Finding a Top Financial Advisor Firm in Conshohocken, Pennsylvania
If you're searching for a financial advisor in Conshohocken, Pennsylvania, we can help you find one. The SmartAsset financial experts dug into the data and read the fine print to find the top registered investment advisors (RIAs) in the city. For more options, use our advisor matching tool to connect with up three advisors who serve your area.
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|Rank||Financial Advisor||Assets Managed||Minimum Assets||Financial Services||More Information|
|1||Mill Creek Capital Advisors, LLC Find an Advisor||$7,876,358,125||$5,000,000|| || |
|2||Arin Risk Advisors, LLC Find an Advisor||$287,341,858||No set account minimum|| || |
Minimum AssetsNo set account minimum
What We Use in Our Methodology
To find the top financial advisors in Conshohocken, 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:
- AUMFirms with more total assets under management are ranked higher.
- Individual Client CountFirms who serve more individual clients (as opposed to institutional clients) are ranked higher.
- Clients Per AdvisorFirms with a lower ratio of clients per financial advisor are ranked higher.
- Age of FirmFirms that have been in business longer are ranked higher.
All information is obtained through public records and is updated annually after the firms’ form ADV filing. 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. SmartAsset is not a client of the aforementioned firms, and did not receive compensation for including any of the firms on the aforementioned list.
Mill Creek Capital Advisors, LLC
Mill Creek Capital Advisors sits atop our Conshohocken rankings and is also among the top 10 firms in Pennsylvania, according to our metrics. Mill Creek works with individual clients who have high net worths, pension and profit-sharing plans, charities and corporations. The firm, which manages billions in client assets, requires a minimum account size of $5 million.
With more than 20 advisors, Mill Creek's team features a number of accredited professionals, including chartered financial analysts (CFAs), certified financial planners (CFPs), chartered alternative investment advisors (CAIAs), accredited investment fiduciaries (AIFs) and a certified public accountant (CPA).
As a fee-only firm, Mill Creek's compensation comes only from fees charged to clients. Advisors do not collect commissions from third-party financial firms for selling their products to clients.
Mill Creek Capital Advisors Background
Mill Creek was founded in 2006. Its principal owners are CEO Joshua Gross, president Richard Lunsford, chief investment officer (CIO) Thomas Chapin and investment officers Michael Jordan, Dave Logan, Kevin Keating, Katie Thomas and Brian Maxwell. Each of these owners serve either as executives or advisors at Mill Creek.
Mill Creek can provide clients with:
- Investment advising
- Tax issue evaluation
- Cash flow analysis
- Estate planning
- Retirement planning
- Financial planning
- Philanthropic planning
- Financial concierge services
Mill Creek Capital Advisors Investment Strategy
Mill Creek believes in diversifying portfolios across several different asset classes. To create custom portfolios for clients, the firm starts with a model portfolio constructed for each specific investment strategy that Mill Creek. Advisors then tailor the model for each client taking into account their individual needs, including client requested restrictions, cash needs, tax considerations.
The firm relies on a number of investment strategies, including equity and fixed income allocations in varying percentages. Some investment approaches may inclue hedging and/or private equity components.
Arin Risk Advisors, LLC
Arin Risk Advisors is a smaller fee-based management firm where advisors mostly work with high-net-worth individuals. However, the firm doesn’t require a minimum account size for investment advisory services.
One of its owners, Joseph DeSipio, also owns a financial services firm called Vector Capital Management. When Arin advisors recommend the services of Vector, there may be a potential conflict of interest. That said, as an SEC-registered financial advisor, Arin is legally bound by its fiduciary duty to provide advice solely in the best interest of the client.
Arin Risk Advisors Background
Founded in 2009, the firm provides continuous management services on a discretionary basis for separately managed accounts, mutual funds and private funds. In some cases, advisors may recommend the use of third-party investment managers. Its advisors can also provide limited financial planning services.
Arin Risk Advisors Investment Strategy
Arin Risk Advisors analyzes the market to determine the intrinsic value of securities for client portfolios. It also uses a proprietary trading alert system called True Vol. The firm believes in diversifying portfolios across multiple asset classes. Advisors may engage in both long- and short-term purchases, holding long-term assets for at least a year and short-term assets for less than a year.
The firm's investment strategies often involve stocks, bonds, mutual funds and exchange-traded funds (ETFs), as well as a derivatives like options, futures and swaps.