Top 7 financial advisor firms in Conshohocken

7 SEC-registered financial advisor firms are headquartered in Conshohocken, PA, with $10.4B in combined regulatory assets under management. The largest by assets are Pitcairn Wealth Advisors ($5.87B), Compass Ion Advisors ($1.59B) and Ironview Capital Management ($1.39B).

7
Financial advisor firms: $10.4B
Their combined AUM: $646M
Median firm AUM: 5,534
Clients of the top 7

The 7 largest by assets

1
Pitcairn Wealth Advisors
RIA
$5.87B
Up to 1.10% a year
2
Compass Ion Advisors
RIA
$1.59B
Regulatory AUM
3
Ironview Capital Management
RIA
$1.39B
Up to 1.50% a year
4
Kitching Partners
RIA
$646M
0.15% to 1.00% a year
5
Northstar Financial Companies
RIA
$519M
0.50% to 1.25% a year
6
Arsenal Capital Advisors
RIA
$267M
0.50% to 1.00% a year
7
Nest Investments
RIA
$132M
Up to 1.25%

Profiles of the top 7

No. 1 · RIA

Pitcairn Wealth Advisors

Pitcairn Wealth Advisors is an investment adviser based in Conshohocken, PA, registered with the SEC since 2024. It provides financial planning and investment management. Its clients include high-net-worth individuals, charitable organizations, and pension and profit-sharing plans. Its regulatory assets under management total $5.87 billion, as filed on 31 March 2026.

Pitcairn Wealth Advisors charges up to 1.10% a year for its Investment advisory services.

Regulatory AUM: $5.87B
Clients: 330
Advisory staff: 37
Fee schedule: Up to 1.10% a year
Custodians: Fidelity, Charles Schwab
Headquarters: Eight Tower Bridge, 161 Washington Street, Suite 801, Conshohocken, PA 19428
Phone: 215-881-6144
Website: pitcairn.com

No. 2 · RIA

Compass Ion Advisors

Compass Ion Advisors is an investment adviser based in Conshohocken, PA, registered with the SEC since 2013. It provides financial planning and investment management. Its clients include high-net-worth individuals, individual clients, and pension and profit-sharing plans. Its regulatory assets under management total $1.59 billion, as filed on 3 September 2026.

Regulatory AUM: $1.59B
Clients: 1,204
Advisory staff: 15
Founded: 2008
Custodians: Charles Schwab, Fidelity
Headquarters: 300 Conshohocken State Road, Suite 230, Conshohocken, PA 19428
Phone: 610-228-2200
Website: compass-ionadvisors.com

No. 3 · RIA

Ironview Capital Management

Ironview Capital Management is an investment adviser based in Conshohocken, PA, registered with the SEC since 2014. It provides financial planning and investment management. Its clients include high-net-worth individuals, pension and profit-sharing plans, and individual clients. Its regulatory assets under management total $1.39 billion, as filed on 31 March 2026.

Ironview Capital Management charges up to 1.50% a year for its Portfolio Management Services.

Regulatory AUM: $1.39B
Clients: 445
Advisory staff: 9
Founded: 2009
Fee schedule: Up to 1.50% a year
Minimum account: $500,000
Custodians: Fidelity, Charles Schwab
Headquarters: 200 Barr Harbor Drive, Suite 400, Conshohocken, PA 19428
Phone: 215-793-0111
Website: ironview.com

No. 4 · RIA

Kitching Partners

Kitching Partners is an investment adviser based in Conshohocken, PA, registered with the SEC since 2023. It provides financial planning and investment management. Its clients include high-net-worth individuals and individual clients. Its regulatory assets under management total $646 million, as filed on 25 March 2026.

Kitching Partners charges 0.15%–1.00% a year for its Asset Management.

Regulatory AUM: $646M
Clients: 119
Advisory staff: 5
Fee schedule: 0.15% to 1.00% a year
Custodians: Charles Schwab, J.P. Morgan
Headquarters: 555 E North Lane, Suite 5045, Conshohocken, PA 19428
Phone: 267-209-0830

No. 5 · RIA

Northstar Financial Companies

Northstar Financial Companies is an investment adviser based in Conshohocken, PA, registered with the SEC since 2019. It provides financial planning and investment management. Its clients include high-net-worth individuals, individual clients, and pension and profit-sharing plans. Its regulatory assets under management total $519 million, as filed on 24 March 2026.

Northstar Financial Companies charges 0.50%–1.25% a year for its Investment Management.

Regulatory AUM: $519M
Clients: 507
Advisory staff: 5
Founded: 1995
Fee schedule: 0.50% to 1.25% a year
Custodians: Charles Schwab
Headquarters: 1201 E. Hector St, Conshohocken, PA 19428
Phone: 610-629-6100
Website: northstarfci.com

No. 6 · RIA

Arsenal Capital Advisors

Arsenal Capital Advisors is an investment adviser based in Conshohocken, PA, registered with the SEC since 2025. It provides financial planning and investment management. Its clients include high-net-worth individuals and corporations and other businesses. Its regulatory assets under management total $267 million, as filed on 5 June 2026.

Arsenal Capital Advisors charges 0.50%–1.00% a year for its Asset-based fee.

Regulatory AUM: $267M
Clients: 97
Advisory staff: 2
Fee schedule: 0.50% to 1.00% a year
Custodians: Charles Schwab, Morgan Stanley
Headquarters: 101 West Elm Street, Suite 370, Conshohocken, PA 19428
Phone: 610-564-9134
Website: arsenalcapitaladvisors.com

No. 7 · RIA

Nest Investments

Nest Investments is an investment adviser based in Conshohocken, PA, registered with the SEC since 2017. It provides investment management. Its clients include individuals, charitable organizations, and corporations and other businesses. Its regulatory assets under management total $132 million, as filed on 13 August 2026.

Nest Investments charges up to 1.25% for its Investment Program. The brochure does not state whether the rate is annual.

Regulatory AUM: $132M
Clients: 2,832
Advisory staff: 9
Fee schedule: Up to 1.25%
Custodians: Charles Schwab, Apex Clearing
Headquarters: 20 Ash Street, Suite 300, Conshohocken, PA 19428
Phone: 888-345-2163
Website: hellonestegg.com

Questions about financial advisors in Conshohocken

How many financial advisor firms are headquartered in Conshohocken?

7 SEC-registered financial advisor firms report their principal office in Conshohocken, PA, managing $10.4B in regulatory assets between them. The other 12 advisers headquartered in the city are broker-dealers, other kinds of wealth firm, or fund and institutional managers.

Source: Form ADV Part 1A, Items 1.F, 5.D and 5.F

What is the largest financial advisor firm in Conshohocken?

Pitcairn Wealth Advisors, with $5.87B in regulatory assets under management on its latest Form ADV. The next largest are Compass Ion Advisors ($1.59B) and Ironview Capital Management ($1.39B).

Source: Form ADV Part 1A, Item 5.F

How large is a typical financial advisor firm in Conshohocken?

The median firm manages $646M in regulatory assets. That is the midpoint of the 7 firms headquartered in Conshohocken.

Source: Form ADV Part 1A, Item 5.F

How much do financial advisors in Conshohocken charge?

Of the 7 largest firms, 6 publish an asset-based fee schedule for their main service in their brochure. The highest rate in those schedules runs from 1.00% to 1.50% of assets, depending on the firm; each firm's fee is in its profile above.

Source: Form ADV Part 2A brochures, Item 5

How can I check a financial advisor's record in Conshohocken?

Search the firm or the person on the SEC's Investment Adviser Public Disclosure site, adviserinfo.sec.gov, which shows registrations, Form ADV filings and any disclosures. Each firm profile in this directory links its SEC record.

Source: SEC Investment Adviser Public Disclosure

How is this list ordered?

By regulatory assets under management as filed on Form ADV, largest first. A firm is included when its principal office is in the city and most of its client assets belong to individuals and its type is RIA, which leaves out broker-dealers, wirehouses, RIA networks, digital advice, bank, insurance and family-office firms. A firm with only a branch office here is listed in its own headquarters city.

Source: Niva directory methodology

Conshohocken has 7 financial advisor firms; see every adviser in the city →