Prudent Management Associates

RIASEC RegisteredEst. 1983

Total AUM

$1.2B

Discretionary

$1.2B

100% of AUM

Avg account

$2M

Accounts

601

Employees

Advisory reps

Firm details

Headquarters: Philadelphia, Pennsylvania
CRD number: 16691
Registered since: November 4, 1983
Website: www.prudentmanagement.com
Custodians: FIDELITY DISTRIBUTORS COMPANY LLC
Fee structure: Percentage of AUM, Fixed Fees
Client types: HNWI79.04%
Charitable Organizations12.84%
Pension & Profit Sharing Plans4.77%
Individuals2.73%
Corporations / Businesses0.62%
Services: Financial PlanningPortfolio Management for IndividualsPortfolio Management for Institutional Clients

Firm profile

FINTRX

Overview

Prudent Management Associates is an independent registered investment adviser organized as a partnership and operating since 1983. The firm serves both individual and family clients as well as institutional accounts and combines financial planning with discretionary portfolio management for individuals, small businesses and institutions. Its billing mixes percentage-of-assets and fixed fees. The adviser is not a multi-state or pension consultant, does not act as a capital allocator, and does not position itself as an ESG-focused manager. The firm has been recognized by several industry outlets: it appeared on investor.com’s “Top RIA Firms to Watch” list in 2020, was included in Forbes’ “America’s Top RIA Firms” in 2023, and was named among CNBC’s “Top 100 Financial Advisory Firms” in 2025.