Pennsylvania · 4 advisers
Financial Advisors in Kennett Square, Pennsylvania
Looking for a financial advisor in Kennett Square, Pennsylvania? Falists indexes 4 SEC-registered and state-registered investment advisers in Kennett Square — with names, websites, team size, fee types, and assets under management pulled from public Form ADV filings. 4 firms list a website you can visit directly. Firms in this directory manage up to $1.57B in reported assets. Compare advisers below and visit firm websites to learn more about their services.
Advisers
4
With website
4
Largest AUM
$1.57B
Financial planning
2
Filter by specialty
Wealth managers · Trusts & estates · Retirement · Institutional · Planning
Top advisors in Kennett Square
Ranked by AUM · Fees, team & specialties at a glance
BRANDYWINE OAK PRIVATE WEALTH LLC
Kennett Square, PA
AUM
$1.57B
Team
10 advisors
Clients
More than 500
Fees
Percentage of AUM · Fixed fees +1 more
(484) 785-0050
LEGACY SOLUTIONS, LLC
Kennett Square, PA
AUM
$243.8M
Team
3 advisors
Clients
1-10
Fees
Percentage of AUM · Hourly charges +1 more
610-444-9920
HOLOS INTEGRATED WEALTH
Kennett Square, PA
AUM
$233.1M
Team
3 advisors
Clients
—
Fees
Percentage of AUM; Fixed fees
484-893-4599
UNION SQUARE CAPITAL PARTNERS, LLC
Kennett Square, PA
AUM
$188.7M
Team
1 advisors
Clients
—
Fees
Percentage of AUM
484-731-3101
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Common questions
- How many financial advisors are in Kennett Square, Pennsylvania?
- 4 registered investment advisers are listed in our Kennett Square directory, sourced from public SEC filings.
- What types of advisors are in Kennett Square?
- 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 Kennett Square?
- 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.