Pennsylvania · 3 advisers
Financial Advisors in Audubon, Pennsylvania
Looking for a financial advisor in Audubon, Pennsylvania? Falists indexes 3 SEC-registered and state-registered investment advisers in Audubon — 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 $3.49B in reported assets. Compare advisers below and visit firm websites to learn more about their services.
Advisers
3
With website
3
Largest AUM
$3.49B
Financial planning
2
Filter by specialty
Wealth managers · Trusts & estates · Retirement · Institutional · Planning
Top advisors in Audubon
Ranked by AUM · Fees, team & specialties at a glance
VALLEY FORGE INVESTMENT CONSULTANTS, INC.
Audubon, PA
AUM
$3.49B
Team
11 advisors
Clients
26-50
Fees
Percentage of AUM · Hourly charges +1 more
610-783-6650
THRIVE WEALTH MANAGEMENT, LLC
Audubon, PA
AUM
$1.58B
Team
11 advisors
Clients
More than 500
Fees
Percentage of AUM · Hourly charges +2 more
215-376-5530
VFPE ADVISORS LLC
Audubon, PA
AUM
$195.6M
Team
6 advisors
Clients
—
Fees
Percentage of AUM · Performance-based fees +1 more
610-783-6650
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Common questions
- How many financial advisors are in Audubon, Pennsylvania?
- 3 registered investment advisers are listed in our Audubon directory, sourced from public SEC filings.
- What types of advisors are in Audubon?
- 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 Audubon?
- 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.