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Find Top Financial Advisors in Chadds Ford, Pennsylvania
Looking for a financial advisor? Look no further than WiserAdvisor. It is an excellent place to start your search to compare pre-screened and trustworthy financial advisors and firms to find the one that meets your needs. It is important for those who want to make informed decisions about their finances to consider working with a financial advisor, as seeking assistance from a skilled professional can provide you with insights that can greatly impact your financial journey. On our directory for Chadds Ford, Pennsylvania, you can find a vetted financial professional proficient in services including financial planning, investment management, and more. We also recommend using our free advisor match tool to compare up to 3 financial advisors matched to your specific needs.
How To Find Trusted Financial Advisors in Chadds Ford, Pennsylvania
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 30 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
VETTED
| Financial Advisor | Experience | AUM | Minimum Assets | Fee Structure |
|---|---|---|---|---|
| 30 Years | $20,000,000 | $0 | Fee-Only | |
| N/A | $1,900,000,000 | $250,000 | Fee-Based | |
| N/A | Not Specified | Not Specified | Fee-Based | |
| 21 Years | Not Specified | Not Specified | Fee-Based | |
Edelman Financial Engines, LLC100 Front StreetWest Conshohocken, PA 19428 457 Haddonfield RoadCherry Hill, NJ 08002 901 Dulaney Valley RoadTowson, MD 21204 4050 Crums Mill RoadHarrisburg, PA 17112 | N/A | $0 | Not Specified | Fee-Only |
Savant Wealth Management1200 Broadcasting RoadWyomissing, PA 19610 1869 Charter LaneLancaster, PA 17601 | N/A | $0 | Not Specified | Fee-Only |
| Not Disclosed | Not Specified | Not Specified | Not Specified | |
| N/A | Not Specified | Not Specified | Fee-Only |
Financial Advisor
Experience30 Years
AUM$20,000,000
Minimum Assets$0
Fee StructureFee-Only
Financial Advisor
ExperienceN/A
AUM$1,900,000,000
Minimum Assets$250,000
Fee StructureFee-Based
Financial Advisor
ExperienceN/A
AUMNot Specified
Minimum AssetsNot Specified
Fee StructureFee-Based
Financial Advisor
Experience21 Years
AUMNot Specified
Minimum AssetsNot Specified
Fee StructureFee-Based
Financial Advisor
Edelman Financial Engines, LLC
100 Front StreetWest Conshohocken, PA 19428
457 Haddonfield RoadCherry Hill, NJ 08002
901 Dulaney Valley RoadTowson, MD 21204
4050 Crums Mill RoadHarrisburg, PA 17112
ExperienceN/A
AUM$0
Minimum AssetsNot Specified
Fee StructureFee-Only
Financial Advisor
Savant Wealth Management
1200 Broadcasting RoadWyomissing, PA 19610
1869 Charter LaneLancaster, PA 17601
ExperienceN/A
AUM$0
Minimum AssetsNot Specified
Fee StructureFee-Only
Financial Advisor
ExperienceNot Disclosed
AUMNot Specified
Minimum AssetsNot Specified
Fee StructureNot Specified
Financial Advisor
ExperienceN/A
AUMNot Specified
Minimum AssetsNot Specified
Fee StructureFee-Only
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Information on Qualified Financial Advisors in Chadds Ford, Pennsylvania
VETTED
Scott McGraw
MERIT Investment ManagementAbout Scott McGraw
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 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
Compensation/Fee
Fee-Only, Based on Assets
Office Location
2 W Market Street,Suite 100,West Chester,PA 19375
Phone Number
484-473-8413
VETTED
Diversified, LLC
About 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.
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
Compensation/Fee
Fee-Based, Based on Assets
Office Location
3705 Concord Pike,Talleyville Postal Store,DE 19803
Phone Number
302-765-3500
VETTED
Vanguard Personal Advisor
About 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.
*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
Compensation/Fee
Fee-Based
Office Location
100 Vanguard Blv V26,Malvern,PA 19355
Phone Number
800-211-7806
VETTED
James ShoupCFP®
Stonebridge Wealth ManagementAbout James Shoup
James "Jamie" Shoup is a Wealth Advisor at Stonebridge Wealth Management in Berwyn, PA. With over two decades of experience in the financial services industry, Jamie specializes in providing goal-oriented investment management and comprehensive financial planning. Before joining Stonebridge, he held key roles at Great Valley Advisor Group, Prepared Retirement Institute, and Geneos Wealth Management. He spent over 11 years at Brinker Capital as an Internal Investment Consultant, where he developed a deep expertise in asset allocation and advisor support. Jamie is dedicated to a fiduciary standard of care, leveraging best-in-class technology to help clients navigate their unique financial journeys with a personalized, guided approach.
About Stonebridge Wealth Management
Stonebridge Wealth Management is a Berwyn-based wealth advisory firm specializing in comprehensive retirement income planning. We provide a select group of individuals and families with high-touch, personalized service focused on wealth preservation, risk management, and tax-efficient distribution strategies. As an affiliate of Great Valley Advisor Group, we combine the specialized attention of a boutique practice with the robust technology and institutional resources of a multi-billion dollar SEC-Registered Investment Adviser. Our philosophy is rooted in a disciplined, four-step wealth management processDiscover, Create, Implement, and Monitordesigned to align every financial decision with our clients' unique life goals and values.
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, Insurance Products & Annuities
Qualifications
Compensation/Fee
Fee-Based
Office Location
920 Cassatt Road Suite 202,Berwyn,PA 19312
Phone Number
215-350-9240
VETTED
Edelman Financial Engines, LLC
About Edelman Financial Engines, LLC
Get a free financial plan
What if you didn't need to be ultra-wealthy for personal, top-to-bottom financial guidance and investment advice? Since 1986, we've helped millions of people get the ball rolling on their financial plans — with straightforward guidance built around their story and where they're headed next. Today, we're proud to be one of America's top independent investment advisory firms as ranked by Barron's (awarded September 2025, based on prior 12-month data through June 30), with nearly 1.25 million clients and more than $314 billion assets under management (as of March 31, 2026) — and prouder still of the trust clients place in us.
The Barron's Top 100 RIA Firms list, an annual ranking of independent advisory firms, is based on qualitative and quantitative criteria. Firms elect to participate but do not pay to be included in the ranking.
What if you didn't need to be ultra-wealthy for personal, top-to-bottom financial guidance and investment advice? Since 1986, we've helped millions of people get the ball rolling on their financial plans — with straightforward guidance built around their story and where they're headed next. Today, we're proud to be one of America's top independent investment advisory firms as ranked by Barron's (awarded September 2025, based on prior 12-month data through June 30), with nearly 1.25 million clients and more than $314 billion assets under management (as of March 31, 2026) — and prouder still of the trust clients place in us.
The Barron's Top 100 RIA Firms list, an annual ranking of independent advisory firms, is based on qualitative and quantitative criteria. Firms elect to participate but do not pay to be included in the ranking.
Qualifications
Compensation/Fee
Fee-Only, Based on Assets
Office Locations
VETTED
Savant Wealth Management
About Savant Wealth Management
Our independent status is unique. It allows us to remain impartial in our advice and serve our clients in a fiduciary capacity. We accrue no benefit from brokerage services, commissions, finder fees, or product sales of any kind. We integrate the planning, investment, and tax disciplines to maximize after-tax wealth and align our clients assets with their ideal vision of the future. Savant has consistently received local and national recognition.
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, Financial Planning for Businesses, Investment Advice & Management, Legal Advice and Services, Estate Planning & Trusts
Qualifications
Compensation/Fee
Fee-Only, Based on Assets
Office Locations
VETTED
Chris SchiesserCFP®
Prudential AdvisorsAbout Chris Schiesser
As a CFP®, I am held to the highest professional and ethical standards. With over 12 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 Advisors
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.
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
Compensation/Fee
Office Location
303 International Cir #105,Hunt Valley,MD 21030
Phone Number
410-937-7578
VETTED
Facet
About Facet
At Facet, it's simple. Financial planning should be for everyone (not just the wealthy). It starts with a flat membership 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
Compensation/Fee
Fee-Only, Flat Fee
Office Location
400 East Pratt Street,8th Floor,Baltimore,MD 21202
Phone Number
443-376-6222
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