City
Wealth management firms in Chadds Ford, Pennsylvania
As of October 2, 2026, 8 wealth management firms, including broker-dealer firms, with their main office in Chadds Ford, Pennsylvania reported $4.4 billion in regulatory assets under management; the largest by assets was DT Investment Partners, LLC, with $1.9 billion.
Showing all wealth firms, including wirehouses and broker-dealer firms. Independent RIAs only
- Wealth management firms
- 8
- Regulatory assets under management
- $4.4 billion
- Average per firm
- $555.9 million
- SEC-registered, of those listed
- 5 of 8 (62.5%)
Firms by assets
| # | Firm | Registration | RAUM | Accounts |
|---|---|---|---|---|
| 1 | DT Investment Partners, LLC | SEC | $1.9 billion | 1,695 |
| 2 | Chadds Ford Wealth Partners, LLC | SEC | $1.3 billion | 176 |
| 3 | Smithbridge Asset Management, Inc. | SEC | $830.7 million | 1,096 |
| 4 | PF Advisors | SEC | $238.4 million | 8 |
| 5 | Chartered Advisory Group | SEC | $127.7 million | 761 |
| 6 | 3rd Level Analytics | State | $4.3 million | 17 |
| 7 | Ambrose Wealth Management | State | $3.0 million | 27 |
| 8 | The Lyttle Company, LLC | State | $2.9 million | 5 |
Wealth management firms in Pennsylvania, including every city.
Data as of October 2, 2026, from Form ADV. Sources: SEC registered adviser data (ia100226.zip) and IAPD compilation reports. How the directory is built.