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Advisers in Chadds Ford, PA

7 advisers in Chadds Ford — 7 registered with SEC or state. Alphabetical. We do not rate or rank advisers.

Financial planning (3)Flat / fixed fees (3)

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Chadds Ford Wealth Partners, LLC225 Wilmington West Chester Pike, Suite 200 · Chadds Ford, PA 19317 · (484) 273-0995 · Financial planningCRD 304159 · % of assets, Hourly charges, Fixed fees · $1.3 billion AUMSEC registeredNo commissions reportedDimatteo Financial Group602 Chadds Ford Drive, Suite 201 · Chadds Ford, PA 19317 · (610) 388-7125 · % of assets managedCRD 155988 · % of assets · $42.3 million AUMState registeredNo commissions reportedDt Investment Partners, LLCBrandywine Five, 1 Dickinson Drive, Suite 103 · Chadds Ford, PA 19317 · (484) 778-4425 · Financial planningCRD 157646 · % of assets, Fixed fees · $1.9 billion AUMSEC registeredNo commissions reportedGardner Lewis Asset Management LP285 Wilmington West Chester Pike · Chadds Ford, PA 19317 · (610) 558-2800 · % of assets managedCRD 105033 · % of assets, Performance-based fees · $456.5 million AUMSEC registeredNo commissions reportedOwls Nest Partners223 Wilmington-West Chester Pike, Suite 300 · Chadds Ford, PA 19317 · (484) 352-1110 · % of assets managedCRD 289811 · % of assets, Performance-based fees · $441.2 million AUMSEC registeredNo commissions reportedPf Advisors225 Wilmington-West Chester Pike, Suite 200 · Chadds Ford, PA 19317 · (610) 470-4028 · % of assets managedCRD 277156 · % of assets · $238.4 million AUMSEC registeredNo commissions reportedSmithbridge Asset Management, INC.116 Commons Court · Chadds Ford, PA 19317 · (610) 361-9141 · Financial planningCRD 106261 · % of assets, Hourly charges, Fixed fees · $830.7 million AUMSEC registeredNo commissions reported
Talking to advisers in Chadds Ford? Ask each for its Form CRS and Form ADV Part 2A brochure, ask “Are you a fiduciary at all times for my accounts?”, and get every fee in writing. See questions to ask.

Listed from SEC Investment Adviser Public Disclosure — compilation reports, SEC IAPD firm summaries. Order: alphabetical — we do not rank advisers — never paid. Is something wrong? Tell us.