Financial advisers in Kennett Square, PA
4 registered investment adviser firms in Kennett Square managing $2.2B in assets, based on public SEC Form ADV filings.
Brandywine Oak Private Wealth LLC
Kennett Square, PA · Est. 2018
Local
- AUM
- $1.6B
- Per adviser
- $157M
- Advisers
- 10
No reported disclosures
Legacy Solutions, LLC
Kennett Square, PA · Est. 2023
LocalInternational
- AUM
- $244M
- Per adviser
- $81M
- Advisers
- 3
No reported disclosures
Holos Integrated Wealth
Kennett Square, PA · Est. 2024
Local
- AUM
- $233M
- Per adviser
- $78M
- Advisers
- 3
No reported disclosures
Union Square Capital Partners, LLC
Kennett Square, PA · Est. 2017
Local
- AUM
- $189M
- Per adviser
- $189M
- Advisers
- 1
No reported disclosures