How many financial advisors are in Exton, Pennsylvania?

Falists lists 11 registered investment advisers with a principal office or filing address in Exton, Pennsylvania, based on public SEC IAPD data.

How do financial advisors in Exton charge fees?

Fee structures vary by firm. In Exton, many advisers charge a percentage of assets under management (AUM), while others offer hourly, fixed, or subscription-based planning fees. Compare individual firm profiles on Falists to see each adviser's disclosed fee types.

Where does Falists get advisor data for Exton?

All listings are sourced from the U.S. Securities and Exchange Commission Investment Adviser Public Disclosure (IAPD) database — the official public registry of registered investment advisers.

Pennsylvania · 11 advisers

Financial Advisors in Exton, Pennsylvania

Looking for a financial advisor in Exton, Pennsylvania? Falists indexes 11 SEC-registered and state-registered investment advisers in Exton — with names, websites, team size, fee types, and assets under management pulled from public Form ADV filings. 9 firms list a website you can visit directly. Firms in this directory manage up to $6.86B in reported assets. Compare advisers below and visit firm websites to learn more about their services.

Advisers

With website

Largest AUM

$6.86B

Financial planning

Filter by specialty

Wealth managers · Trusts & estates · Retirement · Institutional · Planning

All Wealth7 Planning7 Trusts7 Retirement2 Institutional3

Top advisors in Exton

Ranked by AUM · Fees, team & specialties at a glance

View all 11 →

PROWELL FINANCIAL MANAGEMENT, LLC

Exton, PA

AUM

$6.86B

Financial PlanningWealth MgmtTrusts & Estates

Team

3 advisors

Clients

26-50

Fees

Percentage of AUM; Fixed fees

484-359-4057

Full profile Visit site →

Exton, PA

AUM

—

Team

—

Clients

—

Fees

Fees not disclosed

609-458-1696

Full profile Visit site →

COMPREHENSIVE FINANCIAL ADVISERS

Exton, PA

AUM

—

Financial PlanningFee-Only/Hourly

Team

1 advisors

Clients

51-100

Fees

Hourly charges; Fixed fees

610-524-9761

Full profile Visit site →

CONESTOGA WEALTH MANAGEMENT

Exton, PA

AUM

—

Financial PlanningFee-Only/Hourly

Team

1 advisors

Clients

26-50

Fees

Percentage of AUM · Hourly charges +1 more

610-241-8711

Full profile Visit site →

EHB FINANCIAL RESOURCES MANAGEMNT, INC.

Exton, PA

AUM

$164.0M

Financial PlanningWealth MgmtTrusts & Estates

Team

1 advisors

Clients

51-100

Fees

Percentage of AUM

610-594-2701

Full profileNo website

WARREN FINANCIAL SERVICE

Exton, PA

AUM

—

Team

—

Clients

—

Fees

Fees not disclosed

610-363-2000

Full profileNo website

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Common questions

How many financial advisors are in Exton, Pennsylvania?: 11 registered investment advisers are listed in our Exton directory, sourced from public SEC filings.
What types of advisors are in Exton?: Browse wealth managers, financial planners, trust & estate advisors, retirement specialists, and institutional managers using the specialty filters above.
How do I choose a financial advisor in Exton?: Compare team size, services, fee types, and AUM. Visit firm websites, verify registration on SEC IAPD, and interview advisers before hiring.
Is this data official?: Yes. All records come from the SEC Investment Adviser Public Disclosure (IAPD) database.