| 1. Venerable Investment Advisers, LLC CRD 330755 · Limited Liability Company | WEST CHESTER, PA | $16.3B May 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 May 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 May 2026 | +$1.1B+45.1% | +$2.4B+236.6% | +$3.3B+2356.7% | +$3.3B+2356.7% | +8 employees+133.3% over 3Y | +1,332 accounts+120.5% over 3Y |
| 4. Key Financial, INC. CRD 116240 · Corporation | WEST CHESTER, PA | $2.8B Mar 2026 | +$382.1M+15.6% | +$1.1B+62.0% | +$1.6B+130.4% | +$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 Feb 2026 | +$8.0M+38.5% | +$23.1M+407.7% | +$27.4M+1994.0% | -$442.2M-93.9% | -2 employees-50.0% over 3Y | -2 accounts-25.0% over 3Y |