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Divi Vest Advisors (Bryn Mawr)


Divi Vest Advisors is an adviser based in Bryn Mawr. It manages $40.12 million of regulatory assets for 51 client accounts. It has been registered with the SEC as an adviser since 2002 and has operated in the jurisdiction of Pennsylvania.

Divi Vest Advisors provides portfolio management for individuals and small businesses and portfolio management for businesses and institutional clients. It doesn't provide financial planning services to its clients. On top of advisory services, the firm doesn't engage in other business activities.

Divi Vest Advisors: assets under management

The assets under management (AUM) of Divi Vest Advisors is $40.12 million, all of which is managed in discretionary accounts. The firm's AUM has grown by 30% since the beginning of its operation, and the company doesn't manage any assets belonging to foreign clients.


The firm manages $40.12 million in discretionary accounts. On average, the discretionary accounts where all decisions are made on behalf of the client hold $786.72 thousand each.

Fees & Commissions

The advisory firm has a single stream of revenue. Clients pay Divi Vest Advisors for their services and products based on a percentage of assets under management. Compensation based on assets under management promotes a long-term relationship between a client and the adviser and helps align mutual interests. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.

Based in Bryn Mawr

The principal office where Divi Vest Advisors performs its advisory services is located at 932 West Lancaster Avenue, Bryn Mawr, PA 19010, which is also the mailing address of the firm. It doesn’t run an office outside of the United States.

You can reach the main office by calling the phone number 610-527-2802 or by fax 610-527-2806. The normal business hours are 9 am to 5pm on Monday - Friday.


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