Top 7 financial advisor firms in West Chester

7 SEC-registered financial advisor firms are headquartered in West Chester, PA, with $8.56B in combined regulatory assets under management. The largest by assets are Wedmont Private Capital ($3.44B), Key Financial ($2.84B) and Market Street Wealth Management ($837M).

7
Financial advisor firms: $8.56B
Their combined AUM: $407M
Median firm AUM: 5,775
Clients of the top 7

The 7 largest by assets

1
Wedmont Private Capital
RIA
$3.44B
Regulatory AUM
2
Key Financial
RIA
$2.84B
Regulatory AUM
3
Market Street Wealth Management
RIA
$837M
0.60% to 1.25% a year
4
Wealthcare Capital Partners
RIA
$407M
Up to 1.85%
5
FC Advisory
RIA
$397M
Regulatory AUM
6
Ballast Financial Advisors
RIA
$343M
Regulatory AUM
7
Stonecrop Wealth Advisors
RIA
$300M
0.50% to 0.95% a year

Profiles of the top 7

No. 1 · RIA

Wedmont Private Capital

Wedmont Private Capital is an investment adviser based in West Chester, PA, registered with the SEC since 2021. It provides financial planning and investment management. Its clients include high-net-worth individuals, corporations and other businesses, and individual clients. Its regulatory assets under management total $3.44 billion, as filed on 2 September 2026.

Regulatory AUM: $3.44B
Clients: 498
Advisory staff: 12
Custodians: Charles Schwab
Headquarters: 26 South Church Street, Suite 1a, West Chester, PA 19382
Phone: 610-885-8200
Website: wedmont.com

No. 2 · RIA

Key Financial

Key Financial is an investment adviser based in West Chester, PA, registered with the SEC since 2016. 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 $2.84 billion, as filed on 17 July 2026.

Regulatory AUM: $2.84B
Clients: 1,418
Advisory staff: 10
Founded: 1997
Custodians: Pershing
Headquarters: 1045a Andrew Drive, West Chester, PA 19380
Phone: 610-429-9050
Website: keyfinancialinc.com

No. 3 · RIA

Market Street Wealth Management

Market Street Wealth Management is an investment adviser based in West Chester, PA, registered with the SEC since 2015. It provides financial planning and investment management. Its clients include high-net-worth individuals, individual clients and charitable organizations. Its regulatory assets under management total $837 million, as filed on 5 March 2026.

Market Street Wealth Management charges 0.60%–1.25% a year for its Investment Management Services.

Regulatory AUM: $837M
Clients: 1,052
Advisory staff: 10
Founded: 2010
Fee schedule: 0.60% to 1.25% a year
Custodians: Fidelity
Headquarters: 999 West Chester Pike, Suite 202, West Chester, PA 19382
Phone: 610-692-3200
Website: marketstreetwealth.net

No. 4 · RIA

Wealthcare Capital Partners

Wealthcare Capital Partners is an investment adviser based in West Chester, PA, registered with the SEC since 2024. 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 $407 million, as filed on 21 May 2026.

Wealthcare Capital Partners charges up to 1.85% for its Wealth Management/Investment Management Services. The brochure does not state whether the rate is annual.

Regulatory AUM: $407M
Clients: 717
Advisory staff: 9
Fee schedule: Up to 1.85%
Custodians: Charles Schwab
Headquarters: 1065 Andrew Drive, West Chester, PA 19380
Phone: 804-644-4711
Website: wealthcarecapitalpartners.com

No. 5 · RIA

FC Advisory

FC Advisory is an investment adviser based in West Chester, PA, registered with the SEC since 2015. It provides financial planning and investment management. Its clients include high-net-worth individuals and individual clients. Its regulatory assets under management total $397 million, as filed on 18 March 2026.

Regulatory AUM: $397M
Clients: 253
Advisory staff: 5
Founded: 2014
Custodians: Charles Schwab
Headquarters: 940 E. Boot RD., Suite 101, West Chester, PA 19380
Phone: 484-887-0452
Website: financialcoachgroup.com

No. 6 · RIA

Ballast Financial Advisors

Ballast Financial Advisors is an investment adviser based in West Chester, PA, registered with the SEC since 2019. 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 $343 million, as filed on 17 March 2026.

Regulatory AUM: $343M
Clients: 607
Advisory staff: 5
Custodians: Charles Schwab
Headquarters: 535 N. Church St., Suite 205, West Chester, PA 19380
Phone: 484-266-7281
Website: ballastfa.com

No. 7 · RIA

Stonecrop Wealth Advisors

Stonecrop Wealth Advisors is an investment adviser based in West Chester, PA, registered with the SEC since 2020. 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 $300 million, as filed on 27 March 2026.

Stonecrop Wealth Advisors charges 0.50%–0.95% a year for its Investment Advisory.

Regulatory AUM: $300M
Clients: 1,230
Advisory staff: 6
Fee schedule: 0.50% to 0.95% a year
Custodians: Fidelity
Headquarters: 2 West Market Street, Suite 200, West Chester, PA 19382
Phone: 610-628-0035
Website: stonecropadvisors.com

Questions about financial advisors in West Chester

How many financial advisor firms are headquartered in West Chester?

7 SEC-registered financial advisor firms report their principal office in West Chester, PA, managing $8.56B in regulatory assets between them. The other 5 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 West Chester?

Wedmont Private Capital, with $3.44B in regulatory assets under management on its latest Form ADV. The next largest are Key Financial ($2.84B) and Market Street Wealth Management ($837M).

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

How large is a typical financial advisor firm in West Chester?

The median firm manages $407M in regulatory assets. That is the midpoint of the 7 firms headquartered in West Chester.

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

How much do financial advisors in West Chester charge?

Of the 7 largest firms, 3 publish an asset-based fee schedule for their main service in their brochure. The highest rate in those schedules runs from 0.95% to 1.85% 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 West Chester?

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

West Chester has 7 financial advisor firms; see every adviser in the city →