Chartwell Investment Partners, LLC

Chartwell Investment Partners, LLC (CRD# 170335) is a financial advisory firm headquartered in Berwyn, PA. They manage $10,619,000,000 in 242 accounts and serve the financial needs of clients across 51 states (or territories).

By the Numbers
  • Total Assets Under Management
    10,619
    MILLION
  • Total Number of Accounts
    242
    ACCOUNTS
  • Average Account Value
    $43,880,165
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 - 4 of 4 top financial advisors.
1
Brian J. Ward
CRD#: 2697107
1235 Westlakes Drive, Suite 400, 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 19 years of experience in the finance industry.

2
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 20 years of experience in the finance industry.

3
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 17 years of experience in the finance industry.

4
Jeffrey A. Stewart
CRD#: 1856816
1235 Westlakes Drive, Suite 400, 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 28 years of experience in the finance industry.

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