AdvisorCensus / Financial advisors / Pennsylvania / Philadelphia, PA / Wells Fargo Clearing Services, LLC
Financial advisors in Philadelphia, PA using Wells Fargo Clearing Services, LLC
4 SEC-registered investment advisory firms headquartered in the Philadelphia, PA metro area name Wells Fargo Clearing Services, LLC as holding 10% or more of their separately managed account assets on Form ADV, listed alphabetically.
| Firm | City | Registration | Assets band |
|---|---|---|---|
| Cordatus Wealth Management LLC | Yardley | SEC-registered investment adviser | $500 million to $1 billion |
| Global Beta Advisors | West Chester | SEC-registered investment adviser | $25 million to $100 million |
| Trident Advisors Inc | Doylestown | SEC-registered investment adviser | $100 million to $500 million |
| Windmark Investment Partners, Inc. | Wilmington | SEC-registered investment adviser | $100 million to $500 million |
Custodians are as filed on Form ADV, Schedule D, Section 5.K(3), which lists each custodian holding 10% or more of an adviser's separately managed account assets, from the firm's most recent filing. A custodian holds client assets; it does not endorse or supervise the adviser. AdvisorCensus has no relationship with any custodian. Wells Fargo Clearing Services, LLC nationwide
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AdvisorCensus. Financial advisors in Philadelphia, PA using Wells Fargo Clearing Services, LLC. https://advisorcensus.com/advisors/pa/philadelphia/custodians/wells-fargo-clearing-services https://advisorcensus.com/advisors/pa/philadelphia/custodians/wells-fargo-clearing-services