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Best financial advisors in Conshocken, PA

Registered advisers within 25 miles of Conshocken, PA.

Offices
1
Firms
1
Combined AUM
$916B
Firm-wide filings, not assets booked only here
Clients
18.2K
18,245 clients when Item 5C has a number
Avg / client
$50.2M
Combined AUM ÷ clients

Nearby offices

Firms

UBS FINANCIAL SERVICES INC.

Investors

MATTHEW B CLARK
CHRISTINA MARIE BRADLEY
Kiera Lynn Hennessy
WILLIAM BRADY HOOPER
MATTHEW JEFFREY MEHALLICK
JOHN THOMAS GARVEY

Within 25 miles of Conshocken, PA, Best Investors lists 1 registered investment advisory firm with 1 office nearby, managing about $916B in combined regulatory AUM across 18,245 advisory clients (Form ADV Item 5F and 5C, self-reported).

Totals use firm-wide filing data, not assets booked only in this area.

Largest firms in Conshocken

Ranked by regulatory AUM. AUM is firm-wide, not only this area.

1 UBS FINANCIAL SERVICES INC. 18,245 clients · 9,839 advisers $916B AUM