MCGOWAN & CO LLP
SEC RegisteredAbout the firm
McGowan & Co., LLP is an independent privately held SEC Registered Investment Advisory Firm located in Bryn Mawr, PA. McGowan & Co., LLC is under common ownership and is a privately held CPA firm. Together, they offer comprehensive wealth management services to high net worth individuals, closely held business owners, and corporate executives.
Firm Focus
Client segments reported on the firm's SEC Form ADV — applies to all advisors at the firm.
Areas of expertise
Services
Comprehensive wealth management services including customized investment planning integrated with tax, cash, retirement, insurance, and estate planning. McGowan & Co., LLP operates as a fee-only SEC Registered Investment Advisory Firm providing objective investment advice and portfolio monitoring. McGowan & Co., LLC is a CPA firm specializing in personal financial planning, including tax, retirement, education, insurance, estate and trust, and business succession planning.
Who they serve
High net worth individuals, closely held business owners, and corporate executives.
| Client segment | Clients | Assets managed |
|---|---|---|
| Individuals (Non-HNW) | 53 | $19M |
| High Net Worth Individuals | 187 | $637M |
| Pooled Investment Vehicles | 0 | $0 |
| Pension/Profit Sharing Plans | 0 | $0 |
| Charitable Organizations | 0 | $0 |
| State/Municipal Entities | 0 | — |
| Insurance Companies | 0 | — |
| Sovereign Wealth Funds | 0 | — |
| Corporations | 0 | $0 |
240 total clients reported on Form ADV.
Leadership
Office locations
Advisors at this firm
3 advisors in the directory
Regulatory & compliance
| Asset tier | Annual rate |
|---|---|
| All accounts | 0.50% |
| All accounts | 0.90% |
Data as of April 17, 2026 · Source: SEC IAPD & FINRA BrokerCheck
Contact Information
This profile was compiled and published by AdvisorFinder as editorial content using publicly available information from the SEC's IAPD database and FINRA BrokerCheck. MCGOWAN & CO LLP has not reviewed, approved, or endorsed this profile and is not responsible for its accuracy. Regulatory records change over time — always verify the current record directly on the SEC or FINRA websites before making any decision.
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