Veritable, based in Newtown Square, PA, is ranked No. 47 on the 2021 CNBC Financial Advisor 100 list. The firm also appeared on last year's FA 100 list.
Total AUM: $18B
Years in Business: 17
Accounts Under Management: 218
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Previous appearances on FA 100 List: 2 (No. 46 in 2020)
Principals:
Michael Stolper, Partner & Chief Executive Officer
Money Report
Charles Keates, Partner, General Counsel & Chief Compliance Officer
Contact:
6022 West Chester Pike, Newtown Square, PA 19073
(610) 640-9551
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