AdvisorGrade

Financial advisers in Conshohocken, PA

20 registered investment adviser firms in Conshohocken managing $238.4B in assets, based on public SEC Form ADV filings.

Hamilton Lane

Conshohocken, PA · Est. 1998

NationalInternational
Fee-based
AUM
$141.8B
Per adviser
$552M
Advisers
257

No reported disclosures

Penn Mutual Asset Management, LLC

Conshohocken, PA · Est. 1990

Regional
Fee-only
AUM
$42.3B
Per adviser
$1.4B
Advisers
30

No reported disclosures

Centersquare Investment Management LLC

Conshohocken, PA · Est. 2017

RegionalInternational
Fee-only
AUM
$13.7B
Per adviser
$240M
Advisers
57

No reported disclosures

Arin Risk Advisors LLC

Conshohocken, PA · Est. 2009

Regional
Fee-based
AUM
$10.2B
Per adviser
$2.0B
Advisers
5

No reported disclosures

Hornor, Townsend & Kent, LLC

Conshohocken, PA · Est. 1999

National
Fee-based
AUM
$9.0B
Per adviser
$21M
Advisers
426

Pitcairn

Conshohocken, PA · Est. 2024

Regional
Fee-based
AUM
$5.9B
Per adviser
$159M
Advisers
37

No reported disclosures

Copeland Capital Management, LLC

Conshohocken, PA · Est. 2007

RegionalInternational
Fee-only
AUM
$4.1B
Per adviser
$254M
Advisers
16

No reported disclosures

Cloverlay Investment Management, LLC

Conshohocken, PA · Est. 2015

LocalInternational
Fee-only
AUM
$1.8B
Per adviser
$183M
Advisers
10

No reported disclosures

Compass Ion Advisors, LLC

Conshohocken, PA · Est. 2013

Regional
Fee-based
AUM
$1.6B
Per adviser
$106M
Advisers
15

Electra Capital

Conshohocken, PA · Est. 2022

Regional
Fee-only
AUM
$1.5B
Per adviser
$162M
Advisers
9

No reported disclosures

Ironview Capital Management, LLC

Conshohocken, PA · Est. 2014

Regional
Fee-based
AUM
$1.4B
Per adviser
$155M
Advisers
9

No reported disclosures

Morgan Properties Special Situations II LLC

Conshohocken, PA · Est. 2020

LocalInternational
Fee-only
AUM
$1.4B
Per adviser
$86M
Advisers
16

No reported disclosures

Addison Capital

Conshohocken, PA · Est. 2007

Local
Fee-based
AUM
$1.1B
Per adviser
$375M
Advisers
3

No reported disclosures

Mma Asset Management LLC

Conshohocken, PA · Est. 2010

Regional
Fee-based
AUM
$788M
Per adviser
$44M
Advisers
18

No reported disclosures

Kitching Partners, LLC

Conshohocken, PA · Est. 2023

LocalInternational
Fee-based
AUM
$646M
Per adviser
$129M
Advisers
5

No reported disclosures

Northstar Financial Companies, INC.

Conshohocken, PA · Est. 2019

Local
Fee-only
AUM
$519M
Per adviser
$104M
Advisers
5

No reported disclosures

Arba Credit Management, L.P.

Conshohocken, PA · Est. 2025

Local
Fee-only
AUM
$289M
Per adviser
$41M
Advisers
7

No reported disclosures

Arsenal Capital Advisors LLC

Conshohocken, PA · Est. 2025

Local
Fee-only
AUM
$267M
Per adviser
$134M
Advisers
2

No reported disclosures

Nest Egg

Conshohocken, PA · Est. 2017

Local
Fee-only
AUM
$132M
Per adviser
$15M
Advisers
9

No reported disclosures

Wealthfd

Conshohocken, PA · Est. 2021

Local
Fee-based
AUM
$88M
Per adviser
$29M
Advisers
3

No reported disclosures