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
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Top Rated Established Verified3 firms shown
Top-Ranked Advisors in PHOENIXVILLE
#1
88
BOUVEL INVESTMENT PARTNERS, LLC
PHOENIXVILLE, PA · Since 2014
$374M AUM2 clientsFee: 0%
FiduciaryFee-Only
#2
86
BARNSTONE ADVISORS LLC
PHOENIXVILLE, PA · Since 2018
$241M AUM3 clientsFee: 0%
FiduciaryFee-Only
#3
84
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 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 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.