City
Independent RIAs in Conshohocken, Pennsylvania
As of October 2, 2026, 13 independent wealth management RIAs with their main office in Conshohocken, Pennsylvania reported $10.4 billion in regulatory assets under management; the largest by assets was Pitcairn, with $5.9 billion.
Include wirehouses and broker-dealer firms
- Independent wealth management RIAs
- 13
- Regulatory assets under management
- $10.4 billion
- Average per firm
- $803.0 million
- SEC-registered, of those listed
- 7 of 13 (53.8%)
Firms by assets
| # | Firm | Registration | RAUM | Accounts |
|---|---|---|---|---|
| 1 | Pitcairn | SEC | $5.9 billion | 2,133 |
| 2 | Compass Ion Advisors, LLC | SEC | $1.6 billion | 3,745 |
| 3 | Ironview Capital Management, LLC | SEC | $1.4 billion | 445 |
| 4 | Kitching Partners, LLC | SEC | $645.9 million | 194 |
| 5 | Northstar Financial Companies, Inc. | SEC | $519.0 million | 1,338 |
| 6 | Arsenal Capital Advisors LLC | SEC | $267.1 million | 341 |
| 7 | Wealthfd | SEC | $87.8 million | 450 |
| 8 | Powers Capital Management | State | $43.9 million | 232 |
| 9 | Overture Wealth Management | State | $13.9 million | 75 |
| 10 | BRG Financial, LLC | State | $6.0 million | 54 |
| 11 | BTG Capital LLC | State | $3.4 million | 52 |
| 12 | Healthyfp | State | $68,809 | 20 |
| 13 | Firstrust Financial Advisors | State | $0 | 0 |
Independent RIAs in Pennsylvania, including every city.
Data as of October 2, 2026, from Form ADV. Sources: SEC registered adviser data (ia100226.zip) and IAPD compilation reports. How the directory is built.