Top 10 financial advisor firms in Radnor

10 SEC-registered financial advisor firms are headquartered in Radnor, PA, with $20.1B in combined regulatory assets under management. The largest by assets are Callan Family Office ($10.2B), Nordwand Advisors ($3.97B) and McAdam ($2.68B).

10
Financial advisor firms: $20.1B
Their combined AUM: $639M
Median firm AUM: 7,830
Clients of the top 10

The 10 largest by assets

1
Callan Family Office
RIA
$10.2B
0.15% to 1.00% a year
2
Nordwand Advisors
RIA
$3.97B
Up to 1.50% a year
3
McAdam
RIA
$2.68B
Up to 1.75% a year
4
Clearview Financial Partners
RIA
$1.06B
0.80% to 1.50% a year
5
Presilium Private Wealth
RIA
$672M
Up to 1.50% a year
6
Drexel Morgan & Co.
RIA
$607M
0.50% to 1.00% a year
7
Professional Financial Advisors
RIA
$426M
Regulatory AUM
8
Godshalk Welsh Capital Management
RIA
$290M
0.50% to 1.00% a year
9
V3Limited
RIA
$122M
Regulatory AUM
10
Retire Ready Wealth Management
RIA
$100M
1.50% to 1.50% a year

Profiles of the top 10

No. 1 · RIA

Callan Family Office

Callan Family Office is an investment adviser based in Radnor, PA, registered with the SEC since 2022. It provides financial planning and investment management. Its clients include high-net-worth individuals, other investment advisers and charitable organizations. Its regulatory assets under management total $10.2 billion, as filed on 30 March 2026.

Callan Family Office charges 0.15%–1.00% a year for its Investment and Wealth Management.

Regulatory AUM: $10.2B
Clients: 190
Advisory staff: 15
Fee schedule: 0.15% to 1.00% a year
Minimum account: $50,000,000
Custodians: Charles Schwab
Headquarters: 201 King of Prussia Road, Suite 650, Radnor, PA 19087
Phone: 877-506-7990
Website: callanfamilyoffice.com

No. 2 · RIA

Nordwand Advisors

Nordwand Advisors is an investment adviser based in Radnor, PA, registered with the SEC since 2022. It provides financial planning and investment management. Its clients include high-net-worth individuals, charitable organizations and individual clients. Its regulatory assets under management total $3.97 billion, as filed on 21 March 2026.

Nordwand Advisors charges up to 1.50% a year for its Investment Advisory Services.

Regulatory AUM: $3.97B
Clients: 67
Advisory staff: 6
Fee schedule: Up to 1.50% a year
Custodians: Fidelity, Charles Schwab
Headquarters: 150 N. Radnor Chester RD, Suite A270, Radnor, PA 19087
Phone: 484-630-2510

No. 3 · RIA

McAdam

McAdam is an investment adviser based in Radnor, PA, registered with the SEC since 2014. 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 $2.68 billion, as filed on 24 July 2026.

McAdam charges up to 1.75% a year for its Investment Management Fees.

Regulatory AUM: $2.68B
Clients: 5,551
Advisory staff: 138
Fee schedule: Up to 1.75% a year
Custodians: Charles Schwab
Headquarters: 150 N. Radnor Chester Road, Suite F-200, Radnor, PA 19087
Phone: 888-614-5323
Website: mcadamfa.com

No. 4 · RIA

Clearview Financial Partners

Clearview Financial Partners is an investment adviser based in Radnor, 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 $1.06 billion, as filed on 28 July 2026.

Clearview Financial Partners charges 0.80%–1.50% a year for its Asset Management.

Regulatory AUM: $1.06B
Clients: 669
Advisory staff: 5
Fee schedule: 0.80% to 1.50% a year
Custodians: LPL Financial, Charles Schwab
Headquarters: 100 Matsonford Road, Building #5, Suite 110, Radnor, PA 19087
Phone: 610-293-9211
Website: cvfpartners.com

No. 5 · RIA

Presilium Private Wealth

Presilium Private Wealth is an investment adviser based in Radnor, PA, registered with the SEC since 2022. It provides financial planning and investment management. Its clients include high-net-worth individuals, individual clients and charitable organizations. Its regulatory assets under management total $672 million, as filed on 16 July 2026.

Presilium Private Wealth charges up to 1.50% a year for its Comprehensive Portfolio Management.

Regulatory AUM: $672M
Clients: 380
Advisory staff: 3
Founded: 2022
Fee schedule: Up to 1.50% a year
Custodians: Fidelity
Headquarters: 150 North Radnor Chester Road, Ste F110, Radnor, PA 19087
Phone: 215-982-4140
Website: presiliumpw.com

No. 6 · RIA

Drexel Morgan & Co.

Drexel Morgan & Co. is an investment adviser based in Radnor, PA, registered with the SEC since 2009. It provides investment management. Its clients include high-net-worth individuals. Its regulatory assets under management total $607 million, as filed on 6 August 2026.

Drexel Morgan & Co. charges 0.50%–1.00% a year for its Standard annual fee.

Regulatory AUM: $607M
Clients: 12
Advisory staff: 2
Fee schedule: 0.50% to 1.00% a year
Custodians: UBS Financial Services
Headquarters: Three Radnor Corporate Center, Suite 450, Radnor, PA 19087
Phone: 484-254-4306
Website: drexelmorgan.com

No. 7 · RIA

Professional Financial Advisors

Professional Financial Advisors is an investment adviser based in Radnor, PA, registered with the SEC since 1991. It provides financial planning and investment management. Its clients include high-net-worth individuals and individual clients. Its regulatory assets under management total $426 million, as filed on 3 March 2026.

Regulatory AUM: $426M
Clients: 259
Advisory staff: 7
Founded: 1990
Custodians: Raymond James
Headquarters: 100 W. Matsonford Road, Building 3, Suite 304, Radnor, PA 19087
Phone: 610-892-9900
Website: triagemd.com

No. 8 · RIA

Godshalk Welsh Capital Management

Godshalk Welsh Capital Management is an investment adviser based in Radnor, PA, registered with the SEC since 1991. 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 $290 million, as filed on 26 March 2026.

Godshalk Welsh Capital Management charges 0.50%–1.00% a year for its Investment advisory services.

Regulatory AUM: $290M
Clients: 110
Advisory staff: 1
Founded: 1991
Fee schedule: 0.50% to 1.00% a year
Custodians: Charles Schwab
Headquarters: 170 N. Radnor Chester RD, Suite 100, Radnor, PA 19087-5221
Phone: 610-971-0202
Website: godshalkwelsh.com

No. 9 · RIA

V3Limited

V3Limited is an investment adviser based in Radnor, PA, registered with the SEC since 2013. It provides investment management. Its clients include high-net-worth individuals, corporations and other businesses, and other investment advisers. Its regulatory assets under management total $122 million, as filed on 31 March 2026.

Regulatory AUM: $122M
Clients: 57
Advisory staff: 2
Custodians: Fidelity, Fidelity, Merrill Lynch, Pierce, Fenner & Smith
Headquarters: 150 North Radnor Chester Road, Suite F-200, Radnor, PA 19087
Phone: 610-989-7200
Website: v3-limited.com

No. 10 · RIA

Retire Ready Wealth Management

Retire Ready Wealth Management is an investment adviser based in Radnor, PA, registered with the SEC since 2026. It provides investment management. Its clients include individual clients and high-net-worth individuals. Its regulatory assets under management total $100 million, as filed on 27 March 2026.

Retire Ready Wealth Management charges 1.50% a year for its Asset Management.

Regulatory AUM: $100M
Clients: 535
Advisory staff: 1
Fee schedule: 1.50% to 1.50% a year
Minimum account: $100,000
Custodians: Fidelity
Headquarters: 150 North Radnor Chester Road, Suite F-200, Radnor, PA 19087
Phone: 610-727-1727
Website: retirereadyfg.com

Questions about financial advisors in Radnor

How many financial advisor firms are headquartered in Radnor?

10 SEC-registered financial advisor firms report their principal office in Radnor, PA, managing $20.1B in regulatory assets between them. The other 14 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 Radnor?

Callan Family Office, with $10.2B in regulatory assets under management on its latest Form ADV. The next largest are Nordwand Advisors ($3.97B) and McAdam ($2.68B).

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

How large is a typical financial advisor firm in Radnor?

The median firm manages $639M in regulatory assets. That is the midpoint of the 10 firms headquartered in Radnor.

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

How much do financial advisors in Radnor charge?

Of the 10 largest firms, 8 publish an asset-based fee schedule for their main service in their brochure. The highest rate in those schedules runs from 1.00% to 1.75% 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 Radnor?

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

Radnor has 10 financial advisor firms; see every adviser in the city →

The 10 largest by assets

Profiles of the top 10

Questions about financial advisors in Radnor

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