Wiley Group

Wiley Group (CRD# 150744) is a financial advisory firm headquartered in West Conshohocken, PA. They manage $236,077,076 in 434 accounts and serve the financial needs of clients across 5 states (or territories).

By the Numbers
  • Total Assets Under Management
    236
    MILLION
  • Total Number of Accounts
    434
    ACCOUNTS
  • Average Account Value
    $543,956
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, NJ, PA

Financial Advisors at Wiley Group
Showing 1 - 4 of 4 top financial advisors.
1
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.

2
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 9 years of experience in the finance industry.

3
Kimberly Jobson
CRD#: 5123369
Five Tower Bridge, 300 Barr Harbor Dr., Suite 175, West Conshohocken, PA 19428
90
Wealthminder
score

Kimberly Jobson (CRD# 5123369) is an Investment Advisor Representative working at Wiley Group in West Conshohocken, PA and has over 5 years of experience in the finance industry.

4
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 33 years of experience in the finance industry.

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