The CNBC FA 100 celebrated the advisory firms that topped the list in 2022 when it came to offering a comprehensive service that helped clients navigate through their financial life.
2022 FA 100

82. Conservest Capital Advisors

WATCH LIVE

Conservest Capital Advisors, based in Wynnewood, PA, is ranked No. 82 on the 2022 CNBC Financial Advisor 100 list. The firm also appeared on the 2019 FA 100 list.

Total AUM: $1.6B

Years in Business: 29

Accounts Under Management: 251

Previous appearances on FA 100 List: 1 (No. 91 in 2019)

Principal:

Bruce Kardon, President & Chief Investment Officer

Contact:

conservest.com

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

(610) 642-9588