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 7 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 20 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 1 year 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 2 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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