City
Wealth management firms in Exton, Pennsylvania
As of October 2, 2026, 8 wealth management firms, including broker-dealer firms, with their main office in Exton, Pennsylvania reported $7.3 billion in regulatory assets under management; the largest by assets was Prowell Financial Management, LLC, with $6.9 billion.
Showing all wealth firms, including wirehouses and broker-dealer firms. Independent RIAs only
- Wealth management firms
- 8
- Regulatory assets under management
- $7.3 billion
- Average per firm
- $909.4 million
- SEC-registered, of those listed
- 3 of 8 (37.5%)
Firms by assets
| # | Firm | Registration | RAUM | Accounts |
|---|---|---|---|---|
| 1 | Prowell Financial Management, LLC | SEC | $6.9 billion | 404 |
| 2 | Ehb Financial Resources Managemnt, Inc. | SEC | $164.0 million | 90 |
| 3 | Legacy Advisory Services, LLC | SEC | $156.9 million | 325 |
| 4 | Private Wealth Management, LLC | State | $72.0 million | 107 |
| 5 | Whitford Financial Planning | State | $18.7 million | 63 |
| 6 | Comprehensive Financial Advisers | State | $0 | 0 |
| 7 | Conestoga Wealth Management | State | $0 | 0 |
| 8 | Pace Wealth | 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.