Fiduciary advisors in Conshohocken, PA

20 registered advisers

Conshohocken is a compact Philadelphia suburb that has become a wealth management corridor, with AmerisourceBergen and several RIA firms headquartered here. The fee-only share stands at 90%, with 18 firms declining all forms of commission-based compensation.

ADDISON CAPITAL

Fee-OnlyAlso Compensated via Product Sales
Conshohocken, PennsylvaniaCRD #144853
Typical Fee1.25%
AUM$808M
Minimum--
Clients526

ARBA CREDIT MANAGEMENT, L.P.

Fee-Only, No ConflictsClean Record
Conshohocken, PennsylvaniaCRD #304734
Typical Fee--
AUM$309M
Minimum--
Clients2

ARIN RISK ADVISORS LLC

Fee-OnlyClean RecordAlso Compensated via Product Sales
Conshohocken, PennsylvaniaCRD #151491
Typical Fee0.15%
AUM$5.0B
Minimum--
Clients16

CENTERSQUARE INVESTMENT MANAGEMENT LLC

Fee-OnlyClean RecordAlso Compensated via Product Sales
Conshohocken, PennsylvaniaCRD #290078
Typical Fee1.00%
AUM$13.4B
Minimum--
Clients140

CLOVERLAY INVESTMENT MANAGEMENT, LLC

Fee-Only, No ConflictsClean Record
Conshohocken, PennsylvaniaCRD #277170
Typical Fee--
AUM$1.6B
Minimum--
Clients12

COMPASS ION ADVISORS, LLC

Also Compensated via Brokerage
Conshohocken, PennsylvaniaCRD #166418
Typical Fee--
AUM$1.3B
Minimum--
Clients3,547

COPELAND CAPITAL MANAGEMENT, LLC

Fee-OnlyClean RecordAlso Compensated via Product Sales
Conshohocken, PennsylvaniaCRD #135822
Typical Fee--
AUM$4.1B
Minimum--
Clients1,983

ELECTRA CAPITAL

Fee-OnlyClean RecordAlso Compensated via Product Sales
Conshohocken, PennsylvaniaCRD #318664
Typical Fee--
AUM$315M
Minimum--
Clients4

HAMILTON LANE

Fee-OnlyClean RecordAlso Compensated via Product Sales
Conshohocken, PennsylvaniaCRD #107876
Typical Fee--
AUM$138.3B
Minimum--
Clients214

HORNOR, TOWNSEND & KENT, LLC

Also Compensated via Brokerage
Conshohocken, PennsylvaniaCRD #4031
Typical Fee0.10%
AUM$7.8B
Minimum$140
Clients31,522

IRONVIEW CAPITAL MANAGEMENT, LLC

Fee-OnlyClean RecordAlso Compensated via Product Sales
Conshohocken, PennsylvaniaCRD #150250
Typical Fee--
AUM$1.1B
Minimum--
Clients413

KITCHING PARTNERS, LLC

Fee-OnlyClean RecordAlso Compensated via Product Sales
Conshohocken, PennsylvaniaCRD #325042
Typical Fee--
AUM$539M
Minimum--
Clients171

MILL CREEK CAPITAL ADVISORS, LLC

Fee-OnlyClean RecordAlso Compensated via Product Sales
Conshohocken, PennsylvaniaCRD #141470
Typical Fee--
AUM$9.2B
Minimum--
Clients2,260

MMA ASSET MANAGEMENT LLC

Fee-OnlyAlso Compensated via Product Sales
Conshohocken, PennsylvaniaCRD #155426
Typical Fee--
AUM$715M
Minimum--
Clients555

MORGAN PROPERTIES SPECIAL SITUATIONS II LLC

Fee-OnlyClean RecordAlso Compensated via Product Sales
Conshohocken, PennsylvaniaCRD #300795
Typical Fee--
AUM$1.3B
Minimum--
Clients9

NEST EGG

Fee-OnlyClean RecordAlso Compensated via Product Sales
Conshohocken, PennsylvaniaCRD #286024
Typical Fee--
AUM$102M
Minimum--
Clients2,562

NORTHSTAR FINANCIAL COMPANIES, INC.

Fee-OnlyAlso Compensated via Product Sales
Conshohocken, PennsylvaniaCRD #119396
Typical Fee1.25%
AUM$443M
Minimum--
Clients1,303

PENN MUTUAL ASSET MANAGEMENT, LLC

Fee-OnlyClean RecordAlso Compensated via Product Sales
Conshohocken, PennsylvaniaCRD #107518
Typical Fee--
AUM$39.1B
Minimum--
Clients40

PITCAIRN

Fee-OnlyClean RecordAlso Compensated via Product Sales
Conshohocken, PennsylvaniaCRD #333260
Typical Fee--
AUM$776M
Minimum--
Clients148

WEALTHFD

Fee-Only, No ConflictsClean Record
Conshohocken, PennsylvaniaCRD #299248
Typical Fee--
AUM$62M
Minimum--
Clients1,562
Fiduciary Advisors in Conshohocken, Pennsylvania | FiduciaryListings