Finding a Top Financial Advisor Firm in Chadds Ford, Pennsylvania
Financial advisors can help with a multitude of financial topics, including retirement planning, tax planning and investing. To help you find a financial advisor in Chadds Ford, Pennsylvania, SmartAsset created this list of the top firms in the city. Look through the details of each firm, including their account minimums, investment strategies and more, to figure out which option is best for you. You can also use SmartAsset's free advisor matching tool to get connected directly to advisors who serve your area.
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|Rank||Financial Advisor||Assets Managed||Minimum Assets||Financial Services||More Information|
|1||DT Investment Partners, LLC Find an Advisor||$1,178,298,120||No set account minimum|| || |
Minimum AssetsNo set account minimum
|2||Smithbridge Asset Management, Inc. Find an Advisor||$453,127,230||No set account minimum|| || |
Minimum AssetsNo set account minimum
|3||Stonecrop Wealth Advisors, LLC Find an Advisor||$236,257,415||No set account minimum|| || |
Minimum AssetsNo set account minimum
|4||Chartered Advisory Group Find an Advisor||$155,515,860||Varies based on account type|| || |
Minimum AssetsVaries based on account type
|5||Quinn Wealth Advisors Find an Advisor||$54,226,563||Varies based on account type|| || |
Minimum AssetsVaries based on account type
What We Use in Our Methodology
To find the top financial advisors in Chadds Ford, we first identified all firms registered with the SEC in the city. Next, we filtered out firms that don't offer financial planning services, those that don't serve primarily individual clients and those that have disclosures on their record. The qualifying firms were then ranked according to the following criteria:
- AUMFirms with more total assets under management are ranked higher.
- Individual Client CountFirms who serve more individual clients (as opposed to institutional clients) are ranked higher.
- Clients Per AdvisorFirms with a lower ratio of clients per financial advisor are ranked higher.
- Age of FirmFirms that have been in business longer are ranked higher.
All information is accurate as of the writing of this article. This list may include firms that have a business relationship with SmartAsset, in which SmartAsset is compensated for lead referrals. Such relationships have no impact on our rankings, and firms are included and ranked based strictly on the above criteria.
DT Investment Partners
DT Investment Partners is a fee-only firm leading our list. The firm earns a percentage of assets under management (AUM) for its advisory services, but it also charges fixed fees for services such as consulting.
As for its client types, DT primarily serves individuals and high-net-worth individuals, pension and profit-sharing plans, charitable organizations, trusts, estates, municipalities, corporations and other investment advisors.
Its team currently includes such certifications as chartered financial analyst (CFA) and certified financial planner (CFP).
DT Investment Partners Background
Established in 2011, DT Investment Partners' advisory services feature portfolio management, financial planning, consulting and asset allocation reporting services. Consulting clients can also take advantage of the following ongoing services:
- In-depth quarterly performance reviews of all accounts and managers
- Consultation on investment strategy decisions and money manager selection
- Screening and monitoring of low cost basis portfolios
- Account aggregators that assist clients with understanding and managing their spending and budgeting
- Due diligence and monitoring of alternative investments
DT Investment Partners Investment Strategy
DT Investment Partners uses an active management approach that aims to produce attractive, risk-adjusted returns while balancing principal growth with income requirements for different markets, according to its firm brochure. The firm also regularly employs diversification and asset allocation to achieve low volatility and consistent returns.
DT usually invests in equities, warrants, commercial paper, certificates of deposit (CDs), exchange traded funds (ETFs), real estate investment trusts (REITS), master limited partnerships (MLPS), mutual fund shares and various fixed income securities.
Smithbridge Asset Management
Next on our list is Smithbridge Asset Management. The vast majority of this firm's client base is comprised of individuals both with and without a high net worth. Other clients include pension and profit-sharing plans, charities and businesses. The firm does not have a specific minimum account balance requirement.
Smithbridge is a fee-only firm, meaning it only receives advisory fees directly from clients themselves. That means it does not earn third-party compensation from sales commissions.
The firm features such certifications as a chartered financial analyst (CFA) and certified financial planner (CFP).
Smithbridge Asset Management Background
Smithbridge Asset Management was founded in 1997. The firm provides its clients with both financial planning and portfolio management services. Portfolio management is available on an ongoing basis, and services are comprehensive. Financial planning may include advice on several different topics, such as business planning, college savings planning, estate planning, and more.
The firm is principally owned by Jonathan F. Kolle and Shawn R. Keane. Kolle is the firm's president, and Keane is the firm's vice president. Keane and Kolle have around four decades of wealth management experience between them.
Smithbridge Asset Management Investment Strategy
Smithbridge Asset Management is dedicated to providing investment strategies to each of its clients that meet their specific financial and investment objectives. Advisors work consistently with clients to determine an investment profile, gathering information on their desired risk tolerance in order to determine a proper asset allocation. They also strive to be tax-efficient in their management of client assets.
Smithbridge and its advisors use a range of investments to create client portfolios, including stocks, bonds, exchange-traded funds (ETFs) and mutual funds. However, investment strategies tend to lean more on large-cap U.S. stocks. Its selection of securities is heavily influenced by the use of fundamental methods of analysis.
Stonecrop Wealth Advisors
Stonecrop Wealth Advisors works with families and non-profits to make financial plans that will bring people closer to their goals with the money they have available. The firm doesn't have a minimum account size and offers an array of services from investment management to structured notes and financial planning.
Its team currently includes such certifications as a chartered financial analyst (CFA) and certified financial planner (CFP). The investment committee also includes two individuals from Chadds Ford Wealth Partners, a different firm.
Stonecrop Wealth Advisors Background
The firm was founded in 2020 by Douglas R. MacGray, whose wealth management experience extends over 20 years. Prior to Stonecrop, Douglas founded and led Compass Ion Advisors and the founder of Andesa Investment Solutions. Logan D. MacGray, who has earned the CFA designation, is also on staff and directs all investments for the firm.
Stonecrop Wealth Advisors Investment Strategy
Stonecrop Wealth Advisors offers a 5-step investment process that looks like this:
- Risk assessment
- Develop forward-looking risk, return and correlation assumptions for asset classes
- Optimize asset allocation
- Search for and hire quality fund managers
- Continuously monitor the portfolio
The firm invests mostly in mutual funds, ETFs and bonds.
Chartered Advisory Group
Chartered Advisory Group works solely with individual clients, though only a small number of those individuals have a high net worth. The minimum opening investment at this firm varies by account type, with requirements ranging from $25,000 to $250,000. All minimums are negotiable.
Chartered Advisory Group is a fee-based operation. That means that some of its advisors can earn commissions when they sell certain insurance products or securities. Despite the potential conflict of interest, this creates, the firm abides by fiduciary duty, legally binding it to act in clients' best interests.
Chartered Advisory Group Background
Chartered Advisory Group was founded in 1996 by Bill Kantner IV. It was registered as an investment advisor only in the state of Pennsylvania from 2001 to 2011, before registering with the SEC in 2011. This firm provides both comprehensive financial planning and asset management services. Its financial planning services help individuals develop and achieve their long-term financial goals, whatever they may be. However, its main focus is on retirement planning, from your working years to retiree life. The firm's asset management services include bottom-up portfolio creation, continuous account supervision and more. It offers wrap fee programs as well.
Today, Kantner still owns the firm. Altogether, the advisors at this firm have more than five decades of collective financial services experience.
Chartered Advisory Group Investment Strategy
Chartered Advisory Group looks to personalize its investment strategies based on the individual needs of each of its clients. Clients are also permitted to impose specific restrictions on the management of their money. Advisors work with clients to craft individualized investment programs that reflect their financial and investment objectives. The firm may also utilize model portfolios when crafting strategies for clients. These model portfolios may be from internal or external resources.
Advisors at Chartered use both fundamental and technical methods of analysis to help them inform their investment decisions. They implement investment strategies using mainly long-term purchases, short-term purchases and trading. Types of investments are usually limited to stocks, certificates of deposit (CDs), variable annuities, fixed and equity-indexed annuities and mutual funds.
Quinn Wealth Advisors
Quinn Wealth Advisors (QWA) is the last firm on our list. The firm works mainly with non-high-net-worth individual clients, though a handful of its client base is made up of individuals with a high net worth and charitable organizations. The minimum investment requirement at QWA is $100,000 for equity accounts and $250,000 for fixed-income accounts.
Because QWA is a fee-only firm, its sole form of compensation is the advisory fees that clients pay directly to it.
Quinn Wealth Advisors Background
Kevin Quinn, Quinn Wealth Advisors' only employee and advisor, founded the firm in 2012. He has over 30 years of experience providing clients with custom wealth management services. As for advisory services, QWA looks to help clients with all aspects of wealth management, from portfolio management and asset allocation to financial planning and consulting. Financial planning services may encompass whatever issues a client is looking for guidance on, including cash flow analysis, retirement planning, and review of 401k accounts. Portfolio management is carried out on an ongoing basis.
Kevin Quinn's official title at the firm is president, and he holds a master of business administration (MBA). QWA is a part of Independent Wealth Partners, LLC.
Quinn Wealth Advisors Investment Strategy
The investment strategies at Quinn Wealth Advisors are based on the investment objectives of each individual client. The firm goes to great lengths to learn about and stay up to date with every client's financial situation, risk tolerance, time horizon, investment objectives and more. It does this to ensure that it builds out a portfolio properly and effectively. The firm looks to allocate client assets among a variety of securities in order to maintain diversification.
QWA uses an active style of portfolio management, stressing low volatility and constant returns. When it comes to evaluating potential investments for portfolios, it primarily uses fundamental and technical methods of analysis. The firm typically invests in equities, warrants, commercial paper, certificates of deposit (CDs), exchange-traded funds (ETFs), master limited partnerships (MLPs), real estate investment trusts (REITs), mutual funds and fixed-income securities.