Financial advisers in Exton, PA
5 registered investment adviser firms in Exton managing $7.9B in assets, based on public SEC Form ADV filings.
Prowell Financial Management, LLC
Exton, PA · Est. 2016
RegionalInternational
- AUM
- $6.9B
- Per adviser
- $2.3B
- Advisers
- 3
No reported disclosures
Birch Run Investments, LLC
Exton, PA · Est. 2016
Local
- AUM
- $457M
- Per adviser
- $229M
- Advisers
- 2
No reported disclosures
Summit Group Retirement Planners, INC.
Exton, PA · Est. 2017
Local
- AUM
- $302M
- Per adviser
- $101M
- Advisers
- 3
No reported disclosures
Ehb Financial Resources Managemnt, INC.
Exton, PA · Est. 2022
Local
- AUM
- $164M
- Per adviser
- $164M
- Advisers
- 1
No reported disclosures
Legacy Advisory Services, LLC
Exton, PA · Est. 2023
Local
- AUM
- $157M
- Per adviser
- $52M
- Advisers
- 3
No reported disclosures