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Top Financial Advisors in West Conshohocken, PA

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Finding a Top Financial Advisor Firm in West Conshohocken, Pennsylvania

Finding the best financial advisor in your area is no easy task, as it can be difficult to narrow down your options and determine which is best for you. That’s where SmartAsset comes in. After gathering the largest firms in the West Conshohocken area, we narrowed it down to the top 10 and highlighted what you need to know about each firm. 

Want a customized list of the best advisors for your financial situation? Use our financial advisor matching tool, which will pair you up with financial advisors near you based on your specific needs.

Rank Financial Advisor Assets Managed Minimum Assets Financial Services More Information
1 Miller Investment Management, LP Miller Investment Management, LP logo Find an Advisor

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$2,439,958,910 No set account minimum
  • Financial planning
  • Portfolio management

Minimum Assets

No set account minimum

Financial Services

  • Financial planning
  • Portfolio management
2 Sage Financial Group Inc. Sage Financial Group Inc. logo Find an Advisor

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$1,838,268,724 $1,000,000
  • Financial planning
  • Portfolio management

Minimum Assets

$1,000,000

Financial Services

  • Financial planning
  • Portfolio management
3 LGL Partners, LLC. LGL Partners, LLC. logo Find an Advisor

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$1,772,430,274 No set account minimum
  • Financial planning
  • Portfolio management
  • Selection of other advisers (including private fund managers)

Minimum Assets

No set account minimum

Financial Services

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

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4 Forbes Family Trust Forbes Family Trust logo Find an Advisor

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$1,384,606,894 No set account mininim
  • Financial planning
  • Portfolio management
  • Selection of other advisers (including private fund managers)

Minimum Assets

No set account mininim

Financial Services

  • Financial planning
  • Portfolio management
  • Selection of other advisers (including private fund managers)
5 Baldwin Investment Management, LLC Baldwin Investment Management, LLC logo Find an Advisor

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$702,552,609 No set account minimum
  • Financial planning services
  • Portfolio management

Minimum Assets

No set account minimum

Financial Services

  • Financial planning services
  • Portfolio management
6 GKFO, LLC GKFO, LLC logo Find an Advisor

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$508,787,057 No set account minimum
  • Financial planning services
  • Portfolio management
  • Selection of other advisors

Minimum Assets

No set account minimum

Financial Services

  • Financial planning services
  • Portfolio management
  • Selection of other advisors
7 Wiley Group Wiley Group logo Find an Advisor

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$315,047,408 No set account minimum
  • Financial planning services
  • Portfolio management
  • Pension consulting services
  • Selection of other advisors 

Minimum Assets

No set account minimum

Financial Services

  • Financial planning services
  • Portfolio management
  • Pension consulting services
  • Selection of other advisors 

How We Found the Top Financial Advisor Firms in West Conshohocken, Pennsylvania

SmartAsset considered all West Conshohocken metro area financial advisor firms registered with the U.S. Securities and Exchange Commission (SEC). We limited the list to SEC-registered firms, because these firms have a fiduciary duty to act in their clients’ best interest. We examined these firms' SEC filings and eliminated any firms that have disclosures or disciplinary issues. We also eliminated any firms that don't manage individual accounts. We compiled the remaining firms and ordered them by most assets under management (AUM) to least.

Miller Investment Management, LP

Miller Investment Management, LP

Miller Investment Management is a fee-only firm managing more than $2.4 billion in assets for its clients. Those clients are mostly high-net-worth individuals, with some other individuals on the books as well. Institutional clients include pooled investment vehicles and charitable organizations.

The firm has 14 advisors on staff, including five chartered financial advisors (CFAs), two certified public accountants (CPAs) and one holder of the certificate in investment performance measurement (CIPM).

The firm does not provide a minimum investment. Fees are based on a percentage of assets under management generally, but performance-based fees may also be charged.

Miller Investment Management Background

The firm was founded in 1998. The general partner of the firm is Miller Investment Management, LLC. The sole member of that LLC is Strategic Advisors International, a corporation wholly-owned by H. Scott Miller, who founded the company.

Miller offers investment advisor and supervisory services. Unlike some other firms, it does not offer financial planning or accounting services, though it will work with another professional advisor if the client desires.

Miller Investment Management Investment Strategy

Asset allocation will be determined based on a client’s personal goals, risk appetite and objectives. Nearly 60% of client money is placed into mutual funds, with individual stocks, cash, subadvisors and pooled investment vehicles making up the rest.

Sage Financial Group Inc.

Sage Financial Group Inc.

This fee-only firm manages more than $1.8 million in assets for its clients. Around two-thirds of the individual clients at Sage are high-net-worth. Institutional clients include pooled investment vehicles, pension and profit sharing plans and charitable organizations.

Sage has 16 advisors on staff. That includes nine certified financial planners (CFPs), six certified public accountants (CPAs), two chartered financial advisors (CFAs) and one certified retirement planning counselor (CRPC).

Fees for the firm are based on a percentage of assets under management. There is a $1 million minimum account size at this firm.

Sage Financial Group Background

The firm was founded in 1989. It is owned by Alan J. Cohn, Stephen L. Cohn, Mitchell Bednoff and John Sion. 

Services offered by the firm include investment advice, family office services, retirement planning, income management planning, tax planning, insurance needs and education planning.

Sage Financial Group Investment Strategy

Advisors at Sage use fundamental analysis to figure out which investments to make for clients. The firm focuses on long-term purchases, which means holding securities for at least a year.

Mutual funds and exchange-traded securities are the most commonly purchased assets, with some bonds and cash also involved.

LGL Partners, LLC

LGL Partners, LLC.

LGL Partners is a fee-only firm managing more than $1.7 billion in assets for its clients. There are 13 advisors on staff, including three certified financial planners (CFPs), one chartered financial analyst (CFA), two chartered alternative investment analyst (CAIAs) and one investment advisor certified compliance professional (IACCP).

Clients of the firm are mostly high-net-worth individuals, with some other individuals as well. Institutional clients include pooled investment vehicles, charitable organizations and other corporations. 

Fees for investment management are based on a percentage of assets under management, while fees for financial planning and consulting are fixed. This firm does not list a minimum account size.

LGL Partners Background

LGL Partners was founded in 2010. It is 100% owned by FWM Holdings, LLC, which also owns the fourth firm on this list, Forbes Family Trust.

Services the firm offers include investment management, financial planning and consulting.

LGL Partners Investment Strategy

LGL Advisors use fundamental and technical analysis to come up with investment strategies for clients. 

Most of the money the firm manages is invested in pooled investment vehicles. It also uses mutual funds, cash, exchange-traded stocks and U.S. government bonds.

Forbes Family Trust

Forbes Family Trust

Forbes Family Trust is a fee-only firm employing 13 advisors. That team includes two certifications -- one chartered financial advisor (CFA) and one one chartered alternative investment advisor (CAIA). The firm manages more than $1.3 billion in money for its clients. 

Clients are all high-net-worth individuals, and there are no institutional clients. There is no minimum account size listed.

Fees for financial planning and consulting are fixed, while fees for investment management are based on a percentage of assets under management.

Forbes Family Trust Background

The firm was founded in 2009. It is owned by FWM Holdings, LLC, which also owns the third ranked firm on this list, LGL Partners.

Forbes’ services include investment management, financial planning and consulting.

Forbes Family Trust Investment Strategy

There are no specific strategies that advisors at Forbes employ for clients. Instead, they work with each client to come up with a strategy that meets his or her needs, including goals and risk preferences.

Most of the firm’s money is invested in pooled investment vehicles, along with stocks, mutual funds and cash.

Baldwin Investment Management, LLC

Baldwin Investment Management, LLC

Baldwin Investment Management is a fee-only firm managing more than $702 million in assets for its clients. The firm has a minimum account size of $1 million. There are eight advisors on staff, including one chartered financial advisor (CFA), one certified public accountant (CPA) and one certified financial planner (CFP).

Clients at the firm are nearly evenly distributed between regular individual investors and high-net-worth individuals. Institutional clients include pension and profit sharing plans, charitable organizations and trusts. 

Fees for investment management are based on a percentage of assets under management while financial planning fees are fixed.

Baldwin Investment Management Background

Baldwin was founded in 1999. It is wholly owned by a parent company, Baldwin Management, LLC. That company is principally owned by the W. Paul Havens, Jr. and Ida H. Havens Trust for the benefit of Peter H. Havens. Peter Havens also serves as the chief executive officer of the firm.

The firm’s services include investment management, financial planning, retirement planning, education planning, insurance review, estate tax analysis, cash flow, income tax analysis and charitable planning.

Baldwin Investment Management Investment Strategy

Advisors at Baldwin use fundamental, technical and cyclical analysis to find the best investments to make for their clients.

Asset allocation is a key part of the strategy. It is customized to meet the growth and income needs of each client. Stocks and bonds are used as investment vehicles, depending on what a client is looking to get out of their portfolio.

GKFO, LLC

GKFO, LLC

GFKO, LLC is a fee-based advisor managing more than $508 million for clients,most of whom are high-net-worth individuals. There are no institutional clients at the firm, though there are a small number of non-high-net-worth clients.

There are 11 advisors at the firm. The firm does not publish a list of staff with certifications. 

There is no minimum account size at GKFO. Fees for investment management are charged based on a percentage of assets under management, while fees for financial planning, consulting and family office services are fixed. Some advisors at the firm also sell insurance products for a commission. This could present a conflict of interest, but when acting as an advisor, the individuals must still act in the best interest of the client.

GFKO, LLC Background

GFKO was founded in 2009. Its principal owners are Dr. Christopher C. Geczy and Stephen R. Kitching, who founded the firm.

Services provided by the firm include: investment management, financial planning, retirement planning, estate planning, cash management, tax strategy, succession planning, trust administration, wealth transfer, family governance and legacy planning.

GFKO, LLC Investment Strategy

Modern Portfolio Theory is the basis of the investment strategy at GFKO. This means the firm’s advisors use mathematical formulas to maximize growth based on the given investment risk of a portfolio. Most of the money the firm invests is in pooled investment vehicles and mutual funds, with some also invested in bonds, variable annuities and cash. 

Wiley Group

Wiley Group

The Wiley Group has four advisors, the fewest of any firm on this list. The team includes two accredited investment fiduciaries (AIFs), one certified retirement planning counselor (CRPC), one certified senior advisor (CSA) and one certified financial planner (CFP). The firm manages more than $315 million.

Clients of the firm are all individuals, with no institutional clients. More than 75% of the clients are not high-net-worth. 

There is no minimum investment at the firm. Fees for investment advice are based on a percentage of assets under management, while financial planning fees are fixed. Some employees of the firm may also earn commissions for selling securities. This could present a conflict of interest, but when acting as advisors the firm must act in the best interest of the client.

Wiley Group Background

Wiley Group was founded in 2009. It is owned by James Wiley and Donald Riley.

The firm’s services include investment advice, retirement plan consulting, financial planning, estate planning, insurance planning and other financial planning services.

Wiley Group Investment Strategy

Charting, fundamental analysis and technical analysis are all employed by the firm’s advisors to come up with investment choices for clients. 

Long-term purchases, short-term purchases, trading and options are all employed as possible investment strategies. 

How Many Years $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 cost of living in retirement there.

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

Methodology SmartAsset calculated the average cost of living for retirees in the largest U.S. cities. Using that calculation, we determined how many years $1 million would last in retirement in each major city.

First, we looked at data from the Bureau of Labor Statistics (BLS) on the average annual expenditures of seniors throughout the country. 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.

We assumed the $1 million would grow at a real return (interest minus inflation) of 2%, reflecting the typical return on a conservative investment portfolio. Finally, we divided $1 million by the sum of each of those annual numbers to determine how long $1 million would last in each of the cities in our study.

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