Fee-only adviser · West Conshohocken, PA
Hirtle & Co., LLC
Hirtle & Co., LLC is a fee-only investment adviser registered with the U.S. Securities and Exchange Commission, with its main office in West Conshohocken, Pennsylvania. On its latest Form ADV, filed March 31, 2026, it reports $25.4B in regulatory assets under management, 1,454 individual clients and 48 employees who give investment advice. It reports no commission compensation, is not registered as a broker-dealer and does not act as an insurance agent.
Key facts from Form ADV
| Registration | SEC-registered |
|---|---|
| Firm CRD number | 105403 · SEC file 801-32688 |
| Office | 300 Barr Harbor Drive Fifth Floor West Conshohocken, PA 19428 |
| Phone | (610) 828-7200 |
| Website | www.hirtle.com |
| Regulatory assets under management | $25.4B ($24.4B discretionary) |
| Individual clients | 895 non-high-net-worth, 559 high-net-worth |
| Financial planning clients | Not reported |
| How it charges | Percentage of assets |
| Services | Portfolio management, Selection of other advisers |
| Employees | 94 |
| Disciplinary disclosures | None reported |
| Latest Form ADV filing | March 31, 2026 |
Source: the firm’s Form ADV Part 1A as published by the SEC’s Investment Adviser Public Disclosure database, data as of November 6, 2026. Figures are self-reported by the firm.
What this means for you
- It charges only as a percentage of the assets it manages. Ask about the fee schedule and any account minimum, which Form ADV Part 1 does not record.
- Most of its individual clients are not high-net-worth, so it is likely to work with people who are still building assets.
- It reports no disciplinary history on Form ADV.
Before you hire any adviser
Read the firm’s Form ADV Part 2 brochure on its SEC record: it sets out fees, minimums, conflicts of interest and who will manage your money. Ask whether the firm acts as a fiduciary for all of your accounts, how it is paid in total, and who holds your assets. Our guide to choosing a financial adviser lists the questions to ask.
Other fee-only advisers in West Conshohocken
- Sage Financial Group Inc. $4.3B
- Tower Bridge Advisors $1.5B
- Baldwin Investment Management, LLC $1.3B
- Miller Investment Management, LP $7.1B
- Verdis Investment Management, LLC $497M
See all 6 fee-only advisers in West Conshohocken →
Nearby
- Conshohocken 12 firms
- Plymouth Meeting 2 firms
- East Norriton 2 firms
- Norristown 2 firms
- Villanova 1 firm
- Bryn Mawr 5 firms
- King of Prussia 3 firms
- Narberth 2 firms
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