City
Independent RIAs in Radnor, Pennsylvania
As of October 2, 2026, 17 independent wealth management RIAs with their main office in Radnor, Pennsylvania reported $20.3 billion in regulatory assets under management; the largest by assets was Callan Family Office, LLC, with $10.2 billion.
Include wirehouses and broker-dealer firms
- Independent wealth management RIAs
- 17
- Regulatory assets under management
- $20.3 billion
- Average per firm
- $1.2 billion
- SEC-registered, of those listed
- 12 of 17 (70.6%)
Firms by assets
| # | Firm | Registration | RAUM | Accounts |
|---|---|---|---|---|
| 1 | Callan Family Office, LLC | SEC | $10.2 billion | 2,697 |
| 2 | Nordwand Advisors | SEC | $4.0 billion | 307 |
| 3 | McAdam LLC | SEC | $2.7 billion | 10,513 |
| 4 | Clearview Financial Partners | SEC | $1.1 billion | 803 |
| 5 | Presilium Private Wealth, LLC | SEC | $671.7 million | 380 |
| 6 | Drexel Morgan & Co. | SEC | $607.0 million | 22 |
| 7 | TGS Financial Advisors | SEC | $426.0 million | 1,222 |
| 8 | Godshalk Welsh Capital Management, Inc. | SEC | $290.5 million | 266 |
| 9 | V3LIMITED LLC | SEC | $122.4 million | 57 |
| 10 | Retire Ready Wealth Management | SEC | $100.1 million | 535 |
| 11 | Northport Investment Management, LLC | State | $65.4 million | 77 |
| 12 | Wealthcare Solutions, LLC | State | $54.1 million | 266 |
| 13 | Traverse Private Wealth | State | $28.9 million | 88 |
| 14 | Alegre Wealth Management, LLC | State | $0 | 0 |
| 15 | Goalpost Wealth Management, LLC | SEC | $0 | 0 |
| 16 | Golden Ratio Wealth Management LLC | SEC | $0 | 0 |
| 17 | Truewealth Solutions | State | $0 | 0 |
Independent RIAs in Pennsylvania, including every city.
Data as of October 2, 2026, from Form ADV. Sources: SEC registered adviser data (ia100226.zip) and IAPD compilation reports. How the directory is built.