Pennsylvania · 3 advisers
Financial Advisors in W. Conshohocken, Pennsylvania
Looking for a financial advisor in W. Conshohocken, Pennsylvania? Falists indexes 3 SEC-registered and state-registered investment advisers in W. Conshohocken — with names, websites, team size, fee types, and assets under management pulled from public Form ADV filings. 3 firms list a website you can visit directly. Firms in this directory manage up to $984.7M in reported assets. Compare advisers below and visit firm websites to learn more about their services.
Advisers
3
With website
3
Largest AUM
$984.7M
Financial planning
1
Filter by specialty
Wealth managers · Trusts & estates · Retirement · Institutional · Planning
Top advisors in W. Conshohocken
Ranked by AUM · Fees, team & specialties at a glance
BARTON INVESTMENT MANAGEMENT, LLC
W. Conshohocken, PA
AUM
$984.7M
Team
4 advisors
Clients
—
Fees
Percentage of AUM; PORTFOLIO MONITORING FEES
610-226-4040
FOREFRONT ANALYTICS, LLC
W. Conshohocken, PA
AUM
$679.0M
Team
9 advisors
Clients
0
Fees
Percentage of AUM · Hourly charges +2 more
610-341-3900
GKFO, LLC
W. Conshohocken, PA
AUM
$33.6M
Team
10 advisors
Clients
1-10
Fees
Percentage of AUM
610-341-3900
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Common questions
- How many financial advisors are in W. Conshohocken, Pennsylvania?
- 3 registered investment advisers are listed in our W. Conshohocken directory, sourced from public SEC filings.
- What types of advisors are in W. 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 W. 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.