Company lists · Data refreshed September 2026

Top 11 Investment firms based in West Chester, United States

RevenueBase identified 26 investment firms headquartered in West Chester, United States as of September 2026 and tracks 145 professional contacts across them, including 74 with verified work emails. New York is the largest hub.

This list covers investment 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, how directly it supports the match, and when it was last checked. Data refreshed September 4, 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 Match evidence on every row Refreshed Sep 4, 2026 86% judged on-target in blind review
26Companies
145Contacts tracked
74Verified emails
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The 11 largest investment firms based in West Chester, United States

Ranked by team size
Top 11 of 26 investment firms based in West Chester, United States, ranked by team size, largest first. Data refreshed Sep 4, 2026. Evidence rates how directly each company's own description names investment firms: strong (names it), partial (names part of it), indirect (matched on its full profile rather than the summary shown). Click a count to unlock that company's people.
#CompanyHeadquartersEmployeesContacts
1
KEY Financial, INCIndirect evidence
West Chester, PA, United StatesHQ checked Sep 4, 202611-5031

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

Source: company website · checked Sep 4, 2026
2
FPAIndirect evidence
West Chester, PA, United StatesHQ checked Sep 4, 202611-5011

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

Source: company website · checked Sep 4, 2026
3West Chester, PA, United StatesHQ checked Sep 4, 202611-509

“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: company website · checked Sep 4, 2026
4West Chester, PA, United StatesHQ checked Sep 4, 20261-109

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

Source: company website · checked Sep 4, 2026
5
Oakbourne AdvisorsIndirect evidence
West Chester, PA, United StatesHQ checked Sep 4, 20261-108

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

Source: company website · checked Sep 4, 2026
6
Stonecrop Wealth AdvisorsIndirect evidence
West Chester, PA, United StatesHQ checked Sep 4, 20261-106

“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: company website · checked Sep 4, 2026
7
Cooper EagleStrong evidence
West Chester, PA, United StatesHQ checked Sep 4, 20261-105

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

Source: company website · checked Sep 4, 2026
8
Scheeler Financial GroupStrong evidence
West Chester, OH, United StatesHQ checked Sep 4, 20261-104

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

Source: company website · checked Sep 4, 2026
9
GDS InvestmentsStrong evidence
West Chester, PA, United StatesHQ checked Sep 4, 20261-104

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

Source: company website · checked Sep 4, 2026
10West Chester, PA, United StatesHQ checked Sep 4, 20261-103

“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: company website · checked Sep 4, 2026
11
Schorn WealthStrong evidence
West Chester, PA, United States11-503

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

Source: company website · checked Sep 4, 2026

Showing 11 of 26 investment firms based in West Chester, United States

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Investment firms based in West Chester, United States at a glance

As of Sep 4, 2026
1-10Median size (employees)
New YorkLargest hub · 1002 HQs
Contacts with mobile numbers
Sep 4, 2026Data refreshed

Companies by employee count

1-10
17
11-50
9

Email recency for this list is measured across the whole United States list rather than this city, so it is reported there. Company counts and contact totals on this page are exact for West Chester, over 26 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 investment firms, so some rows will be adjacent to the category rather than pure plays. The description and evidence 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 SmartSearch, 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 “investment firms”. Matching reads each company's description, not its industry code or its name.
What we exclude
Companies whose own description does not clearly place them among investment 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 an evidence 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, 74 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 4, 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.

Investment firms by metro in the United States

Frequently asked

How many investment firms are there based in West Chester, United States?

RevenueBase identified 26 investment 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 investment firms?

New York leads with 1002 headquartered companies, followed by Chicago (301) and Dallas (277).

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 74 verified decision-maker contacts tracked across these 26 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 4, 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.