Top advisors in Audubon
We’ve curated a list of the best financial advisors in Audubon, take a look at it below
Find an advisor in Audubon# | Financial advisor | Assets under management | Number of advisors | |
---|---|---|---|---|
1 | $806,850,946 | 13 advisors | ||
2 | $564,564,066 | 15 advisors | ||
3 | $153,213,984 | 6 advisors |
How we came up with this list
To generate our top financial advisors list in Audubon, we have carried out some rigorous research. First, we’ve analysed data in the SEC database to filter advisors by location, in this case Audubon. 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. Thrive Wealth Management, LLC
Assets under management
$806,850,946
Fee structure
A percentage of assets under your management
Hourly charges
Fixed fees
PERCENTAGE OF RETIREMENT PLAN ASSETS UNDER ADVISEMENT
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
2. Valley Forge Investment Consultants, Inc.
Assets under management
$564,564,066
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
3. Vfpe Advisors LLC
Assets under management
$153,213,984
Fee structure
A percentage of assets under your management
Performance-based fees
REFERRAL FEES FROM AFFILIATED ENTITIES
Services offered
Portfolio Management For Pooled Investment Vehicles
Your first meeting is free.