Top financial advisors in Audubon, PA
We've curated a list of the best financial advisors in Audubon, take a look at it below.
| # | Company | Assets under management | Number of advisors | |
|---|---|---|---|---|
| 1 | Assets under management $806,850,946 Number of advisors 13 advisors | |||
| 2 | Assets under management $564,564,066 Number of advisors 15 advisors | |||
| 3 | Assets under management $153,213,984 Number of advisors 6 advisors |
Commitment
We've gathered and simplified publicly available information about financial advisors across the U.S. to help you make informed decisions. While we don't directly connect you with these listed advisors, we do offer a simple, reliable service to match you with trusted, pre-vetted advisors registered on our platform — saving you time and effort.
Get matched with an advisorMethodology
To find the top financial advisors in Audubon, we first identified all firms registered with the SEC in the area. Rather than ranking firms purely by size, we excluded firms that don’t offer financial planning or portfolio management services, ensuring the list is relevant to individuals. We then ranked the remaining firms by assets under management (AUM) and the services they provide.
Comparing a company's EPS to industry averages and historical data provides a more comprehensive perspective. Still, other factors must also be considered, including the company’s growth prospects, industry dynamics, and the competitive landscape.
Thrive Wealth Management, LLC
Thrive Wealth Management, LLC is a Pennsylvania-based investment advisory firm established in 2013 and registered with the SEC since September 2016. Principally owned by Stephen Erfle and Michael Ptaszenski, the firm offers investment advisory, retirement plan consulting, and financial planning services to various clients, including individuals, high net worth individuals, and organizations. Clients can engage Thrive for discretionary or non-discretionary investment management services based on an annual fee calculated as a percentage of assets under management. Thrive may recommend allocating client assets among model portfolios or independent managers based on the client's investment objectives. The firm's investment strategies include long-term and short-term purchases, with a focus on fundamental and technical analysis. Thrive discloses potential risks associated with various investment types, such as market risk, credit risk, and interest rate risk. Clients receive regular account reviews and statements directly from the custodian. Thrive does not participate in wrap fee programs and does not accept performance-based fees. The firm receives economic benefits from Schwab, including institutional brokerage services and support, without additional cost to clients. Thrive does not vote client proxies and does not solicit fees in advance exceeding $1,200 per client. For further details or inquiries, clients can contact Chief Compliance Officer Michael Ptaszenski.
$806,850,946 under management
13 advisors
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
Valley Forge Investment Consultants, Inc.
Valley Forge Investment Consultants, Inc. is a financial advisory firm based in Audubon, Pennsylvania. It currently has approximately $564,564,066 of assets under management and employs about 15 people. Valley Forge Investment Consultants, Inc. uses a fee structure of a percentage of assets under your management and fixed fees.
$564,564,066 under management
15 advisors
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
Vfpe Advisors LLC
Vfpe Advisors LLC is a financial advisory firm based in Audubon, Pennsylvania. It currently has approximately $153,213,984 of assets under management and employs about 6 people. Vfpe Advisors LLC uses a fee structure of a percentage of assets under your management, performance-based fees and referral fees from affiliated entities.
$153,213,984 under management
6 advisors
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
Commitment
We've gathered and simplified publicly available information about financial advisors across the U.S. to help you make informed decisions. While we don't directly connect you with these listed advisors, we do offer a simple, reliable service to match you with trusted, pre-vetted advisors registered on our platform — saving you time and effort.
Get matched with an advisorMethodology
To find the top financial advisors in Audubon, we first identified all firms registered with the SEC in the area. Rather than ranking firms purely by size, we excluded firms that don’t offer financial planning or portfolio management services, ensuring the list is relevant to individuals. We then ranked the remaining firms by assets under management (AUM) and the services they provide.
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