Coho Partners, Ltd.

Coho Partners, Ltd. (CRD# 111335) is a financial advisory firm headquartered in Berwyn, PA. They manage $2,497,007,463 in 160 accounts and serve the financial needs of clients across 18 states (or territories).

By the Numbers
  • Total Assets Under Management
    2,497
    MILLION
  • Total Number of Accounts
    160
    ACCOUNTS
  • Average Account Value
    $15,606,297
Compensation Options
  • A percentage of assets under your management
Advisory Services Offered
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for investment companies (as well as "business development companies")
  • Portfolio management for pooled investment vehicles (other than investment companies)
  • Portfolio management for businesses (other than small businesses) or institutional clients
Types of Clients
Registered States
Advisors affiliated with a RIA are permitted to work with up to five clients in nearly-all states* without explicit registration. The map below shows states where this firm has explicit registration only.

AL, CA, CT, DC, DE, FL, GA, IL, LA, MA, MD, NC, NJ, NY, PA, TN, TX, VA

Financial Advisors at Coho Partners, Ltd.
Showing 1 - 2 of 2 top financial advisors.
1
Rick S. Wayne
CRD#: 1272220
300 Berwyn Park, 801 Cassatt Road, Suite 100, Berwyn, PA 19312
96
Wealthminder
score

Rick Wayne (CRD# 1272220) is an Investment Advisor Representative working at Coho Partners, Ltd. in Berwyn, PA and has over 32 years of experience in the finance industry.

2
Peter A. Thompson
CRD#: 1197625
One Tower Bridge, Suite 1430, 100 Front Street, West Conshohocken, PA 19428
93
Wealthminder
score

Peter Thompson (CRD# 1197625) is an Investment Advisor Representative working at Coho Partners, Ltd. in West Conshohocken, PA and has over 18 years of experience in the finance industry.

Ready to hire a financial advisor? Get competitive proposals from multiple advisors.