Pitcairn Wealth Advisors LLC

EST. AUM
$5,871,259,245

CONTACTS
21

CLIENT ACCOUNTS
2,133

Firm Details

Metro area Philadelphia
CRD Number 333260
Website pitcairn.com
Client types

Overview

Pitcairn is a multi‑family office based in Conshohocken, Pennsylvania, serving 140+ client families across approximately 500 households in the U.S., plus 20 single‑family offices, with over $11 billion in assets under advisement. The firm leverages best-in-class platforms—Morningstar Direct for mutual funds, Preqin for alternatives, and eVestment for separately managed accounts (SMAs). Through its proprietary Wealth Momentum® program and Shared Single‑Family Office™ approach, Pitcairn delivers deeply personalized, multigenerational wealth management encompassing investment advisory, family governance, and education, aimed at fostering long-term client relationships spanning generations.

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Address

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

Pitcairn Wealth Advisors LLC

Platform Details

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