Brinker Capital Inc.

Brinker Capital Inc. (CRD# 111743) is a financial advisory firm headquartered in Berwyn, PA. They manage $18,299,988,584 in 51,363 accounts and serve the financial needs of clients across 52 states (or territories).

By the Numbers
  • Total Assets Under Management
    18,300
    MILLION
  • Total Number of Accounts
    51,363
    ACCOUNTS
  • Average Account Value
    $356,287
Compensation Options
  • A percentage of assets under your management
Advisory Services Offered
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Selection of other advisers (including private fund managers)
Types of Clients
Registered States
Advisors affiliated with a RIA are permitted to work with up to five clients in nearly-all states* without explicit registration. The map below shows states where this firm has explicit registration only.

AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, PR, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV

Financial Advisors at Brinker Capital Inc.
Showing 1 - 10 of 61 top financial advisors.
1
Kyle Wildemore
CRD#: 4755740
1055 Westlakes Drive, Suite 250, Berwyn, PA 19312
100
Wealthminder
score

Kyle Wildemore (CRD# 4755740) is an Investment Advisor Representative working at Brinker Capital Inc. in Berwyn, PA and has 8 years of experience in the finance industry.

2
Matthew S. Mileski
CRD#: 6004751
1055 Westlakes Drive, Suite 250, Berwyn, PA 19312
98
Wealthminder
score

Matthew Mileski (CRD# 6004751) is an Investment Advisor Representative working at Brinker Capital Inc. in Berwyn, PA and has over 5 years of experience in the finance industry.

3
Stuart P. Quint
CRD#: 2186699
1055 Westlakes Drive, Suite 250, Berwyn, PA 19312
96
Wealthminder
score

Stuart Quint (CRD# 2186699) is an Investment Advisor Representative working at Brinker Capital Inc. in Berwyn, PA and has over 26 years of experience in the finance industry.

4
Jeffrey W. Raupp
CRD#: 3026030
1055 Westlakes Drive, Suite 250, Berwyn, PA 19312
96
Wealthminder
score

Jeffrey Raupp (CRD# 3026030) is an Investment Advisor Representative working at Brinker Capital Inc. in Berwyn, PA and has over 19 years of experience in the finance industry.

5
Daniel A. Williams
CRD#: 4859475
1055 Westlakes Drive, Suite 250, Berwyn, PA 19312
96
Wealthminder
score

Daniel Williams (CRD# 4859475) is an Investment Advisor Representative working at Brinker Capital Inc. in Berwyn, PA and has over 13 years of experience in the finance industry. Daniel Williams has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

6
Francisco Acevedo
CRD#: 5921051
1055 Westlakes Drive, Suite 250, Berwyn, PA 19312
93
Wealthminder
score

Francisco Acevedo (CRD# 5921051) is an Investment Advisor Representative working at Brinker Capital Inc. in Berwyn, PA and has over 6 years of experience in the finance industry.

7
Noreen D. Beaman
CRD#: 2593910
1055 Westlakes Drive, Suite 250, Berwyn, PA 19312
93
Wealthminder
score

Noreen Beaman (CRD# 2593910) is an Investment Advisor Representative working at Brinker Capital Inc. in Berwyn, PA and has over 21 years of experience in the finance industry.

8
Nicholas C. Boylan
CRD#: 5362817
1055 Westlakes Drive, Suite 250, Berwyn, PA 19312
93
Wealthminder
score

Nicholas Boylan (CRD# 5362817) is an Investment Advisor Representative working at Brinker Capital Inc. in Berwyn, PA and has over 10 years of experience in the finance industry.

9
Michael E. Brady
CRD#: 4689276
1055 Westlakes Drive, Suite 250, Berwyn, PA 19312
93
Wealthminder
score

Michael Brady (CRD# 4689276) is an Investment Advisor Representative working at Brinker Capital Inc. in Berwyn, PA and has over 11 years of experience in the finance industry.

10
William T. Cole
CRD#: 5112882
1055 Westlakes Drive, Suite 250, Berwyn, PA 19312
93
Wealthminder
score

William Cole (CRD# 5112882) is an Investment Advisor Representative working at Brinker Capital Inc. in Berwyn, PA and has over 11 years of experience in the finance industry.

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