Veritable LP

Veritable LP (CRD# 130758) is a financial advisory firm headquartered in Newtown Square, PA. They manage $16,533,192,757 in 3,674 accounts and serve the financial needs of clients across 43 states (or territories).

By the Numbers
  • Total Assets Under Management
    16,533
    MILLION
  • Total Number of Accounts
    3,674
    ACCOUNTS
  • Average Account Value
    $4,500,052
Compensation Options
  • A percentage of assets under your management
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for pooled investment vehicles (other than investment companies)
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Selection of other advisers (including private fund managers)
Types of Clients
Registered States
The map below shows states where this firm has explicit registration only.

AK, AL, AZ, CA, CO, CT, DC, DE, FL, GA, IA, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, NC, NE, NH, NJ, NM, NV, NY, OH, OR, PA, PR, RI, SC, SD, TN, TX, UT, VA, VT, WA, WV, WY

Financial Advisors at Veritable LP
No Advisor Found.
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