Veritable Lp

Investment Advisor
in Newtown Square, PA

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About this Advisor

Brian Badgley is a chartered financial analyst operating in Newtown Square, Pennsylvania with a total of 9 years of relevant experience. Badgley is currently employed by Veritable Lp. They have spent the entirety of their career at Veritable Lp. Badgley has a Series 63 license, certifying them as a securities broker, and is registered to serve investors in Pennsylvania. Veritable Lp is a business operating out of Newtown Square, PA. It manages $17 billion in assets across its 3,674 client accounts, placing it among the biggest firms in the nation by assets under management. The firm serves 65 charities and foundations. Of its 3,674 customer accounts, 63% are held by high-net-worth investors who have greater than $1 million in assets. Veritable Lp has a wide set of services, such as financial planning services, portfolio management for individuals and small businesses, portfolio management for pooled investment vehicles, portfolio management for institutional clients and selection of other advisers. A financial advisor's fees largely vary depending on which service is offered. However, fee types billed by Veritable Lp most likely include asset-based and fixed fees.

Certifications and Registrations

Series 63, Chartered Financial Analyst

Years Registered*

9 years

Services Offered

Financial planning services, Portfolio management for individuals and/or small businesses, Portfolio management for pooled investment vehicles, Portfolio management for businesses or institutional clients, Selection of other advisers

Fee Structure

Percentage of Assets, Fixed Fees

Office Location

6022 West Chester Pike
Newtown Square, PA 19073

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Veritable Lp Brokerage Details

Total Assets Under Management


PA Average: $15,833,994,310
Total Number of Employees


PA Average: 41
Total Number of Accounts


PA Average: 3,342
Average Account Size


PA Average: $4,737,880

Investment Advisory Services

  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for pooled investment vehicles
  • Portfolio management for businesses or institutional clients
  • Selection of other advisers

Brian Badgley Work History

Brian has been registered as a financial advisor for 9 years.*

2011 - Present (13 years)

Veritable, Lp

*The number of years registered in this profile is calculated by taking the year of an advisor's first active registration and subtracting it from the current year.


Please visit the SEC profile of Brian Badgley to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.

Financial Advisors at Veritable Lp

Brian Badgley
Newtown Square, PA
Erich Yost
Newtown Square, PA
Emily Bless
Newtown Square, PA
Nathan Newport
Newtown Square, PA
Wesley Yamamoto
Newtown Square, PA
Jeannette Grabe
Newtown Square, PA
Andrew John
Newtown Square, PA
Gordon Stone
Newtown Square, PA

The content in this profile was updated by SmartAsset on 4/16/2023. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact

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Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP® and CERTIFIED FINANCIAL PLANNER™ in the United States, which it authorizes the use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.

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