Equitable Advisors
45yrs
Top advisor by experience in Bala Cynwyd
40yrs
Randall Cole has worked in the financial industry for 40 years and is a financial advisor based in Bala Cynwyd, Pennsylvania. After 13 years at American Portfolios Advisors and eight years at Osaic Fa, Randall joined Osaic Wealth in 2024, a firm offering financial planning, investment management, and retirement plan consulting. Randall’s designations include CFP® and ChFC.
At a glance
Experience40 years (since 1986)
How that compares ?Top 4% by experience nationwide
OfficeOne Bala Plaza 231 St. Asaphs Rd, Suite 429, Bala Cynwyd, PA 19004
FirmOsaic Wealth
How the firm is paid ?Percent of assets, Hourly, Flat fee
Typical client at the firm ?$398,336
Advisors at the firm8,052
States licensed ?1 state
Services through Osaic Wealth
Financial planningInvestment management for individuals and small businessesInvestment management for businesses and institutionsRetirement plan consultingChoosing other investment managersEducational seminars and workshops
Specialties, designations like CFP®, and languages spoken appear here when advisors claim their profiles.
Designations
CFP®ChFC
Licenses
Exams passed, from the official record. Tap a license to see what it allows.
Series 63Uniform Securities Agent State Law Examination
Career
- Oct 2024 – nowOsaic Wealth, Inc.Current firm
- 2011 – 2024American Portfolios Advisors, Inc.Previously
- 2004 – 2011Osaic Fa, Inc.Previously
Contact Randall
(800) 821-5100Firm headquarters in Scottsdale, AZ. Ask for Randall. One Bala Plaza 231 St. Asaphs Rd, Suite 429Bala Cynwyd, PA 19004Office · Get directions
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Questions to ask Randall
Tailored to Randall’s registration and firm.
- What's your succession plan, and who would work with me if you retire?
- At a firm this size, will I work with you directly or with a service team?
- What does a financial plan with you include, and how often is it updated?
- If you use outside managers, how are they chosen and what do they cost on top of your fee?
- Where would my money be held, and will I get statements directly from that firm?
- What would I pay in total each year, in dollars, including fund and trading costs?
My notes and scorecard
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About Randall
How do I contact Randall?
Call Osaic Wealth at (800) 821-5100 and ask for Randall Cole. Randall works from the Bala Cynwyd, PA office.
How long has Randall been a financial advisor?
Randall has been in the industry since 1986, about 40 years. Top 4% by experience nationwide.
What licenses does Randall hold?
Series 63. Tap any license on this page to see what it allows.
Is Randall a fiduciary?
Randall is registered with an advisory firm. Ask whether they act as a fiduciary for all the advice they give you.
How is Randall paid?
Osaic Wealth reports being paid by a percentage of the assets they manage, hourly fees, flat or fixed fees. Ask Randall for your total yearly cost in dollars.
Official record as of October 3, 2026.
This profile is for information only and is not financial advice or a recommendation.
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