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The Top Financial Advisors in Conshohocken, 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 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 Mill Creek Capital Advisors, LLC logo Find an Advisor

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$9,436,962,965 $5,000,000
  • Financial planning
  • Portfolio management
  • Selection of other advisors

Minimum Assets

$5,000,000

Financial Services

  • Financial planning
  • Portfolio management
  • Selection of other advisors
2 Arin Risk Advisors, LLC Arin Risk Advisors, LLC logo Find an Advisor

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$287,341,858 No set account minimum
  • Financial planning
  • Portfolio management
  • Selection of other advisors (including private fund managers)
  • Sub-advisory services

Minimum Assets

No set account minimum

Financial Services

  • Financial planning
  • Portfolio management
  • Selection of other advisors (including private fund managers)
  • Sub-advisory services

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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:

  • 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.

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.  

How Long $1 Million 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 weighed potential expenditures for a prospective retiree with a  $1 million nest egg to assess how many years that fund would cover in retirement in America’s largest cities.

We 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 metro areas across the U.S.

We assumed the $1 million would grow at a net annual return of 2% after inflation. 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.