Top 10 financial advisors in Conshohocken, PA
We've curated a list of the best financial advisors in Conshohocken, take a look at it below.
| # | Company | Assets under management | Number of advisors | |
|---|---|---|---|---|
| 1 | Assets under management $7,803,300,692 Number of advisors 39 advisors | |||
| 2 | Assets under management $4,018,135,221 Number of advisors 28 advisors | |||
| 3 | Assets under management $708,115,522 Number of advisors 15 advisors | |||
| 4 | Assets under management $345,322,591 Number of advisors 6 advisors | |||
| 5 | Assets under management $324,840,142 Number of advisors 4 advisors | |||
| 6 | Assets under management $270,811,209 Number of advisors 9 advisors | |||
| 7 | Assets under management $204,055,278 Number of advisors 9 advisors | |||
| 8 | Assets under management $169,777,060 Number of advisors 15 advisors | |||
| 9 | Assets under management $163,224,706 Number of advisors 10 advisors | |||
| 10 | Assets under management $64,197,589 Number of advisors 13 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 Conshohocken, 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.
Mill Creek Capital Advisors, LLC
Mill Creek Capital Advisors, LLC (MCCA) is an SEC Registered Investment Adviser based in Conshohocken, Pennsylvania, established in September 2006. The firm primarily caters to high net-worth individuals, pooled investment vehicles, pension plans, endowments, and various institutions. MCCA manages approximately $9.2 billion in regulatory assets, with $9.1 billion under discretionary management and $25 million under non-discretionary management. The firm offers custom investment programs, asset allocation strategies, and investment policy statements tailored to individual client needs. MCCA employs third-party Specialist Managers to handle specific investments within the overall asset allocation strategy. The firm's services include research, market commentary, tactical rebalancing, and risk management. MCCA's investment strategies encompass equity and fixed income allocations, active and passive strategies, and may include hedging and private equity components. The firm practices due diligence on managers and strategies and provides ongoing monitoring of client portfolios. MCCA charges fees based on a percentage of assets under management, with fee rates ranging from 0.40% to 0.65%. The firm acts as a fiduciary, putting clients' interests first and may recommend IRA rollovers only when deemed beneficial to the client. MCCA does not charge performance-based fees and provides investment discretion for client accounts. The firm also discloses its Code of Ethics, Proxy Voting policies, and financial information, affirming its financial stability and commitment to clients.
$7,803,300,692 under management
39 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 Pooled Investment Vehicles
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
Copeland Capital Management, LLC
Copeland Capital Management, LLC is a financial advisory firm based in Conshohocken, Pennsylvania. It currently has approximately $4,018,135,221 of assets under management and employs about 28 people. Copeland Capital Management, LLC uses a fee structure of a percentage of assets under your management and performance-based fees.
$4,018,135,221 under management
28 advisors
Fee structure
A percentage of assets under your management
Performance-based fees
Services offered
Portfolio Management For Individuals And/or Small Businesses
Portfolio Management For Investment Companies
Portfolio Management For Pooled Investment Vehicles
Portfolio Management For Businesses (other Than Small Businesses) Or Institutional Clients (other Than Registered Investment Companies And Other Pooled Investment Vehicles And)
Compass Ion Advisors, LLC
Compass Ion Advisors, LLC is a registered investment advisor based in Pennsylvania, established in 2008. The firm offers financial planning services, investment advisory services, and consulting services to various clients, including individuals, high net worth individuals, pension and profit-sharing plans, charitable organizations, and trusts. Compass Ion is a fiduciary under the Investment Advisers Act of 1940, acting in the best interests of clients. The firm's investment strategies include asset allocation, mutual fund and ETF analysis, structured notes, and third-party money manager analysis. Clients have the option to direct brokerage and may have their accounts reviewed periodically. Compass Ion charges fees based on hourly rates, fixed fees, and a percentage of assets under management, typically ranging from 0.50% to 1.35%. The firm does not charge performance-based fees or engage in side-by-side management. Clients may have minimum account requirements, typically starting at $500,000. Compass Ion does not have any disciplinary information to disclose and does not vote proxies on behalf of clients. The firm does not have custody over client assets beyond limited purposes and does not vote client securities. Clients receive quarterly statements from the custodian holding their assets. Overall, Compass Ion has no financial commitments impairing its ability to meet client obligations and has not been subject to bankruptcy proceedings. For more information, clients can contact Matthew D. Kane, President, Principal, and Chief Compliance Officer.
$708,115,522 under management
15 advisors
Fee structure
A percentage of assets under your management
Hourly charges
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)
Selection Of Other Advisers
Arin Risk Advisors LLC
Arin Risk Advisors LLC is a financial advisory firm based in Conshohocken, Pennsylvania. It currently has approximately $345,322,591 of assets under management and employs about 6 people. Arin Risk Advisors LLC uses a fee structure of a percentage of assets under your management, hourly charges, fixed fees and performance-based fees.
$345,322,591 under management
6 advisors
Fee structure
A percentage of assets under your management
Hourly charges
Fixed fees
Performance-based fees
Services offered
Financial Planning Services
Portfolio Management For Individuals And/or Small Businesses
Portfolio Management For Investment Companies
Portfolio Management For Pooled Investment Vehicles
Portfolio Management For Businesses (other Than Small Businesses) Or Institutional Clients (other Than Registered Investment Companies And Other Pooled Investment Vehicles And)
Selection Of Other Advisers
Sub-advisory Services
Addison Capital
Addison Capital, LLC is an investment adviser firm based in Conshohocken, Pennsylvania, founded in 2009 by Michael A. Church. The firm offers investment supervisory services and advice tailored to individual client needs, including strategy development, portfolio monitoring, and management in both equity and fixed income markets. Addison Capital manages client assets on both a discretionary and non-discretionary basis, with $524,809,529 in discretionary assets and $283,163,702 in non-discretionary assets as of December 31, 2024. The firm charges management fees up to 1.25% of assets under management and negotiable consultation fees. Clients typically have accounts of at least $500,000, but exceptions can be made. The firm employs a variety of analysis methods, including technical, fundamental, and cyclical, to assess risks and opportunities in the capital markets. Investment strategies include equity securities, corporate debt, municipal securities, and private investment funds. Addison Capital does not charge performance-based fees and acts as a fiduciary, putting clients' best interests first. Clients include individuals, high net worth individuals, institutions, trusts, estates, charitable organizations, and corporations. The firm's employees, including Michael A. Church, Steven R. Benjamin, and Morgan C. Frees, have backgrounds in finance and business management, with a focus on providing investment advice and managing client portfolios.
$324,840,142 under management
4 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)
Selection Of Other Advisers
Beacon Bridge Wealth Partners, LLC
**Beacon Bridge Wealth Partners Summary:** Established in Pennsylvania, Beacon Bridge Wealth Partners, LLC is a registered investment adviser offering personalized financial planning and investment advisory services to individuals and entities. The firm, owned by Steven Krzywicki, Jr., Megan Scott, and James Schmidt, manages approximately $368,964,469 in client assets as of December 31, 2024. Beacon Bridge provides investment management services on a discretionary and non-discretionary basis, tailoring advice to each client's financial needs and objectives. The firm primarily invests in ETFs, mutual funds, equities, bonds, REITs, private funds, and variable annuities. Clients have the option to engage external managers for discretionary management. Beacon Bridge charges fees based on a percentage of assets under management, with rates ranging from 1.35% to negotiable, depending on the asset value. The firm acts as a fiduciary for retirement plan clients, ensuring services are in the clients' best interests. Clients are responsible for fees charged by financial institutions and external managers. Beacon Bridge does not charge performance-based fees or participate in side-by-side management. The firm does not vote client securities or accept authority to vote proxies on behalf of clients. Beacon Bridge does not receive benefits for providing investment advice and discloses compensation arrangements for client referrals. The firm does not have custody of client assets but uses qualified custodians for client accounts. Clients can grant investment discretion to Beacon Bridge, allowing the firm to direct securities transactions on their behalf.
$270,811,209 under management
9 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
Northstar Financial Companies, Inc.
Northstar Financial Companies, Inc. is a fee-based investment adviser specializing in Financial Planning and Investment Management services since 1995. The firm offers an Initial Consultation to assess clients' needs and risk tolerances. Financial Planning services include tax planning, estate planning, retirement planning, and more. Investment Management is provided on a discretionary basis through the Asset Management Program, with approximately $280,900,000 in assets under management as of December 31, 2023. Fees are negotiable and based on the total managed portfolio value, with a maximum fee of 1.25%. Clients can opt for Financial Planning services at an hourly rate of $300. The firm acts as a fiduciary, obligated to act in clients' best interests. Northstar does not engage in principal trades and does not take custody of client funds. Investment decisions are based on fundamental analysis, and clients are informed about potential risks involved. The firm's Code of Ethics emphasizes trust and transparency, and Supervised Persons are prohibited from participating in certain transactions. Clients' accounts are regularly reviewed and monitored, and Northstar does not vote on behalf of clients. The firm discloses its financial information and has no financial commitments that could impact client services.
$204,055,278 under management
9 advisors
Fee structure
A percentage of assets under your management
Hourly charges
Services offered
Financial Planning Services
Portfolio Management For Individuals And/or Small Businesses
Selection Of Other Advisers
Mma Asset Management LLC
MMA Asset Management LLC is a registered investment adviser firm established in 2009 and headquartered in Conshohocken, PA. The firm provides discretionary and non-discretionary investment advisory services on a fee basis, with annual fees typically ranging between negotiable and 1.25% based on the market value of assets under management. Clients can also opt for financial planning and consulting services on a separate fee basis. The firm offers services to various clients, including employer-sponsored retirement plans, corporations, not-for-profit institutions, foundations, endowments, and charities. Investment strategies employed by the firm include long-term purchases, short-term purchases, and trading, with a focus on individual equity and fixed income securities, mutual funds, and exchange-traded funds. The firm may utilize long and short mutual funds and/or ETFs for specific investment strategies. Clients have the option to engage the firm on a non-discretionary basis, where transactions require prior client consent. The firm's fee structure is tiered based on the market value of assets under management, with fees charged quarterly in advance. Clients may have their advisory fees deducted from their custodial account. MMA Asset Management LLC does not receive performance-based fees and does not vote client securities. The firm has not made any material changes to its business practices since March 30, 2024.
$169,777,060 under management
15 advisors
Fee structure
A percentage of assets under your management
Hourly charges
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
Kitching Partners, LLC
Kitching Partners, LLC is a registered investment adviser specializing in serving high net worth individuals, businesses, and non-profit clients. Established in 2023, the firm is owned by Stephen Kitching and offers comprehensive wealth management services, focusing on family enterprise services and asset management. Clients receive tailored investment strategies aligned with their long-term goals and values, managed on a discretionary basis. The firm emphasizes stewardship across generations, providing support in family governance, estate planning, philanthropic giving, and business consulting. Clients can place restrictions on asset management, but significant limitations may impact goal achievement. Kitching Partners charges annual asset management fees ranging from 0.15% to 1.00%, with negotiable rates based on account size and complexity. The firm does not receive commissions or fees from investment product providers, ensuring a client-centric approach. Investment strategies include asset allocation, active and passive investing, fundamental and quantitative analysis, and tax considerations. Kitching Partners does not engage in performance-based fees to avoid conflicts of interest. Clients have investment discretion but can set restrictions and receive confirmations for changes made to their accounts. The firm does not provide voting advice on client securities and does not have any disciplinary items to report. Clients can request a copy of the firm's Code of Ethics, which outlines its fiduciary duty and trading guidelines. Kitching Partners does not participate in soft dollar arrangements and conducts surprise independent examinations of client assets. The firm does not require prepayment of fees beyond six months and has no financial conditions impairing its obligations to clients.
$163,224,706 under management
10 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)
Nest Egg
Nest Investments LLC, also known as Nest Egg, is an SEC-registered investment adviser offering investment programs through computer kiosks in financial institutions and online platforms. The firm's investment strategy focuses on Exchange Traded Funds (ETFs), mutual funds, variable and fixed annuities, and similar investments. Clients provide information on their investment objectives, risks, and holdings to tailor the program to their needs. The firm offers a fixed annuity model through Lincoln Financial Group and 401(k) Plans through Vestwell, Inc. Clients have the option to impose reasonable restrictions on their accounts. Nest Investments LLC manages client assets on a discretionary basis, with no wrap fee programs offered. As of December 31, 2024, the firm had $101,568,840 in assets under management. The management fee charged is up to 1.25% of assets under management. The firm does not receive transaction-based compensation and uses Charles Schwab & Co, Inc. and Apex Clearing Inc. for custody and trade execution. The minimum account size is $1,000, with an inactive account closure fee of $25 after six consecutive months of inactivity. The firm's employees, including Michael Church, Charles Scavone IV, Jason Dorfman, Jason Berkson, Ryan Shane, Steven Benjamin, and Samuel Hardy, have educational backgrounds and business experience in the financial industry. There are no disciplinary disclosures for any of the supervised persons.
$64,197,589 under management
13 advisors
Fee structure
A percentage of assets under your management
Services offered
Portfolio Management For Individuals And/or Small Businesses
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 Conshohocken, 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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