Vault-13

Managers in West Chester, PA

United States · 177 asset managers within 25 km (15 in West Chester itself) · 176 wealth managers, banks and others

West ChesterBronxvilleNewarkMontclairUnionStaten IslandFlushingGreat NeckSouth Ozone ParkParamus
managers in the town (circle area)this placePick a circle to see who is there. Where places crowd, the map shows the largest; the lists below have them all.

Nearby: Philadelphia, PA 77 · Wayne, PA 68 · Wilmington, DE 63 · Conshohocken, PA 42 · Bala Cynwyd, PA 24 · Berwyn, PA 14 · Newtown Square, PA 13 · Bryn Mawr, PA 11 · Blue Bell, PA 10 · Villanova, PA 9 · King Of Prussia, PA 9 · Malvern, PA 8

Asset managers in and around West Chester

#Manager People here Assets Visa salary
101 Pacer Advisors, Inc. Malvern $38.5bn based here $38.5bn
102 Pathstone Holdings, LLC wealth · Newtown Square ADVISOR PARTNERS II, LLC · 2 related pages $34.3bn office $34.3bn
103 CNO Financial Group, Inc. structured credit, institutions, wealth · King Of Prussia BANKERS LIFE ADVISORY SERVICES, INC. · 4 related pages $30.5bn office $30.5bn
104 AMERITAS HOLDING COMPANY institutions, futures, wealth, bank or insurer · Phoenixville Ameritas Advisory Services, LLC · 3 related pages $29.0bn office $29.0bn
105 ALLSTATE CORP structured credit, wealth · Havertown, Hockessin ALLSTATE FINANCIAL ADVISORS, LLC · 3 related pages $26.5bn 2 offices $26.5bn
106 RETIREMENT AND WEALTH AT ALLIANT, LLC institutions · Wayne $7.4bn office $7.4bn
107 Conestoga Capital Advisors, LLC Wayne $4.6bn based here $4.6bn
108 Wedmont Private Capital West Chester $3.6bn based here $3.6bn
109 EA Series Trust Havertown $2.8bn based here $2.8bn
110 Empirical Finance, LLC Newtown Square $2.4bn based here $2.4bn
111 Atairos Group, Inc. Bryn Mawr $1.8bn based here $1.8bn
112 ZEKE CAPITAL ADVISORS, LLC Berwyn $1.5bn based here $1.5bn
113 Ethos Financial Group, LLC King Of Prussia $1.5bn based here $1.5bn
114 NewSquare Capital LLC Newtown Square $1.3bn based here $1.3bn
115 Stanley-Laman Group, Ltd. hedge funds, wealth · Berwyn STANLEY-LAMAN GROUP LTD., Stanley-Laman Group, Ltd. $1.0bn office $1.0bn
116 Stillwater Capital Advisors, LLC Devon $980.6m based here $980.6m
117 Marathon Trading Investment Management LLC Villanova $877.1m based here $877.1m
118 Coho Partners, Ltd. Berwyn $779.1m based here $779.1m
119 JB Investments Management, LLC hedge funds, futures · Phoenixville JB Investments Management, LLC · 2 related pages $773.4m based here $773.4m
120 Radnor Capital Management, LLC Wayne $712.0m based here $712.0m
121 PRESILIUM PRIVATE WEALTH, LLC Villanova $651.4m based here $651.4m
122 Kistler-Tiffany Companies, LLC Berwyn $616.4m based here $616.4m
123 STEVENS CAPITAL MANAGEMENT LP Villanova $416.6m based here $416.6m
124 Patriot Financial Partners GP II, L.P. Villanova $391.3m based here $391.3m
125 BLUESTONE CAPITAL MANAGEMENT, LLC hedge funds, mutual funds · Wayne $390.1m office $390.1m
126 Lehman & Derafelo Financial Resources LLC Media $337.1m based here $337.1m
127 Foundation Wealth Management, LLC\PA asset owner · Media $331.3m based here $331.3m
128 Radnor Financial Advisors, LLC Wayne $284.3m based here $284.3m
129 PATRIOT FINANCIAL PARTNERS GP, LP Villanova $283.5m based here $283.5m
130 Spouting Rock Asset Management, LLC Bryn Mawr $273.2m based here $273.2m
131 Wealthcare Capital Partners, LLC West Chester $242.0m based here $242.0m
132 Azarias Capital Management, L.P. West Chester $229.8m based here $229.8m
133 Hotaling Investment Management, LLC Wayne $221.2m based here $221.2m
134 Holos Integrated Wealth LLC Kennett Square $214.2m based here $214.2m
135 Kades & Cheifetz LLC Berwyn $195.4m based here $195.4m
136 MEMBERS WEALTH LLC Media $182.4m based here $182.4m
137 Rolek Wealth Management LLC Berwyn $178.6m based here $178.6m
138 STONE LOFT WEALTH MANAGEMENT LLC West Chester $175.8m based here $175.8m
139 Flagship Capital Management Inc. Media $158.4m based here $158.4m
140 Hyperion Partners, LLC Berwyn $156.7m based here $156.7m
141 Stillwater Private Wealth, LLC Glen Mills $153.5m based here $153.5m
142 ACT CAPITAL MANAGEMENT, LLC Wayne $153.1m based here $153.1m
143 STONERIDGE INVESTMENT PARTNERS LLC Villanova $152.5m based here $152.5m
144 Planning Capital Management Corp Paoli $150.9m based here $150.9m
145 Wealth Management Solutions, LLC Exton $145.8m based here $145.8m
146 FOREFRONT WEALTH MANAGEMENT INC. Malvern $139.4m based here $139.4m
147 Lynch Investment Planning, LLC Newtown Square $130.2m based here $130.2m
148 Morris Capital Advisors, LLC Malvern $106.0m based here $106.0m
149 Millrace Asset Group, Inc. Berwyn $98.4m based here $98.4m
150 Atairos Partners GP, Inc. Bryn Mawr $41.1m based here $41.1m

177 families; one row per corporate family, linking to its largest page.

Offices and the people at each come from SEC filings (Form ADV: the main office and up to 25 others); 13F filers that file no Form ADV are placed by the address on their filing. “Asset managers” leaves out firms whose clients are mainly individuals (wealth managers), banks, insurers and companies that only file a 13F; the other filters show them. Places from GeoNames (CC BY 4.0), map outlines from Natural Earth.