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Top 4 financial advisor firms in West Conshohocken

4 SEC-registered financial advisor firms are headquartered in West Conshohocken, PA, with $14.2B in combined regulatory assets under management. The largest by assets are Miller Investment Management ($7.1B), Sage Financial Group ($4.29B) and Tower Bridge Advisors ($1.49B).

4
Financial advisor firms
$14.2B
Their combined AUM
$2.89B
Median firm AUM
2,390
Clients of the top 4

The 4 largest by assets

  1. 1
    Miller Investment Management

    RIA

    $7.1B

  2. 2
    Sage Financial Group

    RIA

    $4.29B

  3. 3
    Tower Bridge Advisors

    RIA

    $1.49B

  4. 4
    Baldwin Investment Management

    RIA

    $1.3B

Profiles of the top 4

No. 1 · RIA

Miller Investment Management

Miller Investment Management is an investment adviser based in West Conshohocken, PA, registered with the SEC since 1998. It provides financial planning and investment management. Its clients include high-net-worth individuals, pooled investment vehicles and charitable organizations. Its regulatory assets under management total $7.1 billion, as filed on 31 March 2026.

Miller Investment Management charges up to 1.00% a year for its Separately managed accounts.

Regulatory AUM
$7.1B
Clients
183
Advisory staff
7
Fee schedule
Up to 1.00% a year
Custodians
J.P. Morgan, Pershing, Bank of America Private Bank
Headquarters
One Tower Bridge, Ste 1400, West Conshohocken, PA 19428-2874
Phone
610-834-9820
Website
millerinv.com

No. 2 · RIA

Sage Financial Group

Sage Financial Group is an investment adviser based in West Conshohocken, PA, registered with the SEC since 2002. It provides financial planning and investment management. Its clients include high-net-worth individuals, individual clients and pooled investment vehicles. Its regulatory assets under management total $4.29 billion, as filed on 30 June 2026.

Sage Financial Group charges 0.25%–1.00% a year for its Investment Advisory Services.

Regulatory AUM
$4.29B
Clients
1,116
Advisory staff
21
Fee schedule
0.25% to 1.00% a year
Custodians
Charles Schwab
Headquarters
Five Tower Bridge, 300 Barr Harbor Drive, Suite 200, West Conshohocken, PA 19428
Phone
484-342-4400
Website
sagefinancial.com

No. 3 · RIA

Tower Bridge Advisors

Tower Bridge Advisors is an investment adviser based in West Conshohocken, PA, registered with the SEC since 2001. It provides financial planning and investment management. Its clients include high-net-worth individuals, individual clients, and corporations and other businesses. Its regulatory assets under management total $1.49 billion, as filed on 23 January 2026.

Tower Bridge Advisors charges 0.45%–1.00% a year for its Asset Management Services (Separately Managed Accounts).

Regulatory AUM
$1.49B
Clients
807
Advisory staff
8
Founded
2001
Fee schedule
0.45% to 1.00% a year
Custodians
Charles Schwab
Headquarters
300 Barr Harbor Drive, Suite 705, West Conshohocken, PA 19428-2075
Phone
610-260-2200
Website
towerbridgeadvisors.com

No. 4 · RIA

Baldwin Investment Management

Baldwin Investment Management is an investment adviser based in West Conshohocken, PA, registered with the SEC since 1999. It provides financial planning and investment management. Its clients include high-net-worth individuals, charitable organizations and individual clients. Its regulatory assets under management total $1.3 billion, as filed on 16 March 2026.

Baldwin Investment Management charges up to 1.00% for its Equity and Balanced Portfolios. The brochure does not state whether the rate is annual.

Regulatory AUM
$1.3B
Clients
284
Advisory staff
11
Founded
1999
Fee schedule
Up to 1.00%
Custodians
Charles Schwab
Headquarters
1001 Conshohocken State Road, Suite 1-202, West Conshohocken, PA 19428
Phone
610-260-1555
Website
baldwinmgt.com

Questions about financial advisors in West Conshohocken

How many financial advisor firms are headquartered in West Conshohocken?

4 SEC-registered financial advisor firms report their principal office in West Conshohocken, PA, managing $14.2B in regulatory assets between them. The other 10 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 West Conshohocken?

Miller Investment Management, with $7.1B in regulatory assets under management on its latest Form ADV. The next largest are Sage Financial Group ($4.29B) and Tower Bridge Advisors ($1.49B).

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

How large is a typical financial advisor firm in West Conshohocken?

The median firm manages $2.89B in regulatory assets. That is the midpoint of the 4 firms headquartered in West Conshohocken.

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

How much do financial advisors in West Conshohocken charge?

Of the 4 largest firms, 4 publish an asset-based fee schedule for their main service in their brochure. The highest rate in those schedules runs from 1.00% to 1.00% 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 West 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

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