Top 9 financial advisor firms in Berwyn

9 SEC-registered financial advisor firms are headquartered in Berwyn, PA, with $15.1B in combined regulatory assets under management. The largest by assets are Great Valley Advisor Group ($10.6B), Sterling Investment Advisors ($1.08B) and Stanley-Laman Group ($1.02B).

9
Financial advisor firms: $15.1B
Their combined AUM: $399M
Median firm AUM: 39,543
Clients of the top 9

The 9 largest by assets

1
Great Valley Advisor Group
RIA
$10.6B
0.85% to 1.25% a year
2
Sterling Investment Advisors
RIA
$1.08B
Up to 1.00%
3
Stanley-Laman Group
RIA
$1.02B
Regulatory AUM
4
Ellis Investment Partners
RIA
$987M
1.00% to 1.50% a year
5
Trinity Wealth Management
RIA
$399M
0.50% to 1.50% a year
6
Carnegie Wealth Management
RIA
$357M
0.80% to 1.25% a year
7
Red Spruce Capital
RIA
$257M
1.00% to 1.00% a year
8
Rolek Wealth Management
RIA
$239M
0.50% to 1.00% a year
9
Watkinson Capital Advisors
RIA
$124M
Regulatory AUM

Profiles of the top 9

No. 1 · RIA

Great Valley Advisor Group

Great Valley Advisor Group is an investment adviser based in Berwyn, PA, registered with the SEC since 2011. It provides financial planning and investment management. Its clients include individual clients, high-net-worth individuals, and pension and profit-sharing plans. Its regulatory assets under management total $10.6 billion, as filed on 29 September 2026.

Great Valley Advisor Group charges 0.85%–1.25% a year for its Non-Wrap Fee Basis.

Regulatory AUM: $10.6B
Clients: 37,014
Advisory staff: 192
Fee schedule: 0.85% to 1.25% a year
Custodians: LPL Financial
Headquarters: 920 Cassatt Road, Suite 202, Berwyn, PA 19312
Phone: 610-296-7630
Website: greatvalleyadvisors.com

No. 2 · RIA

Sterling Investment Advisors

Sterling Investment Advisors is an investment adviser based in Berwyn, PA, registered with the SEC since 2006. It provides financial planning and investment management. Its clients include high-net-worth individuals, individual clients, and corporations and other businesses. Its regulatory assets under management total $1.08 billion, as filed on 21 March 2026.

Sterling Investment Advisors charges up to 1.00% for its Investment Advisory Services. The brochure does not state whether the rate is annual.

Regulatory AUM: $1.08B
Clients: 442
Advisory staff: 7
Founded: 2000
Fee schedule: Up to 1.00%
Custodians: Charles Schwab
Headquarters: 1055 Westlakes Drive, Suite 150, Berwyn, PA 19312
Phone: 610-560-0400
Website: sterling-advisors.com

No. 3 · RIA

Stanley-Laman Group

Stanley-Laman Group is an investment adviser based in Berwyn, PA, registered with the SEC since 1994. It provides financial planning and investment management. Its clients include high-net-worth individuals, corporations and other businesses, and pooled investment vehicles. Its regulatory assets under management total $1.02 billion, as filed on 27 April 2026.

Regulatory AUM: $1.02B
Clients: 301
Advisory staff: 13
Custodians: Charles Schwab
Headquarters: 1235 Westlakes DR, Suite 295, Berwyn, PA 19312
Phone: 610-993-9100
Website: stanleylaman.com

No. 4 · RIA

Ellis Investment Partners

Ellis Investment Partners is an investment adviser based in Berwyn, PA, registered with the SEC since 2012. It provides financial planning and investment management. Its clients include high-net-worth individuals, individual clients, and pension and profit-sharing plans. Its regulatory assets under management total $987 million, as filed on 12 March 2026.

Ellis Investment Partners charges 1.00%–1.50% a year for its Portfolio Management.

Regulatory AUM: $987M
Clients: 820
Advisory staff: 18
Founded: 2011
Fee schedule: 1.00% to 1.50% a year
Custodians: Fidelity
Headquarters: 920 Cassatt Road, 200 Berwyn Park, Suite 115, Berwyn, PA 19312
Phone: 484-320-6300
Website: ellisinvestmentpartners.com

No. 5 · RIA

Trinity Wealth Management

Trinity Wealth Management is an investment adviser based in Berwyn, PA, registered with the SEC since 2018. It provides financial planning and investment management. Its clients include high-net-worth individuals, pension and profit-sharing plans, and individual clients. Its regulatory assets under management total $399 million, as filed on 5 March 2026.

Trinity Wealth Management charges 0.50%–1.50% a year for its Comprehensive Portfolio Management.

Regulatory AUM: $399M
Clients: 240
Advisory staff: 4
Fee schedule: 0.50% to 1.50% a year
Custodians: Charles Schwab
Headquarters: 899 Cassatt Road, Suite 120, Berwyn, PA 19312
Phone: 610-296-2020
Website: trinity-wealth.com

No. 6 · RIA

Carnegie Wealth Management

Carnegie Wealth Management is an investment adviser based in Berwyn, PA, registered with the SEC since 2019. It provides financial planning and investment management. Its clients include high-net-worth individuals, individual clients, and pension and profit-sharing plans. Its regulatory assets under management total $357 million, as filed on 20 January 2026.

Carnegie Wealth Management charges 0.80%–1.25% a year for its Investment Management Services.

Regulatory AUM: $357M
Clients: 229
Advisory staff: 4
Founded: 2017
Fee schedule: 0.80% to 1.25% a year
Custodians: Charles Schwab
Headquarters: 850 Cassatt Road, Suite 225, Berwyn, PA 19312
Phone: 610-640-4300
Website: carnegiewealth.com

No. 7 · RIA

Red Spruce Capital

Red Spruce Capital is an investment adviser based in Berwyn, PA, registered with the SEC since 2018. It provides investment management. Its clients include high-net-worth individuals, individual clients and charitable organizations. Its regulatory assets under management total $257 million, as filed on 20 February 2026.

Red Spruce Capital charges 1.00% a year for its Portfolio Management Services.

Regulatory AUM: $257M
Clients: 143
Advisory staff: 4
Founded: 2011
Fee schedule: 1.00% to 1.00% a year
Custodians: Altruist
Headquarters: 1055 Westlakes Drive, Suite 300, Berwyn, PA 19312
Phone: 610-727-4270
Website: redsprucecapital.com

No. 8 · RIA

Rolek Wealth Management

Rolek Wealth Management is an investment adviser based in Berwyn, PA, registered with the SEC since 2024. It provides financial planning and investment management. Its clients include high-net-worth individuals and individual clients. Its regulatory assets under management total $239 million, as filed on 24 February 2026.

Rolek Wealth Management charges 0.50%–1.00% a year for its Investment Management Services.

Regulatory AUM: $239M
Clients: 262
Advisory staff: 1
Founded: 2016
Fee schedule: 0.50% to 1.00% a year
Custodians: Fidelity
Headquarters: 1055 Westlakes Drive, Suite 300, Berwyn, PA 19312
Phone: 267-427-5667
Website: rolekretirement.com

No. 9 · RIA

Watkinson Capital Advisors

Watkinson Capital Advisors is an investment adviser based in Berwyn, PA, registered with the SEC since 2025. It provides financial planning and investment management. Its clients include high-net-worth individuals and individual clients. Its regulatory assets under management total $124 million, as filed on 8 September 2026.

Regulatory AUM: $124M
Clients: 92
Advisory staff: 3
Custodians: Charles Schwab
Headquarters: 1273 E. Lancaster Ave, Berwyn, PA 19312
Phone: 484-588-0112

Questions about financial advisors in Berwyn

How many financial advisor firms are headquartered in Berwyn?

9 SEC-registered financial advisor firms report their principal office in Berwyn, PA, managing $15.1B in regulatory assets between them. The other 7 advisers headquartered in the city are broker-dealers, other kinds of wealth firm, or fund and institutional managers.

Source: Form ADV Part 1A, Items 1.F, 5.D and 5.F

What is the largest financial advisor firm in Berwyn?

Great Valley Advisor Group, with $10.6B in regulatory assets under management on its latest Form ADV. The next largest are Sterling Investment Advisors ($1.08B) and Stanley-Laman Group ($1.02B).

Source: Form ADV Part 1A, Item 5.F

How large is a typical financial advisor firm in Berwyn?

The median firm manages $399M in regulatory assets. That is the midpoint of the 9 firms headquartered in Berwyn.

Source: Form ADV Part 1A, Item 5.F

How much do financial advisors in Berwyn charge?

Of the 9 largest firms, 7 publish an asset-based fee schedule for their main service in their brochure. The highest rate in those schedules runs from 1.00% to 1.50% of assets, depending on the firm; each firm's fee is in its profile above.

Source: Form ADV Part 2A brochures, Item 5

How can I check a financial advisor's record in Berwyn?

Search the firm or the person on the SEC's Investment Adviser Public Disclosure site, adviserinfo.sec.gov, which shows registrations, Form ADV filings and any disclosures. Each firm profile in this directory links its SEC record.

Source: SEC Investment Adviser Public Disclosure

How is this list ordered?

By regulatory assets under management as filed on Form ADV, largest first. A firm is included when its principal office is in the city and most of its client assets belong to individuals and its type is RIA, which leaves out broker-dealers, wirehouses, RIA networks, digital advice, bank, insurance and family-office firms. A firm with only a branch office here is listed in its own headquarters city.

Source: Niva directory methodology

Berwyn has 9 financial advisor firms; see every adviser in the city →

The 9 largest by assets

Profiles of the top 9

Questions about financial advisors in Berwyn

Top financial advisor firms in other Pennsylvania cities