City
Wealth management firms in Downingtown, Pennsylvania
As of October 2, 2026, 10 wealth management firms, including broker-dealer firms, with their main office in Downingtown, Pennsylvania reported $1.2 billion in regulatory assets under management; the largest by assets was Bruton Chisnell Advisors, LLC, with $772.5 million.
Showing all wealth firms, including wirehouses and broker-dealer firms. Independent RIAs only
- Wealth management firms
- 10
- Regulatory assets under management
- $1.2 billion
- Average per firm
- $119.5 million
- SEC-registered, of those listed
- 3 of 10 (30.0%)
Firms by assets
| # | Firm | Registration | RAUM | Accounts |
|---|---|---|---|---|
| 1 | Bruton Chisnell Advisors, LLC | SEC | $772.5 million | 2,186 |
| 2 | Eagle Investment Advisors | SEC | $186.1 million | 260 |
| 3 | Calder Financial LLC | SEC | $134.8 million | 247 |
| 4 | Groundwork Wealth Management, LLC | State | $39.3 million | 90 |
| 5 | Wood J D & Co | State | $19.9 million | 6 |
| 6 | Kriczky Wealth Management LLC | State | $17.9 million | 14 |
| 7 | Revisionist Wealth Advisors, LLC | State | $17.1 million | 62 |
| 8 | Megaannum Capital, LLC | State | $7.5 million | 55 |
| 9 | SP Retirement LLC | State | $0 | 0 |
| 10 | Throughline Financial Planning | State | $0 | 0 |
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.