Falists

Pennsylvania · 25 advisers

Financial Advisors in Conshohocken, Pennsylvania

Looking for a financial advisor in Conshohocken, Pennsylvania? Falists indexes 25 SEC-registered and state-registered investment advisers in Conshohocken — with names, websites, team size, fee types, and assets under management pulled from public Form ADV filings. 24 firms list a website you can visit directly. Firms in this directory manage up to $138.30B in reported assets. Compare advisers below and visit firm websites to learn more about their services.

Advisers

25

With website

24

Largest AUM

$138.30B

Financial planning

14

Filter by specialty

Wealth managers · Trusts & estates · Retirement · Institutional · Planning

AllWealth23Planning14Trusts17Retirement13Institutional14

Top advisors in Conshohocken

Ranked by AUM · Fees, team & specialties at a glance

View all 25 →

HAMILTON LANE

Conshohocken, PA

AUM

$138.30B

Wealth MgmtTrusts & EstatesRetirementInstitutional

Team

257 advisors

Clients

—

Fees

Percentage of AUM · Fixed fees +1 more

610-934-2222

Full profileVisit site →

PITCAIRN

Conshohocken, PA

AUM

$5.87B

Financial PlanningWealth MgmtTrusts & EstatesInstitutional

Team

37 advisors

Clients

251-500

Fees

Percentage of AUM · Hourly charges +1 more

215-881-6144

Full profileVisit site →

WEALTHFD

Conshohocken, PA

AUM

$87.8M

Financial PlanningWealth MgmtTrusts & EstatesRetirement

Team

3 advisors

Clients

251-500

Fees

Percentage of AUM · Hourly charges +1 more

215-671-6660

Full profileVisit site →
View all 25 advisors in Conshohocken

More cities in Pennsylvania

Pittsburgh (88)Philadelphia (86)Wayne (39)Radnor (36)Lancaster (26)Malvern (22)Newtown (21)West Conshohocken (19)Wexford (19)West Chester (16)King Of Prussia (15)Allentown (13)

Common questions

How many financial advisors are in Conshohocken, Pennsylvania?
25 registered investment advisers are listed in our Conshohocken directory, sourced from public SEC filings.
What types of advisors are in Conshohocken?
Browse wealth managers, financial planners, trust & estate advisors, retirement specialists, and institutional managers using the specialty filters above.
How do I choose a financial advisor in Conshohocken?
Compare team size, services, fee types, and AUM. Visit firm websites, verify registration on SEC IAPD, and interview advisers before hiring.
Is this data official?
Yes. All records come from the SEC Investment Adviser Public Disclosure (IAPD) database.