Pitcairn
Conshohocken, PA·SEC-registered · CRD #333260
Pitcairn is an SEC-registered investment advisory firm in Conshohocken, PA managing $5.9B across 2.3k client accounts, with 37 advisory staff.
Regulatory snapshot
Verify on SEC.govRegulatory AUM
$5.9B
Client accounts
2.3k
Advisory staff
37
Fee model
Fee-based
How Pitcairn is paid
Compensation arrangements disclosed on Form ADV. A fee-based firm may earn both client fees and product commissions; ask which applies to you.
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Common questions about Pitcairn
How much does Pitcairn manage?
Per its most recent SEC Form ADV filing (03/31/2026), Pitcairn reports $5.9B in regulatory assets under management across roughly 2.3k client accounts.
How does Pitcairn charge?
Pitcairn is a fee-based firm. Its disclosed compensation arrangements are: % of assets, Hourly, Commissions. Exact fee schedules appear in the firm's Form ADV Part 2 brochure — confirm current fees directly with the firm.
Is Pitcairn a fiduciary?
Yes. Pitcairn is registered with the U.S. Securities and Exchange Commission (CRD #333260), 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 Pitcairn 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 Pitcairn and comparable advisors against your goals and assets, and only surfaces firms open to your situation.
Other advisory firms in Conshohocken, PA
Profile compiled from Pitcairn's public SEC Form ADV filing (CRD #333260, filed 03/31/2026). AdvisoryReviews is an independent comparison and matching service and is not affiliated with, endorsed by, or a partner of Pitcairn. 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 Pitcairn? Claim this profile.