City
Wealth management firms in Radnor, Pennsylvania
As of October 2, 2026, 18 wealth management firms, including broker-dealer firms, with their main office in Radnor, Pennsylvania reported $20.6 billion in regulatory assets under management; the largest by assets was Callan Family Office, LLC, with $10.2 billion.
Showing all wealth firms, including wirehouses and broker-dealer firms. Independent RIAs only
- Wealth management firms
- 18
- Regulatory assets under management
- $20.6 billion
- Average per firm
- $1.1 billion
- SEC-registered, of those listed
- 13 of 18 (72.2%)
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 | Cresap, Inc. Broker-dealer affiliated: A wealth firm that is, or is part of, a broker-dealer or a bank: a wirehouse, a broker-dealer or its advisory arm, or a bank's. It appears in the all wealth firms view, not in the main lists of independent RIAs. | SEC | $339.0 million | 604 |
| 9 | Godshalk Welsh Capital Management, Inc. | SEC | $290.5 million | 266 |
| 10 | V3LIMITED LLC | SEC | $122.4 million | 57 |
| 11 | Retire Ready Wealth Management | SEC | $100.1 million | 535 |
| 12 | Northport Investment Management, LLC | State | $65.4 million | 77 |
| 13 | Wealthcare Solutions, LLC | State | $54.1 million | 266 |
| 14 | Traverse Private Wealth | State | $28.9 million | 88 |
| 15 | Alegre Wealth Management, LLC | State | $0 | 0 |
| 16 | Goalpost Wealth Management, LLC | SEC | $0 | 0 |
| 17 | Golden Ratio Wealth Management LLC | SEC | $0 | 0 |
| 18 | Truewealth Solutions | State | $0 | 0 |
Wealth management firms 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.