Janney Montgomery Scott LLC, a national investment advisory firm headquartered in Philadelphia, PA, is dedicated to serving the financial needs of its diverse client base. With over 144,890 individual clients and an impressive $73,000,611,000 in assets under management, the firm has established itself as a trusted partner in wealth management. Janney Montgomery Scott LLC operates through a vast network of 119 offices, providing personalized investment solutions across the country. In addition to their investment advisory services, Janney Montgomery Scott LLC offers a range of financial solutions to cater to their clients' comprehensive needs. They serve as an insurance broker or agent, a trust company, and a registered municipal advisor. While they manage employer funds, including 401K and individual accounts representing less than 30% of their assets under management, the firm primarily focuses on discretionary management, handling 62% of the assets they oversee. Janney Montgomery Scott LLC employs a team of 2,242 professionals, with 1,202 dedicated to providing expert investment advisory services. Their compensation structure is diverse and flexible, encompassing various forms such as a percentage of assets under management, fixed fees, and commissions. On average, each investment advisor manages approximately $60,730,000 in assets, which aligns with the industry average. The firm takes pride in its experienced team, boasting a number of long-tenured advisors who have demonstrated their commitment to delivering exceptional financial guidance. Notable individuals include Stephen Hyman, Charles Burns, and Richard Avallon. Janney Montgomery Scott LLC continues to prioritize their clients' financial success, leveraging their expertise, extensive resources, and dedication to deliver outstanding results in the ever-evolving world of finance.

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.

Stanley-Laman Group Ltd., based out of Berwyn, PA, is a reputable investment advisory firm providing comprehensive financial services. With a team of 22 employees, including 10 experienced investment advisors, they deliver expert guidance and management to a diverse clientele. The firm boasts an impressive average of approximately $56,490,000 in assets under management per investment advisor, aligning with industry standards. Stanley-Laman Group's compensation structure caters to their clients' needs and includes various models, such as a percentage of assets under management. Their client base consists of over 10 individuals, with a total asset value surpassing $799,800,000. The firm primarily caters to high net worth individuals, showcasing their expertise in managing substantial assets. Notably, Stanley-Laman Group excels in discretionary asset management, with 97% of the assets they handle falling under this category. This approach allows clients to entrust the firm with decision-making authority while benefiting from their extensive market knowledge and strategic insights. In addition to their investment advisory services, Stanley-Laman Group also serves as an insurance broker or agent, providing clients with comprehensive coverage options to safeguard their assets and financial well-being. Established in 1994, William Stanley stands out as one of the firm's longest-tenured registered advisors. His extensive experience and tenure within the industry contribute to the firm's solid reputation and the trust they have earned from their clients. With their local presence and commitment to delivering tailored financial solutions, Stanley-Laman Group Ltd. has established themselves as a trusted partner for individuals seeking sophisticated investment advisory services in the Berwyn, PA area.

Bruton Chisnell Advisors, LLC, a small investment advisory firm based out of Downingtown, PA, boasts an impressive track record and a solid reputation in the financial industry. With over 380 individual clients and assets under management exceeding $514,208,000, the firm has firmly established itself as a trusted partner for individuals seeking expert financial guidance. Despite managing a diverse portfolio, 401K and individual accounts make up less than 30% of their assets under management. However, Bruton Chisnell Advisors, LLC has the expertise and capability to efficiently handle employer funds, giving them a competitive edge in the market. Notably, approximately 70% of the assets they manage are discretionary, highlighting their ability to make informed investment decisions on behalf of their clients. With a comprehensive compensation structure, Bruton Chisnell Advisors, LLC offers multiple options, including a percentage of assets under management, hourly charges, and fixed fees. This flexibility ensures that clients can choose a payment method that aligns with their individual needs and financial goals. With a team of three dedicated employees, each providing investment advisory services, Bruton Chisnell Advisors, LLC maintains an impressive average of approximately $171,400,000 in assets under management per investment advisor. This figure exceeds the industry average, demonstrating the firm's commitment to personalized and attentive client service. Led by the experienced and knowledgeable trio of Michael Chisnell, Benjamin Bruton, and James Bruton, Bruton Chisnell Advisors, LLC benefits from the expertise and tenure of these seasoned professionals. Their extensive industry experience further solidifies the firm's reputation for delivering top-tier financial advice and ensuring long-term client success.

Prowell Financial Management, LLC is a reputable investment advisory firm headquartered in Exton, PA, providing expert financial services to clients. With one office and a team of four dedicated professionals, Prowell Financial Management offers personalized investment advisory services, catering to high net worth individuals. The firm manages an impressive average of $6,407,100,000 in assets under management per investment advisor, significantly surpassing industry standards. Known for their exceptional expertise and client-centric approach, Prowell Financial Management offers a diverse compensation structure, including a percentage of assets under management and fixed fees. Notably, 15% of the assets they manage are discretionary, highlighting their commitment to strategic decision-making on behalf of their clients. Moreover, Prowell Financial Management extends their services as an insurance broker or agent, providing comprehensive financial solutions to meet their clients' needs. With a substantial client base of over ten individuals, the firm skillfully manages more than $6,407,099,000 in assets. At Prowell Financial Management, experience is valued, and the firm takes pride in its accomplished team of advisors. Mark Prowell and Courtney Kauffman stand out as two of the firm's most seasoned and dedicated registered advisors, bringing extensive knowledge and expertise to their clients' financial journeys. With a strong presence in Exton, PA, Prowell Financial Management, LLC continues to be a trusted partner in helping clients navigate the complexities of investment management and financial planning.

Wealth Advisory Group, Inc., based out of Berwyn, PA, is a trusted investment advisory firm catering to a diverse client base. With over 120 individual clients, they oversee an impressive $483,411,000 in assets under management. Their comprehensive services extend beyond 401K and individual accounts, as they possess the expertise to manage employer funds. Dedicated to providing personalized financial solutions, Wealth Advisory Group, Inc. boasts a team of eight skilled professionals. Six of these employees specialize in offering investment advisory services, ensuring that clients receive expert guidance tailored to their unique needs. With an average of approximately $80,570,000 in assets under management per investment advisor, Wealth Advisory Group, Inc. maintains industry-standard performance. The compensation structure at Wealth Advisory Group, Inc. offers flexibility and transparency. They employ various types of compensation, including a percentage of assets under management, hourly charges, fixed fees, and commissions. This diverse approach allows clients to select the option that best aligns with their preferences and financial goals. Notably, Wealth Advisory Group, Inc. manages 33% of their assets on a discretionary basis, showcasing their ability to make informed investment decisions on behalf of their clients. Throughout their tenure, Wealth Advisory Group, Inc. has fostered enduring client relationships, thanks to their team of experienced advisors. Notable among them are Robert Norton, Brian Sullivan, and Gerald Preschutti, who have demonstrated unwavering dedication and expertise in the field. As a local investment advisory firm, Wealth Advisory Group, Inc. is committed to providing exceptional financial guidance to their clients, helping them navigate the complexities of wealth management and achieve their long-term financial objectives.

Hoey Investments, Inc., a small investment advisory firm based out of Coatesville, PA, is dedicated to providing personalized financial solutions to its clients. With over 460 individual clients and more than $288,620,000 in assets under management, they possess a strong track record of success. While employer funds management is a core competency, 401K and individual accounts account for less than 30% of their assets under management. As a discretionary investment advisor, Hoey Investments handles 100% of the assets they manage, catering primarily to high net worth individuals. Their team of four experienced professionals exclusively focuses on investment advisory services, each averaging approximately $72,160,000 in assets under management. This figure aligns with the industry average, illustrating their proficiency in managing substantial portfolios. Hoey Investments' compensation structure encompasses various models, including a percentage of assets under management, ensuring their interests are aligned with those of their clients. Francis Hoey, one of the firm's registered advisors, has been an integral part of the team since 2012, showcasing a deep commitment to serving their clients' long-term financial goals. Driven by a client-centric approach, Hoey Investments, Inc. leverages their expertise, industry knowledge, and personalized strategies to help clients navigate the complex financial landscape. Their dedication to exceptional service and prudent investment management sets them apart as a trusted partner for individuals seeking comprehensive wealth management solutions.

Chartwell Investment Partners, LLC, based out of Berwyn, PA, is a well-established local investment advisory firm with a reputation for excellence. With over 80 individual clients and a staggering $10,473,063,000 in assets under management, they have built a solid foundation in the financial industry. Chartwell Investment Partners, LLC operates from a single office, where a dedicated team of 43 employees diligently serves their clientele. The firm's impressive track record is a testament to their expertise and commitment to delivering results. Their compensation structure is tailored to meet the needs of their diverse client base, encompassing a variety of options such as a percentage of assets under management, fixed fees, and performance-based fees. Chartwell Investment Partners, LLC stands out in the industry with 90% of the assets they manage falling under the discretionary category, demonstrating the trust and confidence their clients place in their expertise. Their investment advisors, numbering 24, provide exceptional service and collectively manage an average of approximately $436,380,000 in assets. This figure exceeds the industry average, showcasing their ability to handle substantial portfolios effectively. Brian Ward, Peter Schofield, and Michael Magee are some of the longest tenured and highly regarded advisors at Chartwell Investment Partners, LLC. Their depth of experience and industry knowledge contribute to the firm's stellar reputation. With their impressive client base, significant assets under management, and a team of dedicated professionals, Chartwell Investment Partners, LLC continues to thrive as a leading investment advisory firm in Berwyn, PA, and beyond.

Red Spruce Capital, LLC is a prominent investment advisory firm based out of Berwyn, PA. With a total of five dedicated employees, their team is solely focused on providing exceptional investment advisory services. Demonstrating their expertise and trustworthiness, each investment advisor at Red Spruce Capital manages an average of $228,130,000 in assets under management, surpassing the industry average. The firm's compensation structure is designed to align their interests with their clients' success. It includes various types of fees, such as a percentage of assets under management and performance-based fees. Red Spruce Capital boasts an extensive client base, serving over 90 individual clients with a combined $167,531,000 in assets under management. Notably, a significant portion of the assets they manage is attributed to high net worth individuals, while 401K and individual accounts make up less than 30% of their total assets under management. However, the firm possesses the capability to effectively manage employer funds. Red Spruce Capital, LLC operates from a single office in Berwyn, PA, providing a local and personalized approach to investment advisory services. With a commitment to delivering exceptional results and building long-term relationships, the firm prides itself on its experienced team. Some of the longest-tenured advisors at Red Spruce Capital include Mark Kennedy, Amish Desai, and Mark Vasquez, who bring a wealth of knowledge and expertise to their clients' investment strategies. With 100% of the assets they manage being discretionary, clients can trust that their investments are in capable hands at Red Spruce Capital, LLC.

Coho Partners, Ltd., a prominent investment advisory firm located in Berwyn, PA, is dedicated to providing exceptional financial solutions to its clients. With a single office in the area, Coho Partners employs a team of 33 professionals, of which 9 specialize in delivering comprehensive investment advisory services. Renowned for their expertise, they boast an impressive average of $685,030,000 in assets under management per investment advisor, significantly surpassing industry standards. The firm's compensation structure encompasses various models, including a percentage of assets under management and performance-based fees, ensuring alignment with their clients' goals. While their assets under management indicate that less than 30% is attributed to 401K and individual accounts, Coho Partners possesses the capabilities to efficiently oversee employer funds. Notably, all the assets under their management are discretionary, emphasizing the firm's commitment to expertly navigating market fluctuations. Coho Partners, Ltd. garners trust from a broad clientele, serving over 990 individual clients and skillfully managing more than $6,165,300,000 in assets. The firm prides itself on fostering long-term relationships and has established a reputation for excellence. Two of its most tenured registered advisors, Peter Thompson and Eric Hildenbrand, epitomize the firm's commitment to consistent, high-quality service. Driven by their unwavering dedication to their clients' financial success, Coho Partners, Ltd. continues to excel in the competitive investment advisory landscape. With their extensive experience, robust compensation structure, and expertise in managing diverse portfolios, they remain a trusted partner in achieving long-term investment objectives.

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.