Best Financial Advisors in EXTON, Pennsylvania
Ranked by SEC regulatory data — fees, complaints, and fiduciary status. Updated quarterly.
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Top-Ranked Advisors in EXTON
BIRCH RUN INVESTMENTS, LLC
EXTON, PA · Since 2016
SUMMIT GROUP RETIREMENT PLANNERS, INC.
EXTON, PA · Since 2017
EHB FINANCIAL RESOURCES MANAGEMNT, INC.
EXTON, PA · Since 2022
PROWELL FINANCIAL MANAGEMENT, LLC
EXTON, PA · Since 2016
LEGACY ADVISORY SERVICES, LLC
EXTON, PA · Since 2023
Frequently Asked Questions
How are advisors ranked?
We use a Trust Score (0–100) based on SEC Form ADV disclosures. Firms start at a base and receive points for positive signals (fiduciary status, years established, client base) with deductions for disciplinary events, complaints, and conflicts.
What's the average financial advisor fee in EXTON?
The median advisory fee in EXTON, PA is 0.95% of assets under management per year, based on Form ADV filings from 5 registered firms.
Where does this data come from?
All data is sourced from SEC.gov Form ADV public filings and FINRA BrokerCheck. These are mandatory regulatory disclosures — every registered advisor must file them.