CARNEGIE WEALTH MANAGEMENT, LLC - Financial Advisor in Pennsylvania, Berwyn

Tel: (610) 640-4300 850 Cassatt Road Suite 225 Berwyn, Pennsylvania 19312

About CARNEGIE WEALTH MANAGEMENT, LLC

CARNEGIE WEALTH MANAGEMENT, LLC is a Berwyn, Pennsylvania based financial advisory firm with nearly $333,639,773 in assets under management and provides investment advisory services for 917 clients. There are currently 6 financial advisors at the firm.

General Information

Firm CRD#:

290430

Firm SEC#:

801-114906

Assets Under Management:

$333,639,773

No. of Clients:

917

No. of Advisors:

Advisory Services Provided:

Financial planning services
Portfolio management for individuals and/or small businesses
Selection for other advisors

Fee Structure:

A percentage of AUM, Hourly charges, Fixed fees

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, Berwyn

FirmCRD#:170335

SEC#:801-79127

No. of Advisors:33

No. of Clients:398

AUM:$12,309,970,991

FirmCRD#:111335

SEC#:801-60111

No. of Advisors:34

No. of Clients:1190

AUM:$4,558,100,000

FirmCRD#:112112

SEC#:801-45568

No. of Advisors:24

No. of Clients:715

AUM:$911,286,000

FirmCRD#:157669

SEC#:801-73011

No. of Advisors:23

No. of Clients:802

AUM:$800,785,285

FirmCRD#:140710

SEC#:801-66769

No. of Advisors:9

No. of Clients:1391

AUM:$745,783,895

FirmCRD#:122269

SEC#:801-107381

No. of Advisors:7

No. of Clients:673

AUM:$581,158,400

FirmCRD#:169216

SEC#:801-114053

No. of Advisors:7

No. of Clients:631

AUM:$304,363,692

FirmCRD#:174466

SEC#:801-123447

No. of Advisors:6

No. of Clients:9

AUM:$252,869,043

FirmCRD#:158720

SEC#:801-113984

No. of Advisors:4

No. of Clients:316

AUM:$231,780,377

FirmCRD#:136907

SEC#:801-70920

No. of Advisors:8

No. of Clients:3

AUM:$194,091,122

FirmCRD#:285351

SEC#:801-129490

No. of Advisors:1

No. of Clients:560

AUM:$165,573,599

FirmCRD#:326708

SEC#:801-128024

No. of Advisors:16

No. of Clients:2

AUM:$130,643,681

Financial AdvisorFirmCRD#SEC#No. of ClientsNo. of AdvisorsAUM

CHARTWELL INVESTMENT PARTNERS, LLC

170335

801-79127

398

$12,309,970,991

COHO PARTNERS, LTD.

111335

801-60111

1190

$4,558,100,000

STANLEY-LAMAN GROUP LTD.

112112

801-45568

715

$911,286,000

ELLIS INVESTMENT PARTNERS, LLC

157669

801-73011

802

$800,785,285

STERLING INVESTMENT ADVISORS LTD.

140710

801-66769

1391

$745,783,895

WEALTH ADVISORY GROUP, INC.

122269

801-107381

673

$581,158,400

TRINITY WEALTH MANAGEMENT, LLC

169216

801-114053

631

$304,363,692

AZARIAS CAPITAL MANAGEMENT, L.P.

174466

801-123447

$252,869,043

RED SPRUCE CAPITAL, LLC

158720

801-113984

316

$231,780,377

MILLRACE ASSET GROUP, INC.

136907

801-70920

$194,091,122

ROLEK RETIREMENT PLANNING

285351

801-129490

560

$165,573,599

ATEGENOS CAPITAL, LLC

326708

801-128024

$130,643,681

Explore More Financial Advisor Firms in Berwyn, Pennsylvania >>