Cooke & Bieler, LP

Cooke & Bieler, LP (CRD# 113859) is a financial advisory firm headquartered in Philadelphia, PA. They manage $5,303,406,753 in 283 accounts and serve the financial needs of clients across 10 states (or territories).

By the Numbers
  • Total Assets Under Management
    5,303
    MILLION
  • Total Number of Accounts
    283
    ACCOUNTS
  • Average Account Value
    $18,739,953
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.

FL, MA, NC, NE, NY, OH, PA, TN, VA, WI

Financial Advisors at Cooke & Bieler, LP
Showing 1 - 10 of 13 top financial advisors.
1
Michael M. Meyer
CRD#: 2251360
1700 Market Street, Suite 3222, Philadelphia, PA 19103
96
Wealthminder
score

Michael Meyer (CRD# 2251360) is an Investment Advisor Representative working at Cooke & Bieler, LP in Philadelphia, PA and has over 24 years of experience in the finance industry.

2
Richard J. O'neil
CRD#: 1987959
1700 Market Street, Suite 3222, Philadelphia, PA 19103
96
Wealthminder
score

Richard O'neil (CRD# 1987959) is an Investment Advisor Representative working at Cooke & Bieler, LP in Philadelphia, PA and has over 28 years of experience in the finance industry.

3
Mehul Trivedi
CRD#: 2430237
1700 Market Street, Suite 3222, Philadelphia, PA 19103
96
Wealthminder
score

Mehul Trivedi (CRD# 2430237) is an Investment Advisor Representative working at Cooke & Bieler, LP in Philadelphia, PA and has over 19 years of experience in the finance industry.

4
Samuel H. Ballam
CRD#: 2932541
1700 Market Street, Suite 3222, Philadelphia, PA 19103
93
Wealthminder
score

Samuel Ballam (CRD# 2932541) is an Investment Advisor Representative working at Cooke & Bieler, LP in Philadelphia, PA and has over 20 years of experience in the finance industry.

5
John S. Hamblett
CRD#: 1335932
1700 Market Street, Suite 3222, Philadelphia, PA 19103
93
Wealthminder
score

John Hamblett (CRD# 1335932) is an Investment Advisor Representative working at Cooke & Bieler, LP in Philadelphia, PA and has over 27 years of experience in the finance industry.

6
Patrick A. McDonnell
CRD#: 2665672
1700 Market Street, Suite 3222, Philadelphia, PA 19103
93
Wealthminder
score

Patrick McDonnell (CRD# 2665672) is an Investment Advisor Representative working at Cooke & Bieler, LP in Philadelphia, PA and has over 22 years of experience in the finance industry.

7
John Pickering
CRD#: 2536885
1700 Market Street, Philadelphia, PA 19103
93
Wealthminder
score

John Pickering (CRD# 2536885) is an Investment Advisor Representative working at Cooke & Bieler, LP in Philadelphia, PA and has over 12 years of experience in the finance industry.

8
Andrew B. Armstrong
CRD#: 5343117
1700 Market Street, Suite 3222, Philadelphia, PA 19103
90
Wealthminder
score

Andrew Armstrong (CRD# 5343117) is an Investment Advisor Representative working at Cooke & Bieler, LP in Philadelphia, PA and has 1 year of experience in the finance industry.

9
Steve W. Lyons
CRD#: 4209163
1700 Market Street, Suite 3222, Philadelphia, PA 19103
90
Wealthminder
score

Steve Lyons (CRD# 4209163) is an Investment Advisor Representative working at Cooke & Bieler, LP in Philadelphia, PA and has 1 year of experience in the finance industry.

10
Edward W. O'connor
CRD#: 4541253
1700 Market Street, Suite 3222, Philadelphia, PA 19103
90
Wealthminder
score

Edward O'connor (CRD# 4541253) is an Investment Advisor Representative working at Cooke & Bieler, LP in Philadelphia, PA and has 1 year of experience in the finance industry.

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