Wiley Group

Wiley Group (CRD# 150744) is a financial advisory firm headquartered in West Conshohocken, PA. They manage $278,149,795 in 403 accounts and serve the financial needs of clients across 7 states (or territories).

By the Numbers
  • Total Assets Under Management
    278
    MILLION
  • Total Number of Accounts
    403
    ACCOUNTS
  • Average Account Value
    $690,198
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Pension consulting services
  • Selection of other advisers (including private fund managers)
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.

DE, FL, MD, NE, NJ, PA, TX

Financial Advisors at Wiley Group
Showing 1 - 5 of 5 top financial advisors.
1
Timothy P. Hewitt
CRD#: 5083448
Five Tower Bridge, 300 Barr Harbor Dr., Suite 175, West Conshohocken, PA 19428
96
Wealthminder
score

Timothy Hewitt (CRD# 5083448) is an Investment Advisor Representative working at Wiley Group in West Conshohocken, PA and has over 12 years of experience in the finance industry. Timothy Hewitt has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

2
Kyle W. Pettigrove
CRD#: 6375194
Five Tower Bridge, 300 Barr Harbor Dr., Suite 175, West Conshohocken, PA 19428
95
Wealthminder
score

Kyle Pettigrove (CRD# 6375194) is an Investment Advisor Representative working at Wiley Group in West Conshohocken, PA and has 4 year of experience in the finance industry.

3
Kimberly Jobson
CRD#: 5123369
Five Tower Bridge, 300 Barr Harbor Dr., Suite 175, West Conshohocken, PA 19428
93
Wealthminder
score

Kimberly Jobson (CRD# 5123369) is an Investment Advisor Representative working at Wiley Group in West Conshohocken, PA and has over 6 years of experience in the finance industry.

4
Donald L. Riley
CRD#: 2190101
Five Tower Bridge, 300 Barr Harbor Dr., Suite 175, West Conshohocken, PA 19428
93
Wealthminder
score

Donald Riley (CRD# 2190101) is an Investment Advisor Representative working at Wiley Group in West Conshohocken, PA and has over 11 years of experience in the finance industry.

5
James L. Wiley
CRD#: 1172426
Five Tower Bridge, 300 Barr Harbor Dr., Suite 175, West Conshohocken, PA 19428
83
Wealthminder
score

James Wiley (CRD# 1172426) is an Investment Advisor Representative working at Wiley Group in West Conshohocken, PA and has over 34 years of experience in the finance industry.

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