Top 10 advisors in Conshohocken
We’ve curated a list of the best financial advisors in Conshohocken, take a look at it below
Find an advisor in Conshohocken| # | Financial advisor | Assets under management | Number of advisors | |
|---|---|---|---|---|
| 1 | $112,222,814,500 | 586 advisors | ||
| 2 | $7,803,300,692 | 39 advisors | ||
| 3 | $4,018,135,221 | 28 advisors | ||
| 4 | $732,347,981 | 15 advisors | ||
| 5 | $708,115,522 | 15 advisors | ||
| 6 | $345,322,591 | 6 advisors | ||
| 7 | $324,840,142 | 4 advisors | ||
| 8 | $270,811,209 | 9 advisors | ||
| 9 | $204,055,278 | 9 advisors | ||
| 10 | $169,777,060 | 15 advisors |
How we came up with this list
To generate our top financial advisors list in Conshohocken, we have carried out some rigorous research. First, we’ve analysed data in the SEC database to filter advisors by location, in this case Conshohocken. Then we’ve filtered out any advisors that do not offer financial advice, for example if they only offer mortgage advice we have excluded them from the list. Then we’ve ranked the remainder according to the amount of assets under management. If you’re looking for a financial advisor and don’t mind which state they’re in, check out our best financial advisor article, which breaks down the best firms nationwide.
1. Hamilton Lane
Assets under management
$112,222,814,500
Fee structure
A percentage of assets under your management
Fixed fees
Performance-based fees
Services offered
Portfolio Management For Investment Companies
Portfolio Management For Pooled Investment Vehicles
Portfolio Management For Businesses (other Than Small Businesses) Or Institutional Clients (other Than Registered Investment Companies And Other Pooled Investment Vehicles And)
Pension Consulting Services
Selection Of Other Advisers
Publication Of Periodicals Or Newsletters
Educational Seminars/workshops
2. Mill Creek Capital Advisors, LLC
Assets under management
$7,803,300,692
Fee structure
A percentage of assets under your management
Fixed fees
Services offered
Financial Planning Services
Portfolio Management For Individuals And/or Small Businesses
Portfolio Management For Pooled Investment Vehicles
Portfolio Management For Businesses (other Than Small Businesses) Or Institutional Clients (other Than Registered Investment Companies And Other Pooled Investment Vehicles And)
Pension Consulting Services
Selection Of Other Advisers
3. Copeland Capital Management, LLC
Assets under management
$4,018,135,221
Fee structure
A percentage of assets under your management
Performance-based fees
Services offered
Portfolio Management For Individuals And/or Small Businesses
Portfolio Management For Investment Companies
Portfolio Management For Pooled Investment Vehicles
Portfolio Management For Businesses (other Than Small Businesses) Or Institutional Clients (other Than Registered Investment Companies And Other Pooled Investment Vehicles And)
4. Cloverlay Investment Management, LLC
Assets under management
$732,347,981
Fee structure
A percentage of assets under your management
Performance-based fees
Services offered
Portfolio Management For Pooled Investment Vehicles
5. Compass Ion Advisors, LLC
Assets under management
$708,115,522
Fee structure
A percentage of assets under your management
Hourly charges
Fixed fees
Services offered
Financial Planning Services
Portfolio Management For Individuals And/or Small Businesses
Portfolio Management For Businesses (other Than Small Businesses) Or Institutional Clients (other Than Registered Investment Companies And Other Pooled Investment Vehicles And)
Selection Of Other Advisers
6. Arin Risk Advisors LLC
Assets under management
$345,322,591
Fee structure
A percentage of assets under your management
Hourly charges
Fixed fees
Performance-based fees
Services offered
Financial Planning Services
Portfolio Management For Individuals And/or Small Businesses
Portfolio Management For Investment Companies
Portfolio Management For Pooled Investment Vehicles
Portfolio Management For Businesses (other Than Small Businesses) Or Institutional Clients (other Than Registered Investment Companies And Other Pooled Investment Vehicles And)
Selection Of Other Advisers
Sub-advisory Services
- Not sure which one to choose?Use our smart matching tool
7. Addison Capital
Assets under management
$324,840,142
Fee structure
A percentage of assets under your management
Fixed fees
Services offered
Financial Planning Services
Portfolio Management For Individuals And/or Small Businesses
Portfolio Management For Businesses (other Than Small Businesses) Or Institutional Clients (other Than Registered Investment Companies And Other Pooled Investment Vehicles And)
Selection Of Other Advisers
8. Beacon Bridge Wealth Partners, LLC
Assets under management
$270,811,209
Fee structure
A percentage of assets under your management
Fixed fees
Services offered
Financial Planning Services
Portfolio Management For Individuals And/or Small Businesses
Portfolio Management For Businesses (other Than Small Businesses) Or Institutional Clients (other Than Registered Investment Companies And Other Pooled Investment Vehicles And)
Pension Consulting Services
Selection Of Other Advisers
9. Northstar Financial Companies, Inc.
Assets under management
$204,055,278
Fee structure
A percentage of assets under your management
Hourly charges
Services offered
Financial Planning Services
Portfolio Management For Individuals And/or Small Businesses
Selection Of Other Advisers
- Not sure which one to choose?Use our smart matching tool
10. Mma Asset Management LLC
Assets under management
$169,777,060
Fee structure
A percentage of assets under your management
Hourly charges
Fixed fees
Services offered
Financial Planning Services
Portfolio Management For Individuals And/or Small Businesses
Portfolio Management For Businesses (other Than Small Businesses) Or Institutional Clients (other Than Registered Investment Companies And Other Pooled Investment Vehicles And)
Pension Consulting Services
Your first meeting is free.