HAMILTON LANE
Conshohocken, PA
AUM
$138.30B
Wealth MgmtTrusts & EstatesRetirementInstitutional
Team
257 advisors
Clients
—
Fees
Percentage of AUM · Fixed fees +1 more
610-934-2222
Search advisors
Filter by name, location, or specialty. All data from public SEC filings.
Showing Trusts & Estates advisors in PA, CONSHOHOCKEN
17 advisers found
CENTERSQUARE INVESTMENT MANAGEMENT LLC
Conshohocken, PA
AUM
$13.70B
Wealth MgmtTrusts & EstatesRetirementInstitutional
Team
57 advisors
Clients
—
Fees
Percentage of AUM · Performance-based fees +1 more
610-834-9500
MILL CREEK CAPITAL ADVISORS, LLC
Conshohocken, PA
AUM
$10.47B
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
29 advisors
Clients
251-500
Fees
Percentage of AUM; Fixed fees
610-941-7700
ARIN RISK ADVISORS LLC
Conshohocken, PA
AUM
$10.19B
Financial PlanningWealth MgmtTrusts & EstatesInstitutional
Team
5 advisors
Clients
0
Fees
Percentage of AUM · Hourly charges +2 more
610.822.3400
HORNOR, TOWNSEND & KENT, LLC
Conshohocken, PA
AUM
$9.01B
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
426 advisors
Clients
51-100
Fees
Percentage of AUM · Hourly charges +2 more
215-957-7300
PITCAIRN
Conshohocken, PA
AUM
$5.87B
Financial PlanningWealth MgmtTrusts & EstatesInstitutional
Team
37 advisors
Clients
251-500
Fees
Percentage of AUM · Hourly charges +1 more
215-881-6144
COPELAND CAPITAL MANAGEMENT, LLC
Conshohocken, PA
AUM
$4.06B
Wealth MgmtTrusts & EstatesRetirementInstitutional
Team
16 advisors
Clients
0
Fees
Percentage of AUM
(484) 351-3700
COMPASS ION ADVISORS, LLC
Conshohocken, PA
AUM
$1.59B
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
15 advisors
Clients
251-500
Fees
Percentage of AUM · Hourly charges +1 more
(610) 228-2200
IRONVIEW CAPITAL MANAGEMENT, LLC
Conshohocken, PA
AUM
$1.39B
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
9 advisors
Clients
0
Fees
Percentage of AUM · Hourly charges +1 more
215-793-0111
ADDISON CAPITAL
Conshohocken, PA
AUM
$1.12B
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
3 advisors
Clients
26-50
Fees
Percentage of AUM; Fixed fees
215-563-6919
MMA ASSET MANAGEMENT LLC
Conshohocken, PA
AUM
$787.8M
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
18 advisors
Clients
1-10
Fees
Percentage of AUM · Hourly charges +2 more
610-684-3200
KITCHING PARTNERS, LLC
Conshohocken, PA
AUM
$645.9M
Financial PlanningWealth MgmtTrusts & EstatesInstitutional
Team
5 advisors
Clients
26-50
Fees
Percentage of AUM; Fixed fees
267-209-0830
NORTHSTAR FINANCIAL COMPANIES, INC.
Conshohocken, PA
AUM
$519.0M
Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly
Team
5 advisors
Clients
251-500
Fees
Percentage of AUM; Hourly charges
610-629-6100
ARSENAL CAPITAL ADVISORS LLC
Conshohocken, PA
AUM
$267.1M
Financial PlanningWealth MgmtTrusts & Estates
Team
2 advisors
Clients
101-250
Fees
Percentage of AUM
610-564-9134
NEST EGG
Conshohocken, PA
AUM
$131.7M
Wealth MgmtTrusts & Estates
Team
9 advisors
Clients
0
Fees
Percentage of AUM
888-345-2163
WEALTHFD
Conshohocken, PA
AUM
$87.8M
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
3 advisors
Clients
251-500
Fees
Percentage of AUM · Hourly charges +1 more
215-671-6660
POWERS CAPITAL MANAGEMENT
Conshohocken, PA
AUM
$43.9M
Financial PlanningWealth Mgmt
Team
1 advisors
Clients
1-10
Fees
Percentage of AUM; Fixed fees
215-908-2839