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Find The Best Financial Advisors in Conshohocken, Pennsylvania
Financial decisions are often complicated. Decisions like saving for the future, preparing for retirement, protecting your assets, planning to acquire an estate are all complex enough to make your head spin. A trusted financial advisor can help you to sail you through your journey!
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How To Find The Best Financial Advisors in Conshohocken, Pennsylvania
Last Updated - 13-Jun-2023
If you’re looking for qualified financial advisors in Conshohocken, Pennsylvania, FinancialAdvisor.net is a useful resource. We've compiled a list of the 13 vetted financial advisors and non-vetted financial advisors in Conshohocken, Pennsylvania, along with their fee structure, investment strategies, financial services they provide, and more. These financial advisors in Conshohocken, Pennsylvania have an average of 19 years of experience.
If you need more personalized assistance, you may also use our free financial advisor match service to find, compare and connect with 2 to 3 financial advisors matched to your specific needs, who serve in your area.
List of Qualified Financial Advisors in Conshohocken, Pennsylvania
610-260-2222
Top Financial Advisor Firms in Conshohocken, Pennsylvania (Ranked by AUM)
| Firm Name | Firm CRD# | Total AUM | No. of Clients | Fee Structure |
|---|---|---|---|---|
| HAMILTON LANE 110 Washington Street, Suite 1300 Conshohocken, PA, 19428 | 107876 | $856,992,911,981 | 330 | A Percentage of AUM, Fixed Fees, Performance Based |
| MILL CREEK CAPITAL ADVISORS, LLC 161 Washington Street, Suite 1500 Conshohocken, PA, 19428 | 141470 | $7,876,358,125 | 385 | A Percentage of AUM, Fixed Fees |
| COPELAND CAPITAL MANAGEMENT, LLC 161 Washington Street, Suite 1325 Conshohocken, PA, 19428 | 135822 | $4,018,135,221 | 2304 | A Percentage of AUM, Performance Based |
| PPB ADVISORS, LLC 125 East Elm Street, Suite 200 Conshohocken, PA, 19428 | 152303 | $2,306,426,772 | 61 | A Percentage of AUM, Other (PRIVATELY MANAGED FUNDS) |
| CLOVERLAY INVESTMENT MANAGEMENT, LLC 161 Washington Street, Suite 1650 Conshohocken, PA, 19428 | 277170 | $1,419,912,769 | 12 | A Percentage of AUM, Performance Based |
| ALTERRA IOS MANAGER, LLC 720 Fayette St., Suite 700, Conshohocken, PA, 19428 | 324445 | $1,070,488,063 | 2 | A Percentage of AUM, Performance Based |
| COMPASS ION ADVISORS, LLC 300 Conshohocken State Road, Suite 230 Conshohocken, PA, 19428 | 166418 | $767,057,712 | 2765 | A Percentage of AUM, Hourly charges, Fixed Fees |
| IRONVIEW CAPITAL MANAGEMENT, LLC 200 Barr Harbor Drive, Suite 400, Conshohocken, PA, 19428 | 150250 | $723,753,182 | 337 | A Percentage of AUM, Hourly charges, Fixed Fees |
| ADDISON CAPITAL 20 Ash Street, Suite 330 Conshohocken, PA, 19428 | 144853 | $650,583,870 | 485 | A Percentage of AUM, Fixed Fees |
| MMA ASSET MANAGEMENT LLC Eight Tower Bridge, Suite 1200 Conshohocken, PA, 19428 | 155426 | $462,998,978 | 113 | A Percentage of AUM, Hourly charges, Fixed Fees |
| KITCHING PARTNERS, LLC 555 E North Lane, Suite 5045 Conshohocken, PA, 19428 | 325042 | $415,752,483 | 155 | A Percentage of AUM, Fixed Fees |
| ARIN RISK ADVISORS LLC 1100 East Hector Street, Suite 215 Conshohocken, PA, 19428 | 151491 | $345,322,591 | 11 | A Percentage of AUM, Hourly charges, Fixed Fees, Performance Based |
| BEACON BRIDGE WEALTH PARTNERS, LLC 101 West Elm Street, Suite 610 Conshohocken, PA, 19428 | 321705 | $270,811,209 | 972 | A Percentage of AUM, Fixed Fees |
| NORTHSTAR FINANCIAL COMPANIES, INC. 1100 E. Hector St, Suite 399 Conshohocken, PA, 19428 | 119396 | $210,984,972 | 811 | A Percentage of AUM, Hourly charges |
| NEST EGG 20 Ash Street, Suite 300 Conshohocken, PA, 19428 | 286024 | $64,197,589 | 2039 | A Percentage of AUM |
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