Fee-only adviser · Bryn Mawr, PA
Oar Financial
Oar Financial is a fee-only investment adviser registered with the U.S. Securities and Exchange Commission, with its main office in Bryn Mawr, Pennsylvania. On its latest Form ADV, filed March 18, 2026, it reports $115M in regulatory assets under management, 25 individual clients and 4 employees who give investment advice. It reports no commission compensation, is not registered as a broker-dealer and does not act as an insurance agent.
Key facts from Form ADV
| Registration | SEC-registered |
|---|---|
| Firm CRD number | 158989 · SEC file 801-72726 |
| Office | One Town Place Suite 200 Bryn Mawr, PA 19010 |
| Phone | (833) 662-6346 |
| Website | oarfinancial.com |
| Regulatory assets under management | $115M |
| Individual clients | 0 non-high-net-worth, 25 high-net-worth |
| Financial planning clients | Not reported |
| How it charges | Percentage of assets |
| Services | Portfolio management |
| Employees | 10 |
| Disciplinary disclosures | None reported |
| Latest Form ADV filing | March 18, 2026 |
Source: the firm’s Form ADV Part 1A as published by the SEC’s Investment Adviser Public Disclosure database, data as of November 6, 2026. Figures are self-reported by the firm.
What this means for you
- It charges only as a percentage of the assets it manages. Ask about the fee schedule and any account minimum, which Form ADV Part 1 does not record.
- Most of its individual clients are high-net-worth, which on Form ADV means they meet the SEC’s qualified-client or qualified-purchaser test: broadly, more than $1 million managed by the adviser or a net worth above $2 million, with the thresholds indexed for inflation.
- It reports no disciplinary history on Form ADV.
Before you hire any adviser
Read the firm’s Form ADV Part 2 brochure on its SEC record: it sets out fees, minimums, conflicts of interest and who will manage your money. Ask whether the firm acts as a fiduciary for all of your accounts, how it is paid in total, and who holds your assets. Our guide to choosing a financial adviser lists the questions to ask.
Other fee-only advisers in Bryn Mawr
- Newbridge Wealth Management $220M
- Renaissance Advisory Group $70M
- Green Drake Advisors LLC $8.4M
- McGowan & Co LLP $656M
See all 5 fee-only advisers in Bryn Mawr →
Nearby
- Villanova 1 firm
- Ardmore 1 firm
- Wynnewood 3 firms
- Narberth 2 firms
- Conshohocken 12 firms
- West Conshohocken 6 firms
- Chesterbrook 2 firms
- Radnor 12 firms
Comparing several firms? Tell us what you need and we will suggest fee-only advisers that fit. Work at Oar Financial? Update this listing.