Conestoga Capital Advisors, LLC

Conestoga Capital Advisors, LLC (CRD# 111750) is a financial advisory firm headquartered in Wayne, PA. They manage $1,598,843,468 in 181 accounts and serve the financial needs of clients across 11 states (or territories).

By the Numbers
  • Total Assets Under Management
    1,599
    MILLION
  • Total Number of Accounts
    181
    ACCOUNTS
  • Average Account Value
    $8,833,389
Compensation Options
  • A percentage of assets under your management
  • Fixed fees (other than subscription fees)
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 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.

CA, FL, IL, KS, LA, MD, NY, OH, PA, TX, WA

Financial Advisors at Conestoga Capital Advisors, LLC
Showing 1 - 7 of 7 top financial advisors.
1
David R. Neiderer
CRD#: 5488940
Crosspoint At Valley Forge, 550 E. Swedesford Rd. Suite 120, Wayne, PA 19087
96
Wealthminder
score

David Neiderer (CRD# 5488940) is an Investment Advisor Representative working at Conestoga Capital Advisors, LLC in Wayne, PA and has over 8 years of experience in the finance industry.

2
Duane R. Dorazio
CRD#: 2757951
Crosspoint At Valley Forge, 550 E. Swedesford Rd. Suite 120, Wayne, PA 19087
93
Wealthminder
score

Duane Dorazio (CRD# 2757951) is an Investment Advisor Representative working at Conestoga Capital Advisors, LLC in Wayne, PA and has over 21 years of experience in the finance industry.

3
Mark S. Clewett
CRD#: 2171163
Crosspoint At Valley Forge, 550 E. Swedesford Rd. Suite 120, Wayne, PA 19087
91
Wealthminder
score

Mark Clewett (CRD# 2171163) is an Investment Advisor Representative working at Conestoga Capital Advisors, LLC in Wayne, PA and has over 2 years of experience in the finance industry.

4
David M. Lawson
CRD#: 4386025
Crosspoint At Valley Forge, 550 E. Swedesford Rd. Suite 120, Wayne, PA 19087
90
Wealthminder
score

David Lawson (CRD# 4386025) is an Investment Advisor Representative working at Conestoga Capital Advisors, LLC in Wayne, PA and has 1 year of experience in the finance industry.

5
Joseph F. Monahan
CRD#: 1842974
Crosspoint At Valley Forge, 550 E. Swedesford Rd. Suite 120, Wayne, PA 19087
90
Wealthminder
score

Joseph Monahan (CRD# 1842974) is an Investment Advisor Representative working at Conestoga Capital Advisors, LLC in Wayne, PA and has 1 year of experience in the finance industry.

6
John E. Schipper, Iv
CRD#: 6215382
Crosspoint At Valley Forge, 550 E. Swedesford Rd. Suite 120, Wayne, PA 19087
89
Wealthminder
score

John Schipper, Iv (CRD# 6215382) is an Investment Advisor Representative working at Conestoga Capital Advisors, LLC in Wayne, PA and has over 3 years of experience in the finance industry.

7
Robert M. Mitchell
CRD#: 4374418
Crosspoint At Valley Forge, 550 E. Swedesford Rd. Suite 120, Wayne, PA 19087
87
Wealthminder
score

Robert Mitchell (CRD# 4374418) is an Investment Advisor Representative working at Conestoga Capital Advisors, LLC in Wayne, PA and has 1 year of experience in the finance industry.

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Disclosure
Advisor profile scores displayed on this site are derived using the following criteria. Step 1: An advisor profile rating starts with a baseline score of 90 points. Step 2: The advisor score is increased from the baseline after screening for 3 criteria: years of experience, industry credentials and completeness of profile. Step 3: The advisor score is decreased after screening for publicly available disclosure events such as litigation or regulatory matters. Such decreases relate to the existence of a disclosure and, in most cases, do not account for timing, magnitude or severity of such disclosure. Many other factors are not considered in the scoring such as financial stability, fees, affiliations and educational background, and you should carefully consider these factors. The criteria are based on information Wealthminder deems helpful and available at the time of the scoring. Scores do not vary based on qualitative feedback from users. Advisor presentation and visibility and allocation of proposals will vary for advisors who pay a marketing plan program fee. Wealthminder does not recommend or provide any warranty or guarantee of the quality or suitability of any specific advisor or products or services offered by such advisor. Please consult regulatory sites for additional information about advisors’ background.