Best Financial Advisors in EXTON, Pennsylvania
Ranked by SEC regulatory data — fees, complaints, and fiduciary status. Updated quarterly.
5
Registered Firms
0.95%
Median Fee
of assets/year
$302M
Median AUM
5
Firms Listed
in our database
Top-Ranked Advisors in EXTON
#1
100
EHB FINANCIAL RESOURCES MANAGEMNT, INC.
EXTON, PA · Since 2022
$164M AUM1 clientsFee: 0%
FiduciaryFee-Only
#2
100
SUMMIT GROUP RETIREMENT PLANNERS, INC.
EXTON, PA · Since 2017
$302M AUM3 clientsFee: 0%
FiduciaryFee-Only
#3
100
BIRCH RUN INVESTMENTS, LLC
EXTON, PA · Since 2016
$457M AUM2 clientsFee: 0%
FiduciaryFee-Only
#4
95
LEGACY ADVISORY SERVICES, LLC
EXTON, PA · Since 2023
$157M AUM3 clientsFee: 0%
FiduciaryFee-Only
#5
95
PROWELL FINANCIAL MANAGEMENT, LLC
EXTON, PA · Since 2016
$6.9B AUM3 clientsFee: 0%
FiduciaryFee-Only
Frequently Asked Questions
How are advisors ranked?
We use a Red Flag Score (0–100) based on SEC Form ADV disclosures. Firms lose points for disciplinary events, complaints, broker-dealer conflicts, and fees above the 90th percentile for their area.
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.