Top 5 financial advisor firms in Chadds Ford

5 SEC-registered financial advisor firms are headquartered in Chadds Ford, PA, with $4.44B in combined regulatory assets under management. The largest by assets are DT Investment Partners ($1.91B), Chadds Ford Wealth Partners ($1.33B) and Smithbridge Asset Management ($831M).

5
Financial advisor firms: $4.44B
Their combined AUM: $831M
Median firm AUM: 2,179
Clients of the top 5

The 5 largest by assets

1
DT Investment Partners
RIA
$1.91B
Up to 1.45%
2
Chadds Ford Wealth Partners
RIA
$1.33B
0.20% to 0.75% a year
3
Smithbridge Asset Management
RIA
$831M
0.60% to 1.00%
4
PF Advisors
RIA
$238M
0.75% to 1.00% a year
5
Chartered Advisory Group
RIA
$128M
0.80% to 0.80% a year

Profiles of the top 5

No. 1 · RIA

DT Investment Partners

DT Investment Partners is an investment adviser based in Chadds Ford, PA, registered with the SEC since 2011. It provides financial planning and investment management. Its clients include high-net-worth individuals, individual clients, and pension and profit-sharing plans. Its regulatory assets under management total $1.91 billion, as filed on 25 March 2026.

DT Investment Partners charges up to 1.45% for its Investment Management Services. The brochure does not state whether the rate is annual.

Regulatory AUM: $1.91B
Clients: 1,316
Advisory staff: 5
Fee schedule: Up to 1.45%
Custodians: BNY Mellon Securities, Charles Schwab, Wilmington Trust Investment Management
Headquarters: Brandywine Five, 1 Dickinson Drive, Suite 103, Chadds Ford, PA 19317-9665
Phone: 484-778-4425
Website: dtinvestmentpartners.com

No. 2 · RIA

Chadds Ford Wealth Partners

Chadds Ford Wealth Partners is an investment adviser based in Chadds Ford, PA, registered with the SEC since 2019. It provides financial planning and investment management. Its clients include high-net-worth individuals, corporations and other businesses, and charitable organizations. Its regulatory assets under management total $1.33 billion, as filed on 30 March 2026.

Chadds Ford Wealth Partners charges 0.20%–0.75% a year for its Wealth Management Fees.

Regulatory AUM: $1.33B
Clients: 66
Advisory staff: 2
Fee schedule: 0.20% to 0.75% a year
Minimum account: $1,000,000
Custodians: Eleutherian Trust, Northern Trust
Headquarters: 225 Wilmington West Chester Pike, Suite 200, Chadds Ford, PA 19317
Phone: 484-273-0995
Website: chaddsfordwealth.com

No. 3 · RIA

Smithbridge Asset Management

Smithbridge Asset Management is an investment adviser based in Chadds Ford, PA, registered with the SEC since 1997. It provides financial planning and investment management. Its clients include high-net-worth individuals, individual clients and investment companies. Its regulatory assets under management total $831 million, as filed on 3 September 2026.

Smithbridge Asset Management charges 0.60%–1.00% for its Standard fee schedule. The brochure does not state whether the rate is annual.

Regulatory AUM: $831M
Clients: 513
Advisory staff: 6
Founded: 1997
Fee schedule: 0.60% to 1.00%
Custodians: Charles Schwab
Headquarters: 116 Commons Court, Chadds Ford, PA 19317
Phone: 610-361-9141
Website: smithbridgeasset.com

No. 4 · RIA

PF Advisors

PF Advisors is an investment adviser based in Chadds Ford, PA, registered with the SEC since 2018. It provides investment management. Its clients include high-net-worth individuals. Its regulatory assets under management total $238 million, as filed on 11 March 2026.

PF Advisors charges 0.75%–1.00% a year for its Investment Management Fee Structure.

Regulatory AUM: $238M
Clients: 1
Advisory staff: 1
Fee schedule: 0.75% to 1.00% a year
Headquarters: 225 Wilmington-West Chester Pike, Suite 200, Chadds Ford, PA 19317
Phone: 610-470-4028

No. 5 · RIA

Chartered Advisory Group

Chartered Advisory Group is an investment adviser based in Chadds Ford, PA, registered with the SEC since 2011. It provides financial planning and investment management. Its clients include individual clients and high-net-worth individuals. Its regulatory assets under management total $128 million, as filed on 23 March 2026.

Chartered Advisory Group charges 0.80% a year for its Asset Management.

Regulatory AUM: $128M
Clients: 283
Advisory staff: 4
Fee schedule: 0.80% to 0.80% a year
Custodians: Charles Schwab, Allianz Life Insurance Company of North America
Headquarters: 130 Commons Court, Chadds Ford, PA 19317
Phone: 610-459-8872
Website: charteredadvisorygroup.com

Questions about financial advisors in Chadds Ford

How many financial advisor firms are headquartered in Chadds Ford?

5 SEC-registered financial advisor firms report their principal office in Chadds Ford, PA, managing $4.44B in regulatory assets between them. The other 2 advisers headquartered in the city are broker-dealers, other kinds of wealth firm, or fund and institutional managers.

Source: Form ADV Part 1A, Items 1.F, 5.D and 5.F

What is the largest financial advisor firm in Chadds Ford?

DT Investment Partners, with $1.91B in regulatory assets under management on its latest Form ADV. The next largest are Chadds Ford Wealth Partners ($1.33B) and Smithbridge Asset Management ($831M).

Source: Form ADV Part 1A, Item 5.F

How large is a typical financial advisor firm in Chadds Ford?

The median firm manages $831M in regulatory assets. That is the midpoint of the 5 firms headquartered in Chadds Ford.

Source: Form ADV Part 1A, Item 5.F

How much do financial advisors in Chadds Ford charge?

Of the 5 largest firms, 5 publish an asset-based fee schedule for their main service in their brochure. The highest rate in those schedules runs from 0.75% to 1.45% of assets, depending on the firm; each firm's fee is in its profile above.

Source: Form ADV Part 2A brochures, Item 5

How can I check a financial advisor's record in Chadds Ford?

Search the firm or the person on the SEC's Investment Adviser Public Disclosure site, adviserinfo.sec.gov, which shows registrations, Form ADV filings and any disclosures. Each firm profile in this directory links its SEC record.

Source: SEC Investment Adviser Public Disclosure

How is this list ordered?

By regulatory assets under management as filed on Form ADV, largest first. A firm is included when its principal office is in the city and most of its client assets belong to individuals and its type is RIA, which leaves out broker-dealers, wirehouses, RIA networks, digital advice, bank, insurance and family-office firms. A firm with only a branch office here is listed in its own headquarters city.

Source: Niva directory methodology

Chadds Ford has 5 financial advisor firms; see every adviser in the city →