Kistler-tiffany Advisors

Kistler-tiffany Advisors (CRD# 145256) is a financial advisory firm headquartered in Berwyn, PA. They manage $749,197,212 in 1,294 accounts and serve the financial needs of clients across 11 states (or territories).

By the Numbers
  • Total Assets Under Management
    749
    MILLION
  • Total Number of Accounts
    1,294
    ACCOUNTS
  • Average Account Value
    $578,978
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
  • Selection of other advisers (including private fund managers)
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.

CA, CT, DE, FL, MA, MD, NC, NJ, NY, PA, TX

Financial Advisors at Kistler-tiffany Advisors
Showing 1 - 10 of 14 top financial advisors.
1
James H. Arnold
CRD#: 1164251
200 Berwyn Park, 920 Cassatt Road, Suite 205, Berwyn, PA 19312
96
Wealthminder
score

James Arnold (CRD# 1164251) is an Investment Advisor Representative working at Kistler-tiffany Advisors in Berwyn, PA and has over 34 years of experience in the finance industry.

2
Michael A. Conner
CRD#: 5210004
200 Berwyn Park, 920 Cassatt Road, Suite 205, Berwyn, PA 19312
96
Wealthminder
score

Michael Conner (CRD# 5210004) is an Investment Advisor Representative working at Kistler-tiffany Advisors in Berwyn, PA and has over 10 years of experience in the finance industry.

3
Michael G. Fancher
CRD#: 2502865
200 Berwyn Park, 920 Cassatt Road, Suite 205, Berwyn, PA 19312
96
Wealthminder
score

Michael Fancher (CRD# 2502865) is an Investment Advisor Representative working at Kistler-tiffany Advisors in Berwyn, PA and has over 21 years of experience in the finance industry.

4
Jeffrey A. Morrison
CRD#: 1689777
200 Berwyn Park, 920 Cassatt Road, Suite 205, Berwyn, PA 19312
96
Wealthminder
score

Jeffrey Morrison (CRD# 1689777) is an Investment Advisor Representative working at Kistler-tiffany Advisors in Berwyn, PA and has over 30 years of experience in the finance industry.

5
Thomas B. Ryan
CRD#: 408315
200 Berwyn Park, 920 Cassatt Road, Suite 205, Berwyn, PA 19312
96
Wealthminder
score

Thomas Ryan (CRD# 408315) is an Investment Advisor Representative working at Kistler-tiffany Advisors in Berwyn, PA and has over 19 years of experience in the finance industry.

6
Jaclyn M. Swavely
CRD#: 4550570
1205 Westlakes Dr Suite 290, Berwyn, PA 19312
96
Wealthminder
score

Jaclyn Swavely (CRD# 4550570) is an Investment Advisor Representative working at Kistler-tiffany Advisors in Berwyn, PA and has over 15 years of experience in the finance industry. Jaclyn Swavely 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.

7
Timothy J. Weir
CRD#: 817698
200 Berwyn Park, 920 Cassatt Road, Suite 205, Berwyn, PA 19312
96
Wealthminder
score

Timothy Weir (CRD# 817698) is an Investment Advisor Representative working at Kistler-tiffany Advisors in Berwyn, PA and has over 34 years of experience in the finance industry. Timothy Weir 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.

8
Alan C. Good
CRD#: 2252326
200 Berwyn Park, 920 Cassatt Road, Suite 205, Berwyn, PA 19312
93
Wealthminder
score

Alan Good (CRD# 2252326) is an Investment Advisor Representative working at Kistler-tiffany Advisors in Berwyn, PA and has over 25 years of experience in the finance industry.

9
Michael A. Petrecca
CRD#: 4264749
200 Berwyn Park, 920 Cassatt Road, Suite 205, Berwyn, PA 19312
93
Wealthminder
score

Michael Petrecca (CRD# 4264749) is an Investment Advisor Representative working at Kistler-tiffany Advisors in Berwyn, PA and has over 15 years of experience in the finance industry.

10
Catrina J. Reagan
CRD#: 5161024
1205 Westlakes Drive, Suite 290, Berwyn, PA 19312
93
Wealthminder
score

Catrina Reagan (CRD# 5161024) is an Investment Advisor Representative working at Kistler-tiffany Advisors in Berwyn, PA and has over 7 years of experience in the finance industry.

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