Best Financial Advisors in PHOENIXVILLE, Pennsylvania
Ranked by SEC regulatory data — fees, complaints, and fiduciary status. Updated quarterly.
3
Registered Firms
0.95%
Median Fee
of assets/year
$279M
Median AUM
3
Firms Listed
in our database
Top-Ranked Advisors in PHOENIXVILLE
#1
100
BOUVEL INVESTMENT PARTNERS, LLC
PHOENIXVILLE, PA · Since 2014
$374M AUM2 clientsFee: 0%
FiduciaryFee-Only
#2
100
BARNSTONE ADVISORS LLC
PHOENIXVILLE, PA · Since 2018
$241M AUM3 clientsFee: 0%
FiduciaryFee-Only
#3
100
VERMILLION & WHITE WEALTH MANAGEMENT GROUP
PHOENIXVILLE, PA · Since 2022
$279M AUM2 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 PHOENIXVILLE?
The median advisory fee in PHOENIXVILLE, PA is 0.95% of assets under management per year, based on Form ADV filings from 3 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.