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Advisers in Conshohocken, PA

14 advisers in Conshohocken — 14 registered with SEC or state. Alphabetical. We do not rate or rank advisers.

Financial planning (12)Hourly fees (8)Flat / fixed fees (10)Retirement plan consulting (7)

All advisers

Addison Capital20 Ash Street, Suite 330 · Conshohocken, PA 19428 · (215) 563-6919 · Financial planningCRD 144853 · % of assets, Fixed fees · $1.1 billion AUMSEC registeredNo commissions reportedArin Risk Advisors LLC1100 East Hector Street, Suite 215 · Conshohocken, PA 19428 · (610) 822-3400 · Financial planningCRD 151491 · % of assets, Hourly charges, Fixed fees · $10.2 billion AUMSEC registeredNo commissions reportedArsenal Capital Advisors LLC101 West Elm Street, Suite 370 · Conshohocken, PA 19428 · (610) 564-9134 · Financial planningCRD 325612 · % of assets · $267.1 million AUMSEC registeredNo commissions reportedCompass Ion Advisors, LLC300 Conshohocken State Road, Suite 230 · Conshohocken, PA 19428 · (610) 228-2200 · Financial planningCRD 166418 · % of assets, Hourly charges, Fixed fees · $1.6 billion AUMSEC registeredNo commissions reportedCopeland Capital Management, LLC161 Washington Street, Suite 1325 · Conshohocken, PA 19428 · (484) 351-3700 · % of assets managedCRD 135822 · % of assets · $4.1 billion AUMSEC registeredNo commissions reportedHornor, Townsend & Kent, LLC161 Washington Street · Conshohocken, PA 19428 · (215) 957-7300 · Financial planningCRD 4031 · % of assets, Hourly charges, Fixed fees · $9.0 billion AUMSEC registeredNo commissions reportedIronview Capital Management, LLC200 Barr Harbor Drive, Suite 400 · Conshohocken, PA 19428 · (215) 793-0111 · Financial planningCRD 150250 · % of assets, Hourly charges, Fixed fees · $1.4 billion AUMSEC registeredNo commissions reportedKitching Partners, LLC555 E North Lane, Suite 5045 · Conshohocken, PA 19428 · (267) 209-0830 · Financial planningCRD 325042 · % of assets, Fixed fees · $645.9 million AUMSEC registeredNo commissions reportedMma Asset Management LLC161 Washington Street, Suite 1200 · Conshohocken, PA 19428 · (610) 684-3200 · Financial planningCRD 155426 · % of assets, Hourly charges, Fixed fees · $787.8 million AUMSEC registeredNo commissions reportedNest Egg20 Ash Street, Suite 300 · Conshohocken, PA 19428 · (888) 345-2163 · % of assets managedCRD 286024 · % of assets · $131.7 million AUMSEC registeredNo commissions reported
Northstar Financial Companies, INC.1201 E. Hector St · Conshohocken, PA 19428 · (610) 629-6100 · Financial planningCRD 119396 · % of assets, Hourly charges · $519.0 million AUMSEC registeredNo commissions reportedPitcairnEight Tower Bridge, 161 Washington Street, Suite 801 · Conshohocken, PA 19428 · (215) 881-6144 · Financial planningCRD 333260 · % of assets, Hourly charges, Fixed fees · $5.9 billion AUMSEC registeredNo commissions reportedPowers Capital Management1024 Fayette St, Rear Entrance · Conshohocken, PA 19428 · (215) 908-2839 · Financial planningCRD 301914 · % of assets, Fixed fees · $43.9 million AUMState registeredNo commissions reportedWealthfd555 E North Lane, Suite 6075 · Conshohocken, PA 19428 · (215) 671-6660 · Financial planningCRD 299248 · % of assets, Hourly charges, Fixed fees · $87.8 million AUMSEC registeredNo commissions reported
Talking to advisers in Conshohocken? Ask each for its Form CRS and Form ADV Part 2A brochure, ask “Are you a fiduciary at all times for my accounts?”, and get every fee in writing. See questions to ask.

Listed from SEC Investment Adviser Public Disclosure — compilation reports, SEC IAPD firm summaries. Order: alphabetical — we do not rank advisers — never paid. Is something wrong? Tell us.