{ "path": "/advisors/pa/philadelphia/west-conshohocken", "url": "https://advisorcensus.com/advisors/pa/philadelphia/west-conshohocken", "page_type": "metro_city", "title": "Financial advisors in West Conshohocken, PA", "filters": {}, "scope_total": 18, "faq": [ { "q": "How many financial advisory firms are there in West Conshohocken, PA?", "a": "AdvisorCensus lists 18 investment advisory firms with a principal office in West Conshohocken, Pennsylvania (part of the Philadelphia metro area), from Form ADV filings as of October 2026: 14 SEC-registered, 1 state-registered, and 3 exempt reporting advisers. Firms may request removal, so the count can differ slightly from the number of firms that file Form ADV." }, { "q": "How many fee-only financial advisors are in West Conshohocken, PA?", "a": "1 of the 18 firms meets AdvisorCensus's fee-only test: paid only by a percentage of assets, hourly charges, fixed fees, or subscription fees on Form ADV Item 5.E (no commissions, performance-based fees, or other compensation), with no sales-related compensation ties in the same filing: no employee registered with a broker-dealer or licensed as an insurance agent (Item 5.B), no brokerage, insurance, real estate, or other product sales business (Item 6.A), no related broker-dealer, insurance company, real estate broker, or futures commission merchant (Item 7.A), and no referral fees from others or other sales interest (Item 8). Form ADV has no fee-only box, so this is derived from the filing; it is not a fee-only certification, and a firm's own page lists its compensation arrangements as filed." }, { "q": "How many financial advisors in West Conshohocken, PA offer financial planning?", "a": "6 of the 15 firms in West Conshohocken, PA that answer Form ADV Item 5.G, which asks what advisory services a firm provides, report financial planning services, as of October 2026. Exempt reporting advisers do not answer Item 5.G. Each firm page lists every advisory service the firm reports." }, { "q": "Are the financial advisors in West Conshohocken, PA fiduciaries?", "a": "Every firm on this page is an investment adviser that files Form ADV, and an investment adviser owes its clients a fiduciary duty under federal law, made up of a duty of care and a duty of loyalty: it must act in the client's best interest and not put its own interests ahead of the client's, and must eliminate its conflicts of interest or disclose them fully and fairly. Form ADV has no fiduciary box because the duty comes with being an investment adviser. The duty covers the firm's advice; a firm or its people may also sell securities through a broker-dealer or insurance as licensed agents, roles held to other standards. The 1 firm that meets AdvisorCensus's fee-only test reports none of those sales ties." }, { "q": "How do I check whether a financial advisor has disciplinary disclosures?", "a": "Each firm page shows how many Form ADV Item 11 disciplinary questions the firm answered yes and links to the firm's record on the SEC's Investment Adviser Public Disclosure site (adviserinfo.sec.gov), where the detail of each disclosure is public. Individual advisers' records are on the same site and on FINRA BrokerCheck." }, { "q": "Does AdvisorCensus rate, verify, or recommend these firms?", "a": "No. The directory shows what each firm filed, in alphabetical order unless you choose another sort, and no firm's position depends on payment. Firms that claim their page can add a description and links, marked as provided by the firm; the filed facts are never changed by that content." }, { "q": "What does regulatory assets under management mean?", "a": "Regulatory assets under management (RAUM) is the figure a firm reports on Form ADV Item 5.F: the securities portfolios it provides continuous and regular supervisory or management services for, at market value, including assets managed without discretion. It measures scale, not performance or quality." } ], "period": "2026-10-01", "answer_paragraph": "AdvisorCensus lists 18 investment advisory firms with a principal office in West Conshohocken, Pennsylvania (part of the Philadelphia metro area), drawn from Form ADV filings as of October 2026. Firms are listed alphabetically; the full Philadelphia metro area, including neighboring cities, is on its own page. Firms may request removal from the directory, so this count can differ from the number of firms that file Form ADV.", "about_market": null, "citation": "AdvisorCensus. Financial advisors in West Conshohocken, PA: 18 firms from Form ADV filings as of October 2026.", "total_firms": 18, "page": 1, "total_pages": 1, "sort": "name", "registration_types": { "sec": 14, "state": 1, "exempt": 3 }, "fee_model_mix": [ { "code": "fee-only", "count": 1 }, { "code": "percentage_of_aum", "count": 13 }, { "code": "hourly", "count": 1 }, { "code": "subscription", "count": 0 }, { "code": "fixed", "count": 7 }, { "code": "commissions", "count": 0 }, { "code": "performance_based", "count": 12 }, { "code": "other", "count": 2 }, { "code": "not_reported", "count": 3 } ], "years_registered_distribution": [ { "code": "under_5", "count": 4 }, { "code": "5_to_9", "count": 4 }, { "code": "10_to_19", "count": 2 }, { "code": "20_plus", "count": 8 }, { "code": "not_reported", "count": 0 } ], "raum_band_distribution": [ { "code": "under_25m", "count": 0 }, { "code": "25m_100m", "count": 0 }, { "code": "100m_500m", "count": 4 }, { "code": "500m_1b", "count": 1 }, { "code": "1b_5b", "count": 4 }, { "code": "over_5b", "count": 5 }, { "code": "not_reported", "count": 4 } ], "firms": [ { "crd_number": 325043, "name": "Avonwood Capital Management LLC", "name_as_filed": "AVONWOOD CAPITAL MANAGEMENT LLC", "url": "https://advisorcensus.com/firm/avonwood-capital-management-llc-west-conshohocken-pa-325043", "city": "West Conshohocken", "state": "PA", "years_registered": 3, "raum_band": "not_reported", "compensation_types": [], "enhanced": false }, { "crd_number": 108922, "name": "Baldwin Investment Management, LLC", "name_as_filed": "BALDWIN INVESTMENT MANAGEMENT, LLC", "url": "https://advisorcensus.com/firm/baldwin-investment-management-llc-west-conshohocken-pa-108922", "city": "West Conshohocken", "state": "PA", "years_registered": 27, "raum_band": "1b_5b", "compensation_types": [ "percentage_of_aum" ], "enhanced": false }, { "crd_number": 284844, "name": "Fairmount Funds Management LLC", "name_as_filed": "FAIRMOUNT FUNDS MANAGEMENT LLC", "url": "https://advisorcensus.com/firm/fairmount-funds-management-llc-west-conshohocken-pa-284844", "city": "West Conshohocken", "state": "PA", "years_registered": 7, "raum_band": "over_5b", "compensation_types": [ "percentage_of_aum", "performance_based" ], "enhanced": false }, { "crd_number": 340927, "name": "Fournorth Capital LLC", "name_as_filed": "FOURNORTH CAPITAL LLC", "url": "https://advisorcensus.com/firm/fournorth-capital-llc-west-conshohocken-pa-340927", "city": "West Conshohocken", "state": "PA", "years_registered": 0, "raum_band": "100m_500m", "compensation_types": [ "fixed", "performance_based" ], "enhanced": false }, { "crd_number": 160737, "name": "HC Capital Partners, LLC", "name_as_filed": "HC CAPITAL PARTNERS, LLC", "url": "https://advisorcensus.com/firm/hc-capital-partners-llc-west-conshohocken-pa-160737", "city": "West Conshohocken", "state": "PA", "years_registered": 14, "raum_band": "over_5b", "compensation_types": [ "percentage_of_aum", "performance_based" ], "enhanced": false }, { "crd_number": 105403, "name": "Hirtle & Co., LLC", "name_as_filed": "HIRTLE & CO., LLC", "url": "https://advisorcensus.com/firm/hirtle-and-co-llc-west-conshohocken-pa-105403", "city": "West Conshohocken", "state": "PA", "years_registered": 38, "raum_band": "over_5b", "compensation_types": [ "percentage_of_aum", "performance_based" ], "enhanced": false }, { "crd_number": 298804, "name": "Intrinsic Advisors, LLC", "name_as_filed": "INTRINSIC ADVISORS, LLC", "url": "https://advisorcensus.com/firm/intrinsic-advisors-llc-west-conshohocken-pa-298804", "city": "West Conshohocken", "state": "PA", "years_registered": 7, "raum_band": "not_reported", "compensation_types": [], "enhanced": false }, { "crd_number": 309960, "name": "Matterhorn Capital Advisors, LLC", "name_as_filed": "MATTERHORN CAPITAL ADVISORS, LLC", "url": "https://advisorcensus.com/firm/matterhorn-capital-advisors-llc-west-conshohocken-pa-309960", "city": "West Conshohocken", "state": "PA", "years_registered": 3, "raum_band": "100m_500m", "compensation_types": [ "percentage_of_aum", "performance_based" ], "enhanced": false }, { "crd_number": 108380, "name": "Miller Investment Management, LP", "name_as_filed": "MILLER INVESTMENT MANAGEMENT, LP", "url": "https://advisorcensus.com/firm/miller-investment-management-lp-west-conshohocken-pa-108380", "city": "West Conshohocken", "state": "PA", "years_registered": 27, "raum_band": "over_5b", "compensation_types": [ "percentage_of_aum", "fixed", "performance_based" ], "enhanced": false }, { "crd_number": 117050, "name": "Morgan Stanley AIP GP LP", "name_as_filed": "MORGAN STANLEY AIP GP LP", "url": "https://advisorcensus.com/firm/morgan-stanley-aip-gp-lp-west-conshohocken-pa-117050", "city": "West Conshohocken", "state": "PA", "years_registered": 24, "raum_band": "over_5b", "compensation_types": [ "percentage_of_aum", "fixed", "performance_based" ], "enhanced": false }, { "crd_number": 138436, "name": "Permit Capital, LLC", "name_as_filed": "PERMIT CAPITAL, LLC", "url": "https://advisorcensus.com/firm/permit-capital-llc-west-conshohocken-pa-138436", "city": "West Conshohocken", "state": "PA", "years_registered": 20, "raum_band": "100m_500m", "compensation_types": [ "percentage_of_aum", "performance_based" ], "enhanced": false }, { "crd_number": 308142, "name": "Peteralexander", "name_as_filed": "PETERALEXANDER", "url": "https://advisorcensus.com/firm/peteralexander-west-conshohocken-pa-308142", "city": "West Conshohocken", "state": "PA", "years_registered": 6, "raum_band": "not_reported", "compensation_types": [ "hourly", "fixed", "other" ], "enhanced": false }, { "crd_number": 152303, "name": "PPB Advisors, LLC", "name_as_filed": "PPB ADVISORS, LLC", "url": "https://advisorcensus.com/firm/ppb-advisors-llc-west-conshohocken-pa-152303", "city": "West Conshohocken", "state": "PA", "years_registered": 11, "raum_band": "1b_5b", "compensation_types": [ "percentage_of_aum", "other" ], "enhanced": false }, { "crd_number": 336543, "name": "RH Tailwind Management, LLC", "name_as_filed": "RH TAILWIND MANAGEMENT, LLC", "url": "https://advisorcensus.com/firm/rh-tailwind-management-llc-west-conshohocken-pa-336543", "city": "West Conshohocken", "state": "PA", "years_registered": 1, "raum_band": "not_reported", "compensation_types": [], "enhanced": false }, { "crd_number": 283692, "name": "Rhino Investment Partners, Inc.", "name_as_filed": "RHINO INVESTMENT PARTNERS, INC.", "url": "https://advisorcensus.com/firm/rhino-investment-partners-inc-west-conshohocken-pa-283692", "city": "West Conshohocken", "state": "PA", "years_registered": 5, "raum_band": "500m_1b", "compensation_types": [ "percentage_of_aum", "performance_based" ], "enhanced": false }, { "crd_number": 116574, "name": "Sage Financial Group Inc.", "name_as_filed": "SAGE FINANCIAL GROUP INC.", "url": "https://advisorcensus.com/firm/sage-financial-group-inc-west-conshohocken-pa-116574", "city": "West Conshohocken", "state": "PA", 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