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Your Guide to the Main Line Region’s Wealth Management Firms

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Photo by Adobe Stock / Ngampol

There are plenty of trusted wealth management firms throughout the Philadelphia suburbs that can help you make the best financial decisions.

Your personal finances can be difficult to manage on your own. Whether you’re looking for assistance with retirement planning, tax strategy or investment advice, turn to the experts at these wealth management firms to help you get your finances in order.

CHESTER COUNTY

Black Oak Wealth Management

177 Mowere Road, Phoenixville, (610) 430-7990

Blessing Financial

225 S Church St, Suite 304, West Chester, (610) 436-5257

Bowen Asset Management LLC

913 Roundelay Lane, West Chester, (610) 793-1001

Brandywine Oak Private Wealth

500 Old Forge Lane, Suite 501, Kennett Square, (484) 785-0050

Brumbaugh Wealth Management

415 Eagleview Blvd, Suite 110, Exton, (610) 458-2495

Bryn Mawr Trust (a WSFS Company)

1436 Lancaster Ave, Berwyn, (610) 527-1881

Chester Springs Wealth Management Group

760 Constitution Drive, Suite 110, Exton, (610) 458-0808

Conestoga Wealth Management

600 Eagleview Blvd, Suite 300, Exton, (610) 241-8711

Creative Capital Wealth Management Group

1208 Kimberton Road, Chester Springs, (610) 560-2003

Delphi Wealth Management Group

805 Springdale Drive, Exton, (484) 928-1703

Dynasty Advisors LLC

1224 W Lincoln Hwy, Suite 200, Coatesville, (866) 284-1314

Edward Jones

Various locations

Forge Wealth Management LLC

1 Country View Road, Suite 203, Malvern, (484) 588-5432

FPA Wealth Management

300 Willowbrook Lane, Suite 315, West Chester, (610) 627-5566

Great Oak Wealth Management

101 Lindenwood Drive, Suite 225, Malvern, (484) 986-2002

Guided Wealth Management

535 N Church St, Suite 202, West Chester, (610) 701-8427

Kempner Wealth Management

1065 Andrew Drive, West Chester, (215) 589-7105

Key Financial Inc.

1045 Andrew Drive, Suite A, West Chester, (610) 429-9050

Lincoln Financial Group

45 Darby Road, Paoli, (610) 651-0785; 850 Cassatt Road, Berwyn, (610) 727-4903

Malvern Bank (Private Client Office)

940 Baltimore Pike, Glen Mills, (610) 558-1555

Malvern Capital Management

5 Great Valley Pkwy, Suite 226, Malvern, (610) 979-1462

Market Street Wealth Management

999 West Chester Pike, Suite 202, West Chester, (610) 692-3200

Merrill Lynch Wealth Management

224 Valley Creek Blvd, Exton, (610) 594-6388

Newbridge Wealth Management LLC

1000 Westlakes Drive, Suite 130, Berwyn, (484) 329-8877

Northwestern Mutual

200 N High St, Suite 300, West Chester, (610) 225-6555

Revisionist Wealth

107 E Lancaster Ave, Suite 102, Downingtown, (484) 517-4422

RTD Financial

101 Lindenwold Drive, Suite 225, Malvern, (215) 557-3800

Schuylkill Financial LLC

600 Eagleview Blvd, Suite 300, Exton, (484) 318-7188

SLA Financial

535 N Church St, Suite 302, West Chester, (610) 436-9222

Stifel

15 E Gay St, West Chester, (484) 653-3733

Trinity Wealth Management

1000 Westlakes Drive, Suite 275, Berwyn, (610) 296-2020

Troutman Wealth Management LLC

101 Lindenwood Drive, Suite 225, Malvern, (877) 393-9660

The Vanguard Group

100 Vanguard Blvd, Malvern, (877) 662-7447

Vermillion and White Wealth Management Group LLC

521 Kimberton Road, Phoenixville, (610) 977-2098

Warren Financial

7 Dowlin Forge Road, Exton, (610) 363-2000

Wealth Advisory Group

1055 Westlakes Drive, Suite 130, Berwyn, (610) 225-1000

Wealth Enhancement Group

4 Mystic Lane, Malvern, (610) 251-9393

Wealth Management Solutions LLC

300 N Pottstown Pike, Suite 240, Exton, (610) 524-7031

Weidner Financial Group Inc.

32 W Lancaster Ave, Downingtown, (610) 518-9020

Wells Fargo Advisors

Various locations

Zajac Group

740 Springdale Drive, Suite 204, Exton, (610) 719-0900

DELAWARE COUNTY

Bloomingdale Wealth Management LLC

123 Bloomingdale Ave, Suite 300, Wayne, (610) 989-9300

Brinker Financial

2727 West Chester Pike, Broomall, (610) 446-3500

Connelly and Moore Wealth Management Group of Wells Fargo Advisors

2093 Dutton Mill Road, Newtown Square, (610) 993-9200

Dan White & Associates LLC

51 Woodland Drive, Glen Mills, (610) 358-8942

Diamond State Financial Group

200 E State St, Suite 303, Media, (610) 565-9550

Diversified

480 E Swedesford Road, Suite 120, Wayne, (610) 627-5920

Eckroth Financial Group

18 Campus Blvd, Suite 100, Newtown Square, (610) 553-3519

Edelman Financial Engines

225 Wilmington West Chester Pike, Suite 200, Chadds Ford, (833) 752-6333

Edward Jones

Various locations

Evolution Financial Group

1400 N Providence Road, Suite 3007, Media, (610) 891-9700

Explore Financial Group

24 Veterans Sq, Media, (888) 540-1401

FiscalWise Inc.

516 South Ave, Media, (610) 891-7760

Flagship Capital Management

2 W Baltimore Ave, Suite 200, Media, (610) 565-9580

Foundation Wealth Management

9 W Third St, Media, (610) 548-7170

Grace Financial Advisors LLC

111 Brookside Road, Newtown Square, (610) 356-1110

The Haverford Trust Company

100 Matsonford Road, Radnor, (610) 995-8700

CBIZ InR Advisory Services LLC

115 W State St, Suite 300, Media, (610) 891-1677

Kathmere Capital Management

435 Devon Park Drive, Suite 715, Wayne (610) 989-3900

Merrill Lynch Wealth Management

435 Devon Park Drive, Suite 715, Wayne, (610) 989-3900

Northwestern Mutual

170 N Radnor Chester Road, Suite 105, Radnor, (610) 254-5054

P&I Services

1489 Baltimore Pike, Suite 201, Springfield, (484) 472-7402

Paragon Capital Advisors LLC

1489 Baltimore Pike, Suite 207, Springfield, (610) 613-5872

Radnor Financial Advisors LLC

485 Devon Park Drive, Suite 119, Wayne, (610) 975-0280

Radnor Wealth Advisors

515 E Lancaster Ave, Wayne, (610) 601-4942

Rappaport Wealth Management

150 Radnor Chester Road, Suite F200, Radnor, (610) 293-8005

Rogers & Rogers

90 S Newtown Street Road, Suite 12, Newtown Square, (610) 325-9050

Rose Valley Asset Management

21 W Front St, Suite 300, Media, (610) 544-0900

Smithbridge Asset Management, Inc.

6 Hillman Drive, Suite 101, Chadds Ford, (610) 361-9141

Steven G. Blum and Associates LLC

801 Yale Ave, Swarthmore, (877) 275-2586

Stone Pine Financial Partners

208 W Front St, Media, (610) 565-9181

Swarthmore Financial Advisors Ltd.

113 N Olive St, Media, (610) 892-9922

Velocity Concepts

1 W Second St, Media, (484) 234-0580

Vermillion and White Wealth Management Group LLC

150 N Radnor Chester Road, Suite F-200, Radnor, (610) 977-2098

Wealth Planning Group LLC

133 Commons Court, Chadds Ford, (484) 800-8038

MONTGOMERY COUNTY

Baird Private Wealth Management

4 Sentry Parkway East, Suite 102, Blue Bell, (610) 238-6630

Baldwin Management

1001 Conshohocken State Road, Suite 1-202, West Conshohocken, (610) 260-1555

BLB&B Advisors LLC

103 Montgomery Ave, Montgomeryville, (215) 643-9100

Boenning & Scattergood

200 Barr Harbor Drive, Suite 300, West Conshohocken, (610) 832-1212

Brandywine Wealth Management

300 Welsh Road, Building 1, Suite 100, Horsham, (215) 830-1450

Bryn Mawr Trust (a WSFS Company)

801 Lancaster Ave, Bryn Mawr, (610) 581-4700

Certior Financial Group

20104 Valley Forge Circle, King of Prussia, (610) 783-7010

Comprehensive Financial Professionals Inc.

1000 Walnut St, Suite 108, Lansdale, (215) 393-5288

Cooper Eagle LLC

1493 Yeager Road, Royersford; 200 Lawrence Drive, West Chester; (484) 519-2667

Dakota Wealth Management

1777 Sentry Parkway West, VEVA 14, Suite 102, Blue Bell, (484) 572-0500

Dynasty Advisors LLC

200 Barr Harbor Drive, Suite 400, West Conshohocken, (866) 284-1314

Edelman Financial Engines

600 W Germantown Pike, Suite 100, Plymouth Meeting, (833) 752-6333

Edward Jones

Various locations

Financial Strategies Advisory LLC

105 Montgomery Ave, Suite 1053, Montgomeryville, (215) 997-5700

Firstrust Financial Resources

15 E Ridge Pike, Conshohocken, (215) 569-3110

Flagship Financial LLC

740 W Main St, Trappe, (610) 831-2195

Great Oak Wealth Management

2295 Wells Road, Pottstown, (484) 986-2002

Gwynedd Wealth Partners LLC

600 W Germantown Pike, Suite 400, Plymouth Meeting, (610) 940-1707

Informed Family Financial Services

2570 Boulevard of the Generals, Suite 223, Norristown, (610) 630-4495

Ironview Capital Management

200 Barr Harbor Drive, Suite 400, Conshohocken, (215) 793-0111

Kodiak Wealth Management

1 Schuylkill Pkwy, Suite 15, Bridgeport, (610) 275-5634

Limerick Financial Group LLC

675 N Lewis Road, Limerick, (610) 495-7911

Lincoln Financial Group

480 Andrew Road, Huntingdon Valley, (215) 875-8721

Lord and Kees Financial Systems Inc.

24 Evergreen Road, Norristown, (610) 491-9098

McMorrow Financial

379 E Main St, Collegeville, (484) 854-9900

Meridian Wealth Partners

653 Skippack Pike, Suite 210, Blue Bell, (610) 272-4700

Mill Creek Capital Advisors LLC

161 Washington St, Suite 1500, Conshohocken, (610) 941-7700

Morgan Stanley

100 Front St, West Conshohocken, (610) 260-8500

Moyer Wealth Management

411 Doylestown Road, Unit 706, Montgomeryville, (866) 723-7276

Northwestern Mutual

1000 Continental Drive, Suite 695, King of Prussia (610) 975-9900

Ochotny Wealth Management

1816 W Point Pike, Suite 122, Lansdale, (215) 699-6511

Preservation Wealth Management

630 Freedom Business Center Drive, King of Prussia, (610) 768-7789

PTM Wealth Management LLC

1501 Lower State Road, Building D, Suite 206, North Wales, (267) 317-1515

Riverwalk Wealth Management

100 W Third Ave, Suite 100, Conshohocken, (610) 940-9293

Romano & Romano Financial LLC

1120 Welsh Road, Suite 180, North Wales, (215) 646-1772

RTD Financial

2 Bala Plaza, Bala Cynwyd, (215) 557-3800

Sage Financial Group

300 Barr Harbor Drive, Suite 200, West Conshohocken, (484) 342-4400

Sensenig Capital Advisors Inc.

100 Springhouse Drive, Suite 107, Collegeville, (610) 584-9700

STAND Financial Services Inc.

5 N Cannon Ave, Suite 103, Lansdale, (215) 872-9856

Stifel

20 Ash St, Conshohocken, (610) 567-1900

Thrive Wealth Management LLC

2650 Audubon Road, Audubon; 350 Sentry Pkwy, Building 670, Suite 205, Blue Bell; (215) 376-5530

VCM Wealth

1026 Blacksmith Lane, Collegeville, (610) 489-3018

Vested Advisors LLC

480 Penbrook Pkwy, Lansdale, (267) 649-7642

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