Investment advisers in Bryn Mawr, PA
6 SEC-registered firms with a main office here.
Form ADV data as of 2026-09-01| Firm | Assets | Employees | Disclosures |
|---|---|---|---|
| Atairos Management, L.P. | $6.79 billion | 31 | 0 |
| Sora Investors | $2.60 billion | 13 | 0 |
| Mcgowan & Co LLP | $655.6 million | 3 | 0 |
| Newbridge Wealth Management | $219.5 million | 3 | 0 |
| Dakota Investments, LLC | $124.8 million | 6 | 0 |
| Oar Financial | $114.5 million | 10 | 0 |