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Best financial advisors in W. CONSHOHOCKEN, PA

Registered advisers within 25 miles of W. CONSHOHOCKEN, PA.

Offices
3
Firms
3
Combined AUM
$1.70B
Firm-wide filings, not assets booked only here
Clients
11
11 clients when Item 5C has a number
Avg / client
$154M
Combined AUM ÷ clients

Nearby offices

Firms

BARTON INVESTMENT MANAGEMENT, LLC
FOREFRONT ANALYTICS, LLC
GKFO, LLC

Investors

HENRY BARTON RILEY
JANNA MARTINELLI FORTE
MICHAEL DONALD JONES
JAMES MCCALL TATLOW
Charles Herman
ANDREW J GIANNONE
Patrick Andrew Tucci
CHRISTOPHER CHARLES GECZY

Within 25 miles of W. CONSHOHOCKEN, PA, Best Investors lists 3 registered investment advisory firms with 3 offices nearby, managing about $1.70B in combined regulatory AUM across 11 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 W. CONSHOHOCKEN

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

1 BARTON INVESTMENT MANAGEMENT, LLC 1 clients · 6 advisers $985M AUM 2 FOREFRONT ANALYTICS, LLC 7 clients · 3 advisers $679M AUM 3 GKFO, LLC 3 clients · 1 advisers $33.6M AUM