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).

Current Firm Details
1700 Market Street, Suite 3222, Philadelphia, PA 19103
http://www.cooke-bieler.com
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 Meyer, financial advisor Philadelphia PA
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 O'neil, financial advisor Philadelphia PA
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, financial advisor Philadelphia PA
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 Ballam, financial advisor Philadelphia PA
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 Hamblett, financial advisor Philadelphia PA
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 McDonnell, financial advisor Philadelphia PA
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, financial advisor Philadelphia PA
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 Armstrong, financial advisor Philadelphia PA
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 Lyons, financial advisor Philadelphia PA
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 O'connor, financial advisor Philadelphia PA
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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Our primary data source is public filings of Form ADV as published by the Securities and Exchange Commission (SEC) and made available in accordance with the Freedom of Information Act (FOIA). Supplementary information may be provided by listed advisors or their representatives.

Because many firms provide a variety of products or services, an individual may or may not be registered to operate under all services provided by the firm.

Do not rely solely on the information on this page. The information may be inaccurate, incomplete or outdated. For the most accurate and up-to-date information, please search for the firm or individual on the SEC site at http://www.adviserinfo.sec.gov/IAPD/Content/Search/iapd_Search.aspx

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