DT INVESTMENT PARTNERS, LLC
Chadds Ford, PA
AUM
$1.91B
Financial PlanningWealth MgmtTrusts & EstatesInstitutional
Team
5 advisors
Clients
101-250
Fees
Percentage of AUM; Fixed fees
484-778-4425
Search advisors
Filter by name, location, or specialty. All data from public SEC filings.
Showing Wealth Management advisors in PA, CHADDS FORD
8 advisers found
CHADDS FORD WEALTH PARTNERS, LLC
Chadds Ford, PA
AUM
$1.33B
Financial PlanningWealth MgmtTrusts & EstatesInstitutional
Team
2 advisors
Clients
1-10
Fees
Percentage of AUM · Hourly charges +1 more
484-273-0995
SMITHBRIDGE ASSET MANAGEMENT, INC.
Chadds Ford, PA
AUM
$830.7M
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
5 advisors
Clients
251-500
Fees
Percentage of AUM · Hourly charges +1 more
610-361-9141
GARDNER LEWIS ASSET MANAGEMENT LP
Chadds Ford, PA
AUM
$456.5M
Wealth MgmtInstitutional
Team
5 advisors
Clients
0
Fees
Percentage of AUM; Performance-based fees
610-558-2800
OWLS NEST PARTNERS
Chadds Ford, PA
AUM
$441.2M
Wealth MgmtInstitutional
Team
3 advisors
Clients
—
Fees
Percentage of AUM; Performance-based fees
(484) 352-1110
CHARTERED ADVISORY GROUP
Chadds Ford, PA
AUM
$127.7M
Financial PlanningWealth MgmtTrusts & Estates
Team
4 advisors
Clients
101-250
Fees
Percentage of AUM · Fixed fees +1 more
610-459-8872
DIMATTEO FINANCIAL GROUP
Chadds Ford, PA
AUM
$42.3M
Wealth MgmtRetirementInstitutional
Team
1 advisors
Clients
—
Fees
Percentage of AUM
610-388-7125
PF ADVISORS
Chadds Ford, PA
AUM
$238.4M
Wealth MgmtTrusts & Estates
Team
1 advisors
Clients
0
Fees
Percentage of AUM
6104704028
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