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Top Financial Advisors in Blue Bell, PA

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This review was produced by SmartAsset based on publicly available information. The named firm and its financial professionals have not reviewed, approved, or endorsed this review and are not responsible for its accuracy. Review content is produced by SmartAsset independently of any business relationships that might exist between SmartAsset and the named firm and its financial professionals, and firms and financial professionals having business relationships with SmartAsset receive no special treatment or consideration in SmartAsset’s reviews. This page contains links to SmartAsset’s financial advisor matching tool, which may or may not match you with the firm mentioned in this review or its financial professionals.

Finding a Top Financial Advisor Firm in Blue Bell, Pennsylvania

Financial advisors can help you manage your investments, plan your retirement income and even sort out an estate plan. To help you find a financial advisor in Blue Bell, Pennsylvania, SmartAsset created this list of the top firms in the city. Look through the details of each firm, including their account minimums, investment strategies and more, to figure out which option is best for you. You can also use SmartAsset's free advisor matching tool to connect to advisors who serve your area so you can choose which one best fits your needs.

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Rank Financial Advisor Assets Managed Minimum Assets Financial Services More Information
1 Amplius Wealth Advisors, LLC Amplius Wealth Advisors, LLC logo Find an Advisor

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$1,057,593,309 No minimum requirement
  • Portfolio management
  • Financial planning
  • Financial consulting
  • Selection of other advisers
  • Retirement plan advisory

Minimum Assets

No minimum requirement

Financial Services

  • Portfolio management
  • Financial planning
  • Financial consulting
  • Selection of other advisers
  • Retirement plan advisory
2 Blue Bell Private Wealth Management, LLC Blue Bell Private Wealth Management, LLC logo Find an Advisor

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$577,431,160 No minimum requirement
  • Investment advisory
  • Retirement plan account management
  • Financial consulting

Minimum Assets

No minimum requirement

Financial Services

  • Investment advisory
  • Retirement plan account management
  • Financial consulting
3 First Capital Advisors Group, LLC First Capital Advisors Group, LLC logo Find an Advisor

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$381,257,782 $250,000
  • Financial planning
  • Portfolio management
  • Selection of other advisors (including private fund managers)

Minimum Assets

$250,000

Financial Services

  • Financial planning
  • Portfolio management
  • Selection of other advisors (including private fund managers)

What We Use in Our Methodology

To find the top financial advisors in Blue Bell, we first identified all firms registered with the SEC in the city. Next, we filtered out firms that don't offer financial planning services, those that don't serve primarily individual clients and those that have disclosures on their record. The qualifying firms were then ranked according to the following criteria:

  • AUM
    Firms with more total assets under management are ranked higher.
  • Individual Client Count
    Firms who serve more individual clients (as opposed to institutional clients) are ranked higher.
  • Clients Per Advisor
    Firms with a lower ratio of clients per financial advisor are ranked higher.
  • Age of Firm
    Firms that have been in business longer are ranked higher.
  • Fee Structure
    Firms with a fee-only (as opposed to fee-based) compensation structure are ranked higher.

All information is accurate as of the writing of this article. This list may include firms that have a business relationship with SmartAsset, in which SmartAsset is compensated for lead referrals. Such relationships have no impact on our rankings, and firms are included and ranked based strictly on the above criteria.

Amplius Wealth Advisors

First on our list is Amplius Wealth Advisors. Amplius has more assets under management than the other options on the list but has been around, as a firm, for the least amount of time. Amplius does not currently have a minimum asset requirement. The firm works with individuals, high-net-worth individuals, small businesses, charities, and pension and profit-sharing plans. 

Amplius is a fee-based firm which means that they may receive commissions on investment products that are recommended for you. While this can create a potential conflict of interest, the firm still has a fiduciary responsibility to represent you and your needs. 

Amplius Wealth Advisors Background

Amplius Wealth Advisors was founded in 2021 by three founding partners -- Samuel A. Liebman, Matthew D. Liebman, and Aaron Marks. The firm is part of the Dynasty Financial Partners network, which gives the firm access to a full array of investment banking capabilities. The founding partners all worked together previously at a Merrill Lynch firm and have decades of combined investment advisory experience. 

Amplius Wealth Advisors Investment Strategy

The firm has developed multiple model portfolios that are often a fit for new investors. Based on the amount of risk each portfolio needs, one of these models may be adopted as the investment strategy. The firm allows the clients to impose reasonable restrictions on the investment of certain securities. The overall strategy and advice given to clients are unique to them. 

The firm invests in a variety of products that includes money market funds, CDs, municipal securities, bonds, stocks, mutual funds, ETFs, REITs, options, and more. 

 

Blue Bell Wealth Management

Second on our list is Blue Bell Wealth Management. The firm has no minimum asset requirement to work with them, but they do have a discretionary option to refuse to work with someone if they deem their assets to be too little. The firm works with a variety of individuals, high-net-worth individuals, pension and profit-sharing plans, corporations, business entities, trusts, estates, and other investment advisers.

This is a fee-only firm, meaning its only form of compensation are the fees that clients pay directly for services. A fee-based firm is different, as it receives third-party commissions in addition to advisory fees.

Blue Bell Wealth Management Background

Blue Bell Wealth Management was founded in 2005 and currently has 4 partners and 3 managing partners. Jon Sobotkin is the lone partner and the managing partners are J. Scott Miller, Scott Miller Jr, and Justin Capetola. The firm has over 120 years of combined experience and is licensed in 8 states. 

Blue Bell Wealth Management Investment Strategy

 

Blue Bell Wealth Management relies primarily on their direct one-on-one conversations with a client, and their confidential investment questionnaire to determine the investment strategy. Every account has a different investment strategy that suits their individual needs. 

Blue Bell invests entirely in ETFs for accounts with less than $15,000 in assets. Accounts up to $100,000 will see a variety of ETFs, CEFs, and structured investments with a high concentration of ETFs. Larger accounts get the "Blue Bell Hedged Strategy" which typically includes a variety of those three types of investments. 

First Capital Advisors Group, LLC

First Capital Advisors Group, the top-rated financial advisory firm in Blue Bell, only works with individual clients, all of whom currently have a high net worth. The minimum account balance at this firm is $250,000, with a minimum annual fee of $250. The firm reserves the right to alter or waive these requirements.

The firm operates three offices — one in Blue Bell, one in Little Silver, New Jersey, and another in Salt Lake City, Utah. The firm employs a variety of chartered financial consultants (ChFCs), chartered financial analysts (CFA), certified financial planners (CFP), certified public accountants (CPAs), personal financial specialists (PFS) and registered health underwriters (RHU).

As a fee-based firm, First Capital employs one advisor who can earn commissions for securities sales, which is a potential conflict of interest. However, the firm's fiduciary duty legally binds it to act in clients' best interests, no matter what.

First Capital Advisors Group Background

First Capital Advisors Group was established in 2015 and is currently under the principal ownership of managing partners Jim Hiles and Jeff Schulte, each of whom owns half of the firm. Both Hiles and Schulte have over three decades worth of experience as financial advisors.

First Capital works with clients to provide financial planning, discretionary investment management, and investment consulting services. Financial planning services are designed to help clients coordinate all of their financial affairs, increase cash flow, reduce taxes paid and improve their overall net worth.

First Capital Advisors Group Investment Strategy

First Capital looks to build a specialized investment strategy for each client. This involves taking into account their individual needs. The firm and its advisors work with clients to develop an investment and financial profile, which eventually leads to the creation of the aforementioned strategy. Advisors then make investments and allocate assets in accordance with the developed plan.

Advisors use fundamental analysis, technical analysis, charting and cyclical analysis when it comes to evaluating investments for client portfolios. They implement investment strategies using both long- and short-term purchases, trading and options. Strategic and tactical asset allocation techniques are typically used by advisors.

How Long $1mm Lasts in Retirement

SmartAsset's interactive map highlights places where $1 million will last the longest in retirement. Zoom between states and the national map to see the top spots in each region. Also, scroll over any city to learn about the cost of living in retirement for that location.

Least
Most
Rank City Housing Expenses Food Expenses Healthcare Expenses Utilities Expenses Transportation Expenses

Methodology We analyzed data on average expenditures for seniors, cost of living and investment returns to determine how many years of retirement a $1 million nest egg would cover in cities across America.

First, we looked at data from the Bureau of Labor Statistics (BLS) on the average annual expenditures of seniors. We then applied cost of living data from the Council for Community and Economic Research to adjust those national average spending levels based on the costs of each expense category (housing, food, healthcare, utilities, transportation and other) in each city. Using this data, SmartAsset calculated the average cost of living for retirees in the largest U.S. cities.

We assumed the $1 million would grow at a real return (interest minus inflation) of 2%. Then, we divided $1 million by the sum of each of those annual numbers to determine how long $1 million would cover retirement expenses in each of the cities in our study. Cities where $1 million lasted the longest ranked the highest in the study.

Sources: Bureau of Labor Statistics (BLS), Council for Community and Economic Research