Top Financial Advisors in Conshohocken, Pennsylvania
Finding the right financial advisor in Conshohocken is a difficult thing to do. Not only are there seemingly endless advisors to choose from, but it is challenging to evaluate whether any given advisor has the right experience and specializations to match your unique needs. AdvisorCheck is here to help. Our comprehensive database of financial advisors in the US, including the best financial advisors in Conshohocken, combined with our one-of-a-kind tool kit allows you to find, evaluate, and monitor financial advisors better than ever before.
To start, here are some of the top financial advisor firms in Conshohocken, PA.
Find the Best Financial Advisor Firms in Conshohocken:
MILL CREEK CAPITAL ADVISORS, LLC
CRD#: 141470
Address: 161 Washington Street Suite 1500, Conshohocken, PA 19428
AUM: $ 9.2B
HORNOR, TOWNSEND & KENT, LLC
CRD#: 4031
Address: 161 Washington Street, Conshohocken, PA 19428
Clients: 27,584
In Business for: 1 Years
Average Clients per Advisor: 69
AUM: $ 7.8B
Disclosures: 17
ARIN RISK ADVISORS LLC
CRD#: 151491
Address: 1100 East Hector Street Suite 215, Conshohocken, PA 19428
AUM: $ 5.0B
COMPASS ION ADVISORS, LLC
CRD#: 166418
Address: 300 Conshohocken State Road Suite 230, Conshohocken, PA 19428
Clients: 810
Average Clients per Advisor: 54
AUM: $ 1.3B
IRONVIEW CAPITAL MANAGEMENT, LLC
CRD#: 150250
Address: 200 Barr Harbor Drive, Suite 400, Conshohocken, PA 19428
Clients: 48
Average Clients per Advisor: 5
AUM: $ 1.1B
ADDISON CAPITAL
CRD#: 144853
Address: 20 Ash Street Suite 330, Conshohocken, PA 19428
Clients: 132
Average Clients per Advisor: 44
AUM: $ 808M
How We Chose the Top Financial Advisors in Conshohocken, Pennsylvania
To create this list of top financial advisor firms in Conshohocken, we started by identifying SEC-registered firms with at least $100 million in assets under management (AUM). We included firms that employ professionals registered to provide investment advisory services, either solely as investment adviser representatives (IARs) or as both IARs and registered brokers. Dually registered advisors can offer investment advice and also help clients buy or sell securities like stocks and mutual funds. From there, we ranked the remaining firms based on several key factors, giving higher rankings to those with greater total AUM and to those that primarily serve individual clients rather than institutional investors. This approach helps ensure you're choosing from among the best financial advisors Conshohocken has to offer.
Search Financial Advisors in Conshohocken, Pennsylvania
Elizabeth Jane Miller
Registered Affiliation(s):OSAIC WEALTH, INC.
Charles Richard Kedra
Registered Affiliation(s):LPL FINANCIAL LLC
Jeffrey Thorne Sloan
Registered Affiliation(s):RAYMOND JAMES & ASSOCIATES, INC.
Victor S Levy
Registered Affiliation(s):LPL FINANCIAL LLC
Gregory Charles Sarian
Registered Affiliation(s):HIGHTOWER ADVISORS, LLC
Salvatore John Cocivera
Registered Affiliation(s):AMERICAN PORTFOLIOS ADVISORS, INC
Disclaimers
AdvisorCheck is an independent third party. The information on this page was compiled by AdvisorCheck from publicly available sources. Neither the listed firms nor financial advisors contributed to or influenced the creation of this content. Additionally, AdvisorCheck was not compensated in any way for producing or publishing this information. Terms like "top," "best," or "leading" are used for editorial purposes only and do not represent a formal ranking or endorsement. These descriptions are subjective, may reflect publicly available data, opinions, or third-party sources, and should not be construed as guarantees of future performance or results.
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