Chartwell Investment Partners, LLC

Chartwell Investment Partners, LLC (CRD# 170335) is a financial advisory firm headquartered in Berwyn, PA. They manage $8,052,343,108 in 241 accounts and serve the financial needs of clients across 51 states (or territories).

By the Numbers
  • Total Assets Under Management
    8,052
    MILLION
  • Total Number of Accounts
    241
    ACCOUNTS
  • Average Account Value
    $33,412,212
Compensation Options
  • A percentage of assets under your management
  • Fixed fees (other than subscription fees)
  • Performance-based fees
Advisory Services Offered
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for investment companies (as well as "business development companies")
  • Portfolio management for pooled investment vehicles (other than investment companies)
  • Portfolio management for businesses (other than small businesses) or institutional clients
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, VT, WA, WI, WV

Financial Advisors at Chartwell Investment Partners, LLC
Showing 1 - 10 of 11 top financial advisors.
1
Brian F. Paluso
CRD#: 2458083
301 Grant Street, Suite 2700, Pittsburgh, PA 15219
96
Wealthminder
score

Brian Paluso (CRD# 2458083) is an Investment Advisor Representative working at Chartwell Investment Partners, LLC in Pittsburgh, PA and has over 21 years of experience in the finance industry. Brian Paluso 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.

2
Brian J. Ward
CRD#: 2697107
1205 Westlakes Drive, Suite 100, Berwyn, PA 19312
96
Wealthminder
score

Brian Ward (CRD# 2697107) is an Investment Advisor Representative working at Chartwell Investment Partners, LLC in Berwyn, PA and has over 21 years of experience in the finance industry.

3
Mario A. Davila
CRD#: 4819258
15301 Falconhead Grove Loop, Austin, TX 78738
93
Wealthminder
score

Mario Davila (CRD# 4819258) is an Investment Advisor Representative working at Chartwell Investment Partners, LLC in Austin, TX and has over 13 years of experience in the finance industry.

4
Thomas Dibari
CRD#: 2787179
119 West Springtown, Long Valley, NJ 07853
93
Wealthminder
score

Thomas Dibari (CRD# 2787179) is an Investment Advisor Representative working at Chartwell Investment Partners, LLC in Long Valley, NJ and has over 21 years of experience in the finance industry.

5
James A. Hill
CRD#: 5472777
301 Grant Street, Suite 2700, Pittsburgh, PA 15219
93
Wealthminder
score

James Hill (CRD# 5472777) is an Investment Advisor Representative working at Chartwell Investment Partners, LLC in Pittsburgh, PA and has over 9 years of experience in the finance industry.

6
Seth B. Jennings
CRD#: 5935749
Tampa, FL
93
Wealthminder
score

Seth Jennings (CRD# 5935749) is an Investment Advisor Representative working at Chartwell Investment Partners, LLC in Tampa, FL and has over 6 years of experience in the finance industry.

7
William J. Lamb
CRD#: 5145968
301 Grant Street, Suite 2700, Pittsburgh, PA 15219
93
Wealthminder
score

William Lamb (CRD# 5145968) is an Investment Advisor Representative working at Chartwell Investment Partners, LLC in Pittsburgh, PA and has over 5 years of experience in the finance industry.

8
Michael P. Magee
CRD#: 1732628
1205 Westlakes Drive, Suite 200, Berwyn, PA 19312
93
Wealthminder
score

Michael Magee (CRD# 1732628) is an Investment Advisor Representative working at Chartwell Investment Partners, LLC in Berwyn, PA and has over 23 years of experience in the finance industry.

9
Tai S. Park
CRD#: 3086397
Buffalo Grove, IL
93
Wealthminder
score

Tai Park (CRD# 3086397) is an Investment Advisor Representative working at Chartwell Investment Partners, LLC in Buffalo Grove, IL and has over 19 years of experience in the finance industry.

10
Jeffrey A. Stewart
CRD#: 1856816
1205 Westlakes Drive, Suite 100, Berwyn, PA 19312
93
Wealthminder
score

Jeffrey Stewart (CRD# 1856816) is an Investment Advisor Representative working at Chartwell Investment Partners, LLC in Berwyn, PA and has over 29 years of experience in the finance industry.

1 2 ... Next
Ready to hire a financial advisor? Get competitive proposals from multiple advisors.