Conte Wealth Advisors

Conte Wealth Advisors is a privately held, independent financial advisory firm with 19 advisors across 11 Eastern U.S. offices, providing comprehensive financial planning, wealth management, retirement plan consulting, and niche services for individuals, families, business owners, and government employees through Cambridge Investment Research.

Company typePrivate
Founded2006
HeadquartersCamp Hill, United States
Headcount11–50
GTM typeB2B and B2C
OfferingServices

What Conte Wealth Advisors does

Conte Wealth Advisors, LLC is a privately held, independent financial advisory firm headquartered in Camp Hill, Pennsylvania, established in 2006 as a third-generation practice. The firm employs 19 financial advisors and 17 support staff across 11 offices spanning Pennsylvania, Florida, New York, Indiana, Michigan, and New Hampshire, and operates as a Registered Investment Adviser through Cambridge Investment Research Advisors, Inc., where it ranks in the top 6% of producing advisor groups.

The core product is a five-stage Comprehensive Financial Planning process (Learn, Analyze, Strategize, Implement, Monitor) augmented by 18 specialized service lines covering retirement planning, retirement plan sponsor services with 3(21)/3(38) fiduciary support, ESG/sustainable investing, estate and charitable planning, education funding, Social Security optimization, divorce financial analysis (CDFA), and niche offerings for first responders, medical professionals, government employees, women investors, and young professionals. Underlying technology is limited to standard RIA infrastructure (Emaplan client portal, CIRStatements), with no proprietary platform or disclosed AI/ML capabilities.

Revenue is generated through fee-based investment advisory services, securities commissions via the Cambridge broker-dealer, fixed insurance product sales, and retirement plan sponsor consulting, with pricing negotiated individually with clients. Distribution is direct, advisor-to-client through in-person and virtual appointments, supported by content marketing (blog, CWA Solutions newsletter), client events, community involvement, and a referral network. The firm has executed one tuck-in acquisition to date (Trusted Wealth Advisors in 2024) and is founder- and family-controlled by Frank A. Conte (Founding Partner) and Anthony M. Conte (Managing Partner), with no disclosed institutional ownership or external funding.

Conte Wealth Advisors firmographics

Firmographics

Name: Conte Wealth Advisors
Legal name: Conte Wealth Advisors, LLC
Website: https://contewealth.com
Company type: Private
Founded year: 2006
Operating status: Operating
Headcount range: 11–50 employees
Short description: Conte Wealth Advisors is a privately held, independent financial advisory firm with 19 advisors across 11 Eastern U.S. offices, providing comprehensive financial planning, wealth management, retirement plan consulting, and niche services for individuals, families, business owners, and government employees through Cambridge Investment Research.
Ownership category
akta.pro rank

Conte Wealth Advisors industry classification

Industry

Product category: Wealth Management
NAICS: Portfolio Management and Investment Advice (523940)
SIC: Investment Advice (6282)
akta.pro primary industry: Financial Planning–Led RIAs (FSAAACAB)
akta.pro secondary industries: Specialized/Niche-Vertical RIAs (e.g., Medical, Tech, Executives, Athletes) (FSAAACAL), Insurance-Integrated Wealth Managers (RIA + Insurance Solutions) (FSAAACAI), Comprehensive Financial Planning (FSAEAAAA)

Keywords

Wealth management services
Financial planning advisory
Retirement plan services
Estate planning services
Investment advisory firm

Where Conte Wealth Advisors is headquartered

Location

Headquarters

HQ city: Camp Hill
HQ country: United States
HQ region: North America

Offices11 records

Markets served

Conte Wealth Advisors business model

Business model

GTM type: B2B and B2C
Offering type: Services
Cost components: Personnel, Operations, Marketing or Sales, Technology or R&D, Infrastructure

Revenue model

Investment Advisory Services: Fee-based investment advisory services offered through Cambridge Investment Research Advisors, Inc., a Registered Investment Adviser. Advisors provide comprehensive financial planning and portfolio management services.
Securities Trading: Securities offered through Registered Representatives of Cambridge Investment Research, Inc., a broker-dealer, member FINRA/SIPC. Commissions on investment products and securities transactions.
Fixed Insurance Products: Fixed insurance products offered through Conte Wealth Advisors, including life insurance, long-term care insurance, and other protection products.

Pricing tiers

Model	Billing	Price
Other	Annual	Individual financial planning and advisory services

Go-to-market motion1 record

Distribution channels3 records

Marketing channels7 records

Conte Wealth Advisors product offering

Product offering

Core offering

Conte Wealth Advisors is an independent, privately held financial advisory firm that delivers comprehensive financial planning, investment advisory, retirement planning, and wealth management services to individuals, families, business owners, retirement plan sponsors, and institutional clients. The firm operates through Cambridge Investment Research, providing both holistic personal financial planning and specialized niche services (e.g., first responders, medical professionals, government workers, ESG/sustainable investing, women investors, and young professionals) across multiple U.S. states.

Product overview

Conte Wealth Advisors is a boutique-style, independent financial services firm providing comprehensive financial planning, wealth management, and retirement planning services. The core offering is their Comprehensive Financial Planning process (Learn, Analyze, Strategize, Implement, Monitor) delivered through 19 financial advisors. The firm operates a platform-plus-specializations model centered on comprehensive financial planning with specialized niche services including retirement planning, ESG/sustainable investing, estate planning, and targeted services for specific demographics (first responders, doctors, government employees, women investors, young professionals). Services are offered across Pennsylvania, Florida, New York, Maryland, Michigan, and Indiana through brick-and-mortar offices. The firm is independent and unaffiliated, working through Cambridge Investment Research for securities and advisory services.

Differentiator

Problem solved

Functional benefit

Products and services

Comprehensive Financial Planning Holistic financial planning service covering budgeting, cash flow, investments, taxes, insurance, and goal setting for individuals and families.
Retirement Planning Pre- and post-retirement planning service covering retirement income, Social Security distribution strategies, and lifestyle funding for individuals approaching or in retirement.
Retirement Plan Sponsor Services Advisory and administration services for employer-sponsored retirement plans (e.g., 401(k)), including plan design, participant education, fiduciary support, and ongoing management using the Emaplan platform.
Wealth Management & Portfolio Growth Investment advisory service providing ongoing portfolio management, asset allocation, and wealth accumulation strategies for individuals and families.
ESG / Sustainable Investing Investment advisory service that incorporates environmental, social, and governance (ESG) criteria into portfolio construction for clients who prioritize sustainable and responsible investing.
Education Planning Education funding planning service that builds savings strategies (e.g., 529 plans) to address college or private school costs for families.
Multi-Generational & Estate Planning Estate and legacy planning service that structures wealth transfer across generations, including wills, trusts, beneficiary planning, and coordinated legal/accounting collaboration.
Personal & Asset Protection Insurance and risk-management advisory service covering life, disability, long-term care, and other personal insurance solutions to protect client assets and income.
Charitable Gifting Strategies

Companies that use Conte Wealth Advisors

Customer profile

Named customers4 records

Segments11 records

Ideal customer profiles6 records

Conte Wealth Advisors technology and API

Technology

Technology focussed No

API detail

Has API: No
API docs
API detail

Core technology

AI maturity

App detail

Integration2 records

Conte Wealth Advisors partnerships and signals

Strategic signal

Partnerships

13 partnerships are on record, tiered core and minor.

Cambridge Investment Research, Inc.coreTechnology or IntegrationBroker-dealer (member FINRA/SIPC) and Registered Investment Adviser through which Conte Wealth Advisors offers securities and investment advisory services. Provides regulatory infrastructure, product access, and compliance framework for the firm's advisory operations.
Cambridge Investment Research Advisors, Inc.coreTechnology or IntegrationRegistered Investment Adviser through which the firm's investment advisory services are offered. Provides the RIA platform and compliance infrastructure for fee-based advisory services.
John HancockminorOthersRetirement plan provider platform used for client retirement plan administration and investment options.
Principal Financial GroupminorOthersRetirement plan provider platform used for client retirement plan administration and investment options.
PaychexminorOthersPayroll and HR services provider used in conjunction with retirement plan services for business clients.
Putnam InvestmentsminorOthersInvestment management firm providing mutual funds and investment products for client portfolios.
Fidelity InvestmentsminorOthersInvestment services firm providing retirement plan platforms and investment products for client portfolios.
MFSminorOthersGlobal investment management firm providing mutual funds and investment products.
Securian FinancialminorOthersInsurance and investment company providing retirement plan and insurance products.
ADPminorOthersPayroll and HR services provider used in conjunction with retirement plan services for business clients.
Empower RetirementminorOthersRetirement plan provider platform used for client retirement plan administration.
VanguardminorOthersInvestment management company providing low-cost index funds and retirement plan services.
American FundsminorOthersMutual fund company providing investment products for client portfolios.

Scale indicators5 records

Recent moves7 records

Expansion highlights5 records

Conte Wealth Advisors competitors and assessment

Company assessment

Broad incumbents

Mercer Advisors: Larger independent RIA consolidating advisor firms and providing comprehensive wealth management including retirement plan services. Comparable in service breadth and independent positioning but operates at significantly greater scale with national footprint.
Wealth Enhancement Group: Independent wealth management firm that has grown through advisor recruiting and acquisitions, providing comprehensive financial planning services. Comparable business model and independence, though substantially larger and PE-backed.

Direct peers

Savant Wealth Management: Independent, employee-owned RIA providing comprehensive financial planning and wealth management with a similar relationship-driven multi-advisor model across multiple office locations. Directly comparable in size, independence structure, and planning-led service model.
Carson Group: Independent advisor platform that recruits and supports financial advisors with comprehensive planning tools and back-office infrastructure. Comparable in targeting independent advisors seeking planning-centric platforms and offering turnkey support.
Ronald Blue & Co. Independent Christian-affiliated RIA providing comprehensive financial planning, investment management, and estate services to individuals and families. Comparable in size, planning-led approach, and multi-advisor independent structure.
Mariner Wealth Advisors: Independent RIA consolidator providing comprehensive financial planning and wealth management to individuals and institutions. Comparable in core services and independent positioning, but operates at much larger scale through aggressive advisor recruiting and acquisitions.
Foster Group: Fee-only independent RIA delivering comprehensive financial planning with multiple advisor offices and similar mid-size independent positioning. Comparable as a planning-led, multi-advisor independent firm targeting individuals and business owners.
Buckingham Strategic Wealth: Fee-only independent RIA offering comprehensive financial planning through a multi-advisor model with niche specializations. Comparable in independence, planning-led philosophy, and focus on advisor-led client relationships.
Creative Planning: Larger fee-only independent RIA offering comprehensive financial planning and wealth management with a similar planning-led philosophy. Comparable in core offering though meaningfully larger and recognized as an industry consolidator.
Sequoia Financial Group: Fee-only independent wealth advisory firm offering comprehensive financial planning with offices across multiple states. Comparable as a mid-size independent RIA serving individuals, families, and institutions with a planning-led service model.

Market position

Strengths5 records

Weaknesses5 records

Competitive moat4 records

Key risks5 records

Key highlights6 records

Customer concentration

Conte Wealth Advisors financial estimates

Financial estimate

Revenue estimate

Valuation estimate

Conte Wealth Advisors leadership team

Management profile

Number of profiles

Profiles8 records

Conte Wealth Advisors funding detail

Funding detail

Funding overview

Funding rounds

Investors

Funding detail is available on the Subscription and Enterprise plan.Contact sales →

Conte Wealth Advisors M&A and investment

M&A and investment

M&A

Investments

M&A and investment is available on the Subscription and Enterprise plan.Contact sales →

Frequently asked questions about Conte Wealth Advisors

What does Conte Wealth Advisors do?

Is Conte Wealth Advisors a public or private company?

Conte Wealth Advisors is a private company. It is classified as family owned and is currently operating.

When was Conte Wealth Advisors founded?

Conte Wealth Advisors was founded in 2006. It employs 11 to 50 people.

Where is Conte Wealth Advisors based?

Conte Wealth Advisors is headquartered in Camp Hill, United States, in the North America region.

How does Conte Wealth Advisors make money?

Three revenue lines are on record. Investment Advisory Services are the primary driver. The others are securities Trading and fixed Insurance Products.

Who are Conte Wealth Advisors's main competitors?

Broad incumbents on record are Mercer Advisors and Wealth Enhancement Group. Direct peers are Savant Wealth Management, Carson Group, Ronald Blue & Co., Mariner Wealth Advisors, Foster Group, Buckingham Strategic Wealth, Creative Planning and Sequoia Financial Group.

Does Conte Wealth Advisors have an API?

No public API is recorded for Conte Wealth Advisors.

What industry is Conte Wealth Advisors in?

Conte Wealth Advisors's product category is Wealth Management. Its primary akta.pro industry code is FSAAACAB, Financial Planning–Led RIAs, with a secondary code of FSAAACAL, Specialized/Niche-Vertical RIAs (e.g., Medical, Tech, Executives, Athletes). Its NAICS code is 523940 and its SIC code is 6282.