City
Wealth management firms in West Conshohocken, Pennsylvania
As of October 2, 2026, 7 wealth management firms, including broker-dealer firms, with their main office in West Conshohocken, Pennsylvania reported $14.3 billion in regulatory assets under management; the largest by assets was Miller Investment Management, LP, with $7.1 billion.
Showing all wealth firms, including wirehouses and broker-dealer firms. Independent RIAs only
- Wealth management firms
- 7
- Regulatory assets under management
- $14.3 billion
- Average per firm
- $2.0 billion
- SEC-registered, of those listed
- 4 of 7 (57.1%)
Firms by assets
| # | Firm | Registration | RAUM | Accounts |
|---|---|---|---|---|
| 1 | Miller Investment Management, LP | SEC | $7.1 billion | 308 |
| 2 | Sage Financial Group Inc. | SEC | $4.3 billion | 4,334 |
| 3 | Tower Bridge Advisors | SEC | $1.5 billion | 805 |
| 4 | Baldwin Investment Management, LLC | SEC | $1.3 billion | 707 |
| 5 | Lawrence Wealth Management | State | $79.2 million | 171 |
| 6 | Tactical Wealth Planning LLC | State | $3.7 million | 7 |
| 7 | Peteralexander | State | $0 | 0 |
Wealth management firms 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.