Top Financial Advisors in West Chester, Pennsylvania
Finding the right financial advisor in West Chester is a difficult thing to do. Not only are there seemingly endless advisors to choose from, but it is challenging to evaluate whether any given advisor has the right experience and specializations to match your unique needs. AdvisorCheck is here to help. Our comprehensive database of financial advisors in the US, including the best financial advisors in West Chester, combined with our one-of-a-kind tool kit allows you to find, evaluate, and monitor financial advisors better than ever before.
To start, here are some of the top financial advisor firms in West Chester, PA.
Find the Best Financial Advisor Firms in West Chester:
WEALTHCARE ADVISORY PARTNERS LLC
CRD#: 171976
Address: 1065 Andrew Drive, West Chester, PA 19380
Clients: 6,965
Average Clients per Advisor: 52
AUM: $ 3.9B
KEY FINANCIAL, INC.
CRD#: 116240
Address: 1045a Andrew Drive, West Chester, PA 19380
Clients: 927
Average Clients per Advisor: 77
AUM: $ 1.8B
WEDMONT PRIVATE CAPITAL
CRD#: 305815
Address: 2 West Market Street Suite 100, West Chester, PA 19382
Clients: 12
Average Clients per Advisor: 2
AUM: $ 1.0B
MARKET STREET WEALTH MANAGEMENT
CRD#: 155157
Address: 999 West Chester Pike Suite 202, West Chester, PA 19382
Clients: 800
Average Clients per Advisor: 72
AUM: $ 481M
FINANCIAL COACH
CRD#: 170478
Address: 940 E. Boot Rd. Suite 101, West Chester, PA 19380
Clients: 151
Average Clients per Advisor: 30
AUM: $ 240M
BALLAST FINANCIAL ADVISORS, LLC
CRD#: 304430
Address: 535 N. Church St. Suite 205, West Chester, PA 19380
Clients: 421
Average Clients per Advisor: 84
AUM: $ 201M
How We Chose the Top Financial Advisors in West Chester, Pennsylvania
To create this list of top financial advisor firms in West Chester, we started by identifying SEC-registered firms with at least $100 million in assets under management (AUM). We included firms that employ professionals registered to provide investment advisory services, either solely as investment adviser representatives (IARs) or as both IARs and registered brokers. Dually registered advisors can offer investment advice and also help clients buy or sell securities like stocks and mutual funds. From there, we ranked the remaining firms based on several key factors, giving higher rankings to those with greater total AUM and to those that primarily serve individual clients rather than institutional investors. This approach helps ensure you're choosing from among the best financial advisors West Chester has to offer.
Search Financial Advisors in West Chester, Pennsylvania
Timothy James Powers
Registered Affiliation(s):POWERS CAPITAL MANAGEMENT
Jared Van Dyke Quereau
Registered Affiliation(s):BALDWIN INVESTMENT MANAGEMENT, LLC
Sylvia Cerese Smith
Registered Affiliation(s):STIFEL, NICOLAUS & COMPANY, INCORPORATED
Jeffrey P King
Registered Affiliation(s):UBS FINANCIAL SERVICES INC.
Edward Joseph Nescio
Registered Affiliation(s):HARRISDIRECT LLC
Hal Alan Weinberg
Registered Affiliation(s):WELLS FARGO CLEARING SERVICES, LLC
Michael Timothy Cocozza
Registered Affiliation(s):KAGAN COCOZZA ASSET MANAGEMENT
David Saul Turbiner
Registered Affiliation(s):MAINLINE PRIVATE WEALTH, LLC
John Alexander Stiner
Registered Affiliation(s):AMERIPRISE FINANCIAL SERVICES, LLC
Joseph Valdrini JR
Registered Affiliation(s):MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED
Robert E Davis
Registered Affiliation(s):COASTAL INVESTMENT ADVISORS
Aileen F Defroda
Registered Affiliation(s):COASTAL INVESTMENT ADVISORS
Curtis Mark Burkholder
James Vincent Mari
Registered Affiliation(s):CLIFTONLARSONALLEN WEALTH ADVISORS, LLC
Michen Sirleaf
Registered Affiliation(s):SCHWAB PRIVATE CLIENT INVESTMENT ADVISORY, INC.
Paul Stewart Vass
Registered Affiliation(s):VASS FINANCIAL STRATEGIES
John Joseph Owsiak
Registered Affiliation(s):EQUITABLE ADVISORS, LLC
Amy Beth Armstrong
Registered Affiliation(s):DAKOTA WEALTH, LLC
Kristen Donato
Registered Affiliation(s):MORGAN STANLEY
Melissa A Shoupe
Registered Affiliation(s):MORGAN STANLEY
Bryan Joseph Mcnamara
Registered Affiliation(s):COMMONWEALTH FINANCIAL NETWORK
Pascale Abi-khattar
Registered Affiliation(s):MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED
Renee Dayna Barrett
Registered Affiliation(s):D.A. DAVIDSON & CO.
Stephen Robert Sharkey JR
Registered Affiliation(s):CETERA INVESTMENT ADVISERS LLC
Disclaimers
AdvisorCheck is an independent third party. The information on this page was compiled by AdvisorCheck from publicly available sources. Neither the listed firms nor financial advisors contributed to or influenced the creation of this content. Additionally, AdvisorCheck was not compensated in any way for producing or publishing this information. Terms like "top," "best," or "leading" are used for editorial purposes only and do not represent a formal ranking or endorsement. These descriptions are subjective, may reflect publicly available data, opinions, or third-party sources, and should not be construed as guarantees of future performance or results.
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