Pacer Advisors, Inc.

Pacer Advisors, Inc. (CRD# 137381) is a financial advisory firm headquartered in Paoli, PA. They manage $620,126,083 in 10 accounts and serve the financial needs of clients across 1 states (or territories).

By the Numbers
  • Total Assets Under Management
    620
    MILLION
  • Total Number of Accounts
    10
    ACCOUNTS
  • Average Account Value
    $62,012,608
Compensation Options
  • A percentage of assets under your management
  • Performance-based fees
Advisory Services Offered
  • Portfolio management for investment companies (as well as "business development 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.

PA

Financial Advisors at Pacer Advisors, Inc.
Showing 1 - 10 of 10 top financial advisors.
1
William P. Boscow
CRD#: 1341041
Winnetka, IL
96
Wealthminder
score

William Boscow (CRD# 1341041) is an Investment Advisor Representative working at Pacer Advisors, Inc. in Winnetka, IL and has over 30 years of experience in the finance industry.

2
Joe M. Thomson
CRD#: 718569
16 Industrial Blvd., Suite 201, Paoli, PA 19301
96
Wealthminder
score

Joe Thomson (CRD# 718569) is an Investment Advisor Representative working at Pacer Advisors, Inc. in Paoli, PA and has over 37 years of experience in the finance industry. Joe Thomson 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
Randall B. Boscow
CRD#: 1002676
Leavenworth, WA
93
Wealthminder
score

Randall Boscow (CRD# 1002676) is an Investment Advisor Representative working at Pacer Advisors, Inc. in Leavenworth, WA and has over 36 years of experience in the finance industry.

4
Ashlee A. Bradbard
CRD#: 5761850
16 Industrial Blvd., Suite 201, Paoli, PA 19301
93
Wealthminder
score

Ashlee Bradbard (CRD# 5761850) is an Investment Advisor Representative working at Pacer Advisors, Inc. in Paoli, PA and has over 6 years of experience in the finance industry.

5
Joseph D. Collins
CRD#: 5616151
16 Industrial Blvd., Suite 201, Paoli, PA 19301
93
Wealthminder
score

Joseph Collins (CRD# 5616151) is an Investment Advisor Representative working at Pacer Advisors, Inc. in Paoli, PA and has over 8 years of experience in the finance industry.

6
Bruce A. Kavanaugh
CRD#: 2063535
16 Industrial Blvd., Suite 201, Paoli, PA 19301
93
Wealthminder
score

Bruce Kavanaugh (CRD# 2063535) is an Investment Advisor Representative working at Pacer Advisors, Inc. in Paoli, PA and has over 22 years of experience in the finance industry.

7
Thomas Zeller
CRD#: 4896931
Nottingham, MD
93
Wealthminder
score

Thomas Zeller (CRD# 4896931) is an Investment Advisor Representative working at Pacer Advisors, Inc. in Nottingham, MD and has over 12 years of experience in the finance industry.

8
Brad S. Gery
CRD#: 5387452
16 Industrial Blvd., Suite 201, Paoli, PA 19301
90
Wealthminder
score

Brad Gery (CRD# 5387452) is an Investment Advisor Representative working at Pacer Advisors, Inc. in Paoli, PA and has over 5 years of experience in the finance industry.

9
Michael D. Mack
CRD#: 5308111
16 Industrial Blvd., Suite 201, Paoli, PA 19301
90
Wealthminder
score

Michael Mack (CRD# 5308111) is an Investment Advisor Representative working at Pacer Advisors, Inc. in Paoli, PA and has over 4 years of experience in the finance industry.

10
Sean E. Ohara
CRD#: 1312483
16 Industrial Blvd., Suite 201, Paoli, PA 19301
69
Wealthminder
score

Sean Ohara (CRD# 1312483) is an Investment Advisor Representative working at Pacer Advisors, Inc. in Paoli, PA and has over 29 years of experience in the finance industry.

Ready to hire a financial advisor? Get competitive proposals from multiple advisors.
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.