Top 7 advisors in West Chester
We’ve curated a list of the best financial advisors in West Chester, take a look at it below
Find an advisor in West Chester| # | Financial advisor | Assets under management | Number of advisors | |
|---|---|---|---|---|
| 1 | $1,574,068,071 | 6 advisors | ||
| 2 | $838,467,105 | 6 advisors | ||
| 3 | $481,260,821 | 16 advisors | ||
| 4 | $239,502,652 | 7 advisors | ||
| 5 | $203,594,610 | 4 advisors | ||
| 6 | $74,494,904 | 7 advisors | ||
| 7 | $6,502,013 | 1 advisors |
How we came up with this list
To generate our top financial advisors list in West Chester, we have carried out some rigorous research. First, we’ve analysed data in the SEC database to filter advisors by location, in this case West Chester. Then we’ve filtered out any advisors that do not offer financial advice, for example if they only offer mortgage advice we have excluded them from the list. Then we’ve ranked the remainder according to the amount of assets under management. If you’re looking for a financial advisor and don’t mind which state they’re in, check out our best financial advisor article, which breaks down the best firms nationwide.
1. Wedmont Private Capital
Assets under management
$1,574,068,071
Fee structure
Fixed fees
Services offered
Financial Planning Services
Portfolio Management For Individuals And/or Small Businesses
Portfolio Management For Businesses (other Than Small Businesses) Or Institutional Clients (other Than Registered Investment Companies And Other Pooled Investment Vehicles And)
Pension Consulting Services
Selection Of Other Advisers
2. Marquette Associates, Inc.
Assets under management
$838,467,105
Fee structure
A percentage of assets under your management
Hourly charges
Fixed fees
RETAINER BASED FEE
Services offered
Portfolio Management For Individuals And/or Small Businesses
Pension Consulting Services
Selection Of Other Advisers
Publication Of Periodicals Or Newsletters
Educational Seminars/workshops
Investment Consulting Services
3. Market Street Wealth Management
Assets under management
$481,260,821
Fee structure
A percentage of assets under your management
Hourly charges
Fixed fees
PAYMENT FOR CLIENT REFERRALS
Services offered
Financial Planning Services
Portfolio Management For Individuals And/or Small Businesses
Pension Consulting Services
Selection Of Other Advisers
4. Financial Coach
Assets under management
$239,502,652
Fee structure
A percentage of assets under your management
Hourly charges
Fixed fees
Services offered
Financial Planning Services
Portfolio Management For Individuals And/or Small Businesses
5. Stonecrop Wealth Advisors, LLC
Assets under management
$203,594,610
Fee structure
A percentage of assets under your management
Fixed fees
Services offered
Financial Planning Services
Portfolio Management For Individuals And/or Small Businesses
Portfolio Management For Businesses (other Than Small Businesses) Or Institutional Clients (other Than Registered Investment Companies And Other Pooled Investment Vehicles And)
Selection Of Other Advisers
Publication Of Periodicals Or Newsletters
Educational Seminars/workshops
6. Ballast Financial Advisors, LLC
Assets under management
$74,494,904
Fee structure
A percentage of assets under your management
Hourly charges
Fixed fees
Services offered
Financial Planning Services
Portfolio Management For Individuals And/or Small Businesses
Pension Consulting Services
Selection Of Other Advisers
- Not sure which one to choose?Use our smart matching tool
7. Merit Investment Management
Assets under management
$6,502,013
Fee structure
A percentage of assets under your management
Services offered
Portfolio Management For Individuals And/or Small Businesses
Portfolio Management For Businesses (other Than Small Businesses) Or Institutional Clients (other Than Registered Investment Companies And Other Pooled Investment Vehicles And)
Your first meeting is free.