Mercap Advisors, Inc.

Mercap Advisors, Inc. (CRD# 170092) is a financial advisory firm headquartered in Paoli, PA. They manage $68,490,055 in 504 accounts and serve the financial needs of clients across 6 states (or territories).

By the Numbers
  • Total Assets Under Management
    68
    MILLION
  • Total Number of Accounts
    504
    ACCOUNTS
  • Average Account Value
    $135,893
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
  • 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.

FL, GA, NJ, NY, PA, TX

Financial Advisors at Mercap Advisors, Inc.
Showing 1 - 10 of 10 top financial advisors.
1
Daniel G. Nigito
CRD#: 1251726
40 Darby Road, Paoli, PA 19301
96
Wealthminder
score

Daniel Nigito (CRD# 1251726) is an Investment Advisor Representative working at Mercap Advisors, Inc. in Paoli, PA and has over 29 years of experience in the finance industry. Daniel Nigito 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.

2
David A. Weikert
CRD#: 3249992
40 Darby Road, Paoli, PA 19301
96
Wealthminder
score

David Weikert (CRD# 3249992) is an Investment Advisor Representative working at Mercap Advisors, Inc. in Paoli, PA and has over 17 years of experience in the finance industry. David Weikert 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
Brendan M. Gilmore
CRD#: 840514
40 Darby Road, Paoli, PA 19301
93
Wealthminder
score

Brendan Gilmore (CRD# 840514) is an Investment Advisor Representative working at Mercap Advisors, Inc. in Paoli, PA and has over 7 years of experience in the finance industry.

4
Michael D. Malone
CRD#: 817458
40 Darby Road, Paoli, PA 19301
93
Wealthminder
score

Michael Malone (CRD# 817458) is an Investment Advisor Representative working at Mercap Advisors, Inc. in Paoli, PA and has over 36 years of experience in the finance industry.

5
Dale A. Pope
CRD#: 1128816
40 Darby Road, Paoli, PA 19301
93
Wealthminder
score

Dale Pope (CRD# 1128816) is an Investment Advisor Representative working at Mercap Advisors, Inc. in Paoli, PA and has over 33 years of experience in the finance industry.

6
William B. Franklin
CRD#: 1440522
Franklin, TN
90
Wealthminder
score

William Franklin (CRD# 1440522) is an Investment Advisor Representative working at Mercap Advisors, Inc. in Franklin, TN and has over 31 years of experience in the finance industry. William Franklin 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
Walter T. Wandall
CRD#: 2045949
40 Darby Road, Paoli, PA 19301
90
Wealthminder
score

Walter Wandall (CRD# 2045949) is an Investment Advisor Representative working at Mercap Advisors, Inc. in Paoli, PA and has over 3 years of experience in the finance industry.

8
Patrick J. Scullin
CRD#: 6168872
40 Darby Road, Paoli, PA 19301
89
Wealthminder
score

Patrick Scullin (CRD# 6168872) is an Investment Advisor Representative working at Mercap Advisors, Inc. in Paoli, PA and has over 2 years of experience in the finance industry.

9
Norman F. Watts
CRD#: 460308
40 Darby Road, Paoli, PA 19301
83
Wealthminder
score

Norman Watts (CRD# 460308) is an Investment Advisor Representative working at Mercap Advisors, Inc. in Paoli, PA and has over 10 years of experience in the finance industry.

10
James E. Kravitz
CRD#: 1453983
40 Darby Road, Paoli, PA 19301
81
Wealthminder
score

James Kravitz (CRD# 1453983) is an Investment Advisor Representative working at Mercap Advisors, Inc. in Paoli, PA and has over 30 years of experience in the finance industry.

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