| 1. Dt Investment Partners, LLC CRD 157646 · Limited Liability Company | CHADDS FORD, PA | $1.9B Mar 2026 | +$24.9M+1.3% | +$637.3M+50.0% | +$909.0M+90.6% | +$1.6B+545.2% | -1 employees-11.1% over 3Y | +75 accounts+4.6% over 3Y |
| 2. Chadds Ford Wealth Partners, LLC CRD 304159 · Limited Liability Company | CHADDS FORD, PA | $1.3B Mar 2026 | +$83.3M+6.7% | +$322.6M+32.1% | +$490.3M+58.6% | — | +1 employees+50.0% over 3Y | +4 accounts+2.3% over 3Y |
| 3. Smithbridge Asset Management, INC. CRD 106261 · Corporation | CHADDS FORD, PA | $830.7M Mar 2026 | +$217.7M+35.5% | +$377.5M+83.3% | +$519.5M+166.9% | +$659.4M+385.1% | +4 employees+50.0% over 3Y | +456 accounts+71.3% over 3Y |
| 4. Gardner Lewis Asset Management LP CRD 105033 · Limited Partnership | CHADDS FORD, PA | $456.5M Mar 2026 | +$25.9M+6.0% | -$104.8M-18.7% | -$309.4M-40.4% | +$81.9M+21.9% | -2 employees-20.0% over 3Y | -2 accounts-11.1% over 3Y |
| 5. Owls Nest Partners CRD 289811 · Limited Liability Company | CHADDS FORD, PA | $441.2M Mar 2026 | -$31.8M-6.7% | +$190.9M+76.3% | +$279.6M+173.1% | +$279.6M+173.1% | +1 employees+11.1% over 3Y | -4 accounts-23.5% over 3Y |
| 6. Pf Advisors CRD 277156 · Limited Liability Company | CHADDS FORD, PA | $238.4M Mar 2026 | -$1.9M-0.8% | -$5.5M-2.3% | -$8.7M-3.5% | -$61.6M-20.5% | 0 employees+0.0% over 3Y | -4 accounts-33.3% over 3Y |
| 7. Chartered Advisory Group CRD 116517 · Corporation | CHADDS FORD, PA | $127.7M Mar 2026 | +$6.9M+5.7% | -$9.6M-7.0% | -$19.8M-13.4% | +$26.7M+26.4% | 0 employees+0.0% over 3Y | -190 accounts-20.0% over 3Y |