WEALTHCARE ADVISORY PARTNERS LLC
West Chester, PA
AUM
$8.29B
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
173 advisors
Clients
More than 500
Fees
Percentage of AUM · Hourly charges +1 more
804.644.4711
Search advisors
Filter by name, location, or specialty. All data from public SEC filings.
Showing Trusts & Estates advisors in PA, WEST CHESTER
11 advisers found
WEDMONT PRIVATE CAPITAL
West Chester, PA
AUM
$3.44B
Financial PlanningWealth MgmtTrusts & EstatesInstitutional
Team
12 advisors
Clients
251-500
Fees
Fixed fees
(610) 885-8200
KEY FINANCIAL, INC.
West Chester, PA
AUM
$2.84B
Financial PlanningWealth MgmtTrusts & Estates
Team
10 advisors
Clients
More than 500
Fees
Percentage of AUM · Fixed fees +2 more
610-429-9050
VEERY CAPITAL, LLC
West Chester, PA
AUM
$971.4M
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
6 advisors
Clients
251-500
Fees
Percentage of AUM · Hourly charges +1 more
(302) 660-3350
MARKET STREET WEALTH MANAGEMENT
West Chester, PA
AUM
$837.0M
Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly
Team
10 advisors
Clients
More than 500
Fees
Percentage of AUM · Hourly charges +2 more
(610) 692-3200
WEALTHCARE CAPITAL PARTNERS, LLC
West Chester, PA
AUM
$407.4M
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
9 advisors
Clients
0
Fees
Percentage of AUM · Hourly charges +1 more
804.644.4711
FINANCIAL COACH
West Chester, PA
AUM
$397.3M
Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly
Team
5 advisors
Clients
251-500
Fees
Percentage of AUM · Hourly charges +1 more
484-887-0452
BALLAST FINANCIAL ADVISORS, LLC
West Chester, PA
AUM
$342.6M
Financial PlanningWealth MgmtTrusts & EstatesInstitutional
Team
5 advisors
Clients
1-10
Fees
Percentage of AUM · Hourly charges +1 more
484-266-7281
MARQUETTE ASSOCIATES, INC.
West Chester, PA
AUM
$315.7M
Wealth MgmtTrusts & EstatesFee-Only/Hourly
Team
5 advisors
Clients
0
Fees
Percentage of AUM · Hourly charges +2 more
610-719-0300
STONECROP WEALTH ADVISORS, LLC
West Chester, PA
AUM
$299.5M
Financial PlanningWealth MgmtTrusts & EstatesInstitutional
Team
6 advisors
Clients
251-500
Fees
Percentage of AUM; Fixed fees
610-628-0035
OLD SECURITY GROUP
West Chester, PA
AUM
$46.6M
Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly
Team
2 advisors
Clients
0
Fees
Percentage of AUM · Hourly charges +2 more
610-719-3003