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Find Top Financial Advisors in Chadds Ford, Pennsylvania

There are hundreds of financial professionals in your area. However, choosing the right advisor that understands your financial situation and meets your needs may be quite daunting. WiserAdvisor has a network of vetted financial advisors and advisory firms and has listed them below. You can find the details of each advisor, such as their qualifications, service offerings, etc., that you could use while searching for the financial advisor that best suits your financial and investment goals.

We have been in business for the last 2 decades and constantly update and maintain a highly trusted directory of vetted fiduciary advisors that meet rigorous standards.

Finding the Top Financial Advisor in Chadds Ford, Pennsylvania

Last Updated - May 25, 2025

Chadds Ford has 12 WiserAdvisor vetted Financial Planners and Advisors on the online list below for you to choose from. These financial advisors in Chadds Ford, Pennsylvania have an average of 17 years of experience.

NOTE: The list of vetted financial advisors in Chadds Ford, Pennsylvania mentioned below does not include all the advisors in our network due to their compliance listing restrictions. More vetted advisors may be available when you use our free match service to compare financial advisors near you in Chadds Ford, Pennsylvania.

Qualified Financial Advisors in Chadds Ford, Pennsylvania

Financial Advisor Experience AUM Minimum Assets Fee Structure
Scott McGraw
MERIT INVESTMENT MANAGEMENT
2 West Market Street,
Suite 100,
West Chester, PA 19375
30 Years $12,000,000 $0 Fee-Only
Diversified, LLC
CFP®
3705 Concord Pike,
Talleyville Postal Store, DE 19803
Not Disclosed $1,900,000,000 $250,000 Fee-Based
Vanguard Personal Advisor
100 Vanguard Blv V26,
Malvern, PA 19355
Not Disclosed Not Specified Not Specified Fee-Based
Matthew Haraburda
CFP®, CFA®
BERNARDO WEALTH PLANNING
527 Green Hill Lane,
Berwyn, PA 19312
11 Years $160,000,000 $500,000 Fee-Based
Sequoia Financial Group
1205 Westlakes Dr., Suite 270,
Berwyn, PA 19312
Not Disclosed Not Specified $0 Fee-Based
Edelman Financial Engines, LLC
100 Front Street,
Suite 1210,
West Conshohocken, PA 19428
457 Haddonfield Road,
Cherry Hill, NJ 08002
Not Disclosed $205,600,000,000 Not Specified Fee-Only
Edelman Financial Engines, LLC
6081 Hamilton Boulevard,
Suite 600,
Allentown, PA 18106
Not Disclosed $270,770,414,647 Not Specified Fee-Only
Chris Schiesser
CFP®
PRUDENTIAL
303 International Cir #105,
Hunt Valley, MD 21030
11 Years $100,000,000 Not Specified Not Specified
Edelman Financial Engines, LLC
901 Dulaney Valley Road,
Suite 901,
Towson, MD 21204
Not Disclosed $270,770,414,647 Not Specified Fee-Only
Facet
400 East Pratt Street,
8th Floor,
Baltimore, MD 21202
Not Disclosed Not Specified Not Specified Fee-Only
Edelman Financial Engines, LLC
4050 Crums Mill Road,
Suite 204,
Harrisburg, PA 17112
Not Disclosed $270,770,414,647 Not Specified Fee-Only

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Information on Qualified Financial Advisors in Chadds Ford, Pennsylvania

Qualifications CRD# 4589494
Firm CRD# 149663
Series 65

Compensation/Fee Fee-Only, Based on Assets


Office Location 2 West Market Street,
Suite 100,
West Chester,
PA
19375
Phone Number 484-473-8413

Scott McGraw is the founder & Chief Investment Officer of MERIT. He has over 30+ years of professional experience in investment management, investment banking & consulting in financial services. Scott earned his undergraduate degree in Finance at Boston College and his MBA in Finance at The Wharton School at the University of Pennsylvania. Scott resides in Kennett Square, PA with his wife & two children.

About MERIT Investment Management

MERIT Investment Management

MERIT helps client achieve financial success. Our comprehensive service includes financial planning, investment management & financial advisory services. MERIT is an independent Registered Investment Advisor (RIA) & a Fiduciary, working solely in our clients' best interests. We offer clients a high level of service, low fees and great value.

Advisory Services Provided:

Financial Planning, Portfolio Management, Retirement Planning, 401K Rollovers, Wealth Management, Money Management, Risk Management, Education Funding and Planning, Financial Advice & Consulting, Financial Planning for Individuals, Financial Planning for Businesses, Investment Advice & Management, Tax Advice and Services, Legal Advice and Services, Estate Planning & Trusts


Qualifications Firm CRD# 331709
Series 65

Compensation/Fee Fee-Based, Based on Assets


Office Location 3705 Concord Pike,
Talleyville Postal Store,
DE
19803
Phone Number 302-765-3500

About Diversified, LLC

Diversified, LLC

Wealth is a good thing. Lifelong wealth is even better.
At Diversified, our clients know that while life isn't without change and challenge, it's how they manage it that makes all the difference. They also know that they need to surround themselves with people who truly care about them. As a local family business serving executives, professionals, and retirees in Delaware and Pennsylvania, we welcome the opportunity to be included in your circle of trusted advisors. We realize we'll need to earn it, and once we do, we promise to keep it.

Advisory Services Provided:

Financial Planning, Portfolio Management, Retirement Planning, 401K Rollovers, Wealth Management, Money Management, Risk Management, Education Funding and Planning, Financial Advice & Consulting, Financial Planning for Individuals, Financial Planning for Businesses, Investment Advice & Management, Tax Advice and Services, Legal Advice and Services, Estate Planning & Trusts, Insurance Products & Annuities


Qualifications Firm CRD# 106715

Compensation/Fee Fee-Based


Office Location 100 Vanguard Blv V26,
Malvern,
PA
19355
Phone Number 800-211-7806

Vanguard Personal Advisor® gives you ongoing access to advisors who will act in your best interests, a custom financial plan built to help withstand market volatility and economic shifts, strategies to maximize your income in retirement, and real-time tracking towards your goals. All at a low cost.

About Vanguard Personal Advisor

Vanguard Personal Advisor

With money, comes questions. From how to maximize your retirement income to knowing the appropriate investment strategy based on your goals - it can be a lot to think about. We're by your side to help you feel confident about your future. Our advisors value true partnerships. They'll work closely with you to create a personalized plan to help you reach your goals and are available to connect whenever you have questions. *Non-client promotion. WiserAdvisor receives compensation for anyone matched with Vanguard via its financial advisor matching service.

Advisory Services Provided:

Retirement Planning, Education Funding and Planning


Qualifications CRD# 6078579
Firm CRD# 288705
Series 7, 52, 55, 63

Compensation/Fee Fee-Based, Based on Assets


Office Location 527 Green Hill Lane,
Berwyn,
PA
19312
Phone Number 610-420-0224

Matt is a Chartered Financial Analyst (CFA®) charter holder and Certified Financial Planner (CFP®). Matt spent the beginning of his career as the co-head of HY trading at Morgan Stanley Wealth Management and before joining Bernardo Wealth Planning was the head of equity capital markets at Fortress Investment Group. After spending nearly a decade as an institutional trader Matt move into financial planning where he enjoys working with and getting to know clients. Matt currently serves as the Chief Investment Officer and financial advisor at Bernardo Wealth Planning. Matt grew up in the Philadelphia area and he and his wife, Becca, reside in Berwyn, PA.

About Bernardo Wealth Planning

Bernardo Wealth Planning

We aim to work as a team at Bernardo Wealth Planning and have specialists within each area of financial planning who all hold a CFP designation. We begin the relationship by having an introduction call to discuss the client's goals and give an overview of the firm and our process to see if we would be a good fit. Next, we would schedule an inventory meeting with our director of Financial Planning to review the client's current financial situation and talk more specifically about the client's goals. Once we have gathered the client's financial information and discussed goals, we would spend approximately 2 weeks preparing a financial plan to present to the client which can be done in person or virtually, whichever the client prefers. The financial plan covers all areas of traditional financial planning such as investments, retirement, taxes, estate planning, insurance, cash flow planning, etc. Upon presenting the financial plan and providing recommendations we would ask if the client would like to engage the firm for investment management services of their accounts.

Advisory Services Provided:

Financial Planning, Portfolio Management, Retirement Planning, 401K Rollovers, Wealth Management, Money Management, Education Funding and Planning, Financial Planning for Individuals, Financial Planning for Businesses, Investment Advice & Management, Tax Advice and Services, Estate Planning & Trusts


Qualifications Firm CRD# 117756
Series 7

Compensation/Fee Fee-Based, Based on Assets


Office Location 1205 Westlakes Dr., Suite 270,
Berwyn,
PA
19312
Phone Number 888-225-3777

About Sequoia Financial Group

Sequoia Financial Group

Sequoia uses the depth of our resources and the diversity of our talent to bring the right advisory team to every client. To do so, we've built a team culture where advisors and technicians can focus on specialization that matches their clients' needs. We bring clarity through our planning advice and asset management, accelerated by our custom technology platform and operational expertise. You are the central figure in your financial story, and you deserve an advisory team that will create an experience that is Built For You. Sequoia Financial Group offers full-service, comprehensive wealth management services. Wealth Planning - Our specialized, in-house Wealth Planning team takes a holistic approach to your finances, delivering comprehensive financial analysis, personalized strategies, and a built-for-you wealth plan you can put into action right away. Asset Management - Our team of investment experts is committed to achieving results for you. We employ a data-driven approach, meticulously and continuously evaluating the investment landscape. Family Office Services - Sequoia Sentinel serves families of exceptional means through long-term thinking, comprehensive planning, and robust investment capabilities. We prioritize preserving your legacy. What you can expect from Sequoia Financial Group: Objectivity - We are fiduciaries, we strive to simplify complex financial decisions so that our clients can take center stage. Service Across The Full Wealth Continuum - We proudly serve clients with diverse sources and substance of wealth, leveraging our operational expertise to support advisory teams focused on clients they love. Specialized Teams - We empower advisor teams to prioritize planning for and being with their clients. Our advisors and technical specialists are empowered to build practice groups with similar needs and expectations.

Advisory Services Provided:

Financial Planning, Portfolio Management, Retirement Planning, 401K Rollovers, Wealth Management, Money Management, Risk Management, Education Funding and Planning, Financial Advice & Consulting, Financial Planning for Individuals, Financial Planning for Businesses, Investment Advice & Management, Estate Planning & Trusts, Insurance Products & Annuities


Qualifications Firm CRD# 104510

Compensation/Fee Fee-Only, Based on Assets


Office Location 100 Front Street,
Suite 1210,
West Conshohocken,
PA
19428
Phone Number 877-208-7414

Office Location 457 Haddonfield Road,
Suite 310,
Cherry Hill,NJ 08002
Phone Number 877-208-7414

About Edelman Financial Engines, LLC

Edelman Financial Engines, LLC

Since 1986, Edelman Financial Engines has been committed to always acting in the best interests of our clients. We were founded on the belief that all investors - not just the wealthy - deserve access to personal, comprehensive financial planning and investment advice. Today, we are America's top independent investment advisory firm as recognized by Barron's1 (September 2024, based on data within a 12-month period). With 143+ offices across the country and 1.3 million clients (as of September 30, 2024), we manage more than $300 billion in assets. 1.The Barron's 2024 Top 100 RIA Firms list, a ninth-year ranking of independent advisory firms, is qualitative and quantitative, including assets managed by the firms, technology spending, staff diversity, succession planning and other metrics. Firms elect to participate but do not pay to be included in the ranking. Ranking awarded each September based on data within a 12-month period. Investor experience and returns are not considered.


Qualifications Firm CRD# 104510

Compensation/Fee Fee-Only, Based on Assets


Office Location 6081 Hamilton Boulevard,
Suite 600,
Allentown,
PA
18106
Phone Number 877-208-7414

About Edelman Financial Engines, LLC

Edelman Financial Engines, LLC

Since 1986, Edelman Financial Engines has been committed to always acting in the best interests of our clients. We were founded on the belief that all investors - not just the wealthy - deserve access to personal, comprehensive financial planning and investment advice. Today, we are America's top independent investment advisory firm as recognized by Barron's1 (September 2024, based on data within a 12-month period). With 143+ offices across the country and 1.3 million clients (as of September 30, 2024), we manage more than $300 billion in assets. 1.The Barron's 2024 Top 100 RIA Firms list, a ninth-year ranking of independent advisory firms, is qualitative and quantitative, including assets managed by the firms, technology spending, staff diversity, succession planning and other metrics. Firms elect to participate but do not pay to be included in the ranking. Ranking awarded each September based on data within a 12-month period. Investor experience and returns are not considered.


Qualifications CRD# 5023056
Firm CRD# 8733
Series 6, 7, 63, 65


Office Location 303 International Cir #105,
Hunt Valley,
MD
21030
Phone Number 410-937-7578

As a CFP®, I am held to the highest professional and ethical standards. With over 20 years experience, I help remove the guesswork and help you understand the implications of all financial decisions.

I take time to educate my clients, never losing sight of each individual's risk tolerance, time-frame, and experience. My comprehensive approach to helps you realize your financial goals.

I'm Most Proud Of: Hearing from clients about how financial planning helped improve their life, overcome challenges, and develop confidence for the future. There's nothing better!

About Prudential

Prudential

Prudential Advisors is a renowned financial services leader with a rich history of helping individuals and institutions pursue financial security and prosperity. We are dedicated to providing comprehensive financial planning and advisory services. Our mission is to help individuals, families, and businesses achieve their financial goals through personalized and strategic financial solutions.


Qualifications Firm CRD# 104510

Compensation/Fee Fee-Only, Based on Assets


Office Location 901 Dulaney Valley Road,
Suite 901,
Towson,
MD
21204
Phone Number 877-208-7414

About Edelman Financial Engines, LLC

Edelman Financial Engines, LLC

Since 1986, Edelman Financial Engines has been committed to always acting in the best interests of our clients. We were founded on the belief that all investors - not just the wealthy - deserve access to personal, comprehensive financial planning and investment advice. Today, we are America's top independent investment advisory firm as recognized by Barron's1 (September 2024, based on data within a 12-month period). With 143+ offices across the country and 1.3 million clients (as of September 30, 2024), we manage more than $300 billion in assets. 1.The Barron's 2024 Top 100 RIA Firms list, a ninth-year ranking of independent advisory firms, is qualitative and quantitative, including assets managed by the firms, technology spending, staff diversity, succession planning and other metrics. Firms elect to participate but do not pay to be included in the ranking. Ranking awarded each September based on data within a 12-month period. Investor experience and returns are not considered.


Qualifications Firm CRD# 285961

Compensation/Fee Fee-Only, Flat Fee


Office Location 400 East Pratt Street,
8th Floor,
Baltimore,
MD
21202
Phone Number 443-376-6222

About Facet

Facet

At Facet, it's simple. Financial planning should be for everyone (not just the wealthy). It starts with an affordable flat planning fee (which won't change even as your money grows) that sets us apart from traditional firms. Every Facet member works with a CERTIFIED FINANCIAL PLANNER professional who puts you first and will adapt and evolve your personalized financial roadmap as your life and needs change. Book a free, no obligation intro call with Facet today to learn about membership options.

Advisory Services Provided:

Financial Planning, Portfolio Management, Retirement Planning, 401K Rollovers, Wealth Management, Money Management, Education Funding and Planning, Financial Advice & Consulting, Financial Planning for Individuals, Investment Advice & Management, Tax Advice and Services, Estate Planning & Trusts


Qualifications Firm CRD# 104510

Compensation/Fee Fee-Only, Based on Assets


Office Location 4050 Crums Mill Road,
Suite 204,
Harrisburg,
PA
17112
Phone Number 877-208-7414

About Edelman Financial Engines, LLC

Edelman Financial Engines, LLC

Since 1986, Edelman Financial Engines has been committed to always acting in the best interests of our clients. We were founded on the belief that all investors - not just the wealthy - deserve access to personal, comprehensive financial planning and investment advice. Today, we are America's top independent investment advisory firm as recognized by Barron's1 (September 2024, based on data within a 12-month period). With 143+ offices across the country and 1.3 million clients (as of September 30, 2024), we manage more than $300 billion in assets. 1.The Barron's 2024 Top 100 RIA Firms list, a ninth-year ranking of independent advisory firms, is qualitative and quantitative, including assets managed by the firms, technology spending, staff diversity, succession planning and other metrics. Firms elect to participate but do not pay to be included in the ranking. Ranking awarded each September based on data within a 12-month period. Investor experience and returns are not considered.


Customer Reviews

The client testimonials appearing above may not necessarily be representative of all client experiences with WiserAdvisor. You may click on the number of total reviews hyperlinked above to review the entirety of the reviews WiserAdvisor has received. WiserAdvisor did not pay any compensation in consideration of such reviews.

Top Financial Advisor Firms in Chadds Ford, Pennsylvania (Ranked by AUM)

Firm Name No. of Advisors No. of Clients AUM Fee Structure
DT INVESTMENT PARTNERS, LLC
Brandywine Five, 1 Dickinson Drive, Suite 103, Chadds Ford, PA 19317-9665
9 1773 $1,517,980,582
A percentage of AUM, Fixed fees
CHADDS FORD WEALTH PARTNERS, LLC
225 Wilmington West Chester Pike, Suite 200, Chadds Ford, PA 19317
2 165 $1,100,639,543
A percentage of AUM, Hourly charges, Fixed fees
SMITHBRIDGE ASSET MANAGEMENT, INC.
116 Commons Court, Chadds Ford, PA 19317
12 944 $613,003,476
A percentage of AUM, Hourly charges, Fixed fees
OWLS NEST PARTNERS
223 Wilmington-West Chester Pike, Suite 300, Chadds Ford, PA 19317-9711
12 16 $472,944,049
A percentage of AUM, Performance Based
GARDNER LEWIS ASSET MANAGEMENT LP
285 Wilmington West Chester Pike, Chadds Ford, PA 19317-9039
10 18 $356,510,432
A percentage of AUM, Performance Based
PF ADVISORS
225 Wilmington-West Chester Pike, Suite 200, Chadds Ford, PA 19317
1 8 $240,313,023
A percentage of AUM
CHARTERED ADVISORY GROUP
130 Commons Court, Chadds Ford, PA 19317
6 723 $119,429,575
A percentage of AUM, Fixed fees, Commission Based
DARK HORSE CAPITAL MANAGEMENT LLC
285 Wilmington West Chester Pike, Floor 2, Chadds Ford, PA 19317
2 4 $76,958,821
A percentage of AUM, Performance Based
QUINN WEALTH ADVISORS
Brandywine Five, 1 Dickinson Drive, Suite 103, Chadds Ford, PA 19317
1 135 $51,954,664
A percentage of AUM

    Frequently Asked Questions

    Financial advisors help their client by providing financial advice and strategy to build wealth and eliminate risk. They assess the client's risk appetite, their unique needs and requirements, their short-term and long-term goals and guide them towards adopting the right financial plan, retirement plan, estate plan or education plan etc. as necessary. Learn more about the roles & benefits of a financial advisor.

    Financial advisors strategize financial planning and help you make the right decision about your investments. They weigh the pros and cons, and are abreast with the latest industry updates regarding tax issues and investment vehicles. These valuable insights guide you to make investments that meet your financial requirements and goals such as buying a house, education, having a baby or securing your retirement. Learn more about the cost of a financial advisor?.

    A financial advisor is any person who helps their client manage their money by giving valuable investment insights to help financial decision making. A financial planner is also a financial advisor but specializes in creating comprehensive plans for their clients to match their specific goals. Learn more about financial advisor vs financial planner: Who do you need?

    A financial advisor can help you manage your finances especially when you don't have the time to do it yourself or when there are major changes in your life, such as getting married or having a baby. Even if you've managed your investment on your own, the best financial planners can vet your plan and assess it from a different perspective, to add surety to your decisions. Learn more about the best time to hire a financial advisor.

    While choosing a financial planner to help you with your investment decisions, it's important to do some spadework. Meet different consultants and compare and contrast their advice. Pick up clues that demonstrate their experience and integrity. It is also important to verify the credentials of an independent financial planner before making a decision. Read the guide on choosing the best financial advisor.

    Finding the right person or a financial advisory firm to help with your retirement planning might take some effort, but the effort is worth it. Financial advisors might have different specializations, look for one who has had past experience in retirement planning. Also, this could translate to a long - term relationship, so it's important to find someone whom you like, trust and respect. Read here the importance of retirement planning.

    A fiduciary is any person or firm who acts on behalf of another individual or firm to manage their assets. Fiduciary financial advisors provide their client the highest quality of care while maintaining 'good faith', meaning they wouldn't act in favor of anyone else's interests, including their own. The best way to be certain that a financial advisor is a fiduciary is to simply ask. Learn more about what is a fiduciary financial advisor.