Forge Investment Consultants primarily makes investments in mutual funds and exchange-traded funds (ETFs). However, it also puts client assets into stocks, cash or various types of bonds. Valley Forge also manages its own funds, of which some client assets might also be invested in.
Kistler-Tiffany Advisors is a fee-based financial advisory firm. The firm doesn’t set a minimum investment for portfolio management services.
The firm focuses on working with family-owned and privately-owned businesses as well as affluent families. If you work with Kistler-Tiffany Advisors, you’ll have access to its team of chartered financial consultants (ChFCs) and chartered financial analyst (CFAs), among other financially certified individuals.
Certain on-staff advisors at this firm are able to earn commissions from the sale of securities or insurance products. Although this represents a potential conflict of interest, the firm's fiduciary duty legally requires it to act in your best interest.
Kistler-Tiffany Advisors Background
Kistler-Tiffany Advisors was formed in 1995 and registered with the SEC as an investment advisor in 2007. It’s currently owned by James Arnold, Andrew Reder, David Kovach, Michael Conner and Jeffrey Morrison. All are current managing members.
This business-focused firm provides various wealth planning services to affluent families. These may include retirement and estate planning, as well as business succession advice. The firm also manages portfolios on behalf of clients. However, financial planning and consulting are offered on a different fee basis than portfolio management.
Kistler-Tiffany Advisors Investment Strategy
The firm aims to create client portfolios around an asset allocation strategy that takes into consideration factors such as the client’s risk profile, time horizon and investment goals. It may implement the following strategies in order to achieve these goals:
- Long-term purchases (securities held at least a year)
- Short-term purchases (securities sold within a year)
- Trading (securities sold within 30 days)
However, it may deviate from these strategies if deemed necessary to meet client objectives.
Ellis Investment Partners
Ellis Investment Partners (EIP) is a fee-based financial advisory firm that focuses on family wealth management. The firm works with about twice as many non-high-net-worth individuals as it does with people outside this group. To open an account with the firm, you generally need a minimum asset level of $250,000.
Collectively, the team includes certified financial planners (CFPs), chartered life underwriters (CLUs) and chartered financial analysts (CFAs). There are several other certifications at the firm.
Some of the advisors here can receive commissions as a result of insurance sales, which is a potential conflict of interest. The firm's fiduciary duty still remains, though, legally binding it to act in clients' best interests.
Ellis Investment Partners Background
EIP was formed in 2011 by its current owner and president David Y. Sun. The firm works with individuals, charities, state entities and pensions, trusts and profit-sharing plans. It offers financial planning, investment management and third-party investment advisor services, as well as trust and retirement planning advice.
The firm’s financial planning advice can cover such areas as cash flow management, retirement planning, tax planning, insurance analysis, education funding and estate planning.
Ellis Investment Partners Investment Strategy
EIP provides investment management services for a wide range of clients including individuals, corporations, retirement plans and trusts. The firm attempts to build portfolios that can meet the client’s investment goals based on various factors such as assets and time horizon. It mainly uses no-load mutual funds, stocks, bonds, exchange-traded funds (ETFs) and other securities that may be appropriate for the client.
To meet client goals, the firm uses different portfolio models. While each client account is separately maintained at a third-party custodian and each client retains his or her right of ownership over the account, client accounts with similar risk profiles and objectives may utilize similar investments based on these models.” If deemed necessary, the firm may utilize a third-party investment management team to aid in meeting the client’s objectives.
Stanley Laman Group
Stanley Laman Group (SLG) is a fee-based firm that doesn’t require a minimum investment. All of its individual clients, however, are high net worth. Other clients include pooled investment vehicles, retirement plans, charities and businesses.
Commissions can be paid to some of the on-staff advisors at Stanley Laman when they buy and sell securities. While this is a potential conflict of interest, the firm must act in your best interest no matter what.
Stanley Laman Group Background
Established in 1991, Stanley Laman Group has been providing an array of financial services to its clients. It offers portfolio management as well as stand-alone financial planning services. The latter can include advice around asset protection, business continuity, estate planning, charitable funding and generational wealth conservation.
Today, the firm is owned by William Stanley, James Laman and David Eaton.
Stanley Laman Group Investment Strategy
Stanley Laman Group can create a customized investment portfolio upon request, but it generally manages 10 different portfolios based on different risk profiles. Depending on your circumstances, SLG may invest your assets among large-cap equities, high-dividend stocks, emerging-market equities and tax-free bonds.
The firm conducts its own research to evaluate these and other securities. Part of its philosophy involves finding companies with potential for growth before the crowd and selling securities when they are overvalued.
Sterling Investment Advisors
Sterling Investment Advisors works with high-net-worth individuals, according to documents filed with the SEC, along with a small number of retirement plans, charities and businesses. The firm doesn't require a minimum investment to open an account.
When some of the advisors at this fee-based firm sell insurance or trade securities, they may be eligible to earn commissions. Despite this situation, they must act in clients' best interests due to their fiduciary duty.
Sterling Investment Advisors Background
Sterling Investment Advisors first opened its doors in 2000 and registered with the SEC as an investment advisor in 2007. Today, it’s owned by president Timothy Flatley and Sean Flatley.
The firm provides stand-alone wealth management services as well as portfolio management advice.
Sterling Investment Advisors Investment Strategy
As an independent firm, Sterling Investment Advisors isn’t limited to particular investments and may recommend an array of mutual funds, individual securities and options. It utilizes several analytical strategies when evaluating these securities including fundamental analysis and charting. The latter involves examining current financial data to project market trends and pricing.
Based on your financial situation and investment goals, the firm may deploy long-term purchases (securities held at least a year), short-term purchases (securities sold within a year) and options contracts for the purchase or sale of a security at a predetermined price during a specific period of time.
Wealth Advisory Group
The Wealth Advisory Group serves a diverse group of individuals, retirement plans, charities and businesses. It provides various services, including retirement income planning and asset risk management. In addition, the firm offers robo-advisor services.
The fee-based firm doesn’t impose a minimum investment for portfolio management services. But it may close an account if it deems it too small to effectively manage.
Wealth Advisory Group collects fees for the services it provides to you. However, your advisor may receive extra compensation when they trade securities in your account or sell you insurance products. This is a potential conflict of interest, but the firm is legally required to act in your best interest at all times.
Wealth Advisory Group Background
Wealth Advisory Group formed in 1993. Today, it functions as an independent firm wholly owned by current CEO Richard E. Craft and President Michael C. Bass. Advisory certifications at the firm include accredited investment fiduciary (AIF) and chartered financial analyst, among others.
The team specializes in the following topics, but may devise a plan based on your individual needs. Service include investment management, financial planning, education funding through 529 plans and risk management.
Wealth Advisory Group Investment Strategy
Wealth Advisory Group provides a variety of tools to help clients make the right investment decisions. For instance, the firm provides retirement calculators and other tools. When it comes to investing, the firm generally relies on Modern Portfolio Theory and research to create diversified portfolios with a variety of securities appropriate for different client profiles.
The firm also offers robo-advice through its Institutional Intelligent Portfolios composed of exchange-traded funds (ETFs) and municipal bonds. These portfolios feature auto-rebalancing and tax-loss harvesting. Clients may open a traditional IRA or Roth IRA through this program as well.
Trinity Financial Partners II
Trinity Financial Partners II is the next firm on our list. This firm is on the smaller side, working mainly with individuals both with and without a high net worth. Other clients at the firm include retirement plans and businesses, though only a very small number. There is no account minimum requirement at Trinity.
Trinity is a fee-based firm. Its advisors may also be registered as insurance agents or broker-dealer representatives and may earn commissions from selling financial products to clients, which is a potential conflict of interest. This is offset, however, by the firm's status as a fiduciary financial advisor that is legally obligated to act in the best interests of clients at all times.
Trinity Financial Partners II Background
Trinity Financial Partners II as we know it today was founded in 2010, though the predecessor firms can trace their roots back to 1972. Robyn E. Jameson is the principal owner of the firm and serves as managing partner. She is a certified financial planner (CFP) and has a certification in long-term care (CLTC).
Trinity provides its clients with investment advisory services and financial planning advisory services. It uses tools such as the Trinity wealth management financial planning system, a web-based tool, the DOS conversation, the discovery agreement, the Trinity client roadmap, the investor risk assessment/definition and goal clarification tools.
Trinity Financial Partners II Investment Strategy
Trinity has an in-depth approach to its investment strategy that centers around helping each individual client achieve their goals. First, they identify the client's dangers, opportunities and strengths along with any relevant financial data. The 18-month client roadmap is the presented along with the financial planning system, to familiarize the client with the firm's process.
From this point, once the client agrees to terms with the firm, the planning and management process begins. The firm takes a hands on approach to investment management, meeting with clients consistently and rebalancing portfolios on a regular basis. Clients can impose reasonable investment restrictions, and advisors typically use mutual funds, exchange-traded funds (ETFs), equities, stocks, bonds and alternative investments.
Hyperion Partners provides financial planning and portfolio management services to individuals, high-net-worth individuals, pension and profit-sharing plans, corporations, and charitable organizations. The majority of their clients fall into the individual or high-net-worth individual categories.
Hyperion Partners is a fee-based firm, meaning they may receive commissions for investment products they recommend to their clients. While this can create a conflict of interest, the firm has a fiduciary responsibility to every single one of its clients. The firm has a $1 million account minimum.
Hyperion Partners Background
Hyperion Partners was founded in 2018 by Jeffrey Leber, who is a Certified Financial Planner (CFP). The firm primarily provides a mix of wealth management services, financial planning, portfolio management, and pension consulting. The firm also works with some businesses on consulting or portfolio management.
Hyperion Partners Investment Strategy
Hyperion Partners crafts each portfolio to fit the client's risk tolerance and to meet their financial goals. They use a wide range of potential investment products for their clients, including:
- Fixed income securities
- Mutual funds
- Municipal securities
Structured Asset Management
Structured Asset Management is a fee-only financial planning firm, meaning they do not work on commissions at all. The firm works with individuals, high-net-worth individuals, trusts, estates and small businesses. Every client they work with typically needs at least $500,000 of assets in their account for Structured Asset Management to engage and work with them.
Structured Asset Management Background
Structured Asset Management was founded in 2004 by Bill Suplee, who at the time had over 20 years of experience as a stock and options trader. The firm now has notable credentials such as Certified Financial Planner (CFP), Certified Financial Analyst (CFA), and Chartered Financial Consultant (ChFC).
Structured Asset Management Investment Strategy
Structured Asset Management constructs most of its client's portfolios through the use of a variety of mutual funds and exchange-traded funds (ETFs). Some of their clients also will have individual bonds or stocks in their portfolio as well, depending on the needs and risk tolerance of the client.
The firm, when planning a client's portfolio takes into consideration the time horizon, objective, risk tolerance, return expectations, tax status, and other factors that are pertinent to the client.