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Data / Investment advisers / Pennsylvania / West Chester

Investment advisers in West Chester, PA: 13 firms, $34.8 billion in AUM

Updated November 7, 2026. Source: the SEC's Form ADV data files for investment advisers.

13 investment advisers have their main office in West Chester, Pennsylvania: 13 SEC registered and 0 exempt reporting. The registered advisers report $34.8 billion in regulatory assets under management in the SEC's Form ADV file of November 2, 2026, and the largest is Venerable Investment Advisers, LLC with $16.3 billion.

The request: Every investment adviser in West Chester, Pennsylvania with AUM over $100 million, with phone and website. $10 of work on sign-up, no card.

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SpecStream is the live web data engine for teams and agents. It reads the SEC's Form ADV files every month, and this page is that reading, keyed on the CRD number. Ask for the advisers you track by state, city, size, client type or private funds, and new registrations and filings arrive in your sheet, CRM, Slack or agent as the SEC publishes them.

  • 13Advisers
  • 13SEC registered
  • $34.8 billionTotal AUM
  • 12Advisers over $100 million
  • 0Manage private funds
  • November 2, 2026File date

Largest advisers by AUM

Ranked by regulatory AUM, then by private funds. Each row links to the firm page where it has one, and to its SEC record.

AdviserCityAUMAccountsEmployeesPrivate fundsPhoneWebsiteSource
Venerable Investment Advisers, LLCWest Chester$16.27 billion2112Not listed(610) 249-2916adviserinfo.sec.gov
Wealthcare Advisory Partners LLCWest Chester$8.29 billion24,675243Not listed(804) 644-4711miller-richards.comadviserinfo.sec.gov
Wedmont Private CapitalWest Chester$3.44 billion2,43716Not listed(610) 885-8200wedmont.comadviserinfo.sec.gov
Key Financial, Inc.West Chester$2.84 billion4,44836Not listed(610) 429-9050keyfinancialinc.comadviserinfo.sec.gov
Veery Capital, LLCWest Chester$971.4 million80414Not listed(302) 660-3350veerycapital.comadviserinfo.sec.gov
Market Street Wealth ManagementWest Chester$837 million2,71719Not listed(610) 692-3200marketstreetwealth.netadviserinfo.sec.gov
Wealthcare Capital Partners, LLCWest Chester$407.4 million1,59914Not listed(804) 644-4711adviserinfo.sec.gov
Financial CoachWest Chester$397.3 million7747Not listed(484) 887-0452adviserinfo.sec.gov
Trinity Investment Advisors, LLCWest Chester$388.2 million343Not listed(610) 344-9300adviserinfo.sec.gov
Ballast Financial Advisors, LLCWest Chester$342.6 million1,5735Not listed(484) 266-7281anchorcap.netadviserinfo.sec.gov
Marquette Associates, Inc.West Chester$315.7 million56Not listed(610) 719-0300peircepark.comadviserinfo.sec.gov
Stonecrop Wealth Advisors, LLCWest Chester$299.5 million1,2307Not listed(610) 628-0035adviserinfo.sec.gov
Global Beta AdvisorsWest Chester$28.8 million62Not listed(215) 531-8234adviserinfo.sec.gov

Also on SpecStream

Public data published by the US Securities and Exchange Commission (US government work). Advisers report these values themselves in Form ADV, and neither the SEC nor the states approve or guarantee them. AUM is regulatory assets under management as the adviser reported it in Form ADV item 5.F, which can differ from the AUM a firm quotes elsewhere. Exempt reporting advisers do not report AUM. Office address, phone and website are the adviser's main office as filed; a firm that files its main office as a private residence shows no street address or phone. An Item 11 disclosure is a reported event, not a finding about the firm today. Details for each firm are on the SEC's Investment Adviser Public Disclosure site. This page uses SEC data and is not endorsed or certified by the SEC. Free to reuse with credit to SpecStream under CC BY 4.0. Spot a wrong value? Write to [email protected] with the link to this page.