Conservest Capital Advisors Inc

RIASEC Registered

Total AUM

$1.9B

Discretionary

$1.9B

100% of AUM

Avg account

$6.4M

Accounts

303

Employees

Advisory reps

Firm details

Headquarters: Wynnewood, Pennsylvania
CRD number: 111353
Registered since: July 30, 1993
Website: conservest.com
Custodians: CHARLES SCHWAB & CO., INC., NATIONAL FINANCIAL SERVICES LLC
Fee structure: Percentage of AUM
Client types: HNWI96.76%
Individuals1.57%
Corporations / Businesses0.67%
Pension & Profit Sharing Plans0.57%
Charitable Organizations0.43%
Services: Financial PlanningPortfolio Management for IndividualsPortfolio Management for Institutional Clients

Firm profile

FINTRX

Overview

Conservest Capital Advisors Inc is an independent, privately owned registered investment adviser that provides financial planning and portfolio management for individuals, small businesses, and institutions. The firm is SEC registered (1993) and charges clients on a percentage-of-assets-under-management basis. Its client base includes both individual and family investors alongside institutional relationships. Conservest’s advisory scope centers on financial planning and discretionary portfolio management; it does not position itself as a capital allocator or pension consultant and is not identified as an active ESG investor. The firm has received industry recognition, including CNBC’s Top 100 Financial Advisory Firms lists (2019, 2022, 2025) and investor.com’s Top RIA Firms to Watch in 2020.