Home
Financial Advisor
Pennsylvania
Bala Cynwyd
ODYSSEY CAPITAL ADVISORS INC.

ODYSSEY CAPITAL ADVISORS INC.

Tel: 484-278-4497 2 Bala Plaza Suite 515 Bala Cynwyd, Pennsylvania 19004

About ODYSSEY CAPITAL ADVISORS INC.

ODYSSEY CAPITAL ADVISORS INC. is a Bala Cynwyd, Pennsylvania based financial advisory firm with nearly $122,052,326 in assets under management and provides investment advisory services for 550 clients. There are currently 4 financial advisors at the firm.

General Information
Firm CRD#:

299034

Firm SEC#:

801-130634

Assets Under Management:

$122,052,326

No. of Clients:

550

Advisory Services Provided:

Financial planning services
Portfolio management for individuals and/or small businesses
Portfolio management for businesses or institutional clients
Pesnsion consulting services
Selection for other advisors
Education seminars/workshops

Find & Compare Top Financial Advisors in your area

A better way to find the right financial advisor

Are you a Financial Advisor in Pennsylvania?

Active investors submitted requests in your area.
Do you qualify to be in our network and get matched?

Top Financial Advisory Firms in Pennsylvania, Bala Cynwyd

FirmCRD#:126508
SEC#:801-62046
No. of Advisors:29
No. of Clients:47
AUM:$8,627,543,828
FirmCRD#:136028
SEC#:801-65461
No. of Advisors:25
No. of Clients:26
AUM:$4,430,512,575
FirmCRD#:161408
SEC#:801-73417
No. of Advisors:3
No. of Clients:7
AUM:$303,386,699
FirmCRD#:165865
SEC#:801-96306
No. of Advisors:4
No. of Clients:1
AUM:$219,602,003
FirmCRD#:294016
SEC#:801-112861
No. of Advisors:2
No. of Clients:62
AUM:$47,948,516
FirmCRD#:285183
SEC#:801-128902
No. of Advisors:46
No. of Clients:Not Disclosed
AUM:$0
FirmCRD#:312382
SEC#:801-120362
No. of Advisors:3
No. of Clients:Not Disclosed
AUM:$0

WiserAdvisor
WiserAdvisor is a wholly-owned brand of the Respond.com Inc. ("Respond") family. Respond is registered with the U.S. Securities and Exchange Commission as an investment adviser, and operates through various subsidiaries and brands that provide financial education. WiserAdvisor matches and refers investors to qualified financial professionals that have elected to participate in our matching platform. WiserAdvisor, Respond, and Respond's other subsidiaries and brands do not manage investor assets or otherwise render investment or financial planning advice beyond the referral of investors to qualified financial professionals. By using this website, you agree to our terms and conditions.
Home
FAQs
Advisor Program
Affiliate Program
Privacy Policy
Terms & Conditions
Disclosure
© Copyright 2026 WiserAdvisor.com. All Rights Reserved.