Cooke & Bieler, L.P.
Philadelphia, PA·SEC-registered · CRD #113859
Cooke & Bieler, L.P. is an SEC-registered investment advisory firm in Philadelphia, PA managing $11B across 212 client accounts, with 14 advisory staff.
Regulatory snapshot
Verify on SEC.govRegulatory AUM
$11B
Client accounts
212
Advisory staff
14
Fee model
Fee-only
How Cooke & Bieler, L.P. is paid
Compensation arrangements disclosed on Form ADV. A fee-only firm earns fees only from clients — no product commissions.
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Common questions about Cooke & Bieler, L.P.
How much does Cooke & Bieler, L.P. manage?
Per its most recent SEC Form ADV filing (03/30/2026), Cooke & Bieler, L.P. reports $11B in regulatory assets under management across roughly 212 client accounts.
How does Cooke & Bieler, L.P. charge?
Cooke & Bieler, L.P. is a fee-only firm. Its disclosed compensation arrangements are: % of assets. Exact fee schedules appear in the firm's Form ADV Part 2 brochure — confirm current fees directly with the firm.
Is Cooke & Bieler, L.P. a fiduciary?
Yes. Cooke & Bieler, L.P. is registered with the U.S. Securities and Exchange Commission (CRD #113859), and SEC-registered investment advisers owe a fiduciary duty to act in their clients' best interest. You can verify its registration and any disclosures on the SEC's public record.
Is Cooke & Bieler, L.P. taking new clients like me?
Availability and account minimums vary and aren't in the public filing. The fastest way to find out is the free 2-minute match — it checks Cooke & Bieler, L.P. and comparable advisors against your goals and assets, and only surfaces firms open to your situation.
Other advisory firms in Philadelphia, PA
Profile compiled from Cooke & Bieler, L.P.'s public SEC Form ADV filing (CRD #113859, filed 03/30/2026). AdvisoryReviews is an independent comparison and matching service and is not affiliated with, endorsed by, or a partner of Cooke & Bieler, L.P.. Listing does not imply any relationship. Figures are as reported to the SEC and may have changed; verify current details at adviserinfo.sec.gov. Are you with Cooke & Bieler, L.P.? Claim this profile.