The CNBC FA 100 celebrated the advisory firms that topped the list in 2024 when it came to offering a comprehensive service that helped clients navigate through their financial lives.
2024 Financial Advisor 100

86. Conservest Capital Advisors

CNBC.com staff@CNBC
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Conservest Capital Advisors, based in Wynnewood, Pennsylvania, is ranked No. 86 on the 2024 CNBC Financial Advisor 100 list. The firm most recently appeared on the 2022 FA 100 list.

Total AUM: $1.7B

Years in Business: 31

Accounts Under Management: 289

Previous appearances on FA 100 List: 2 (No. 82 in 2022)

Principal:

Bruce Kardon, President & Chief Investment Officer

Contact:

conservest.com

257 East Lancaster Avenue, Suite 205, Wynnewood, PA 19096

(610) 642-9588

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