The CNBC FA 100 celebrates the advisory firms that top the list in 2019 when it comes to offering a comprehensive service that helps clients navigate through their financial life.
2019 Financial Advisor 100

25. Veritable

Veritable manages more than $15 billion across nearly 200 ultrahigh-net-worth families. A pioneer in open-architecture wealth advisory services, the firm provides comprehensive, objective and tax-sensitive investment consultation through an approach customized for each client's specific needs.

Total AUM: $15.02B+

Years in Business: 15

Accounts Under Management: 3,132


Michael Stolper, Partner & Chief Executive Officer

Charles Keates, Partner, General Counsel & Chief Compliance Officer


6022 West Chester Pike, Newtown Square, PA 19073

(610) 640-9551