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
Theresa Mary Goelz
Registered Affiliation(s):JANNEY MONTGOMERY SCOTT LLC
William G O'brien
Registered Affiliation(s):WELLS FARGO CLEARING SERVICES, LLC
Samuel Jacobs
Registered Affiliation(s):LION STREET ADVISORS, LLC
David Paul Lojpersberger
Registered Affiliation(s):WELLS FARGO CLEARING SERVICES, LLC
Marcus Paul Anderson
Registered Affiliation(s):NOMURA INVESTMENT MANAGEMENT BUSINESS TRUST
Kathleen Ann Finnin
Registered Affiliation(s):CHARLES SCHWAB & CO., INC.
Vincent Frank Criniti
Registered Affiliation(s):JANNEY MONTGOMERY SCOTT LLC
Aimee Fox Kitchin
Registered Affiliation(s):RAYMOND JAMES & ASSOCIATES, INC.
David A Moratti
Registered Affiliation(s):MORGAN STANLEY
John F. Corrado
Registered Affiliation(s):MORGAN STANLEY
Erik Dane Haugen
Registered Affiliation(s):CHARLES SCHWAB & CO., INC.
Shawn James Orbach
Registered Affiliation(s):NORTHWESTERN MUTUAL INVESTMENT SERVICES, LLC
David Charles Marshall
Registered Affiliation(s):UBS FINANCIAL SERVICES INC.
Raymond Gerard Schmalz
Registered Affiliation(s):LINCOLN INVESTMENT
Patricia Hale Sobel
Registered Affiliation(s):OSAIC WEALTH, INC.
Marina Kumi Smalanskas
Registered Affiliation(s):CITIZENS SECURITIES, INC.
Jeffrey Thomas Macaluso
Registered Affiliation(s):WELLS FARGO CLEARING SERVICES, LLC
Thomas George Miksis
Registered Affiliation(s):CETERA ADVISORS LLC
Pamela Susan Lepore
Registered Affiliation(s):LINCOLN INVESTMENT
Robin Lorraine Morris
Registered Affiliation(s):JANNEY MONTGOMERY SCOTT LLC
Michael Matthew Stewart
Registered Affiliation(s):GIRARD PARTNERS LTD.
Jean Margaret Schneider
Registered Affiliation(s):RAYMOND JAMES & ASSOCIATES, INC.
Charles M Lovell
Registered Affiliation(s):UBS FINANCIAL SERVICES INC.
Julia Lynn January
Registered Affiliation(s):HORNOR, TOWNSEND & KENT, 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.
Subscribe to our newsletter
Get the latest on finding, evaluating, and working with financial advisors; delivered right to your inbox.
