Brandywine Oak Private Wealth LLC, a local investment advisory firm based in Kennett Square, PA, is renowned for its expertise in managing high net worth individuals' assets. With over 210 individual clients and an impressive $1,183,629,000 in assets under management, Brandywine Oak delivers tailored financial solutions to meet the unique needs of their affluent clientele. Committed to providing exceptional service, Brandywine Oak Private Wealth LLC operates from two offices, ensuring convenient accessibility for their valued clients. While their assets under management predominantly comprise high net worth individual accounts, the firm also possesses the expertise to oversee employer funds, albeit representing less than 30% of their managed assets. Notably, the firm exercises complete discretion over 100% of the assets entrusted to their care. The success of Brandywine Oak can be attributed to its exceptional team of professionals. With a total of 12 employees, 8 of whom specialize in investment advisory services, the firm maintains a high advisor-to-assets-under-management ratio. On average, each investment advisor manages an impressive $147,950,000, significantly surpassing the industry average. Brandywine Oak's compensation structure is diverse, offering various types including a percentage of assets under management and fixed fees. This ensures a flexible and transparent approach that aligns the interests of the firm with those of their clients. A testament to their commitment and expertise, several of Brandywine Oak Private Wealth LLC's advisors, including Brittany Kalsky, Michael Henley, and Mark Jackson, have demonstrated remarkable longevity within the firm. Their extensive experience adds depth and stability to the team, providing clients with valuable insights and guidance for achieving their financial goals.

Chadds Ford Wealth Partners, LLC is a reputable investment advisory firm headquartered in Chadds Ford, Pennsylvania, with two offices. With a remarkable track record, they currently oversee the management of assets worth over $1,004,774,000 on behalf of their exclusive client base of over 10 individuals. Notably, 5% of these assets are managed on a discretionary basis, showcasing their expertise in making sound investment decisions. Catering predominantly to high net worth individuals, Chadds Ford Wealth Partners, LLC stands out for its comprehensive compensation structure, which includes various options such as a percentage of assets under management, fixed fees, and hourly charges. This ensures that their clients receive personalized services tailored to their unique financial needs. With a lean team of two employees, all dedicated to providing top-notch investment advisory services, Chadds Ford Wealth Partners, LLC prides itself on its exceptional client-to-advisor ratio. Their average assets under management per investment advisor stand at an impressive $502,390,000, significantly surpassing the industry average and reflecting their commitment to delivering superior results. At the core of Chadds Ford Wealth Partners, LLC's success are two highly experienced registered advisors, William Kreicker and Christopher Madel. With their longstanding tenure at the firm, they bring extensive knowledge and expertise to the table, further solidifying the company's reputation as a trusted partner in wealth management. Chadds Ford Wealth Partners, LLC continues to provide innovative investment strategies, personalized financial advice, and exceptional service to its esteemed clientele, reinforcing its position as a leading investment advisory firm in Chadds Ford and beyond.

Chartered Advisory Group, a small investment advisory firm based out of Chadds Ford, PA, is a trusted partner for over 300 individual clients. With assets under management totaling more than $137,268,000, the company prides itself on delivering tailored financial solutions. Operating from two offices, Chartered Advisory Group specializes in providing comprehensive investment advice and acts as an insurance broker or agent. Dedicated to their clients' financial success, Chartered Advisory Group focuses on managing employer 401K plans and individual investments, which constitute over 80% of their assets under management. Their expertise in overseeing 401K plans makes them highly qualified to assist employers and employees alike. Furthermore, the firm manages discretionary assets, amounting to 20% of the total assets they handle. To ensure transparent and fair compensation, Chartered Advisory Group offers multiple fee structures, including a percentage of assets under management, hourly charges, fixed fees, and commissions. This flexibility allows clients to choose the arrangement that best suits their needs. With a team of six dedicated employees, four of whom specialize in investment advisory services, Chartered Advisory Group maintains a favorable ratio of approximately $34,320,000 in assets under management per investment advisor. The firm prides itself on its experienced staff, including long-tenured advisors such as Sean Smith, Robert Pedrick, and William Kantner. As a leading investment advisory firm in Chadds Ford, Chartered Advisory Group combines industry expertise, personalized service, and a commitment to client satisfaction to deliver exceptional financial solutions.

Victory Fiduciary Consulting, based out of Mullica Hill, NJ, is a reputable and trusted investment advisory firm with a strong foothold in the financial industry. With over 370 individual clients and an impressive $122,307,000 in assets under management, Victory Fiduciary Consulting has established itself as a leader in providing comprehensive financial solutions. The firm's expertise lies in managing employer 401Ks and individual investments, with approximately half of their assets under management stemming from these sources. This specialization has allowed Victory Fiduciary Consulting to develop an in-depth understanding of the intricacies and nuances of this space, ensuring their clients receive top-notch guidance. Committed to providing personalized services, Victory Fiduciary Consulting boasts a team of six highly skilled professionals, three of whom are dedicated investment advisors. Their combined knowledge and expertise enable them to deliver tailored investment strategies that align with their clients' unique financial goals and risk tolerances. Victory Fiduciary Consulting's compensation structure is flexible, offering various options such as a percentage of assets under management, hourly charges, and fixed fees. This adaptability ensures that clients can choose the payment method that best suits their needs and preferences. With an impressive average of $40,770,000 in assets under management per investment advisor, Victory Fiduciary Consulting demonstrates their commitment to maintaining a high level of attention and care for each client's portfolio. The firm's long-standing success can be attributed, in part, to the dedication and expertise of advisors like Howard Verfaillie, Jacob Riloff, and Ashley Rosser, who have been instrumental in guiding clients towards financial victory. In summary, Victory Fiduciary Consulting is a respected investment advisory firm that excels in managing assets, offering personalized services, and delivering exceptional financial guidance to their diverse clientele.

Investment Cards Ria L.L.C. is a small investment advisory firm based out of Wilmington, DE. With one office, the company is dedicated to providing comprehensive investment advisory services. Its team comprises a total of one highly skilled employee, all focused on delivering personalized financial solutions. On average, Investment Cards Ria L.L.C. manages approximately $20,000 in assets under management per investment advisor. Their compensation structure encompasses various types, including fixed fees, ensuring transparency and aligning the interests of both the firm and its clients. Although 401K and individual accounts represent less than 30% of their assets under management, Investment Cards Ria L.L.C. possesses the expertise and capability to effectively manage employer funds. The firm takes pride in its discretion, with 100% of the assets they manage being under discretionary management. Specializing in serving high-net-worth individuals, Investment Cards Ria L.L.C. caters to over 10 individual clients with a combined asset value of over $17,000. With their wealth of experience and dedication to delivering personalized services, the firm strives to build strong relationships with their clients, understanding their unique financial goals and crafting tailored investment strategies. Investment Cards Ria L.L.C. distinguishes itself in the investment advisory industry by offering professional expertise, reliable guidance, and a commitment to delivering exceptional financial outcomes for its valued clients.

Westover Capital Advisors, LLC, based out of Wilmington, DE, is a prominent local investment advisory firm. With one office and a team of eight highly skilled professionals, Westover Capital Advisors offers comprehensive investment advisory services. The firm manages a substantial amount of assets, averaging approximately $71,140,000 per investment advisor, which aligns with the industry average. The compensation structure at Westover Capital Advisors encompasses various types, including a percentage of assets under management, hourly charges, and fixed fees. Notably, the firm exercises complete discretion over all the assets it manages, with 100% of the assets falling under their purview. Primarily catering to high-net-worth individuals, Westover Capital Advisors oversees a diverse portfolio of over $355,721,000 in assets under management for more than 80 individual clients. The longevity and expertise of its advisors have contributed to Westover Capital Advisors' success. Among the firm's most tenured professionals are Matthew Beardwood, Harold Sawyer, Jr., and Harold Sawyer, who bring a wealth of experience and knowledge to their clients' investment strategies. Through their meticulous and tailored approach to investment advisory services, Westover Capital Advisors has earned a reputation for delivering reliable financial guidance and ensuring the long-term prosperity of their clients' portfolios.

Investment Management & Planning LLC is a reputable investment advisory firm based in Greenville, DE. With over 220 individual clients and a staggering $185,664,000 in assets under management, they are committed to helping their clients achieve their financial goals. The firm operates from two offices, offering convenient accessibility to their diverse clientele. In addition to their investment advisory services, Investment Management & Planning LLC also serves as an insurance broker or agent, providing comprehensive coverage options to further protect their clients' financial interests. While they manage a variety of accounts, including 401K and individual accounts, these represent less than 30% of their total assets under management. However, they possess the expertise to effectively handle employer funds as well, ensuring a holistic approach to investment management. Notably, Investment Management & Planning LLC exclusively manages discretionary assets, meaning that they have full authority to make investment decisions on behalf of their clients. The majority of their managed assets cater to high net worth individuals, reflecting their specialization in meeting the unique needs of affluent clients. With a team of three dedicated employees, all providing investment advisory services, Investment Management & Planning LLC maintains a client-focused approach. Each investment advisor at the firm manages an average of approximately $61,890,000 in assets, aligning with the industry average. The firm takes pride in its long-tenured advisors, including Jeffrey Macdonald, John Abood, and Howard Richardson, who bring a wealth of experience and expertise to the table. Investment Management & Planning LLC offers various compensation structures, including a percentage of assets under management and hourly charges, ensuring flexibility and tailored solutions for their clients. With a proven track record of success and a commitment to personalized service, they continue to be a trusted partner in financial management.

Wilmington Trust Investment Management, based out of Wilmington, DE, is a reputable regional investment advisory firm with a strong presence in the industry. With five offices, the company employs a dedicated team of 65 professionals, all of whom specialize in providing comprehensive investment advisory services. Having accumulated a wealth of knowledge and experience, Wilmington Trust Investment Management manages an impressive average of approximately $7,170,000 in assets under management per investment advisor. Their compensation structure encompasses various types, including a percentage of assets under management and performance-based fees, ensuring alignment with their clients' financial goals. The firm has established itself as a trusted partner for both employer 401Ks and individual clients, with these two segments contributing to roughly half of the assets under management. Their expertise in the employer 401K space is particularly notable, bolstering their reputation as industry leaders. Additionally, Wilmington Trust Investment Management extends its services as a commodity pool operator or commodity trading advisor, catering to a diverse range of clients. With over 90 individual clients and an impressive $466,231,000 in assets under management, the firm has earned the trust and loyalty of a substantial client base. Andrew Hopkins and Carol Stymiest stand out as two of the firm's longest-tenured registered advisors, embodying the commitment to excellence and dedication that Wilmington Trust Investment Management upholds. With 100% of the assets they manage being discretionary, clients can rely on the firm's expertise and decision-making abilities to navigate the complexities of the investment landscape. Wilmington Trust Investment Management continues to solidify its position as a premier investment advisory firm, driven by its talented team, comprehensive services, and unwavering commitment to delivering exceptional financial outcomes for its clients.

Riversedge Advisors, based in Wilmington, DE, is a reputable investment advisory firm with a local presence and a dedicated team of professionals. With 16 employees in total, 11 of whom specialize in providing comprehensive investment advisory services, Riversedge Advisors boasts a wealth of expertise and experience in managing client assets. The firm maintains an impressive average of approximately $26,360,000 in assets under management per investment advisor, reflecting their ability to handle substantial portfolios. Their compensation structure is diverse and includes various types, such as a percentage of assets under management, ensuring a mutually beneficial arrangement for both the firm and its clients. Riversedge Advisors has built a strong client base, serving over 220 individual clients who entrust the firm with more than $452,704,000 in assets under management. Predominantly catering to high net worth individuals, the firm's expertise lies in managing sizable investments. Although 401K and individual accounts account for less than 30% of their assets under management, Riversedge Advisors possesses the capability to effectively manage employer funds. Operating with full discretion, Riversedge Advisors demonstrates a commitment to maintaining clients' trust and confidentiality. With their sole office located in Wilmington, DE, the firm embraces its local roots while delivering top-notch investment advisory services. Notably, Riversedge Advisors takes pride in its team of highly tenured advisors, including Michael Levy, Erin Eliason, and Brian Carney, who contribute their extensive knowledge and experience to the firm's continued success.

Donald W. Nicholson & Associates Ltd is a reputable investment advisory firm headquartered in Wilmington, DE. With a team of five highly skilled professionals, including two dedicated investment advisors, they provide expert financial guidance and wealth management services. Their advisors have an impressive track record, managing an average of approximately $36,570,000 in assets per investment advisor. The firm's compensation structure is flexible and tailored to meet the unique needs of their diverse client base. They offer various fee options, such as a percentage of assets under management, fixed fees, and hourly charges. This ensures that clients receive transparent and fair compensation arrangements that align with their financial objectives. With over 50 individual clients, Donald W. Nicholson & Associates Ltd oversees a significant portfolio totaling more than $164,947,000 in assets under management. Notably, their expertise shines in managing employer 401Ks and individual investments, which make up nearly half of their assets. Their extensive experience in this field positions them as trusted advisors capable of navigating the complexities of retirement planning and personal investments. Established in 3985, Donald Nicholson, one of the firm's founding members, boasts an impressive tenure as a registered advisor. With two offices strategically located in Wilmington, DE, Donald W. Nicholson & Associates Ltd provides personalized and comprehensive investment advisory services, empowering their clients to achieve their financial goals with confidence.

Legacy Solutions, LLC, a small investment advisory firm based out of Kennett Square, PA, is dedicated to providing comprehensive financial solutions to its clients. With a team of four employees, three of whom specialize in investment advisory services, they offer personalized guidance to individuals seeking to grow and protect their wealth. Legacy Solutions, LLC employs a flexible compensation structure tailored to meet the unique needs of their clients. Their fee options include a percentage of assets under management, hourly charges, and fixed fees. With over 80 individual clients, the firm currently manages an impressive $107,375,000 in assets. The majority of these assets are held by high-net-worth individuals who entrust Legacy Solutions, LLC with their financial future. While 401K and individual accounts make up less than 30% of their total assets under management, Legacy Solutions, LLC possesses the expertise and capability to manage employer funds. Furthermore, all of the assets they manage are discretionary, allowing them to make informed investment decisions on behalf of their clients. In addition to their investment advisory services, Legacy Solutions, LLC also serves as an insurance broker or agent, providing comprehensive coverage options to further protect their clients' assets and financial well-being. With three offices, Legacy Solutions, LLC is strategically positioned to cater to clients in Kennett Square, PA, and surrounding areas. The firm's commitment to delivering personalized financial solutions has earned them a reputation as a trusted advisor in the region.