MainLine Private Wealth

EST. AUM
$792,780,123

CONTACTS
2

CLIENT ACCOUNTS
858

Firm Details

Metro area Philadelphia
CRD Number 159295
Website congresswealth.com
Client types

Overview

Congress Wealth Management, a Boston-based independent registered investment advisor (RIA), recently announced its acquisition of MainLine Private Wealth LLC, an RIA based in Wynnewood, Pennsylvania, with approximately $1.1 billion of assets under management. The acquisition, completed in September 2023, marks Congress's first add-on since receiving a strategic investment from Audax Private Equity in June of the same year. With MainLine's strong presence in Philadelphia and a client base extending nationwide, Congress now boasts a total of $6.7 billion in assets under management and eight offices across the country. The cultural alignment between Congress and MainLine, along with their shared commitment to personalized client service, makes this acquisition particularly compelling.

Platform Details

See in Dakota

Investment Preferences

See in Dakota

Alternative Activity

See in Dakota

Address

925 West Lancaster Ave
Suite 220
Bryn Mawr, PA 19010
Tel: (610) 642-1481

MainLine Private Wealth

Platform Details

Investment Preferences

Alternative Activity

Address

Products & Services

Resources

Podcasts

Events

Company