Company lists · Data refreshed September 2026

Top 19 Asset management consulting firms based in West Chester, United States

Name: Asset management consulting firms based in West Chester, United States
Creator: RevenueBase
License: https://creativecommons.org/licenses/by/4.0/

Compiled by the RevenueBase Data Team Data refreshed Sep 14, 2026 36 companies tracked

RevenueBase identified 36 company matches for asset management consulting firms associated with West Chester, United States as of September 2026 and tracks 152 professional contacts across them, including 80 with verified work emails. Across the United States, New York is the largest hub for this category (532 companies); West Chester has 36.

This list covers company matches for asset management consulting firms associated with West Chester, United States, found by RevenueBase SmartSearch using the meaning of business descriptions in its company graph at Exact. Ranked by professionals tracked, largest first. Rows show recorded descriptions where available, Exact search membership and the snapshot date. Data refreshed September 14, 2026.

Published by RevenueBase, a B2B data infrastructure company. This list was built with RevenueBase SmartSearch, the natural-language company search RevenueBase customers use to build their own targeted lists and unlock verified emails and direct dials at the companies on them. How these lists are built and judged.

How to read this list RevenueBase SmartSearch · Exact Recorded Sep 14, 2026 How this list was built

36Companies

152Contacts tracked

80Verified emails

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The 19 largest asset management consulting firms based in West Chester, United States

Ranked by team size

Top 19 of 36 company matches for asset management consulting firms based in West Chester, United States, ordered by professional contacts tracked in RevenueBase, largest first. Recorded Sep 14, 2026. The RevenueBase SmartSearch column shows Exact match membership in this saved search. Click a contact count to view that company's people. Totals use company locations recorded by RevenueBase; the displayed preview is a smaller selection.
#	Company	RevenueBase SmartSearch	Headquarters	Employees	Contacts
1	KEY Financial, INC	Exact match	West Chester, PA, United StatesHQ recorded Sep 14, 2026	11-50	32 contacts →
	Exact match “Financial Planning, Wealth Management and Portfolio Management is our business.” Recorded in the RevenueBase company graph · Sep 14, 2026 · View company records in RevenueBase
2	FPA	Exact match	West Chester, PA, United StatesHQ recorded Sep 14, 2026	11-50	11 contacts →
	Exact match “The FPA Wealth Management Team provides advice that can change lives.” Recorded in the RevenueBase company graph · Sep 14, 2026 · View company records in RevenueBase
3	Market Street Wealth Management	Exact match	West Chester, PA, United StatesHQ recorded Sep 14, 2026	11-50	9 contacts →
	Exact match “Jeffrey Leppert, Kevin Holt, Mark Meloro, Troy Vogt, Matthew Eichert, John Prickett, Andrew Thrift, Nathan Daniel, and Richard Elias are registered representative of, and…” Recorded in the RevenueBase company graph · Sep 14, 2026 · View company records in RevenueBase
4	Guided Wealth Management, LLC	Exact match	West Chester, PA, United StatesHQ recorded Sep 14, 2026	1-10	9 contacts →
	Exact match “Guided Wealth is an independent financial services firm whose focus is mainly retirement.” Recorded in the RevenueBase company graph · Sep 14, 2026 · View company records in RevenueBase
5	Oakbourne Advisors	Exact match	West Chester, PA, United StatesHQ recorded Sep 14, 2026	1-10	8 contacts →
	Exact match “Oakbourne Advisors is an independent advisory firm with two distinct divisions.” Recorded in the RevenueBase company graph · Sep 14, 2026 · View company records in RevenueBase
6	Stonecrop Wealth Advisors	Exact match	West Chester, PA, United StatesHQ recorded Sep 14, 2026	1-10	6 contacts →
	Exact match “As a person with some measure of wealth, you have the ability to use that wealth to do good, for yourself, your family and your community.” Recorded in the RevenueBase company graph · Sep 14, 2026 · View company records in RevenueBase
7	East Coast Advisory	Exact match	West Chester, PA, United StatesHQ recorded Sep 14, 2026	11-50	5 contacts →
	Exact match “East Coast Advisory is a group of skilled professionals.” Recorded in the RevenueBase company graph · Sep 14, 2026 · View company records in RevenueBase
8	Cooper Eagle	Exact match	West Chester, PA, United StatesHQ recorded Sep 14, 2026	1-10	5 contacts →
	Exact match “We are a fee-only independent investment advisory firm, which means that we do not provide any proprietary products.” Recorded in the RevenueBase company graph · Sep 14, 2026 · View company records in RevenueBase
9	GDS Investments	Exact match	West Chester, PA, United StatesHQ recorded Sep 14, 2026	1-10	5 contacts →
	Exact match “GDS Investments is the premier investment firm for managing all types of investment and retirement accounts on behalf of individuals, families and institutions.” Recorded in the RevenueBase company graph · Sep 14, 2026 · View company records in RevenueBase
10	Scheeler Financial Group	Exact match	West Chester, OH, United StatesHQ recorded Sep 14, 2026	1-10	4 contacts →
	Exact match “Scheeler Financial Group is an Independent and boutique investment firm.” Recorded in the RevenueBase company graph · Sep 14, 2026 · View company records in RevenueBase
11	Vanweelden Retirement Advisors	Exact match	West Chester, OH, United StatesHQ recorded Sep 14, 2026	11-50	3 contacts →
	Exact match “VanWeelden Financial Group is an independent, fee based, Financial Services firm, based in West Chester, Ohio.” Recorded in the RevenueBase company graph · Sep 14, 2026 · View company records in RevenueBase
12	Ballast Financial Advisors	Exact match	West Chester, PA, United StatesHQ recorded Sep 14, 2026	1-10	3 contacts →
	Exact match “At Ballast Financial Advisors our advisors are CERTIFIED FINANCIAL PLANNER™ professionals.” Recorded in the RevenueBase company graph · Sep 14, 2026 · View company records in RevenueBase
13	James Walter Wealth Management	Exact match	West Chester, PA, United StatesHQ recorded Sep 14, 2026	1-10	3 contacts →
	Exact match “882 South Matlack Street Suite 109 West Chester PA 19382 (610) 731-8066 abeltz@jameswalterwm.com This site is published for residents of the United States only.” Recorded in the RevenueBase company graph · Sep 14, 2026 · View company records in RevenueBase
14	Schorn Wealth	Exact match	West Chester, PA, United StatesHQ recorded Sep 14, 2026	11-50	3 contacts →
	Exact match “Schorn Wealth is a boutique, SEC-registered investment advisory firm with offices in Pennsylvania and Florida.” Recorded in the RevenueBase company graph · Sep 14, 2026 · View company records in RevenueBase
15	Santini Financial	Exact match	West Chester, PA, United StatesHQ recorded Sep 14, 2026	1-10	1 contacts →
	Exact match “Through over 23 years of experience as a CPA, it has become clear to me how beneficial it is for clients to take an active role in their financial planning.” Recorded in the RevenueBase company graph · Sep 14, 2026 · View company records in RevenueBase
16	X Wealth Planning	Exact match	West Chester, OH, United StatesHQ recorded Sep 14, 2026	1-10	1 contacts →
	Exact match “Creating financial clarity for abundance minded multi-business households so they can build wealth with Joy and Ease X² Wealth Planning is a fee-only Registered Investment…” Recorded in the RevenueBase company graph · Sep 14, 2026 · View company records in RevenueBase
17	SLA Financial	Exact match	West Chester, PA, United StatesHQ recorded Sep 14, 2026	1-10	1 contacts →
	Exact match “SLA Financial is a comprehensive financial planning firm focused on providing women a path to financial freedom.” Recorded in the RevenueBase company graph · Sep 14, 2026 · View company records in RevenueBase
18	Blackshire Wealth Management	Exact match	West Chester, PA, United StatesHQ recorded Sep 14, 2026	1-10	1 contacts →
	Exact match “Blackshire Wealth Management helps high-income families simplify complex financial decisions.” Recorded in the RevenueBase company graph · Sep 14, 2026 · View company records in RevenueBase
19	Trandai Financial Solutions, LLC	Exact match	West Chester, OH, United StatesHQ recorded Sep 14, 2026	1-10	1 contacts →
	Exact match Recorded description not available. Recorded in the RevenueBase company graph · Sep 14, 2026 · View company records in RevenueBase

RevenueBase SmartSearch

Describe a niche business in your own words. RevenueBase SmartSearch compares the meaning of your description with company business descriptions compiled in the RevenueBase company graph. Exact, Similar, Related and Broad control how closely companies must fit.

This list uses Exact for “asset management consulting firms”. Each Exact match badge shows membership in that saved search; it is not an individual similarity score or a service-quality rating. Recorded descriptions are shown where available.

Showing 19 of 36 asset management consulting firms based in West Chester, United States

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Asset management consulting firms based in West Chester, United States at a glance

As of Sep 14, 2026

52.6%Verified-email coverage

4.2Average contacts per company

1-10Median size (employees)

Sep 14, 2026Page data refreshed

Companies by employee count

1-10

11-50

Email recency for this list is measured across the whole United States list rather than for West Chester, so it is reported there. Company counts and contact totals on this page are exact for West Chester, over 36 companies.

How this list was built

The recorded descriptions help you assess these company matches. Check a company’s website for its current services and locations.

Source: The RevenueBase company graph: 60 million companies and 398.9 million professional contacts resolved from primary sources, queried with RevenueBase SmartSearch, the natural-language company search available to every RevenueBase user.
What qualifies: Company records associated with West Chester, United States whose business descriptions match “asset management consulting firms” by meaning at the Exact setting. Descriptions are compiled in the RevenueBase company graph from public websites, profiles and company information where available; they are not guaranteed quotations from the company's website.
RevenueBase SmartSearch: Describe a niche company in your own words to find businesses by meaning. Exact, Similar, Related and Broad control the breadth of RevenueBase SmartSearch. This saved list uses Exact. Each row's Exact match badge shows inclusion in that search, not an individual score or a service-quality judgment.
Public preview: The public preview omits records without a verified work email. Where headquarters information is recorded, preview rows are also filtered to this page’s location. Dataset totals and geographic summaries describe the full matched records before these preview filters.
Match quality: RevenueBase's August 25, 2026 study assessed 4,198 description/company pairs across matching settings. The publisher reports 86% good or better at Exact. This evaluates the method across queries; it does not audit this individual list. Recorded company descriptions, where available, help you judge each match yourself. Read the full methodology: how the lists are built and what the study measures.
Ranking: Team size, largest first: companies are ordered by the number of professionals RevenueBase tracks at each one. Employee ranges shown are reported bands, for context.
Verification: Every displayed company carries at least one verified work email. RevenueBase tracks 80 professional contacts with verified work emails across the full matched dataset. Contacts re-verify on a rolling cadence, and each contact's own verification date is shown inside RevenueBase.
Refresh: This page's figures were pulled from the company graph on September 14, 2026. Lists refresh periodically as the graph is re-checked.
Record context: Company records and descriptions can change. Check the company's website for its current services and locations.

Asset management consulting firms by metro in the United States

Frequently asked

What is RevenueBase SmartSearch?

RevenueBase SmartSearch finds niche companies by the meaning of their business descriptions in the RevenueBase company graph. Exact, Similar, Related and Broad control how closely companies must fit your description. This list uses Exact for “asset management consulting firms”; each Exact match badge shows search membership, not an individual similarity or quality score.

How many asset management consulting firms are there based in West Chester, United States?

RevenueBase identified 36 company matches for asset management consulting firms associated with West Chester, United States as of September 2026, using the meaning of business descriptions at Exact. This is the recorded matched set in the RevenueBase company graph.

What is the largest company on this list?

KEY Financial, INC tops the displayed preview by professional contacts tracked in RevenueBase. Recorded headquarters appear in the company rows.

Which city in the United States has the most asset management consulting firms?

New York leads the United States with 532 company records, followed by Atlanta (243) and Houston (243). West Chester has 36.

How do I get contact information for these companies?

A free RevenueBase account lets you run this exact search and work limited free results with 500 credits to start. Upgrading provides access to the 80 professional contacts with verified work emails tracked across these 36 companies; direct dials are available where recorded.

How current is this list?

The list refreshes periodically as the company graph is re-checked. This page's figures were pulled on September 14, 2026.

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About this data

RevenueBase is a B2B data infrastructure company. Its company graph covers 60 million companies and 398.9 million professional contacts, with emails verified on a rolling cadence rather than scraped once and left to decay. These company lists are generated directly from that graph with RevenueBase SmartSearch, the same natural-language company search every RevenueBase user has: describe a market in plain words, get the companies that match, and add verified emails and direct dials for the people at them. It is the same data that powers RevenueBase's B2B data products, and a free account includes 500 credits to start. How these lists are built and judged.