# OAR Financial

OAR Financial is a RIA based in Bryn Mawr, United States.

## Overview

- **Organization type:** RIA
- **Headquarters:** Bryn Mawr, United States
- **Region:** North America
- **Address:** New York, NY, United States
- **Assets under management:** Undisclosed
- **Website:** oarfinancial.com
- **LinkedIn:** https://www.linkedin.com/company/oar-financial

## Regulatory record

- **CRD number:** 158989
- **SEC file number:** 801-72726
- **Registration status:** Registered
- **Reports private funds:** No
- **IAPD record:** https://adviserinfo.sec.gov/firm/summary/158989

## About

OAR FINANCIAL is an SEC-registered investment adviser in BRYN MAWR, PA, registered since 2011. The firm manages approximately $115 million in regulatory assets. It has 10 employees and 4 investment advisers.

## Related profiles

- [Conestoga Wealth Management](https://altss.com/profile/conestoga-wealth-management)
- [Dominion Wealth Advisors](https://altss.com/profile/dominion-wealth-advisors-llc)

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Last updated: 2026-07-06T01:24:22.366Z

Canonical page: https://altss.com/profile/oar-financial

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