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Midtown Advisors

EST. AUM
$153,000,000

CONTACTS
1

CLIENT ACCOUNTS

Firm Details

Metro area Raleigh
CRD Number
Website midtown-advisors.com
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Overview

Midtown Advisors is an independent wealth management firm based in Raleigh, North Carolina, managing approximately $153 million in client assets. In February 2026, the firm affiliated with Osaic, Inc. after more than 13 years with LPL Financial. Led by Managing Director Tom Perry, the firm provides comprehensive financial guidance to individuals, executives, and business owners. Their investment philosophy focuses on a traditional, conservative approach to long-term wealth preservation and growth.

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Address

925 West Lancaster Ave
Suite 220
Bryn Mawr, PA 19010
Tel: (610) 642-1481 

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