Firms by city
Registered investment advisers in Kennett Square, PA
4 SEC-registered advisers headquartered in Kennett Square, listed by regulatory assets under management as reported on Form ADV.
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4 firms listed
| Firm | Headquarters | Regulatory AUM |
|---|---|---|
| Brandywine Oak Private Wealth | Kennett Square, PA | $1.57B |
| Legacy Solutions | Kennett Square, PA | $244M |
| Holos Integrated Wealth | Kennett Square, PA | $233M |
| Union Square Capital Partners | Kennett Square, PA | $189M |
- Headquarters
- Kennett Square, PA
- Regulatory AUM
- $1.57B
- Headquarters
- Kennett Square, PA
- Regulatory AUM
- $244M
- Headquarters
- Kennett Square, PA
- Regulatory AUM
- $233M
- Headquarters
- Kennett Square, PA
- Regulatory AUM
- $189M
Figures are from each firm's most recent Form ADV and are dated on its profile. Listing here is a matter of public record, not a recommendation.
About this list
A firm appears here when it reports its principal office in Kennett Square on Form ADV Part 1A. Many advisers serve clients well beyond the city they are based in, and a firm headquartered elsewhere may still have an office here; see firms headquartered in Pennsylvania.
Figures come from each firm's own filings on the dates shown on its profile. This list is a restatement of public records, not a rating or a recommendation.