City
Wealth management firms in Kennett Square, Pennsylvania
As of October 2, 2026, 5 wealth management firms, including broker-dealer firms, with their main office in Kennett Square, Pennsylvania reported $2.1 billion in regulatory assets under management; the largest by assets was Brandywine Oak Private Wealth LLC, with $1.6 billion.
Showing all wealth firms, including wirehouses and broker-dealer firms. Independent RIAs only
- Wealth management firms
- 5
- Regulatory assets under management
- $2.1 billion
- Average per firm
- $415.9 million
- SEC-registered, of those listed
- 4 of 5 (80.0%)
Firms by assets
| # | Firm | Registration | RAUM | Accounts |
|---|---|---|---|---|
| 1 | Brandywine Oak Private Wealth LLC | SEC | $1.6 billion | 2,836 |
| 2 | Legacy Solutions, LLC | SEC | $243.8 million | 729 |
| 3 | Holos Integrated Wealth | SEC | $233.1 million | 647 |
| 4 | Phronimos Capital, LLC | State | $30.7 million | 32 |
| 5 | Earlybird Advisors LLC | SEC | $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.