The Wharton Advisory Group, LLC

The Wharton Advisory Group, LLC (CRD# 120522) is a financial advisory firm headquartered in Wayne, PA. They manage $301,280,271 in 926 accounts and serve the financial needs of clients across 8 states (or territories).

By the Numbers
  • Total Assets Under Management
    301
    MILLION
  • Total Number of Accounts
    926
    ACCOUNTS
  • Average Account Value
    $325,357
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
  • Pension consulting services
  • Selection of other advisers (including private fund managers)
  • 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.

DE, FL, NC, NH, NJ, NY, PA, TX

Financial Advisors at The Wharton Advisory Group, LLC
Showing 1 - 10 of 14 top financial advisors.
1
Robert V. Aceto
CRD#: 2539499
148 East Lancaster Avenue, Wayne, PA 19087
93
Wealthminder
score

Robert Aceto (CRD# 2539499) is an Investment Advisor Representative working at The Wharton Advisory Group, LLC in Wayne, PA and has over 22 years of experience in the finance industry.

2
Kenneth E. Borislow
CRD#: 3263299
148 East Lancaster Avenue, Wayne, PA 19087
93
Wealthminder
score

Kenneth Borislow (CRD# 3263299) is an Investment Advisor Representative working at The Wharton Advisory Group, LLC in Wayne, PA and has over 16 years of experience in the finance industry.

3
Raymond W. Doreian
CRD#: 70460
985 Old Eagle School Rd., Suite 519, Wayne, PA 19087
93
Wealthminder
score

Raymond Doreian (CRD# 70460) is an Investment Advisor Representative working at The Wharton Advisory Group, LLC in Wayne, PA and has over 22 years of experience in the finance industry.

4
Jeffrey M. Factor
CRD#: 3263301
148 East Lancaster Avenue, Wayne, PA 19087
93
Wealthminder
score

Jeffrey Factor (CRD# 3263301) is an Investment Advisor Representative working at The Wharton Advisory Group, LLC in Wayne, PA and has over 16 years of experience in the finance industry.

5
David L. Fitzgerald
CRD#: 1927550
148 East Lancaster Avenue, Wayne, PA 19087
93
Wealthminder
score

David Fitzgerald (CRD# 1927550) is an Investment Advisor Representative working at The Wharton Advisory Group, LLC in Wayne, PA and has over 27 years of experience in the finance industry.

6
Frank K. Grabuski
CRD#: 4983400
148 East Lancaster Avenue, Wayne, PA 19087
93
Wealthminder
score

Frank Grabuski (CRD# 4983400) is an Investment Advisor Representative working at The Wharton Advisory Group, LLC in Wayne, PA and has over 10 years of experience in the finance industry.

7
Steven R. Montgomery
CRD#: 4534651
148 East Lancaster Avenue, Wayne, PA 19087
93
Wealthminder
score

Steven Montgomery (CRD# 4534651) is an Investment Advisor Representative working at The Wharton Advisory Group, LLC in Wayne, PA and has over 14 years of experience in the finance industry.

8
Andrew W. Factor
CRD#: 5628997
148 East Lancaster Avenue, Wayne, PA 19087
90
Wealthminder
score

Andrew Factor (CRD# 5628997) is an Investment Advisor Representative working at The Wharton Advisory Group, LLC in Wayne, PA and has over 4 years of experience in the finance industry.

9
Herbert Feinstein
CRD#: 6307539
148 East Lancaster Avenue, Wayne, PA 19087
87
Wealthminder
score

Herbert Feinstein (CRD# 6307539) is an Investment Advisor Representative working at The Wharton Advisory Group, LLC in Wayne, PA and has 1 year of experience in the finance industry.

10
Daniel H. Kaufmann
CRD#: 5973530
148 East Lancaster Avenue, Wayne, PA 19087
87
Wealthminder
score

Daniel Kaufmann (CRD# 5973530) is an Investment Advisor Representative working at The Wharton Advisory Group, LLC in Wayne, PA and has 1 year of experience in the finance industry.

1 2 ... Next
Ready to hire a financial advisor? Get competitive proposals from multiple advisors.