Rialytix insights
Top RIA Firms in West Chester, Pennsylvania
Explore the top 25 Registered investment advisers, single family offices, multi-family offices and private wealth management firms headquartered in West Chester, Pennsylvania. This hub covers 13 matching firms with $34.8B in total reported AUM and median AUM of $407.4M.
Firms
13
Matching current profiles
Total AUM
$34.8B
Reported regulatory AUM
Median AUM
$407.4M
Across firms with AUM
Largest firm
$16.3B
Venerable Investment Advisers, LLC
Search RIA markets
Search by city or state
Find state and published city hubs without returning to the main insights page.
Top RIAs discovered by AUM
Compare RIAs using AUM growth, employee and account signals
| Firm | Location | Current AUM↓ | 1YR AUM↕ | 3YR AUM↕ | 5YR AUM↕ | Total AUM↕ | Employee Signal↕ | Account Signal↕ |
|---|---|---|---|---|---|---|---|---|
| 1. Venerable Investment Advisers, LLC CRD 330755 · Limited Liability Company | WEST CHESTER, PA | $16.3B Jul 2026 | +$6.5B+66.0% | — | — | — | 0 employees+0.0% over 1Y | +16 accounts+320.0% over 1Y |
| 2. Wealthcare Advisory Partners LLC CRD 171976 · Limited Liability Company | WEST CHESTER, PA | $8.3B Jul 2026 | +$2.3B+37.8% | +$4.4B+112.1% | +$5.7B+225.0% | — | +56 employees+29.9% over 3Y | +8,113 accounts+49.0% over 3Y |
| 3. Wedmont Private Capital CRD 305815 · Limited Liability Company | WEST CHESTER, PA | $3.4B Jul 2026 | +$1.1B+45.1% | +$2.4B+236.6% | +$3.3B+2356.7% | +$3.3B+2356.7% | +9 employees+150.0% over 3Y | +1,332 accounts+120.5% over 3Y |
| 4. Key Financial, INC. CRD 116240 · Corporation | WEST CHESTER, PA | $2.8B Jul 2026 | +$382.1M+15.6% | +$1.1B+62.0% | +$1.4B+92.2% | +$2.3B+414.7% | +4 employees+12.5% over 3Y | +200 accounts+4.7% over 3Y |
| 5. Veery Capital, LLC CRD 298465 · Limited Liability Company | WEST CHESTER, PA | $971.4M Mar 2026 | +$232.3M+31.4% | +$343.2M+54.6% | +$474.2M+95.4% | — | +2 employees+18.2% over 3Y | +41 accounts+5.4% over 3Y |
| 6. Market Street Wealth Management CRD 155157 · Limited Liability Company | WEST CHESTER, PA | $837.0M Mar 2026 | +$247.8M+42.1% | +$306.6M+57.8% | +$509.7M+155.7% | +$808.0M+2783.4% | +3 employees+18.8% over 3Y | +546 accounts+25.1% over 3Y |
| 7. Wealthcare Capital Partners, LLC CRD 330300 · Limited Liability Company | WEST CHESTER, PA | $407.4M May 2026 | +$76.5M+23.1% | — | — | — | 0 employees+0.0% over 1Y | +204 accounts+14.6% over 1Y |
| 8. Financial Coach CRD 170478 · Limited Liability Company | WEST CHESTER, PA | $397.3M Mar 2026 | +$50.5M+14.6% | +$157.8M+65.9% | +$174.3M+78.2% | +$222.3M+127.0% | 0 employees+0.0% over 3Y | +157 accounts+25.4% over 3Y |
| 9. Trinity Investment Advisors, LLC CRD 141039 · Limited Liability Company | WEST CHESTER, PA | $388.2M Mar 2026 | +$45.8M+13.4% | +$126.7M+48.4% | +$202.2M+108.7% | +$293.2M+308.5% | 0 employees+0.0% over 3Y | +5 accounts+17.2% over 3Y |
| 10. Ballast Financial Advisors, LLC CRD 304430 · Limited Liability Company | WEST CHESTER, PA | $342.6M Mar 2026 | +$66.3M+24.0% | +$141.9M+70.7% | +$221.6M+183.0% | — | -2 employees-28.6% over 3Y | +322 accounts+25.7% over 3Y |
| 11. Marquette Associates, INC. CRD 118655 · Corporation | WEST CHESTER, PA | $315.7M May 2026 | -$152.3M-32.5% | -$522.7M-62.3% | -$1.2B-79.2% | -$2.2B-87.4% | 0 employees+0.0% over 3Y | -13 accounts-72.2% over 3Y |
| 12. Stonecrop Wealth Advisors, LLC CRD 306486 · Limited Liability Company | WEST CHESTER, PA | $299.5M Mar 2026 | +$47.7M+18.9% | +$94.5M+46.1% | +$104.7M+53.7% | — | +3 employees+75.0% over 3Y | +577 accounts+88.4% over 3Y |
| 13. Global Beta Advisors CRD 298176 · Limited Liability Company | WEST CHESTER, PA | $28.8M Jul 2026 | +$3.3M+12.9% | +$23.1M+407.7% | +$21.0M+270.6% | -$442.2M-93.9% | -2 employees-50.0% over 3Y | -2 accounts-25.0% over 3Y |
Methodology
Top firms are ranked by their current AUM values. Growth $ and % values compare current reported AUM, employee count, and account counts against the latest historical filing on or before the 1 year, 3 year, and 5 year lookback dates, plus the earliest available historical filing for total growth.Metrics may show a dash where sufficient historical filing data is unavailable for the lookback period.