Company lists · Data refreshed September 2026

Top 25 Fiduciary advisors based in Berwyn, United States

Name: Fiduciary advisors based in Berwyn, United States
Creator: RevenueBase
License: https://creativecommons.org/licenses/by/4.0/

Compiled by the RevenueBase Data Team Data refreshed Sep 19, 2026 33 companies tracked

RevenueBase identified 33 fiduciary advisors headquartered in Berwyn, United States as of September 2026 and tracks 3,154 professional contacts across them, including 1,547 with verified work emails. New York is the largest hub.

This list covers fiduciary advisors headquartered in Berwyn, United States, matched on what each company actually does as described in its own words. Ranked by team size, largest first. Every row shows the company's own description, its RevenueBase Smart Search rating, and when it was last checked. Data refreshed September 19, 2026.

Published by RevenueBase, a B2B data infrastructure company. This list was built with RevenueBase Smart Search, the natural-language company search RevenueBase customers use to build their own targeted lists and unlock verified emails and direct dials at the companies on them. How these lists are built and judged.

How to read this list HQ checked on every row RevenueBase Smart Search rating on every row Refreshed Sep 19, 2026 86% judged on-target in blind review

33Companies

3,154Contacts tracked

1,547Verified emails

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The 25 largest fiduciary advisors based in Berwyn, United States

Ranked by team size

Top 25 of 33 fiduciary advisors based in Berwyn, United States, ranked by team size, largest first. Data refreshed Sep 19, 2026. RevenueBase Smart Search rates how each company's information relates to fiduciary advisors: strong evidence (its own description names it), partial (names part of it), indirect (matched on the rest of its profile rather than the description shown). Click a contact count to view that company's people.
#	Company	RevenueBase Smart Search	Headquarters	Employees	Contacts
1	Envestnet	Partial evidence	Berwyn, PA, United StatesHQ checked Sep 19, 2026	1,001-5,000	2,766 contacts →
	Partial evidence “Envestnet is the Adaptive WealthTech company that helps advisors meet the moment with its comprehensive technology, insights, solutions, and industry-leading support.” Source: RevenueBase Database · checked Sep 19, 2026
2	Great Valley Advisor Group	Partial evidence	Berwyn, PA, United StatesHQ checked Sep 19, 2026	51-200	28 contacts →
	Partial evidence “Great Valley Advisor Group (“GVA”) is a technology-driven, full-service Registered Investment Advisor.” Source: RevenueBase Database · checked Sep 19, 2026
3	Ellis Investment Partners, LLC	Indirect evidence	Berwyn, PA, United StatesHQ checked Sep 19, 2026	11-50	20 contacts →
	Indirect evidence “Ellis Investment Partners LLC (EIP LLC) is a Registered Investment Adviser which provides investment management and financial planning services.” Source: RevenueBase Database · checked Sep 19, 2026
4	Stanley Laman Group	Indirect evidence	Berwyn, PA, United StatesHQ checked Sep 19, 2026	11-50	18 contacts →
	Indirect evidence “The Stanley Laman Group was founded in 1991 to serve the complex financial needs of ultra-high-net-worth families and institutions.” Source: RevenueBase Database · checked Sep 19, 2026
5	Sequoia Financial Group	Indirect evidence	Berwyn, PA, United StatesHQ checked Sep 19, 2026	201-500	15 contacts →
	Indirect evidence “Newly Sequoia Financial Group since 02.28.23, We serve clients across the wealth continuum, enriching lives by helping individuals and families advance their chosen future.” Source: RevenueBase Database · checked Sep 19, 2026
6	Ategenos Capital	Partial evidence	Berwyn, PA, United StatesHQ checked Sep 19, 2026	11-50	12 contacts →
	Partial evidence “Founded in 2022 by industry veterans, Ategenos is an independent and objective investment advisory partner providing solutions and concierge-level service for advisors and their…” Source: RevenueBase Database · checked Sep 19, 2026
7	Trinity Financial Partners	Indirect evidence	Berwyn, PA, United StatesHQ checked Sep 19, 2026	11-50	12 contacts →
	Indirect evidence “Welcome to Trinity Financial Partners, where we are helping families and businesses multiply, manage and enjoy wealth.” Source: RevenueBase Database · checked Sep 19, 2026
8	GVA Wealth Management	Indirect evidence	Berwyn, PA, United StatesHQ checked Sep 19, 2026	1-10	10 contacts →
	Indirect evidence “Our primary objective is to help each of our clients achieve their goals and build a secure future for their families.” Source: RevenueBase Database · checked Sep 19, 2026
9	Sterling Investment Advisors, LTD	Indirect evidence	Berwyn, PA, United StatesHQ checked Sep 19, 2026	11-50	9 contacts →
	Indirect evidence Source: RevenueBase Database · checked Sep 19, 2026
10	Stonebridge Wealth Management	Indirect evidence	Berwyn, PA, United StatesHQ checked Sep 19, 2026	1-10	8 contacts →
	Indirect evidence “Located in Berwyn, PA just outside of Philadelphia on the Main Line.” Source: RevenueBase Database · checked Sep 19, 2026
11	Perspective Financial Group, An Alera Group Company	Indirect evidence	Berwyn, PA, United StatesHQ checked Sep 19, 2026	11-50	7 contacts →
	Indirect evidence “We help clients and their families build, manage and protect their assets in order to help them to take steps to achieve their financial goals.” Source: RevenueBase Database · checked Sep 19, 2026
12	Trinity Wealth Management, LLC - PA	Indirect evidence	Berwyn, PA, United StatesHQ checked Sep 19, 2026	1-10	6 contacts →
	Indirect evidence “Trinity Wealth Management is a full-service financial firm committed to helping our clients obtain financial contentment, allowing them to pursue the areas of their lives that…” Source: RevenueBase Database · checked Sep 19, 2026
13	Revolutionx Asset Management	Indirect evidence	Berwyn, PA, United StatesHQ checked Sep 19, 2026	1-10	6 contacts →
	Indirect evidence “Strategic.” Source: RevenueBase Database · checked Sep 19, 2026
14	Carnegie Wealth Management	Indirect evidence	Berwyn, PA, United StatesHQ checked Sep 19, 2026	1-10	6 contacts →
	Indirect evidence “Carnegie Wealth Management is an independent, employee owned and operated investment management firm based in suburban Philadelphia.” Source: RevenueBase Database · checked Sep 19, 2026
15	High Point Financial	Partial evidence	Berwyn, PA, United StatesHQ checked Sep 19, 2026	1-10	5 contacts →
	Partial evidence “High Point Financial is an independently owned and operated financial advisory firm based out of Berwyn, Pennsylvania.” Source: RevenueBase Database · checked Sep 19, 2026
16	Ettingoff Wealth Management EWM	Indirect evidence	Berwyn, PA, United StatesHQ checked Sep 19, 2026	1-10	3 contacts →
	Indirect evidence “Ettingoff Wealth Management is a company based out of Berwyn, Pennsylvania, United States.” Source: RevenueBase Database · checked Sep 19, 2026
17	Newbridge Wealth Management	Indirect evidence	Berwyn, PA, United StatesHQ checked Sep 19, 2026	1-10	3 contacts →
	Indirect evidence “Newbridge Wealth Management is a private financial counseling firm located in Berwyn, PA.” Source: RevenueBase Database · checked Sep 19, 2026
18	RED Spruce Capital	Partial evidence	Berwyn, United StatesHQ checked Sep 19, 2026	1-10	3 contacts →
	Partial evidence “Red Spruce Capital is a Fee-Only Registered Investment Advisor.” Source: RevenueBase Database · checked Sep 19, 2026
19	Marciano Wealth Advisors	Partial evidence	Berwyn, PA, United StatesHQ checked Sep 19, 2026	1-10	2 contacts →
	Partial evidence “Marciano Wealth Advisors is a "best of breed" financial services firm comprised of consummate professionals who share a passion for serving their clients beyond their highest…” Source: RevenueBase Database · checked Sep 19, 2026
20	Watkinson Capital Advisors LLC	Partial evidence	Berwyn, PA, United StatesHQ checked Sep 19, 2026	1-10	2 contacts →
	Partial evidence “Watkinson Capital Advisors LLC is an independent, SEC-registered investment advisory firm specializing in customized municipal bond portfolio management and tax-efficient fixed…” Source: RevenueBase Database · checked Sep 19, 2026
21	Battaglini & CO	Indirect evidence	Berwyn, PA, United StatesHQ checked Sep 19, 2026	1-10	2 contacts →
	Indirect evidence “We provide qualified personalized advice to our clients on how to manage their tax and financial affairs to reach their personal goals.” Source: RevenueBase Database · checked Sep 19, 2026
22	Goalqueste	Indirect evidence	Berwyn, PA, United StatesHQ checked Sep 19, 2026	1-10	2 contacts →
	Indirect evidence “GoalQueste is a fee-only wealth management firm.” Source: RevenueBase Database · checked Sep 19, 2026
23	CJ Perry Financial LLC	Indirect evidence	Berwyn, PA, United StatesHQ checked Sep 19, 2026	1-10	1 contacts →
	Indirect evidence “CJ Perry Financial provides the opportunity for ongoing financial advice.” Source: RevenueBase Database · checked Sep 19, 2026
24	Journey Financial Wellness	Indirect evidence	Berwyn, PA, United StatesHQ checked Sep 19, 2026	1-10	1 contacts →
	Indirect evidence “We help people learn about, plan, and enjoy life's financial wellness journey.” Source: RevenueBase Database · checked Sep 19, 2026
25	Rolek Retirement Planning	Partial evidence	Berwyn, PA, United StatesHQ checked Sep 19, 2026	1-10	1 contacts →
	Partial evidence “One-stop Comprehensive Retirement Planning for People Age 50+ Rolek Wealth Management LLC is a registered investment advisor.” Source: RevenueBase Database · checked Sep 19, 2026

RevenueBase Smart Search

RevenueBase Smart Search assesses information from a company’s LinkedIn profile, information supplied directly by the company, its website, and other publicly available sources. It uses that information to rate how closely the company relates to this list’s category: fiduciary advisors. Every row carries its rating and the description the rating was read from, so each one can be checked rather than taken on trust.

Strong evidence: The company's own public description of its business names fiduciary advisors.
Partial evidence: Its own public description names part of fiduciary advisors, so it works in or next to the category without describing itself that way.
Indirect evidence: The description shown does not name fiduciary advisors. The match rests on the rest of the company's public profile rather than the one sentence quoted here, so this is the rating to check first.

RevenueBase Smart Search is how these lists are built: RevenueBase's data engine and AI assemble the companies that match a category defined in a user's own words, so a list can be about what companies actually do rather than about whichever industry code they were filed under.

Showing 25 of 33 fiduciary advisors based in Berwyn, United States

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Fiduciary advisors based in Berwyn, United States at a glance

As of Sep 19, 2026

49.0%Verified-email coverage

95.6Average contacts per company

1-10Median size (employees)

1451.5%Largest-city concentration · New York

Sep 19, 2026Page data refreshed

Companies by employee count

1-10

11-50

51-200

201-500

1,001-5,000

Email recency for this list is measured across the whole United States list rather than for Berwyn, so it is reported there. Company counts and contact totals on this page are exact for Berwyn, over 33 companies.

How this list was built

Company categories are rarely black and white. RevenueBase reads each company's own description of its business to decide whether it belongs among fiduciary advisors, so some rows will be adjacent to the category rather than pure plays. The description and RevenueBase Smart Search rating on every row are there so you can check each match yourself.

Source: The RevenueBase company graph: 60 million companies and 398.9 million professional contacts resolved from primary sources, queried with RevenueBase Smart Search, the natural-language company search available to every RevenueBase user.
What qualifies: Companies headquartered in Berwyn, United States whose own description of what they do matches “fiduciary advisors”. Matching reads each company's description, not its industry code or its name.
RevenueBase Smart Search: RevenueBase Smart Search is how this list is assembled and how each row is rated. RevenueBase's data engine and AI assess a company's LinkedIn profile, information supplied directly by the company, its website and other publicly available information, then relate it to a category defined in a user's own words. Each row is rated strong evidence (its own description names fiduciary advisors), partial evidence (it names part of the category) or indirect evidence (the description shown names none of it and the match rests on the rest of the company's profile). The description supporting each rating is quoted on the row.
What we exclude: Companies whose own description does not clearly place them among fiduciary advisors, and records with no verified work email. Companies headquartered outside Berwyn are excluded even when they keep an office there.
Match quality: In blind human judging of this matching method, 86% of matched companies were on target. Expect roughly 1 in 7 rows to be adjacent to the category rather than a pure play. Every row shows the company's own description and its RevenueBase Smart Search rating so you can judge each match yourself. Read the full methodology: how the lists are built, how the judging worked, and what the figure means.
Ranking: Team size, largest first: companies are ordered by the number of professionals RevenueBase tracks at each one. Employee ranges shown are reported bands, for context.
Verification: Every listed company carries at least one verified work email, 1,547 across the full list. Contacts re-verify on a rolling cadence, and each contact's own verification date is shown inside RevenueBase.
Refresh: This page's figures were pulled from the company graph on September 19, 2026. Lists refresh periodically as the graph is re-checked.
Corrections: Wrong category, wrong headquarters, or a company that has closed? Use “Report an issue” on any row. Reports go to the RevenueBase Data Team and feed back into the company graph.

Fiduciary advisors by metro in the United States

Frequently asked

What is RevenueBase Smart Search?

RevenueBase Smart Search is how RevenueBase decides which companies belong on this list and how strongly each one fits. Its data engine and AI assess a company's LinkedIn profile, information supplied directly by the company, its website and other publicly available information, then relate it to the category the list is about. Each row is rated strong evidence when the company's own description names fiduciary advisors, partial evidence when it names part of the category, and indirect evidence when the description shown names none of it and the match rests on the rest of the company's profile.

How many fiduciary advisors are there based in Berwyn, United States?

RevenueBase identified 33 fiduciary advisors headquartered in Berwyn, United States as of September 2026, matched on each company's own description of what it does rather than its industry code.

What is the largest company on this list?

Envestnet, headquartered in Berwyn, tops this list with the largest team on record.

Which city has the most fiduciary advisors?

New York leads with 479 headquartered companies, followed by Atlanta (308) and Houston (281).

How do I get contact information for these companies?

A free RevenueBase account lets you run this exact search and work the top results, verified emails and direct dials included. Upgrading unlocks all 1,547 verified decision-maker contacts tracked across these 33 companies.

How current is this list?

The list refreshes periodically as the company graph is re-checked. This page's figures were pulled on September 19, 2026.

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About this data

RevenueBase is a B2B data infrastructure company. Its company graph covers 60 million companies and 398.9 million professional contacts, with emails verified on a rolling cadence rather than scraped once and left to decay. These company lists are generated directly from that graph with RevenueBase Smart Search, the same natural-language company search every RevenueBase user has: describe a market in plain words, get the companies that match, and add verified emails and direct dials for the people at them. It is the same data that powers RevenueBase's B2B data products, and a free account includes 500 credits to start. How these lists are built and judged.