The CNBC FA 100 ranking, which takes into consideration a variety of factors beyond assets under management, recognizes those advisory firms that help clients navigate through their financial life.
Financial Advisor 100

78. Prudent Management Associates

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Prudent Management Associates, based in Philadelphia, is ranked No. 78 on this year's CNBC Financial Advisor 100 list. The firm serves a wide variety of clients who have a breadth of planning needs across multiple generations.

Assets Under Management: $1.1 billion
Accounts Under Management: 616
Years in Business: 41

  • $1 million minimum asset threshold

Leadership and Contact Information:
Fred Snitzer, managing director
Paul Snitzer, general counsel and chief compliance officer
Daniel Berkowitz, investment director

prudentmanagement.com
2001 Market St., Suite 3910, Philadelphia, PA 19103
(215) 994-1062

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