Company lists · Data refreshed September 2026

Top 18 Hybrid advisory firms based in Berwyn, United States

RevenueBase identified 25 hybrid advisory firms headquartered in Berwyn, United States as of September 2026 and tracks 3,087 professional contacts across them, including 1,500 with verified work emails. New York is the largest hub.

This list covers hybrid advisory firms 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 20, 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 20, 2026 86% judged on-target in blind review
25Companies
3,087Contacts tracked
1,500Verified emails
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The 18 largest hybrid advisory firms based in Berwyn, United States

Ranked by team size
Top 18 of 25 hybrid advisory firms based in Berwyn, United States, ranked by team size, largest first. Data refreshed Sep 20, 2026. RevenueBase Smart Search rates how each company's information relates to hybrid advisory firms: 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.
#CompanyRevenueBase Smart SearchHeadquartersEmployeesContacts
1Partial evidenceBerwyn, PA, United StatesHQ checked Sep 20, 20261,001-5,0002,766 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 20, 2026
2Indirect evidenceBerwyn, PA, United StatesHQ checked Sep 20, 202611-5018 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 20, 2026
3Indirect evidenceBerwyn, PA, United StatesHQ checked Sep 20, 2026201-50015 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 20, 2026
4Indirect evidenceBerwyn, PA, United StatesHQ checked Sep 20, 202611-5012 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 20, 2026
5Indirect evidenceBerwyn, PA, United StatesHQ checked Sep 20, 20261-1010 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 20, 2026
6Indirect evidenceBerwyn, PA, United StatesHQ checked Sep 20, 202611-509 contacts →

Indirect evidence

Source: RevenueBase Database · checked Sep 20, 2026
7Indirect evidenceBerwyn, PA, United StatesHQ checked Sep 20, 20261-108 contacts →

Indirect evidence

“Located in Berwyn, PA just outside of Philadelphia on the Main Line.”

Source: RevenueBase Database · checked Sep 20, 2026
8Indirect evidenceBerwyn, PA, United StatesHQ checked Sep 20, 202611-507 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 20, 2026
9Indirect evidenceBerwyn, PA, United StatesHQ checked Sep 20, 20261-106 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 20, 2026
10Indirect evidenceBerwyn, PA, United StatesHQ checked Sep 20, 20261-106 contacts →

Indirect evidence

“Strategic.”

Source: RevenueBase Database · checked Sep 20, 2026
11Indirect evidenceBerwyn, PA, United StatesHQ checked Sep 20, 20261-106 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 20, 2026
12Indirect evidenceBerwyn, PA, United StatesHQ checked Sep 20, 2026501-1,0006 contacts →

Indirect evidence

“Envestnet is transforming the way financial advice is delivered through an ecosystem of technology, solutions, and intelligence.”

Source: RevenueBase Database · checked Sep 20, 2026
13Partial evidenceBerwyn, PA, United StatesHQ checked Sep 20, 20261-105 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 20, 2026
14Indirect evidenceBerwyn, PA, United StatesHQ checked Sep 20, 20261-103 contacts →

Indirect evidence

“Ettingoff Wealth Management is a company based out of Berwyn, Pennsylvania, United States.”

Source: RevenueBase Database · checked Sep 20, 2026
15Partial evidenceBerwyn, PA, United StatesHQ checked Sep 20, 20261-102 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 20, 2026
16Indirect evidenceBerwyn, PA, United StatesHQ checked Sep 20, 20261-102 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 20, 2026
17Indirect evidenceBerwyn, PA, United StatesHQ checked Sep 20, 20261-102 contacts →

Indirect evidence

“GoalQueste is a fee-only wealth management firm.”

Source: RevenueBase Database · checked Sep 20, 2026
18Indirect evidenceBerwyn, PA, United StatesHQ checked Sep 20, 20261-101 contacts →

Indirect evidence

“CJ Perry Financial provides the opportunity for ongoing financial advice.”

Source: RevenueBase Database · checked Sep 20, 2026

Showing 18 of 25 hybrid advisory firms based in Berwyn, United States

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Hybrid advisory firms based in Berwyn, United States at a glance

As of Sep 20, 2026
48.6%Verified-email coverage
123.5Average contacts per company
1-10Median size (employees)
1488.0%Largest-city concentration · New York
Sep 20, 2026Page data refreshed

Companies by employee count

1-10
13
11-50
8
201-500
1
501-1,000
1
1,001-5,000
2

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 25 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 hybrid advisory firms, 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 “hybrid advisory firms”. 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 hybrid advisory firms), 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 hybrid advisory firms, 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, 1,500 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 20, 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.

Hybrid advisory firms 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 hybrid advisory firms, 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 hybrid advisory firms are there based in Berwyn, United States?

RevenueBase identified 25 hybrid advisory firms 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 hybrid advisory firms?

New York leads with 372 headquartered companies, followed by Atlanta (216) and Houston (206).

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 1,500 verified decision-maker contacts tracked across these 25 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 20, 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.