Company lists · Data refreshed September 2026

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

RevenueBase identified 36 asset management consulting firms headquartered in West Chester, United States as of September 2026 and tracks 152 professional contacts across them, including 80 with verified work emails. New York is the largest hub.

This list covers asset management consulting firms headquartered in West Chester, United States, matched on what each company actually does as described in its own words. Ranked by team size, largest first. Every row shows the company's own description, its RevenueBase Smart Search rating, and when it was last checked. Data refreshed September 14, 2026.

Published by RevenueBase, a B2B data infrastructure company. This list was built with RevenueBase Smart Search, 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 HQ checked on every row RevenueBase Smart Search rating on every row Refreshed Sep 14, 2026 86% judged on-target in blind review
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 asset management consulting firms based in West Chester, United States, ranked by team size, largest first. Data refreshed Sep 14, 2026. RevenueBase Smart Search rates how each company's information relates to asset management consulting firms: strong evidence (its own description names it), partial (names part of it), indirect (matched on the rest of its profile rather than the description shown). Click a contact count to view that company's people.
#CompanyRevenueBase Smart SearchHeadquartersEmployeesContacts
1Partial evidenceWest Chester, PA, United StatesHQ checked Sep 14, 202611-5032 contacts →

Partial evidence

“Financial Planning, Wealth Management and Portfolio Management is our business.”

Source: RevenueBase Database · checked Sep 14, 2026
2Partial evidenceWest Chester, PA, United StatesHQ checked Sep 14, 202611-5011 contacts →

Partial evidence

“The FPA Wealth Management Team provides advice that can change lives.”

Source: RevenueBase Database · checked Sep 14, 2026
3Indirect evidenceWest Chester, PA, United StatesHQ checked Sep 14, 202611-509 contacts →

Indirect evidence

“Jeffrey Leppert, Kevin Holt, Mark Meloro, Troy Vogt, Matthew Eichert, John Prickett, Andrew Thrift, Nathan Daniel, and Richard Elias are registered representative of, and…”

Source: RevenueBase Database · checked Sep 14, 2026
4Indirect evidenceWest Chester, PA, United StatesHQ checked Sep 14, 20261-109 contacts →

Indirect evidence

“Guided Wealth is an independent financial services firm whose focus is mainly retirement.”

Source: RevenueBase Database · checked Sep 14, 2026
5Indirect evidenceWest Chester, PA, United StatesHQ checked Sep 14, 20261-108 contacts →

Indirect evidence

“Oakbourne Advisors is an independent advisory firm with two distinct divisions.”

Source: RevenueBase Database · checked Sep 14, 2026
6Indirect evidenceWest Chester, PA, United StatesHQ checked Sep 14, 20261-106 contacts →

Indirect evidence

“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.”

Source: RevenueBase Database · checked Sep 14, 2026
7Indirect evidenceWest Chester, PA, United StatesHQ checked Sep 14, 202611-505 contacts →

Indirect evidence

“East Coast Advisory is a group of skilled professionals.”

Source: RevenueBase Database · checked Sep 14, 2026
8Indirect evidenceWest Chester, PA, United StatesHQ checked Sep 14, 20261-105 contacts →

Indirect evidence

“We are a fee-only independent investment advisory firm, which means that we do not provide any proprietary products.”

Source: RevenueBase Database · checked Sep 14, 2026
9Indirect evidenceWest Chester, PA, United StatesHQ checked Sep 14, 20261-105 contacts →

Indirect evidence

“GDS Investments is the premier investment firm for managing all types of investment and retirement accounts on behalf of individuals, families and institutions.”

Source: RevenueBase Database · checked Sep 14, 2026
10Indirect evidenceWest Chester, OH, United StatesHQ checked Sep 14, 20261-104 contacts →

Indirect evidence

“Scheeler Financial Group is an Independent and boutique investment firm.”

Source: RevenueBase Database · checked Sep 14, 2026
11Indirect evidenceWest Chester, OH, United StatesHQ checked Sep 14, 202611-503 contacts →

Indirect evidence

“VanWeelden Financial Group is an independent, fee based, Financial Services firm, based in West Chester, Ohio.”

Source: RevenueBase Database · checked Sep 14, 2026
12Indirect evidenceWest Chester, PA, United StatesHQ checked Sep 14, 20261-103 contacts →

Indirect evidence

“At Ballast Financial Advisors our advisors are CERTIFIED FINANCIAL PLANNER™ professionals.”

Source: RevenueBase Database · checked Sep 14, 2026
13Indirect evidenceWest Chester, PA, United StatesHQ checked Sep 14, 20261-103 contacts →

Indirect evidence

“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.”

Source: RevenueBase Database · checked Sep 14, 2026
14Indirect evidenceWest Chester, PA, United StatesHQ checked Sep 14, 202611-503 contacts →

Indirect evidence

“Schorn Wealth is a boutique, SEC-registered investment advisory firm with offices in Pennsylvania and Florida.”

Source: RevenueBase Database · checked Sep 14, 2026
15Indirect evidenceWest Chester, PA, United StatesHQ checked Sep 14, 20261-101 contacts →

Indirect evidence

“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.”

Source: RevenueBase Database · checked Sep 14, 2026
16Indirect evidenceWest Chester, OH, United StatesHQ checked Sep 14, 20261-101 contacts →

Indirect evidence

“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…”

Source: RevenueBase Database · checked Sep 14, 2026
17Indirect evidenceWest Chester, PA, United StatesHQ checked Sep 14, 20261-101 contacts →

Indirect evidence

“SLA Financial is a comprehensive financial planning firm focused on providing women a path to financial freedom.”

Source: RevenueBase Database · checked Sep 14, 2026
18Partial evidenceWest Chester, PA, United StatesHQ checked Sep 14, 20261-101 contacts →

Partial evidence

“Blackshire Wealth Management helps high-income families simplify complex financial decisions.”

Source: RevenueBase Database · checked Sep 14, 2026
19Indirect evidenceWest Chester, OH, United StatesHQ checked Sep 14, 20261-101 contacts →

Indirect evidence

Source: RevenueBase Database · checked Sep 14, 2026

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)
1477.8%Largest-city concentration · New York
Sep 14, 2026Page data refreshed

Companies by employee count

1-10
27
11-50
9

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

Company categories are rarely black and white. RevenueBase reads each company's own description of its business to decide whether it belongs among asset management consulting firms, so some rows will be adjacent to the category rather than pure plays. The description and RevenueBase Smart Search rating on every row are there so you can check each match yourself.

Source
The RevenueBase company graph: 60 million companies and 398.9 million professional contacts resolved from primary sources, queried with RevenueBase Smart Search, the natural-language company search available to every RevenueBase user.
What qualifies
Companies headquartered in West Chester, United States whose own description of what they do matches “asset management consulting firms”. Matching reads each company's description, not its industry code or its name.
RevenueBase Smart Search
RevenueBase Smart Search is how this list is assembled and how each row is rated. RevenueBase's data engine and AI assess a company's LinkedIn profile, information supplied directly by the company, its website and other publicly available information, then relate it to a category defined in a user's own words. Each row is rated strong evidence (its own description names asset management consulting firms), partial evidence (it names part of the category) or indirect evidence (the description shown names none of it and the match rests on the rest of the company's profile). The description supporting each rating is quoted on the row.
What we exclude
Companies whose own description does not clearly place them among asset management consulting firms, and records with no verified work email. Companies headquartered outside West Chester are excluded even when they keep an office there.
Match quality
In blind human judging of this matching method, 86% of matched companies were on target. Expect roughly 1 in 7 rows to be adjacent to the category rather than a pure play. Every row shows the company's own description and its RevenueBase Smart Search rating so you can judge each match yourself. Read the full methodology: how the lists are built, how the judging worked, and what the figure means.
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 listed company carries at least one verified work email, 80 across the full list. 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.
Corrections
Wrong category, wrong headquarters, or a company that has closed? Use “Report an issue” on any row. Reports go to the RevenueBase Data Team and feed back into the company graph.

Asset management consulting firms by metro in the United States

Frequently asked

What is RevenueBase Smart Search?

RevenueBase Smart Search is how RevenueBase decides which companies belong on this list and how strongly each one fits. Its data engine and AI assess a company's LinkedIn profile, information supplied directly by the company, its website and other publicly available information, then relate it to the category the list is about. Each row is rated strong evidence when the company's own description names asset management consulting firms, partial evidence when it names part of the category, and indirect evidence when the description shown names none of it and the match rests on the rest of the company's profile.

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

RevenueBase identified 36 asset management consulting firms headquartered in West Chester, United States as of September 2026, matched on each company's own description of what it does rather than its industry code.

What is the largest company on this list?

KEY Financial, INC, headquartered in West Chester, tops this list with the largest team on record.

Which city has the most asset management consulting firms?

New York leads with 532 headquartered companies, followed by Atlanta (243) and Houston (243).

How do I get contact information for these companies?

A free RevenueBase account lets you run this exact search and work the top results, verified emails and direct dials included. Upgrading unlocks all 80 verified decision-maker contacts tracked across these 36 companies.

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 Smart Search, 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.