Investment advisers in Exton, PA
5 SEC-registered firms with a main office here.
Form ADV data as of 2026-09-01| Firm | Assets | Employees | Disclosures |
|---|---|---|---|
| Prowell Financial Management, LLC | $6.86 billion | 4 | 0 |
| Birch Run Investments, LLC | $457.5 million | 5 | 0 |
| Summit Group Retirement Planners, Inc. | $302.3 million | 4 | 0 |
| Ehb Financial Resources Managemnt, Inc. | $164.0 million | 2 | 0 |
| Legacy Advisory Services, LLC | $156.9 million | 3 | 0 |