AdvisorGrade

Financial advisers in Audubon, PA

3 registered investment adviser firms in Audubon managing $5.3B in assets, based on public SEC Form ADV filings.

Valley Forge Investment Consultants, INC.

Audubon, PA · Est. 2016

Regional
Fee-based
AUM
$3.5B
Per adviser
$317M
Advisers
11

No reported disclosures

Thrive Wealth Management, LLC

Audubon, PA · Est. 2016

Local
Fee-based
AUM
$1.6B
Per adviser
$144M
Advisers
11

No reported disclosures

Vfpe Advisors LLC

Audubon, PA · Est. 2019

Local
Fee-only
AUM
$196M
Per adviser
$33M
Advisers
6

No reported disclosures