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 Wealth Management advisors in PA, WEST CHESTER
15 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
TRINITY INVESTMENT ADVISORS, LLC
West Chester, PA
AUM
$388.2M
Wealth MgmtRetirement
Team
3 advisors
Clients
—
Fees
Percentage of AUM; Fixed fees
610-344-9300
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
HIBERNIA SALES CORPORATION
West Chester, PA
AUM
—
Wealth MgmtInstitutional
Team
1 advisors
Clients
0
Fees
Performance-based fees; SOLICITOR FOR FEDERAL ADVISORS
484-571-6263
VENERABLE INVESTMENT ADVISERS, LLC
West Chester, PA
AUM
$16.27B
Wealth Mgmt
Team
3 advisors
Clients
0
Fees
Percentage of AUM
610-249-2916
Full profileNo website
MERIT INVESTMENT MANAGEMENT
West Chester, PA
AUM
$22.4M
Wealth MgmtInstitutional
Team
1 advisors
Clients
0
Fees
Percentage of AUM
(484) 473-8413
Full profileNo website