Best Financial Advisors in CONSHOHOCKEN, Pennsylvania

Ranked by SEC regulatory data — fees, complaints, and fiduciary status. Updated quarterly.

21

Registered Firms

0.95%

Median Fee

of assets/year

$1.5B

Median AUM

21

Firms Listed

in our database

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Top Rated Established Verified21 firms shown

Top-Ranked Advisors in CONSHOHOCKEN

COPELAND CAPITAL MANAGEMENT, LLC

CONSHOHOCKEN, PA · Since 2007

$4.1B AUM16 clientsFee: 0%

FiduciaryFee-Only

ARIN RISK ADVISORS LLC

CONSHOHOCKEN, PA · Since 2009

$10.2B AUM5 clientsFee: 0%

FiduciaryFee-Only

HAMILTON LANE

CONSHOHOCKEN, PA · Since 1998

$138.3B AUM257 clientsFee: 0%

FiduciaryFee-Only

PENN MUTUAL ASSET MANAGEMENT, LLC

CONSHOHOCKEN, PA · Since 1990

$42.3B AUM30 clientsFee: 0%

FiduciaryFee-Only

MILL CREEK CAPITAL ADVISORS, LLC

CONSHOHOCKEN, PA · Since 2006

$10.5B AUM29 clientsFee: 0%

FiduciaryFee-Only

CLOVERLAY INVESTMENT MANAGEMENT, LLC

CONSHOHOCKEN, PA · Since 2015

$1.8B AUM10 clientsFee: 0%

FiduciaryFee-Only

CENTERSQUARE INVESTMENT MANAGEMENT LLC

CONSHOHOCKEN, PA · Since 2017

$13.7B AUM57 clientsFee: 0%

FiduciaryFee-Only

ADDISON CAPITAL

CONSHOHOCKEN, PA · Since 2007

$1.1B AUM3 clientsFee: 0%

FiduciaryFee-Only

IRONVIEW CAPITAL MANAGEMENT, LLC

CONSHOHOCKEN, PA · Since 2014

$1.4B AUM9 clientsFee: 0%

FiduciaryFee-Only

MORGAN PROPERTIES SPECIAL SITUATIONS II LLC

CONSHOHOCKEN, PA · Since 2020

$1.4B AUM16 clientsFee: 0%

FiduciaryFee-Only

PITCAIRN

CONSHOHOCKEN, PA · Since 2024

$5.9B AUM37 clientsFee: 0%

FiduciaryFee-Only

ELECTRA CAPITAL

CONSHOHOCKEN, PA · Since 2022

$1.5B AUM9 clientsFee: 0%

FiduciaryFee-Only

NORTHSTAR FINANCIAL COMPANIES, INC.

CONSHOHOCKEN, PA · Since 2019

$519M AUM5 clientsFee: 0%

FiduciaryFee-Only

KITCHING PARTNERS, LLC

CONSHOHOCKEN, PA · Since 2023

$646M AUM5 clientsFee: 0%

FiduciaryFee-Only

NEST EGG

CONSHOHOCKEN, PA · Since 2017

$132M AUM9 clientsFee: 0%

FiduciaryFee-Only

WEALTHFD

CONSHOHOCKEN, PA · Since 2021

$88M AUM3 clientsFee: 0%

FiduciaryFee-Only

ARSENAL CAPITAL ADVISORS LLC

CONSHOHOCKEN, PA · Since 2025

$267M AUM2 clientsFee: 0%

FiduciaryFee-Only

ARBA CREDIT MANAGEMENT, L.P.

CONSHOHOCKEN, PA · Since 2025

$289M AUM7 clientsFee: 0%

FiduciaryFee-Only

COMPASS ION ADVISORS, LLC

CONSHOHOCKEN, PA · Since 2013

$1.6B AUM15 clientsFee: 0%

FiduciaryFee-Only

MMA ASSET MANAGEMENT LLC

CONSHOHOCKEN, PA · Since 2010

$788M AUM18 clientsFee: 0%

FiduciaryFee-Only1 complaint

HORNOR, TOWNSEND & KENT, LLC

CONSHOHOCKEN, PA · Since 1999

$9.0B AUM426 clientsFee: 0%

Broker-Dealer2 complaints

Frequently Asked Questions

How are advisors ranked?

We use a Trust Score (0–100) based on SEC Form ADV disclosures. Firms start at a base and receive points for positive signals (fiduciary status, years established, client base) with deductions for disciplinary events, complaints, and conflicts.

What's the average financial advisor fee in CONSHOHOCKEN?

The median advisory fee in CONSHOHOCKEN, PA is 0.95% of assets under management per year, based on Form ADV filings from 21 registered firms.

Where does this data come from?

All data is sourced from SEC.gov Form ADV public filings and FINRA BrokerCheck. These are mandatory regulatory disclosures — every registered advisor must file them.