Top 10 financial advisor firms in Wayne

10 SEC-registered financial advisor firms are headquartered in Wayne, PA, with $9.78B in combined regulatory assets under management. The largest by assets are Kathmere Capital Management ($3.48B), Alden Capital Management ($1.52B) and Wick Capital Partners ($930M).

10
Financial advisor firms: $9.78B
Their combined AUM: $720M
Median firm AUM: 6,943
Clients of the top 10

The 10 largest by assets

1
Kathmere Capital Management
RIA
$3.48B
0.40% to 1.00%
2
Alden Capital Management
RIA
$1.52B
Up to 2.00% a year
3
Wick Capital Partners
RIA
$930M
0.40% to 1.00% a year
4
Wealthtrust Axiom
RIA
$900M
Regulatory AUM
5
Radnor Capital Management
RIA
$855M
0.20% to 1.00% a year
6
Fortis Advisors
RIA
$584M
0.50% to 1.00%
7
Aurdan Capital Management
RIA
$526M
0.75% to 0.95% a year
8
Alden Investment Advisors
RIA
$386M
Regulatory AUM
9
Entrust Financial
RIA
$351M
0.50% to 1.10% a year
10
Addis & Hill
RIA
$254M
0.25% to 1.25% a year

Profiles of the top 10

No. 1 · RIA

Kathmere Capital Management

Kathmere Capital Management is an investment adviser based in Wayne, PA, registered with the SEC since 2019. 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 $3.48 billion, as filed on 27 July 2026.

Kathmere Capital Management charges 0.40%–1.00% for its Investment Management Services. The brochure does not state whether the rate is annual.

Regulatory AUM: $3.48B
Clients: 842
Advisory staff: 15
Fee schedule: 0.40% to 1.00%
Custodians: Charles Schwab
Headquarters: 993 Old Eagle School Road, Suite 405, Wayne, PA 19087
Phone: 610-989-3900
Website: kathmere.com

No. 2 · RIA

Alden Capital Management

Alden Capital Management is an investment adviser based in Wayne, PA, registered with the SEC since 2019. It provides investment management. Its clients include individual clients, other clients and high-net-worth individuals. Its regulatory assets under management total $1.52 billion, as filed on 2 September 2026.

Alden Capital Management charges up to 2.00% a year for its Customized Management.

Regulatory AUM: $1.52B
Clients: 2,552
Advisory staff: 19
Fee schedule: Up to 2.00% a year
Custodians: Charles Schwab, Axos Clearing, Fidelity, Interactive Brokers
Headquarters: 37 West Ave, Suite 301, Wayne, PA 19087
Phone: 215-572-8700
Website: aldeninvestmentgroup.com

No. 3 · RIA

Wick Capital Partners

Wick Capital Partners is an investment adviser based in Wayne, PA, registered with the SEC since 2018. It provides financial planning and investment management. Its clients include high-net-worth individuals and individual clients. Its regulatory assets under management total $930 million, as filed on 30 March 2026.

Wick Capital Partners charges 0.40%–1.00% a year for its Investment Advisory Services.

Regulatory AUM: $930M
Clients: 367
Advisory staff: 10
Founded: 2018
Fee schedule: 0.40% to 1.00% a year
Custodians: Charles Schwab
Headquarters: 150 N. Radnor Chester Road, Suite A225, Wayne, PA 19087
Phone: 215-302-3535
Website: wickcapitalpartners.com

No. 4 · RIA

Wealthtrust Axiom

Wealthtrust Axiom is an investment adviser based in Wayne, PA, registered with the SEC since 2007. 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 $900 million, as filed on 22 July 2026.

Regulatory AUM: $900M
Clients: 589
Advisory staff: 5
Founded: 2003
Headquarters: 550 E Swedesford RD, Suite 110, Wayne, PA 19087
Phone: 610-688-0050
Website: axiomasset.com

No. 5 · RIA

Radnor Capital Management

Radnor Capital Management is an investment adviser based in Wayne, PA, registered with the SEC since 2012. It provides investment management. Its clients include high-net-worth individuals, individual clients and charitable organizations. Its regulatory assets under management total $855 million, as filed on 17 September 2026.

Radnor Capital Management charges 0.20%–1.00% a year for its Wealth Management Fees.

Regulatory AUM: $855M
Clients: 192
Advisory staff: 5
Founded: 2012
Fee schedule: 0.20% to 1.00% a year
Custodians: Charles Schwab, PNC Wealth Management, Bryn Mawr Trust/WSFS
Headquarters: 38 West Avenue, Wayne, PA 19087-4306
Phone: 610-674-0400
Website: radnorcm.com

No. 6 · RIA

Fortis Advisors

Fortis Advisors is an investment adviser based in Wayne, PA, registered with the SEC since 2014. It provides financial planning and investment management. Its clients include high-net-worth individuals, pooled investment vehicles and other investment advisers. Its regulatory assets under management total $584 million, as filed on 27 March 2026.

Fortis Advisors charges 0.50%–1.00% for its Separately Managed Accounts. The brochure does not state whether the rate is annual.

Regulatory AUM: $584M
Clients: 91
Advisory staff: 3
Fee schedule: 0.50% to 1.00%
Custodians: Charles Schwab
Headquarters: 656 E. Swedesford Road, Suite 330, Wayne, PA 19087
Phone: 610-313-0910
Website: fortisfamilyoffice.com

No. 7 · RIA

Aurdan Capital Management

Aurdan Capital Management is an investment adviser based in Wayne, PA, registered with the SEC since 2024. 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 $526 million, as filed on 30 March 2026.

Aurdan Capital Management charges 0.75%–0.95% a year for its Investment Management Fee (Separate Accounts).

Regulatory AUM: $526M
Clients: 423
Advisory staff: 6
Founded: 2024
Fee schedule: 0.75% to 0.95% a year
Custodians: Fidelity
Headquarters: 1550 Liberty Ridge Drive, Suite 280, Wayne, PA 19087
Phone: 484-254-1935
Website: aurdancapital.com

No. 8 · RIA

Alden Investment Advisors

Alden Investment Advisors is an investment adviser based in Wayne, PA, registered with the SEC since 2021. It provides financial planning and investment management. Its clients include individual clients, pension and profit-sharing plans, and high-net-worth individuals. Its regulatory assets under management total $386 million, as filed on 2 September 2026.

Regulatory AUM: $386M
Clients: 1,460
Advisory staff: 38
Custodians: Charles Schwab, Interactive Brokers
Headquarters: 37 West Avenue, Suite 301, Wayne, PA 19087-3226
Phone: 215-572-8700
Website: aldeninvestmentgroup.com

No. 9 · RIA

Entrust Financial

Entrust Financial is an investment adviser based in Wayne, PA, registered with the SEC since 2017. 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 $351 million, as filed on 1 March 2026.

Entrust Financial charges 0.50%–1.10% a year for its Investment and Wealth Management.

Regulatory AUM: $351M
Clients: 268
Advisory staff: 5
Founded: 2015
Fee schedule: 0.50% to 1.10% a year
Custodians: Charles Schwab
Headquarters: 487 Devon Park Drive, Suite 216, Wayne, PA 19087
Phone: 610-687-3515
Website: entrustfinancial.com

No. 10 · RIA

Addis & Hill

Addis & Hill is an investment adviser based in Wayne, PA, registered with the SEC since 2020. 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 $254 million, as filed on 8 April 2026.

Addis & Hill charges 0.25%–1.25% a year for its Ongoing advisory and investment management fee.

Regulatory AUM: $254M
Clients: 159
Advisory staff: 3
Founded: 2000
Fee schedule: 0.25% to 1.25% a year
Custodians: Pershing, Charles Schwab, Altruist
Headquarters: 200 W. Lancaster Ave, Suite 203, Wayne, PA 19087
Phone: 610-688-9500
Website: addishill.com

Questions about financial advisors in Wayne

How many financial advisor firms are headquartered in Wayne?

10 SEC-registered financial advisor firms report their principal office in Wayne, PA, managing $9.78B in regulatory assets between them. The other 17 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 Wayne?

Kathmere Capital Management, with $3.48B in regulatory assets under management on its latest Form ADV. The next largest are Alden Capital Management ($1.52B) and Wick Capital Partners ($930M).

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

How large is a typical financial advisor firm in Wayne?

The median firm manages $720M in regulatory assets. That is the midpoint of the 10 firms headquartered in Wayne.

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

How much do financial advisors in Wayne 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 0.95% to 2.00% 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 Wayne?

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

Wayne 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 Wayne

Top financial advisor firms in other Pennsylvania cities