Radnor Financial Advisors, LLC

Radnor Financial Advisors, LLC (CRD# 282753) is a financial advisory firm headquartered in Wayne, PA. They manage $1,266,350,204 in 1,775 accounts and serve the financial needs of clients across 10 states (or territories).

By the Numbers
  • Total Assets Under Management
    1,266
    MILLION
  • Total Number of Accounts
    1,775
    ACCOUNTS
  • Average Account Value
    $713,437
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.

CA, CT, DE, FL, MD, NH, NJ, NY, PA, TX

Financial Advisors at Radnor Financial Advisors, LLC
Showing 1 - 6 of 6 top financial advisors.
1
Edd H. Hyde
CRD#: 810574
485 Devon Park Drive, Suite 119, Wayne, PA 19087
96
Wealthminder
score

Edd Hyde (CRD# 810574) is an Investment Advisor Representative working at Radnor Financial Advisors, LLC in Wayne, PA and has over 34 years of experience in the finance industry. Edd Hyde 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
Brian J. Jacobs
CRD#: 4498489
485 Devon Park Drive, Suite 119, Wayne, PA 19087
96
Wealthminder
score

Brian Jacobs (CRD# 4498489) is an Investment Advisor Representative working at Radnor Financial Advisors, LLC in Wayne, PA and has over 13 years of experience in the finance industry. Brian Jacobs 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
Michael N. Mattise
CRD#: 1581240
485 Devon Park Drive, Suite 119, Wayne, PA 19087
96
Wealthminder
score

Michael Mattise (CRD# 1581240) is an Investment Advisor Representative working at Radnor Financial Advisors, LLC in Wayne, PA and has over 30 years of experience in the finance industry. Michael Mattise 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
Carl M. Rosenfeld
CRD#: 4614086
485 Devon Park Drive, Suite 119, Wayne, PA 19087
96
Wealthminder
score

Carl Rosenfeld (CRD# 4614086) is an Investment Advisor Representative working at Radnor Financial Advisors, LLC in Wayne, PA and has over 13 years of experience in the finance industry. Carl Rosenfeld 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.

5
Casey Z. Shure
CRD#: 5294509
485 Devon Park Drive, Suite 119, Wayne, PA 19087
96
Wealthminder
score

Casey Shure (CRD# 5294509) is an Investment Advisor Representative working at Radnor Financial Advisors, LLC in Wayne, PA and has over 9 years of experience in the finance industry. Casey Shure 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.

6
Justin M. Spike
CRD#: 6330968
485 Devon Park Drive, Suite 119, Wayne, PA 19087
90
Wealthminder
score

Justin Spike (CRD# 6330968) is an Investment Advisor Representative working at Radnor Financial Advisors, LLC in Wayne, PA and has 1 year of experience in the finance industry. Justin Spike 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.

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