# Financial advisors in West Conshohocken, PA > 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. Source: Form ADV filings as of October 2026. Rebuilt monthly. HTML page: https://advisorcensus.com/advisors/pa/philadelphia/west-conshohocken ## At a glance - Investment advisory firms: 18 - Registration: SEC-registered investment adviser: 14, State-registered investment adviser: 1, Exempt reporting adviser: 3 - How firms are compensated (Form ADV Item 5.E; shares of the firms that file it): Fee-only (AdvisorCensus test) 1 (7%); Percentage of assets 13 (87%); Hourly charges 1 (7%); Fixed fees 7 (47%); Performance-based fees 12 (80%); Other 2 (13%); No compensation arrangements reported 3 - Regulatory assets under management (Item 5.F): $100 million to $500 million 4 (22%); $500 million to $1 billion 1 (6%); $1 billion to $5 billion 4 (22%); Over $5 billion 5 (28%); Not reported 4 (22%) - Years registered: Under 5 years 4 (22%); 5 to 9 years 4 (22%); 10 to 19 years 2 (11%); 20 years or more 8 (44%) ## Firms (page 1 of 1, 1 to 18 of 18, sorted by name) | Firm | CRD | City | Registration | Assets band | Years registered | Compensation | | --- | --- | --- | --- | --- | --- | --- | | [Avonwood Capital Management LLC](https://advisorcensus.com/firm/avonwood-capital-management-llc-west-conshohocken-pa-325043) ([md](https://advisorcensus.com/firm/avonwood-capital-management-llc-west-conshohocken-pa-325043.md)) | 325043 | West Conshohocken, PA | Exempt reporting adviser | Not reported | 3 | Not reported | | [Baldwin Investment Management, LLC](https://advisorcensus.com/firm/baldwin-investment-management-llc-west-conshohocken-pa-108922) ([md](https://advisorcensus.com/firm/baldwin-investment-management-llc-west-conshohocken-pa-108922.md)) | 108922 | West Conshohocken, PA | SEC-registered investment adviser | $1 billion to $5 billion | 27 | % of assets | | [Fairmount Funds Management LLC](https://advisorcensus.com/firm/fairmount-funds-management-llc-west-conshohocken-pa-284844) ([md](https://advisorcensus.com/firm/fairmount-funds-management-llc-west-conshohocken-pa-284844.md)) | 284844 | West Conshohocken, PA | SEC-registered investment adviser | Over $5 billion | 7 | % of assets, Performance fee | | [Fournorth Capital LLC](https://advisorcensus.com/firm/fournorth-capital-llc-west-conshohocken-pa-340927) ([md](https://advisorcensus.com/firm/fournorth-capital-llc-west-conshohocken-pa-340927.md)) | 340927 | West Conshohocken, PA | SEC-registered investment adviser | $100 million to $500 million | 0 | Fixed fee, Performance fee | | [HC Capital Partners, LLC](https://advisorcensus.com/firm/hc-capital-partners-llc-west-conshohocken-pa-160737) ([md](https://advisorcensus.com/firm/hc-capital-partners-llc-west-conshohocken-pa-160737.md)) | 160737 | West Conshohocken, PA | SEC-registered investment adviser | Over $5 billion | 14 | % of assets, Performance fee | | [Hirtle & Co., LLC](https://advisorcensus.com/firm/hirtle-and-co-llc-west-conshohocken-pa-105403) ([md](https://advisorcensus.com/firm/hirtle-and-co-llc-west-conshohocken-pa-105403.md)) | 105403 | West Conshohocken, PA | SEC-registered investment adviser | Over $5 billion | 38 | % of assets, Performance fee | | [Intrinsic Advisors, LLC](https://advisorcensus.com/firm/intrinsic-advisors-llc-west-conshohocken-pa-298804) ([md](https://advisorcensus.com/firm/intrinsic-advisors-llc-west-conshohocken-pa-298804.md)) | 298804 | West Conshohocken, PA | Exempt reporting adviser | Not reported | 7 | Not reported | | [Matterhorn Capital Advisors, LLC](https://advisorcensus.com/firm/matterhorn-capital-advisors-llc-west-conshohocken-pa-309960) ([md](https://advisorcensus.com/firm/matterhorn-capital-advisors-llc-west-conshohocken-pa-309960.md)) | 309960 | West Conshohocken, PA | SEC-registered investment adviser | $100 million to $500 million | 3 | % of assets, Performance fee | | [Miller Investment Management, LP](https://advisorcensus.com/firm/miller-investment-management-lp-west-conshohocken-pa-108380) ([md](https://advisorcensus.com/firm/miller-investment-management-lp-west-conshohocken-pa-108380.md)) | 108380 | West Conshohocken, PA | SEC-registered investment adviser | Over $5 billion | 27 | % of assets, Fixed fee, Performance fee | | [Morgan Stanley AIP GP LP](https://advisorcensus.com/firm/morgan-stanley-aip-gp-lp-west-conshohocken-pa-117050) ([md](https://advisorcensus.com/firm/morgan-stanley-aip-gp-lp-west-conshohocken-pa-117050.md)) | 117050 | West Conshohocken, PA | SEC-registered investment adviser | Over $5 billion | 24 | % of assets, Fixed fee, Performance fee | | [Permit Capital, LLC](https://advisorcensus.com/firm/permit-capital-llc-west-conshohocken-pa-138436) ([md](https://advisorcensus.com/firm/permit-capital-llc-west-conshohocken-pa-138436.md)) | 138436 | West Conshohocken, PA | SEC-registered investment adviser | $100 million to $500 million | 20 | % of assets, Performance fee | | [Peteralexander](https://advisorcensus.com/firm/peteralexander-west-conshohocken-pa-308142) ([md](https://advisorcensus.com/firm/peteralexander-west-conshohocken-pa-308142.md)) | 308142 | West Conshohocken, PA | State-registered investment adviser | Not reported | 6 | Hourly, Fixed fee, Other | | [PPB Advisors, LLC](https://advisorcensus.com/firm/ppb-advisors-llc-west-conshohocken-pa-152303) ([md](https://advisorcensus.com/firm/ppb-advisors-llc-west-conshohocken-pa-152303.md)) | 152303 | West Conshohocken, PA | SEC-registered investment adviser | $1 billion to $5 billion | 11 | % of assets, Other | | [RH Tailwind Management, LLC](https://advisorcensus.com/firm/rh-tailwind-management-llc-west-conshohocken-pa-336543) ([md](https://advisorcensus.com/firm/rh-tailwind-management-llc-west-conshohocken-pa-336543.md)) | 336543 | West Conshohocken, PA | Exempt reporting adviser | Not reported | 1 | Not reported | | [Rhino Investment Partners, Inc.](https://advisorcensus.com/firm/rhino-investment-partners-inc-west-conshohocken-pa-283692) ([md](https://advisorcensus.com/firm/rhino-investment-partners-inc-west-conshohocken-pa-283692.md)) | 283692 | West Conshohocken, PA | SEC-registered investment adviser | $500 million to $1 billion | 5 | % of assets, Performance fee | | [Sage Financial Group Inc.](https://advisorcensus.com/firm/sage-financial-group-inc-west-conshohocken-pa-116574) ([md](https://advisorcensus.com/firm/sage-financial-group-inc-west-conshohocken-pa-116574.md)) | 116574 | West Conshohocken, PA | SEC-registered investment adviser | $1 billion to $5 billion | 23 | % of assets, Fixed fee, Performance fee | | [Tower Bridge Advisors](https://advisorcensus.com/firm/tower-bridge-advisors-west-conshohocken-pa-115700) ([md](https://advisorcensus.com/firm/tower-bridge-advisors-west-conshohocken-pa-115700.md)) | 115700 | West Conshohocken, PA | SEC-registered investment adviser | $1 billion to $5 billion | 24 | % of assets, Fixed fee, Performance fee | | [Verdis Investment Management, LLC](https://advisorcensus.com/firm/verdis-investment-management-llc-west-conshohocken-pa-134445) ([md](https://advisorcensus.com/firm/verdis-investment-management-llc-west-conshohocken-pa-134445.md)) | 134445 | West Conshohocken, PA | SEC-registered investment adviser | $100 million to $500 million | 20 | % of assets, Fixed fee, Performance fee | ## Questions people ask **How many financial advisory firms are there in West Conshohocken, PA?** 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. **How many fee-only financial advisors are in West Conshohocken, PA?** 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. **How many financial advisors in West Conshohocken, PA offer financial planning?** 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. **Are the financial advisors in West Conshohocken, PA fiduciaries?** 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. **How do I check whether a financial advisor has disciplinary disclosures?** 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. **Does AdvisorCensus rate, verify, or recommend these firms?** 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. **What does regulatory assets under management mean?** 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. 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Financial advisors in West Conshohocken, PA: 18 firms from Form ADV filings as of October 2026.