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

77. Conservest Capital Advisors

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Conservest Capital Advisors, based in Wynnewood, Pennsylvania, is ranked No. 77 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: $1.8 billion
Accounts Under Management: 300
Years in Business: 32

  • Accepts clients in all 50 states
  • Physical offices in Pennsylvania
  • $2 million asset threshold

Leadership & Contact Information:
Bruce Kardon, president and chief investment officer

conservest.com
257 East Lancaster Ave., Suite 205, Wynnewood, PA 19096
(215) 642-9588

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