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Top 3 financial advisor firms in Phoenixville

3 SEC-registered financial advisor firms are headquartered in Phoenixville, PA, with $894M in combined regulatory assets under management. The largest by assets are Bouvel Investment Partners ($374M), Vermillion & White Wealth Management Group ($279M) and Barnstone Advisors ($241M).

3
Financial advisor firms
$894M
Their combined AUM
$279M
Median firm AUM
653
Clients of the top 3

The 3 largest by assets

  1. 1
    Bouvel Investment Partners

    RIA

    $374M

  2. 2
    Vermillion & White Wealth Management Group

    RIA

    $279M

  3. 3
    Barnstone Advisors

    RIA

    $241M

Profiles of the top 3

No. 1 · RIA

Bouvel Investment Partners

Bouvel Investment Partners is an investment adviser based in Phoenixville, PA, registered with the SEC since 2014. It provides financial planning and investment management. Its clients include high-net-worth individuals and individual clients. Its regulatory assets under management total $374 million, as filed on 7 July 2026.

Bouvel Investment Partners charges 0.50%–1.75% a year for its Investment Advisory Services.

Regulatory AUM
$374M
Clients
206
Advisory staff
2
Founded
2000
Fee schedule
0.50% to 1.75% a year
Custodians
Pershing
Headquarters
1220 Valley Forge Road, Suite 43, Phoenixville, PA 19460
Phone
610-933-3300
Website
bouvel.com

No. 2 · RIA

Vermillion & White Wealth Management Group

Vermillion & White Wealth Management Group is an investment adviser based in Phoenixville, PA, registered with the SEC since 2022. It provides financial planning and investment management. Its clients include high-net-worth individuals, pension and profit-sharing plans, and individual clients. Its regulatory assets under management total $279 million, as filed on 31 March 2026.

Vermillion & White Wealth Management Group charges 0.40%–1.50% a year for its Investment Management.

Regulatory AUM
$279M
Clients
357
Advisory staff
2
Fee schedule
0.40% to 1.50% a year
Custodians
Charles Schwab
Headquarters
521 Kimberton Road, Phoenixville, PA 19460
Phone
610-977-2098
Website
vwwgroup.com

No. 3 · RIA

Barnstone Advisors

Barnstone Advisors is an investment adviser based in Phoenixville, PA, registered with the SEC since 2018. It provides financial planning and investment management. Its clients include high-net-worth individuals, charitable organizations and individual clients. Its regulatory assets under management total $241 million, as filed on 27 January 2026.

Barnstone Advisors charges up to 1.00% a year for its Portfolio Management Services.

Regulatory AUM
$241M
Clients
90
Advisory staff
3
Founded
2007
Fee schedule
Up to 1.00% a year
Custodians
Charles Schwab
Headquarters
388 W. Pothouse Road, Suite A, Phoenixville, PA 19460
Phone
610-917-2210
Website
barnstoneadvisors.com

Questions about financial advisors in Phoenixville

How many financial advisor firms are headquartered in Phoenixville?

3 SEC-registered financial advisor firms report their principal office in Phoenixville, PA, managing $894M in regulatory assets between them.

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

What is the largest financial advisor firm in Phoenixville?

Bouvel Investment Partners, with $374M in regulatory assets under management on its latest Form ADV. The next largest are Vermillion & White Wealth Management Group ($279M) and Barnstone Advisors ($241M).

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

How large is a typical financial advisor firm in Phoenixville?

The median firm manages $279M in regulatory assets. That is the midpoint of the 3 firms headquartered in Phoenixville.

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

How much do financial advisors in Phoenixville charge?

Of the 3 largest firms, 3 publish an asset-based fee schedule for their main service in their brochure. The highest rate in those schedules runs from 1.00% to 1.75% 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 Phoenixville?

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

Phoenixville has 3 financial advisor firms; see every adviser in the city →

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