Investment adviser firms in EXTON, Pennsylvania
Firms grouped by their reported public principal-office city. Additional offices and notice filings do not determine membership.
5 firms · Source months shown: August 2026
- BIRCH RUN INVESTMENTS, LLCCRD 285285 · EXTON, PA$457,453,043.00Regulatory AUM · August 2026
- EHB FINANCIAL RESOURCES MANAGEMENT, INC.CRD 116186 · EXTON, PA$164,000,000.00Regulatory AUM · August 2026
- LEGACY ADVISORY SERVICES, LLCCRD 147173 · EXTON, PA$156,935,534.00Regulatory AUM · August 2026
- PROWELL FINANCIAL MANAGEMENT, LLCCRD 281762 · EXTON, PA$6,863,569,821.00Regulatory AUM · August 2026
- SUMMIT GROUP RETIREMENT PLANNERS, INC.CRD 169823 · EXTON, PA$302,322,937.00Regulatory AUM · August 2026