Cooke & Bieler, LP

Cooke & Bieler, LP (CRD# 113859) is a financial advisory firm headquartered in Philadelphia, PA. They manage $4,804,912,271 in 280 accounts and serve the financial needs of clients across 12 states (or territories).

By the Numbers
  • Total Assets Under Management
    4,805
    MILLION
  • Total Number of Accounts
    280
    ACCOUNTS
  • Average Account Value
    $17,160,401
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, NH, NJ, NY, OH, PA, TN, VA, WI

Financial Advisors at Cooke & Bieler, LP
Showing 1 - 10 of 12 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 23 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 27 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 18 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 19 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 25 years of experience in the finance industry.

6
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 11 years of experience in the finance industry.

7
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.

8
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.

9
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.

10
William F. Weber
CRD#: 5872115
1700 Market Street, Suite 3222, Philadelphia, PA 19103
90
Wealthminder
score

William Weber (CRD# 5872115) 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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