Independence Advisors, LLC

Independence Advisors, LLC (CRD# 153687) is a financial advisory firm headquartered in Wayne, PA. They manage $782,919,555 in 1,359 accounts and serve the financial needs of clients across 10 states (or territories).

By the Numbers
  • Total Assets Under Management
    783
    MILLION
  • Total Number of Accounts
    1,359
    ACCOUNTS
  • Average Account Value
    $576,100
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Pension consulting services
  • Other
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, LA, NC, NH, NJ, NY, PA, TX, VA, VT

Financial Advisors at Independence Advisors, LLC
Showing 1 - 8 of 8 top financial advisors.
1
Charles P. Boinske
CRD#: 1295580
620 Lee Road, Suite 100, Wayne, PA 19087
96
Wealthminder
score

Charles Boinske (CRD# 1295580) is an Investment Advisor Representative working at Independence Advisors, LLC in Wayne, PA and has over 33 years of experience in the finance industry.

2
Mark A. Rioboli
CRD#: 2391185
620 Lee Road, Suite 100, Wayne, PA 19087
96
Wealthminder
score

Mark Rioboli (CRD# 2391185) is an Investment Advisor Representative working at Independence Advisors, LLC in Wayne, PA and has over 24 years of experience in the finance industry. Mark Rioboli 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.

3
Patrick D. Runyen
CRD#: 5268397
620 Lee Road, Suite 100, Wayne, PA 19087
96
Wealthminder
score

Patrick Runyen (CRD# 5268397) is an Investment Advisor Representative working at Independence Advisors, LLC in Wayne, PA and has over 11 years of experience in the finance industry. Patrick Runyen 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.

4
Leslie A. Young
CRD#: 5090886
620 Lee Road, Suite 100, Wayne, PA 19087
96
Wealthminder
score

Leslie Young (CRD# 5090886) is an Investment Advisor Representative working at Independence Advisors, LLC in Wayne, PA and has over 9 years of experience in the finance industry.

5
Christina Mc Cullough
CRD#: 4425973
620 Lee Road, Suite 100, Wayne, PA 19087
93
Wealthminder
score

Christina Mc Cullough (CRD# 4425973) is an Investment Advisor Representative working at Independence Advisors, LLC in Wayne, PA and has over 16 years of experience in the finance industry.

6
Patrick D. Melvin
CRD#: 5679982
620 Lee Road, Suite 100, Wayne, PA 19087
93
Wealthminder
score

Patrick Melvin (CRD# 5679982) is an Investment Advisor Representative working at Independence Advisors, LLC in Wayne, PA and has over 8 years of experience in the finance industry.

7
Elizabeth L. Gavin
CRD#: 1788803
620 Lee Road, Suite 100, Wayne, PA 19087
90
Wealthminder
score

Elizabeth Gavin (CRD# 1788803) is an Investment Advisor Representative working at Independence Advisors, LLC in Wayne, PA and has over 5 years of experience in the finance industry.

8
Barbara A. Richardson
CRD#: 2229290
620 Lee Road, Suite 100, Wayne, PA 19087
89
Wealthminder
score

Barbara Richardson (CRD# 2229290) is an Investment Advisor Representative working at Independence Advisors, LLC in Wayne, PA and has over 4 years of experience in the finance industry.

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Disclosure
Advisor profile scores displayed on this site are derived using the following criteria. Step 1: An advisor profile rating starts with a baseline score of 90 points. Step 2: The advisor score is increased from the baseline after screening for 3 criteria: years of experience, industry credentials and completeness of profile. Step 3: The advisor score is decreased after screening for publicly available disclosure events such as litigation or regulatory matters. Such decreases relate to the existence of a disclosure and, in most cases, do not account for timing, magnitude or severity of such disclosure. Many other factors are not considered in the scoring such as financial stability, fees, affiliations and educational background, and you should carefully consider these factors. The criteria are based on information Wealthminder deems helpful and available at the time of the scoring. Scores do not vary based on qualitative feedback from users. Advisor presentation and visibility and allocation of proposals will vary for advisors who pay a marketing plan program fee. Wealthminder does not recommend or provide any warranty or guarantee of the quality or suitability of any specific advisor or products or services offered by such advisor. Please consult regulatory sites for additional information about advisors’ background.