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Top 3 financial advisor firms in Kennett Square

3 SEC-registered financial advisor firms are headquartered in Kennett Square, PA, with $2.05B in combined regulatory assets under management. The largest by assets are Brandywine Oak Private Wealth ($1.57B), Legacy Solutions ($244M) and Holos Integrated Wealth ($233M).

3
Financial advisor firms
$2.05B
Their combined AUM
$244M
Median firm AUM
981
Clients of the top 3

The 3 largest by assets

  1. 1
    Brandywine Oak Private Wealth

    RIA

    $1.57B

  2. 2
    Legacy Solutions

    RIA

    $244M

  3. 3
    Holos Integrated Wealth

    RIA

    $233M

Profiles of the top 3

No. 1 · RIA

Brandywine Oak Private Wealth

Brandywine Oak Private Wealth is an investment adviser based in Kennett Square, PA, registered with the SEC since 2018. It provides financial planning and investment management. Its clients include high-net-worth individuals and individual clients. Its regulatory assets under management total $1.57 billion, as filed on 14 July 2026.

Regulatory AUM
$1.57B
Clients
507
Advisory staff
10
Founded
2018
Custodians
Fidelity
Headquarters
500 Old Forge Lane, Suite 501, Kennett Square, PA 19348
Phone
484-785-0050
Website
brandywineoak.com

No. 2 · RIA

Legacy Solutions

Legacy Solutions is an investment adviser based in Kennett Square, PA, registered with the SEC since 2023. It provides financial planning and investment management. Its clients include high-net-worth individuals, individual clients, and corporations and other businesses. Its regulatory assets under management total $244 million, as filed on 21 March 2026.

Legacy Solutions charges up to 1.50% a year for its Investment Advisory Services.

Regulatory AUM
$244M
Clients
249
Advisory staff
3
Founded
2022
Fee schedule
Up to 1.50% a year
Custodians
Charles Schwab
Headquarters
206 N Union St, Kennett Square, PA 19348
Phone
610-444-9920
Website
legacysolutions.org

No. 3 · RIA

Holos Integrated Wealth

Holos Integrated Wealth is an investment adviser based in Kennett Square, PA, registered with the SEC since 2024. It provides investment management. Its clients include high-net-worth individuals, individual clients and charitable organizations. Its regulatory assets under management total $233 million, as filed on 27 February 2026.

Holos Integrated Wealth charges 0.85%–1.50% a year for its Wealth Management Services.

Regulatory AUM
$233M
Clients
225
Advisory staff
3
Founded
2015
Fee schedule
0.85% to 1.50% a year
Custodians
Fidelity
Headquarters
224 East Street RD., Office B2ab, Kennett Square, PA 19348
Phone
484-893-4599
Website
holosiw.com

Questions about financial advisors in Kennett Square

How many financial advisor firms are headquartered in Kennett Square?

3 SEC-registered financial advisor firms report their principal office in Kennett Square, PA, managing $2.05B in regulatory assets between them. The other 1 adviser 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 Kennett Square?

Brandywine Oak Private Wealth, with $1.57B in regulatory assets under management on its latest Form ADV. The next largest are Legacy Solutions ($244M) and Holos Integrated Wealth ($233M).

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

How large is a typical financial advisor firm in Kennett Square?

The median firm manages $244M in regulatory assets. That is the midpoint of the 3 firms headquartered in Kennett Square.

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

How can I check a financial advisor's record in Kennett Square?

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

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