Company lists · Data refreshed September 2026

Top 19 Personal financial advisors based in Berwyn, United States

Name: Personal financial 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 20, 2026 25 companies tracked

RevenueBase identified 25 company matches for personal financial advisors associated with Berwyn, United States as of September 2026 and tracks 137 professional contacts across them, including 77 with verified work emails. Across the United States, New York is the largest hub for this category (407 companies); Berwyn has 25.

This list covers company matches for personal financial advisors associated with Berwyn, United States, found by RevenueBase SmartSearch using the meaning of business descriptions in its company graph at Exact. Ranked by professionals tracked, largest first. Rows show recorded descriptions where available, Exact search membership and the snapshot date. Data refreshed September 20, 2026.

Published by RevenueBase, a B2B data infrastructure company. This list was built with RevenueBase SmartSearch, 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 RevenueBase SmartSearch · Exact Recorded Sep 20, 2026 How this list was built

25Companies

137Contacts tracked

77Verified emails

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The 19 largest personal financial advisors based in Berwyn, United States

Ranked by team size

Top 19 of 25 company matches for personal financial advisors based in Berwyn, United States, ordered by professional contacts tracked in RevenueBase, largest first. Recorded Sep 20, 2026. The RevenueBase SmartSearch column shows Exact match membership in this saved search. Click a contact count to view that company's people. Totals use company locations recorded by RevenueBase; the displayed preview is a smaller selection.
#	Company	RevenueBase SmartSearch	Headquarters	Employees	Contacts
1	Sequoia Financial Group	Exact match	Berwyn, PA, United StatesHQ recorded Sep 20, 2026	201-500	15 contacts →
	Exact match “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.” Recorded in the RevenueBase company graph · Sep 20, 2026 · View company records in RevenueBase
2	Ategenos Capital	Exact match	Berwyn, PA, United StatesHQ recorded Sep 20, 2026	11-50	12 contacts →
	Exact match “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…” Recorded in the RevenueBase company graph · Sep 20, 2026 · View company records in RevenueBase
3	Trinity Financial Partners	Exact match	Berwyn, PA, United StatesHQ recorded Sep 20, 2026	11-50	12 contacts →
	Exact match “Welcome to Trinity Financial Partners, where we are helping families and businesses multiply, manage and enjoy wealth.” Recorded in the RevenueBase company graph · Sep 20, 2026 · View company records in RevenueBase
4	GVA Wealth Management	Exact match	Berwyn, PA, United StatesHQ recorded Sep 20, 2026	1-10	10 contacts →
	Exact match “Our primary objective is to help each of our clients achieve their goals and build a secure future for their families.” Recorded in the RevenueBase company graph · Sep 20, 2026 · View company records in RevenueBase
5	Sterling Investment Advisors, LTD	Exact match	Berwyn, PA, United StatesHQ recorded Sep 20, 2026	11-50	9 contacts →
	Exact match Recorded description not available. Recorded in the RevenueBase company graph · Sep 20, 2026 · View company records in RevenueBase
6	Stonebridge Wealth Management	Exact match	Berwyn, PA, United StatesHQ recorded Sep 20, 2026	1-10	8 contacts →
	Exact match “Located in Berwyn, PA just outside of Philadelphia on the Main Line.” Recorded in the RevenueBase company graph · Sep 20, 2026 · View company records in RevenueBase
7	Perspective Financial Group, An Alera Group Company	Exact match	Berwyn, PA, United StatesHQ recorded Sep 20, 2026	11-50	7 contacts →
	Exact match “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.” Recorded in the RevenueBase company graph · Sep 20, 2026 · View company records in RevenueBase
8	Trinity Wealth Management, LLC - PA	Exact match	Berwyn, PA, United StatesHQ recorded Sep 20, 2026	1-10	6 contacts →
	Exact match “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…” Recorded in the RevenueBase company graph · Sep 20, 2026 · View company records in RevenueBase
9	Revolutionx Asset Management	Exact match	Berwyn, PA, United StatesHQ recorded Sep 20, 2026	1-10	6 contacts →
	Exact match “Strategic.” Recorded in the RevenueBase company graph · Sep 20, 2026 · View company records in RevenueBase
10	Carnegie Wealth Management	Exact match	Berwyn, PA, United StatesHQ recorded Sep 20, 2026	1-10	6 contacts →
	Exact match “Carnegie Wealth Management is an independent, employee owned and operated investment management firm based in suburban Philadelphia.” Recorded in the RevenueBase company graph · Sep 20, 2026 · View company records in RevenueBase
11	High Point Financial	Exact match	Berwyn, PA, United StatesHQ recorded Sep 20, 2026	1-10	5 contacts →
	Exact match “High Point Financial is an independently owned and operated financial advisory firm based out of Berwyn, Pennsylvania.” Recorded in the RevenueBase company graph · Sep 20, 2026 · View company records in RevenueBase
12	Ettingoff Wealth Management EWM	Exact match	Berwyn, PA, United StatesHQ recorded Sep 20, 2026	1-10	3 contacts →
	Exact match “Ettingoff Wealth Management is a company based out of Berwyn, Pennsylvania, United States.” Recorded in the RevenueBase company graph · Sep 20, 2026 · View company records in RevenueBase
13	Newbridge Wealth Management	Exact match	Berwyn, PA, United StatesHQ recorded Sep 20, 2026	1-10	3 contacts →
	Exact match “Newbridge Wealth Management is a private financial counseling firm located in Berwyn, PA.” Recorded in the RevenueBase company graph · Sep 20, 2026 · View company records in RevenueBase
14	Marciano Wealth Advisors	Exact match	Berwyn, PA, United StatesHQ recorded Sep 20, 2026	1-10	2 contacts →
	Exact match “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…” Recorded in the RevenueBase company graph · Sep 20, 2026 · View company records in RevenueBase
15	Battaglini & CO	Exact match	Berwyn, PA, United StatesHQ recorded Sep 20, 2026	1-10	2 contacts →
	Exact match “We provide qualified personalized advice to our clients on how to manage their tax and financial affairs to reach their personal goals.” Recorded in the RevenueBase company graph · Sep 20, 2026 · View company records in RevenueBase
16	Goalqueste	Exact match	Berwyn, PA, United StatesHQ recorded Sep 20, 2026	1-10	2 contacts →
	Exact match “GoalQueste is a fee-only wealth management firm.” Recorded in the RevenueBase company graph · Sep 20, 2026 · View company records in RevenueBase
17	CJ Perry Financial LLC	Exact match	Berwyn, PA, United StatesHQ recorded Sep 20, 2026	1-10	1 contacts →
	Exact match “CJ Perry Financial provides the opportunity for ongoing financial advice.” Recorded in the RevenueBase company graph · Sep 20, 2026 · View company records in RevenueBase
18	Rolek Retirement Planning	Exact match	Berwyn, PA, United StatesHQ recorded Sep 20, 2026	1-10	1 contacts →
	Exact match “One-stop Comprehensive Retirement Planning for People Age 50+ Rolek Wealth Management LLC is a registered investment advisor.” Recorded in the RevenueBase company graph · Sep 20, 2026 · View company records in RevenueBase
19	American Financial Management Group Afmg	Exact match	Berwyn, PA, United StatesHQ recorded Sep 20, 2026	1-10	1 contacts →
	Exact match “Most advisors help you build the pile.” Recorded in the RevenueBase company graph · Sep 20, 2026 · View company records in RevenueBase

RevenueBase SmartSearch

Describe a niche business in your own words. RevenueBase SmartSearch compares the meaning of your description with company business descriptions compiled in the RevenueBase company graph. Exact, Similar, Related and Broad control how closely companies must fit.

This list uses Exact for “personal financial advisors”. Each Exact match badge shows membership in that saved search; it is not an individual similarity score or a service-quality rating. Recorded descriptions are shown where available.

Showing 19 of 25 personal financial advisors based in Berwyn, United States

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Personal financial advisors based in Berwyn, United States at a glance

As of Sep 20, 2026

56.2%Verified-email coverage

5.5Average contacts per company

1-10Median size (employees)

Sep 20, 2026Page data refreshed

Companies by employee count

1-10

11-50

201-500

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

The recorded descriptions help you assess these company matches. Check a company’s website for its current services and locations.

Source: The RevenueBase company graph: 60 million companies and 398.9 million professional contacts resolved from primary sources, queried with RevenueBase SmartSearch, the natural-language company search available to every RevenueBase user.
What qualifies: Company records associated with Berwyn, United States whose business descriptions match “personal financial advisors” by meaning at the Exact setting. Descriptions are compiled in the RevenueBase company graph from public websites, profiles and company information where available; they are not guaranteed quotations from the company's website.
RevenueBase SmartSearch: Describe a niche company in your own words to find businesses by meaning. Exact, Similar, Related and Broad control the breadth of RevenueBase SmartSearch. This saved list uses Exact. Each row's Exact match badge shows inclusion in that search, not an individual score or a service-quality judgment.
Public preview: The public preview omits records without a verified work email. Where headquarters information is recorded, preview rows are also filtered to this page’s location. Dataset totals and geographic summaries describe the full matched records before these preview filters.
Match quality: RevenueBase's August 25, 2026 study assessed 4,198 description/company pairs across matching settings. The publisher reports 86% good or better at Exact. This evaluates the method across queries; it does not audit this individual list. Recorded company descriptions, where available, help you judge each match yourself. Read the full methodology: how the lists are built and what the study measures.
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 displayed company carries at least one verified work email. RevenueBase tracks 77 professional contacts with verified work emails across the full matched dataset. 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.
Record context: Company records and descriptions can change. Check the company's website for its current services and locations.

Personal financial advisors by metro in the United States

Frequently asked

What is RevenueBase SmartSearch?

RevenueBase SmartSearch finds niche companies by the meaning of their business descriptions in the RevenueBase company graph. Exact, Similar, Related and Broad control how closely companies must fit your description. This list uses Exact for “personal financial advisors”; each Exact match badge shows search membership, not an individual similarity or quality score.

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

RevenueBase identified 25 company matches for personal financial advisors associated with Berwyn, United States as of September 2026, using the meaning of business descriptions at Exact. This is the recorded matched set in the RevenueBase company graph.

What is the largest company on this list?

Sequoia Financial Group tops the displayed preview by professional contacts tracked in RevenueBase. Recorded headquarters appear in the company rows.

Which city in the United States has the most personal financial advisors?

New York leads the United States with 407 company records, followed by Atlanta (266) and Houston (264). Berwyn has 25.

How do I get contact information for these companies?

A free RevenueBase account lets you run this exact search and work limited free results with 500 credits to start. Upgrading provides access to the 77 professional contacts with verified work emails tracked across these 25 companies; direct dials are available where recorded.

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 SmartSearch, 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.