Finding a Top Financial Advisor Firm in Radnor, Pennsylvania
Overwhelmed by your search for a financial advisor? It’s understandable. After all, there are thousands of investment advisor firms registered with the Securities and Exchange Commission (SEC) in the U.S. To help you narrow the field, we pulled the firms in Radnor and collected a number of fundamentals such as their assets under management (AUM), fee basis and investment strategy. Then we put all the info together, here, for convenient comparing and contrasting. Start your search with this list of the top financial advisor firms in Radnor, Pennsylvania. Then use SmartAsset’s free financial advisor matching tool to connect with advisors who serve your area.
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|Rank||Financial Advisor||Assets Managed||Minimum Assets||Financial Services||More Information|
|1||Clearview Financial Partners Find an Advisor||$905,523,726||$1,000,000|| || |
|2||TGS Financial Advisors Find an Advisor||$357,569,188||No set account minimum|| || |
Minimum AssetsNo set account minimum
|3||Godshalk Welsh Capital Management, Inc. Find an Advisor||$281,076,292||No set account minimum|| || |
Minimum AssetsNo set account minimum
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|4||Kades & Cheifetz, LLC Find an Advisor||$421,335,696||No set account minimum|| || |
Minimum AssetsNo set account minimum
|5||Main Line Retirement Advisors, LLC Find an Advisor||$332,167,944||$1,000,000|| || |
What We Use in Our Methodology
To find the top financial advisors in Radnor, 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 accurate as of the writing of this article. 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.
Clearview Financial Partners
With hundreds of millions in assets under management (AUM), the full-service firm Clearview Financial Partners features multiple advisors, including several who are brokers and/or insurance agents. One of them is a certified public accountant (CPA), and one investment analyst dedicated to monitoring market trends and evaluating portfolios.
Though Clearview generally requires a minimum investment of $1 million, many of its individual clients do not have a high net worth. The firm also offers its services to small businesses, estates, charitable organizations and pension plans.
Clearview Financial Partners Background
David Fitzgerald first cofounded what’s now called Clearview Financial Partners. Fitzgerald is still the firm's principal owner.
Clearview primarily provides discretionary asset management through a wrap fee program. Financial planning is available as part of its asset management services but is also offered on a stand-alone basis. Additionally, the firm offers retirement plan consulting.
Clearview Financial Partners Investing Strategy
Clearview offers an open architecture account where an advisor builds and manages a portfolio based on the client’s goals. It also offers programs that are overseen by other portfolio managers. Generally speaking, portfolios may be invested in equity and fixed income securities, domestic and foreign debt instruments, real estate investment trusts and mutual funds or private placements that invest in natural resources or managed futures. Analysis is generally based on factors including but not limited to publicly available data, client net worth, risk tolerance, investment goals and third-party research.
TGS Financial Advisors
The "TGS" in TGS Financial Advisors stands for Two Guys from Swarthmore. The two guys are cofounders David Burd and James Hemphill, who went to the aforementioned college together. The firm they founded oversees millions in assets, and multiple advisors are certified financial planners (CFPs). Hemphill is also a certified private wealth advisor (CPWA) and a certified investment management analyst (CIMA). Though the firm employs insurance agents, it's technically fee-only since they don not earn any commissions whatsoever.
The firm specializes in clients who are medical doctors (it has a wrap fee program just for them) and serves other individuals who are or aren’t high net worth. It also works with high-net-worth individuals, and their trusts and estates. It does not have an account size requirement to work with the firm.
TGS Financial Advisors Background
As mentioned earlier, cofounders Burd and Hemphill met in college, and then they both went on to work for national stock brokerages. Wanting to put their clients' interests before the sales quotas and other expectations of their employers, the two ventured off on their own to establish their firm. That was in 1990. In late 2020, Terence McPeak succeeded Burd as CCO and James Hemphill became the principal owner of the firm.
TGS offers discretionary investment management services through its wrap fee programs. It also provides financial planning and consulting and may engage sub-advisors.
TGS Financial Advisors Investing Strategy
Like most firms, TGS will tailor portfolios to client profiles and goals. It generally applies fundamental and technical analyses when evaluating securities. And it uses long-term (securities held at least one year) and short-term purchases (securities sold within one year). Mutual funds are the most common investment at this firm.
Godshalk Welsh Capital Management
Formerly Eric M. Godshalk & Co., Godshalk Welsh Capital Management manages hundreds of millions in assets. Its owner, Matthew Welsh, is one of the firm’s advisors. He has an MBA and is a certified financial planner (CFP), as well as 20 years' experience. The fee-only practice also has a head of fixed-income trading.
In terms of individual clients, the boutique shop mostly serves high-net-worth individuals, though it also has clients who are not high net worth. It also works with closely held businesses, pensions, profit-sharing plans and charitable organizations. There is no required account minimum, though in some circumstances the firm may impose a minimum quarterly management fee.
Godshalk Welsh Capital Management
Though the firm dates back to 1991, Welsh took over as president and sole owner of Godshalk Welsh Capital Management in 2012.
Godshalk Welsh Capital primarily offers discretionary investment management services. It also provides financial planning and consulting.
Godshalk Welsh Capital Management Investing Strategy
Godshalk Welsh Capital customizes portfolios to client profiles, needs and objectives. It generally uses fundamental, technical, cyclical and charting methods of analysis when evaluating securities. In implementing asset allocations, it uses long-term purchases (securities held at least one year), short-term purchases (securities sold within one year) and trading (securities sold within 30 days).
Kades & Cheifetz
As its name suggests, Kades & Cheifetz is a small-staffed shop. Howard Kades has an MBA and formerly worked in corporate finance. Stephen Cheifetz is a certified public accountant (CPA) and certified financial planner (CFP) and started his career in public accounting and corporate finance. The team manages millions in client assets.
At the fee-only firm, individual clients include those who do not have a high net worth, as well as those who do. It also does not set an account size minimum for new clients.
Kades & Cheifetz Background
The firm originally started as Kades Financial, Inc. and was led by Howard Kades’s father, Larry. After 11 years, Howard succeeded his dad, and Cheifetz joined him the following year. In 2016, the two reorganized and renamed the firm as its current form, with Kades and Cheifetz maintaining ownership of the firm.
Kades & Cheifetz’s primary business is providing discretionary investment management services and financial planning and consulting. It may also recommend third-party money managers.
Kades & Cheifetz Investing Strategy
Like many investment advisors, Kades & Cheifetz designs asset allocations based on the client’s profile and objectives. It primarily uses fundamental analysis when evaluating securities. According to its most recent SEC filings, most assets under its management were invested in securities issued by registered investment companies, such as mutual funds. Stocks and bonds are also used.
Main Line Retirement Advisors
Last but not least, Main Line Retirement Advisors is a boutique family firm that primarily serves corporate retirement plan sponsors and individuals (both high-net-worth clients as well as non-high-net-worth clients). The team of advisors - a father-and-son duo who hold a chartered mutual fund counselor (CMFC) and an accredited investment fiduciary (AIF) designation, respectively - manages millions in asset on a discretionary basis.
For individual clients, there is a minimum $1 million investment required. The firm, though, may reduce the amount at its discretion.
Main Line Retirement Advisors Background
Main Line Retirement Advisors originally started as Main Line Financial Advisors in 1958. Founder Alfred Matarazzo, Sr., was a certified public accountant (CPA), but soon expanded his services to include financial advice. In 1990, his son Al, Jr. joined the firm, becoming president after the elder Matarazzo died in 2012. Today, the firm (renamed in 2016) is once again a family business with Al’s son Zach now an advisor and minority owner - and daughter Maddie also on board.
As noted earlier, the firm’s clientele is largely corporate retirement plan sponsors. It also sponsors a wrap fee program for high-net-worth investors and offers insurance products.
Main Line Retirement Advisors Investing Strategy
Main Line Retirement may use long-term purchases (securities held at least a year), short-term purchases (securities sold within one year, options and trading (securities sold within 30 days). When formulating advice, it uses fundamental, technical and charting methods of analysis. According to SEC data, assets under its management were primarily allocated to mutual funds, with individual stocks also invested in.