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Wealth Managers in Wayne, PA: 2026 rankings

82 wealth managers ranked by RFA ScoreUpdated 0 paid placements in this rankingHow we rank →

The short answer

  1. 1

    Highest RFA Score in Wayne: Presilium Private Wealth, RFA Score 73/100; 5.0★ from 145 Google reviews.

  2. 4

    Most-reviewed: Peak Wealth Partners, 156 Google reviews at 5.0★, the most of 82 ranked; ranked #4.

Rankings can't be bought. Financial advisors can't pay to change their rank or score. How we rank

82 Wayne wealth managers are ranked here by RFA Score, from eight published factors. 3 open Saturdays and 1 open Sundays, based on posted hours. The median Google rating is 5.0★ across 82 rated firms.

Most of this list also appears on the Wealth managers in Philadelphia ranking. See Wealth managers in Philadelphia

Top 10 wealth managers in Wayne at a glance

Ranked by RFA Score from public data such as Google reviews, not by investment performance; sponsored listings are paid, shown separately and never change rank.

Top 10 wealth managers in Wayne at a glance
RankBusinessRFA ScoreGoogle ratingBased inHoursNotable for
1Presilium Private Wealth735.0★ (145)Radnor, 1 mi away—Top score
2Blue Bell Private Wealth Management, LLC725.0★ (144)King of Prussia, 9 mi away——
3Liberty One Wealth Advisors705.0★ (93)Philadelphia, 14 mi away——
4Peak Wealth Partners705.0★ (156)Cherry Hill Mall, 24 mi away—Most reviews
5Zenith Wealth Partners695.0★ (56)Philadelphia, 13 mi away——
6The Wealth Activator685.0★ (39)Springfield, 9 mi awaySat—
7Financial Voyages Wealth Management685.0★ (54)Limerick, 16 mi away——
8Black Jew Wealth Coach685.0★ (38)Philadelphia, 12 mi away——
9Ausperity Private Wealth675.0★ (59)Cherry Hill Mall, 24 mi away——
10Pursuit of Wealth Consulting INC675.0★ (27)Philadelphia, 13 mi away——

All 82 wealth managers in Wayne, in rank order

Ordered by RFA Score, a 0–100 score from eight published factors. Paid placement never changes the order.

Ranked by RFA Score from public data such as Google reviews, not by investment performance; sponsored listings are paid, shown separately and never change rank.

Scores below: based on 6 of 8 factors; registration and recency not yet collected. Hatched segments mark factors we don't have yet.

  1. Ranked #1 in Wayne

    #1 Presilium Private Wealth

    Based in Radnor, 1 mi away

    73/100RFA Score

    Ranked #1 because of its Google rating and specialty focus: 5.0★ from 145 Google reviews, listed on Google as “Financial planner”.

    • 5.0★ from 145 Google reviews
    Hours
    Mon–Fri 8 AM–5 PM · Sat–Sun closed
    Address
    150 N Radnor Chester Rd Ste F110, Radnor, PA 19087
    View profile for Presilium Private Wealth(215) 982-4140

  4. #4 Peak Wealth Partners

    Based in Cherry Hill Mall, 24 mi away

    70/100RFA Score

    Ranked #4 because of its Google rating and specialty focus: 5.0★ from 156 Google reviews, listed on Google as “Financial planner”.

    • 5.0★ from 156 Google reviews
    Hours
    Mon–Fri 9 AM–5 PM · Sat–Sun closed
    Address
    305 Fellowship Rd Ste 105, Mt Laurel Township, NJ 08054
    View profile for Peak Wealth Partners(856) 552-0427

  5. #5 Zenith Wealth Partners

    Based in Philadelphia, 13 mi away

    69/100RFA Score

    Ranked #5 because of its Google rating and specialty focus: 5.0★ from 56 Google reviews, listed on Google as “Financial advisor”.

    • 5.0★ from 56 Google reviews
    Hours
    Mon–Fri 9 AM–5 PM · Sat–Sun closed
    Address
    2400 Market St #216, Philadelphia, PA 19103
    View profile for Zenith Wealth Partners(484) 278-1559

  6. #6 The Wealth Activator

    Based in Springfield, 9 mi away

    68/100RFA Score

    Ranked #6 because of its Google rating and specialty focus: 5.0★ from 39 Google reviews, listed on Google as “Accounting firm”.

    • 5.0★ from 39 Google reviews
    Hours
    Mon 9 AM–4 PM · Tue–Thu 9 AM–5 PM · Fri closed · Sat 12 PM–3 PM · Sun closed
    Address
    202A N Monroe St 2nd Floor, Suite 1, Media, PA 19063
    View profile for The Wealth Activator(484) 843-1682

  8. #8 Black Jew Wealth Coach

    Based in Philadelphia, 12 mi away

    68/100RFA Score

    Ranked #8 because of its Google rating and specialty focus: 5.0★ from 38 Google reviews, listed on Google as “Investment service”.

    • 5.0★ from 38 Google reviews
    Hours
    Mon–Fri 9 AM–5 PM · Sat–Sun closed
    Address
    2929 Arch St #1700, Philadelphia, PA 19104
    View profile for Black Jew Wealth Coach(610) 646-1010

  9. #9 Ausperity Private Wealth

    Based in Cherry Hill Mall, 24 mi away

    67/100RFA Score

    Ranked #9 because of its Google rating and specialty focus: 5.0★ from 59 Google reviews, listed on Google as “Financial planner”.

    • 5.0★ from 59 Google reviews
    Hours
    Mon–Fri 9 AM–5 PM · Sat–Sun closed
    Address
    224 Strawbridge Dr Suite 110, Moorestown, NJ 08057
    View profile for Ausperity Private Wealth(856) 252-0101

  12. #12 Jones Wealth Management

    Based in Camden, 19 mi away

    67/100RFA Score

    Ranked #12 because of its Google rating and specialty focus: 5.0★ from 37 Google reviews, listed on Google as “Financial planner”.

    • 5.0★ from 37 Google reviews
    Hours
    Mon–Fri 9 AM–5 PM · Sat–Sun closed
    Address
    535 NJ-38 Ste 350, Cherry Hill Township, NJ 08002
    View profile for Jones Wealth Management(856) 696-5540

  13. #13 Patria Wealth Group

    Based in Wilmington, 18 mi away

    66/100RFA Score

    Ranked #13 because of its Google rating and specialty focus: 5.0★ from 32 Google reviews, listed on Google as “Financial planner”.

    • 5.0★ from 32 Google reviews
    Hours
    Mon–Fri 8 AM–5 PM · Sat–Sun closed
    Address
    501 Silverside Rd #31, Wilmington, DE 19809
    View profile for Patria Wealth Group(302) 595-9339

  15. #15 Quaker Wealth Management

    Based in Cherry Hill Mall, 24 mi away

    66/100RFA Score

    Ranked #15 because of its Google rating and specialty focus: 5.0★ from 43 Google reviews, listed on Google as “Financial planner”.

    • 5.0★ from 43 Google reviews
    Hours
    Mon–Thu 9 AM–5 PM · Fri 9 AM–4 PM · Sat–Sun closed
    Address
    70 E Main St, Moorestown, NJ 08057
    View profile for Quaker Wealth Management(856) 222-0110

  17. #17 PTM Wealth

    Based in Horsham, 17 mi away

    66/100RFA Score

    Ranked #17 because of its Google rating and specialty focus: 4.9★ from 30 Google reviews, listed on Google as “Financial planner”.

    • 4.9★ from 30 Google reviews
    Hours
    Mon–Thu 9 AM–5 PM · Fri 9 AM–4 PM · Sat–Sun closed
    Address
    1501 Lower State Rd Building D, North Wales, PA 19454
    View profile for PTM Wealth(267) 317-1515

  18. #18 Trinity Wealth Management

    Based in Radnor, 4 mi away

    66/100RFA Score

    Ranked #18 because of its Google rating and specialty focus: 4.7★ from 14 Google reviews, listed on Google as “Financial advisor”.

    • 4.7★ from 14 Google reviews
    Hours
    Mon–Thu 8:30 AM–5 PM · Fri 8:30 AM–4 PM · Sat–Sun closed
    Address
    899 Cassatt Rd Ste 120, Berwyn, PA 19312
    View profile for Trinity Wealth Management(610) 296-2020

  20. #20 Activate Wealth

    Based in Philadelphia, 13 mi away

    66/100RFA Score

    Ranked #20 because of its Google rating and specialty focus: 5.0★ from 19 Google reviews, listed on Google as “Financial planner”.

    • 5.0★ from 19 Google reviews
    Hours
    Mon–Thu 7 AM–8 PM · Fri 7 AM–5 PM · Sat–Sun closed
    Address
    2400 Market St No. 200, Philadelphia, PA 19103
    View profile for Activate Wealth(856) 617-0300

  21. #21 AlphaCore Wealth Advisory

    Based in Wilmington, 23 mi away

    66/100RFA Score

    Ranked #21 because of its Google rating and specialty focus: 5.0★ from 36 Google reviews, listed on Google as “Financial planner”.

    • 5.0★ from 36 Google reviews
    Hours
    Mon–Thu 9 AM–4:30 PM · Fri 9 AM–2 PM · Sat–Sun closed
    Address
    112 French St Ste 105A, Wilmington, DE 19801
    View profile for AlphaCore Wealth Advisory(302) 752-6637

  24. #24 WealthBridge Financial

    Based in King of Prussia, 8 mi away

    66/100RFA Score

    Ranked #24 because of its Google rating and specialty focus: 5.0★ from 12 Google reviews, listed on Google as “Financial consultant”.

    • 5.0★ from 12 Google reviews
    Hours
    Mon–Fri 9 AM–5 PM · Sat–Sun closed
    Address
    620 W Germantown Pike Suite 170, Plymouth Meeting, PA 19462
    View profile for WealthBridge Financial(215) 938-7788

How we ranked Wayne wealth managers

We scored 82 Wayne wealth managers on eight factors, weighted as shown. A firm is ranked when its specialty is confirmed and it has 3 or more Google reviews or a claimed profile. A firm with no Google reviews scores zero on rating, review volume and recency. Other unknown factors are left out, not counted as zero. Scores last refreshed November 9, 2026.

Paid placement never changes a rank or score. Sponsored businesses are paid, labelled, limited to 3 and shown above the ranking, outside it.

Read the full method: formula, sources and exclusions

RFA Score factors and weights
FactorWeightComputed fromIn Wayne data
Reputation30%Google star rating, adjusted for how many reviews back it (client experience, not investment results)Measured
Registration20%Active SEC, state or Canadian securities registration matched in public records (not yet measured)Not yet collected
Review volume10%Number of Google reviews, compared with the most-reviewed firm on the listMeasured
Recency5%Share of reviews from the last 12 monthsNot yet collected
Specialty focus15%How clearly the firm offers this specialty (its Google category and name)Measured
Proximity5%Based in the city scores highest, less the farther away it isMeasured
Claimed profile10%The firm has claimed its Ranked Financial Advisors profile (free or paid earn the same)Measured
Partnered5%The firm links to Ranked Financial Advisors from its own website with our badge, checked periodicallyMeasured

How to choose a wealth manager

  1. Confirm the wealth manager and the firm are registered: Investor.gov and FINRA BrokerCheck in the US, the CSA National Registration Search in Canada. Read any disclosure events.
  2. Ask whether they act as a fiduciary on your account at all times, and get the answer in writing.
  3. Ask how they are paid: a percentage of assets, flat or hourly fees, a retainer, commissions, or a mix. Each creates different conflicts of interest.
  4. Read the firm’s Form CRS and Form ADV Part 2A brochure (fees, services, conflicts, disciplinary history) before you sign.
  5. Check designations with the body that grants them, such as the CFP Board for CFP® professionals.
  6. Ask about account minimums and who holds your money: your assets should sit with an independent custodian in your name.
  7. Compare at least two or three firms, and be wary of anyone who promises returns or pushes you to decide quickly.

Questions to ask a wealth manager

  • Are you a fiduciary for all of the advice you give me, and will you put that in writing?
  • How are you paid, in total dollars per year for an account like mine? Do you earn commissions or other payments from product providers?
  • Which registrations and designations do you hold, and where can I verify them?
  • Who will hold my assets, and how will I see statements directly from that custodian?
  • What services are included in your fee, and what would cost extra with you as my wealth manager?
  • Do you have a minimum account size or minimum fee?
  • Have you or your firm had any complaints or disciplinary actions? Where would I see them?
  • How often will we meet, and who will I work with day to day?
  • What happens to my plan or accounts if you retire or leave the firm?

Terms explained

Fiduciary
Someone legally required to act in a client’s interest. In the US, registered investment advisers owe their clients a fiduciary duty of care and loyalty under the Investment Advisers Act of 1940.
Registered investment adviser (RIA)
A firm registered with the SEC or a state securities regulator to give investment advice for pay. Most firms managing $100 million or more register with the SEC; smaller firms usually register with their state.
Investment adviser representative (IAR)
A person who gives advice on behalf of a registered investment adviser, usually registered with the states where they work.
Broker-dealer
A firm that buys and sells securities for customers. US broker-dealers are members of FINRA; their registered representatives typically earn commissions.
Regulation Best Interest (Reg BI)
The SEC rule, in force since June 30, 2020, requiring broker-dealers to act in a retail customer’s best interest when recommending a security or account type.
Form ADV
The registration form every investment adviser files. Part 1 holds facts about the firm; Part 2A, the brochure, describes services, fees, conflicts of interest and disciplinary history in plain English.
Form CRS
A short relationship summary that advisers and broker-dealers give retail investors, covering services, fees, conflicts, standard of conduct and disciplinary history.
CRD number
The Central Registration Depository number FINRA and the SEC assign to each firm and registered person; use it to look them up on Investor.gov or BrokerCheck.
Assets under management (AUM) fee
A yearly fee set as a percentage of the money an advisor manages for you. Advisor surveys have put the median around 1% on accounts up to $1 million, lower on larger accounts.
Fee-only
An advisor paid only by clients, with no commissions or other payments from product providers.
Fee-based
An advisor who charges client fees and may also earn commissions on some products. It is not the same as fee-only.
CFP® professional
A person certified by the CFP Board after meeting education, exam, experience and ethics requirements. The CFP Board requires them to act as a fiduciary when giving financial advice.

Wealth managers in Wayne: frequently asked questions

Which wealth manager has the highest RFA Score in Wayne?

By RFA Score, the highest-ranked wealth manager in Wayne, PA is Presilium Private Wealth with an RFA Score of 73/100. It has 5.0★ from 145 Google reviews. Blue Bell Private Wealth Management, LLC (#2) and Liberty One Wealth Advisors (#3) follow. We ranked 82 wealth managers on eight factors, last updated November 9, 2026.

Which wealth managers in Wayne work on weekends?

3 of 82 ranked wealth managers post Saturday hours and 1 post Sunday hours. The highest-ranked open Saturdays is The Wealth Activator (#6). Many advisors meet by appointment, including evenings or by video, outside their posted office hours.

What Google rating do Wayne wealth managers have?

The median Google rating among 82 rated wealth managers in Wayne is 5.0★, with a median of 10 reviews. Peak Wealth Partners has the most, 156 reviews, and ranks #4. We adjust ratings for review count, so a few five-star reviews cannot top the list.

How does RankedFinancialAdvisors rank wealth managers?

Each wealth manager gets a 0–100 RFA Score from eight published factors, led by reputation (30%), specialty focus (15%), review volume (10%) and claimed profile (10%). A firm with no Google reviews scores zero on rating, review volume and recency; other factors we cannot measure are left out. Only firms with a confirmed specialty and 3 or more reviews, or a claimed profile, are ranked.

Do wealth managers outside Wayne count in this ranking?

Yes, if they are within 40 mi of the Wayne city center, our service radius for wealth managers. Each listing shows where the firm is based and how far away it is. Proximity is 5% of the RFA Score, so a nearby firm gets a small edge.

Can wealth managers pay to rank higher on RankedFinancialAdvisors?

No. The RFA Score never reads payment status, and this ranking has 0 paid placements. Up to 3 Featured firms may appear above the list, labelled Sponsored and showing their honest rank.

What does a wealth manager do?

Wealth managers combine investment management with planning, tax and estate coordination, usually for households with larger portfolios. Most charge a yearly percentage of the assets they manage and many set an account minimum.

How are wealth managers in Wayne ranked?

By RFA Score: public signals such as the Google rating and review count, how clearly the firm offers wealth management and how close it is. Paid placements never change the order, and the score does not measure investment performance.

How do I check a wealth manager’s registration and record?

Search the person and the firm on Investor.gov (the SEC’s adviser search) and on FINRA BrokerCheck. A firm’s Form ADV and any disciplinary history are public there.

Is every wealth manager in Wayne a fiduciary?

Not necessarily. Investment adviser representatives owe a fiduciary duty on advisory accounts; broker-dealer representatives follow Regulation Best Interest when they recommend a security. Ask which applies to your account and read the firm’s Form CRS.

How much do wealth managers charge?

Fees depend on the firm and the service: a percentage of assets managed each year, a flat or hourly planning fee, a retainer, or commissions. Ask for the fee schedule in writing and read the firm’s Form ADV Part 2A brochure or, in Canada, its relationship disclosure.

Update log for Wayne

  1. November 2026: RFA Scores recalculated for 82 wealth managers serving Wayne.

More wealth managers and Wayne pages