Conestoga Capital Advisors, LLC

Conestoga Capital Advisors, LLC (CRD# 111750) is a financial advisory firm headquartered in Wayne, PA. They manage $4,863,391,639 in 225 accounts and serve the financial needs of clients across 12 states (or territories).

By the Numbers
  • Total Assets Under Management
    4,863
    MILLION
  • Total Number of Accounts
    225
    ACCOUNTS
  • Average Account Value
    $21,615,074
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 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.

CA, FL, LA, MD, MO, NE, NY, OH, PA, TX, WA, WI

Financial Advisors at Conestoga Capital Advisors, LLC
Showing 1 - 8 of 8 top financial advisors.
1
Mark S. Clewett
CRD#: 2171163
Crosspoint At Valley Forge, 550 E. Swedesford Rd. Suite 120, Wayne, PA 19087

Mark Clewett (CRD# 2171163) is an Investment Advisor Representative working at Conestoga Capital Advisors, LLC in Wayne, PA and has over 5 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

Duane Dorazio (CRD# 2757951) is an Investment Advisor Representative working at Conestoga Capital Advisors, LLC in Wayne, PA and has over 24 years of experience in the finance industry.

3
David M. Lawson
CRD#: 4386025
Crosspoint At Valley Forge, 550 E. Swedesford Rd. Suite 120, Wayne, PA 19087

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.

4
Robert M. Mitchell
CRD#: 4374418
Crosspoint At Valley Forge, 550 E. Swedesford Rd. Suite 120, Wayne, PA 19087

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.

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

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
David R. Neiderer
CRD#: 5488940
Crosspoint At Valley Forge, 550 E. Swedesford Rd. Suite 120, Wayne, PA 19087

David Neiderer (CRD# 5488940) is an Investment Advisor Representative working at Conestoga Capital Advisors, LLC in Wayne, PA and has over 11 years of experience in the finance industry.

7
Jeffrey A. Riggs
CRD#: 2923729
550 E. Swedesford Road, Suite 120, Wayne, PA 19087

Jeffrey Riggs (CRD# 2923729) 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.

8
John E. Schipper, Iv
CRD#: 6215382
Crosspoint At Valley Forge, 550 E. Swedesford Rd. Suite 120, Wayne, PA 19087

John Schipper, Iv (CRD# 6215382) is an Investment Advisor Representative working at Conestoga Capital Advisors, LLC in Wayne, PA and has over 6 years of experience in the finance industry.

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