Top financial advisors in Collegeville, PA
We’ve curated a list of the best financial advisors in Collegeville, take a look at it below.
| # | Company | Assets under management | Number of advisors | |
|---|---|---|---|---|
| 1 |
Assets under management
$109,608,717
Number of advisors
6 advisors
| $109,608,717 | 6 advisors | |
| 2 |
Assets under management
$69,112,603
Number of advisors
4 advisors
| $69,112,603 | 4 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.
Methodology
To generate our top financial advisors list in Collegeville, we have carried out some rigorous research. First, we’ve analysed data in the SEC database to filter advisors by location, in this case Collegeville. 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.
Sensenig Capital Advisors, Inc.
Sensenig Capital Advisors, Inc. is a Pennsylvania-based investment advisor firm established under the laws of the State of Pennsylvania. The firm offers personalized investment advisory services, including wealth management, asset management, consulting, and recurring consulting services. Wealth management services provided by the firm combine asset management with additional services such as income planning, retirement planning, and estate planning. The firm primarily recommends passively managed mutual funds and may also recommend public real estate investment trusts and commodities index funds. Clients have the option to establish a brokerage account with Charles Schwab Institutional, where the firm has trading authorization on discretionary accounts. The firm manages client assets totaling $188,909,241 as of December 31, 2024, with $181,132,135 managed on a discretionary basis. Fees for wealth management services are based on a percentage of assets under management, with no minimum account value required. Consulting services are offered on an hourly fee arrangement, while recurring consulting services are generally assessed on an annual fixed fee basis. The firm acts as a fiduciary, ensuring fair and full disclosure of all material facts and acting in the best interests of clients. Sensenig Capital Advisors does not receive compensation for client referrals and maintains strict privacy policies to protect client information. Clients have the ultimate responsibility for proxy voting decisions, and the firm does not vote proxies on their behalf.
$109,608,717 under management
6 advisors
Fee structure
A percentage of assets under your management
Hourly charges
Fixed fees
Services offered
Financial Planning ServicesPortfolio Management For Individuals And/or Small BusinessesPension Consulting ServicesPublication Of Periodicals Or NewslettersDewitt Capital Management
DeWitt Capital Management is an investment adviser firm located in Collegeville, Pennsylvania, founded in 1996 by David T. DeWitt. The firm offers investment management services on a discretionary or non-discretionary basis, monitoring and making changes to client portfolios to align with their objectives. Clients can grant discretionary authority for portfolio management, allowing the firm to make decisions without prior approval. DeWitt Capital Management specializes in investment strategies such as the Energy Income Strategy, focusing on master limited partnerships for high cash distributions. The firm also offers model portfolios for clients with varying risk tolerances. Minimum account size is typically $500,000, but it may be waived at the firm's discretion. Fees are charged based on a percentage of assets under management, with a minimum annual fee of $2,000. Clients may also engage in financial consulting services for additional topics like asset allocation and retirement planning. The firm recommends custodial services through Schwab Institutional and Altruist Financial LLC for model portfolios. DeWitt Capital Management does not accept performance-based fees, and clients retain voting rights for their securities. The firm's professionals, including David T. DeWitt and Scott D. Frank, hold certifications such as CFP®, CAIA®, and CPWA®. There are no disciplinary events reported for any of the firm's representatives.
$69,112,603 under management
4 advisors
Fee structure
A percentage of assets under your management
Fixed fees
SUB-ADVISORY FEES
Services offered
Portfolio Management For Individuals And/or Small BusinessesSelection Of Other AdvisersSub-advisor Activities, Consulting Services
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.
Methodology
To generate our top financial advisors list in Collegeville, we have carried out some rigorous research. First, we’ve analysed data in the SEC database to filter advisors by location, in this case Collegeville. 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.
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