Top financial advisors in Downingtown, PA
We’ve curated a list of the best financial advisors in Downingtown, take a look at it below.
| # | Company | Assets under management | Number of advisors | |
|---|---|---|---|---|
| 1 |
Assets under management
$138,448,120
Number of advisors
2 advisors
| $138,448,120 | 2 advisors | |
| 2 |
Assets under management
$28,433,032
Number of advisors
1 advisors
| $28,433,032 | 1 advisors |
Commitment
We’ve gathered and simplified publicly available information about financial advisors across the U.S. to help you make informed decisions. While we don’t directly connect you with these listed advisors, we do offer a simple, reliable service to match you with trusted, pre-vetted advisors registered on our platform — saving you time and effort.
Methodology
To generate our top financial advisors list in Downingtown, we have carried out some rigorous research. First, we’ve analysed data in the SEC database to filter advisors by location, in this case Downingtown. Then we’ve filtered out any advisors that do not offer financial advice, for example if they only offer mortgage advice we have excluded them from the list. Then we’ve ranked the remainder according to the amount of assets under management.
Eagle Investment Advisors
Eagle Investment Advisors, LLC, operating as Eagle Investment Advisors, is an independent investment adviser established in 2006 by David L. Summers and Jay A. Painter. The firm transitioned to SEC registration in 2020 and manages client assets totaling $168,555,202 as of December 31, 2024, with a focus on individuals, retirement plans, trusts, estates, charitable organizations, and corporations. Eagle's investment approach emphasizes broad diversification across asset classes and investment vehicles tailored to individual client needs and objectives. The firm offers both discretionary and non-discretionary account management, with a minimum account size of $200,000, subject to exceptions at the firm's discretion. Eagle acts as a fiduciary for retirement accounts, ensuring advice is in the best interest of clients. The fee structure is based on assets under management, with fees payable quarterly in arrears. Eagle does not charge performance-based fees and does not engage in soft dollar arrangements. The firm's investment strategies include asset allocation, diversified investing, and consideration of risk management. Clients receive regular portfolio reviews, and the firm does not compensate for client referrals. Eagle does not have custody of client funds, and client assets are held with a custodian-broker/dealer. The firm provides a Privacy Notice to clients and does not sell client information. Eagle's principals have clean disciplinary records and maintain a Code of Ethics. Clients have full discretion over their investments, with Eagle providing ongoing monitoring and reporting. The firm does not vote proxies for clients and undergoes annual financial audits.
$138,448,120 under management
2 advisors
Fee structure
A percentage of assets under your management
Fixed fees
Services offered
Portfolio Management For Individuals And/or Small BusinessesPortfolio Management For Businesses (other Than Small Businesses) Or Institutional Clients (other Than Registered Investment Companies And Other Pooled Investment Vehicles And)Groundwork Wealth Management, LLC
Groundwork Wealth Management, LLC is a financial advisory firm established in 2014, based in Downingtown, PA. The firm specializes in providing investment advisory services to individuals and other clients. As a fiduciary, Groundwork Wealth Management always acts in the best interest of its clients. The firm offers Comprehensive Portfolio Management services, including asset management, financial planning, and consulting. Clients can expect a diverse range of investment options, such as individual stocks, bonds, ETFs, options, mutual funds, and other securities. The firm charges a maximum annual fee of 1.00% for its Comprehensive Portfolio Management service, billed monthly based on the account value. Clients may also attend educational seminars covering various financial topics for a fee of up to $500. Groundwork Wealth Management does not charge performance-based fees and does not engage in commissionable securities sales in advisory accounts. Clients have the option to grant investment discretion to the firm, allowing it to execute transactions on their behalf. The firm does not have custody of client funds or securities, and clients receive quarterly account statements directly from the custodian. Groundwork Wealth Management follows a strict Code of Ethics, ensuring fair and full disclosure of material facts and acting with the highest ethical standards. Clients can request a copy of the firm's Code of Ethics and proxy voting policies for transparency.
$28,433,032 under management
1 advisor
Fee structure
A percentage of assets under your management
Fixed fees
Services offered
Financial Planning ServicesPortfolio Management For Individuals And/or Small BusinessesEducational Seminars/workshops
Commitment
We’ve gathered and simplified publicly available information about financial advisors across the U.S. to help you make informed decisions. While we don’t directly connect you with these listed advisors, we do offer a simple, reliable service to match you with trusted, pre-vetted advisors registered on our platform — saving you time and effort.
Methodology
To generate our top financial advisors list in Downingtown, we have carried out some rigorous research. First, we’ve analysed data in the SEC database to filter advisors by location, in this case Downingtown. Then we’ve filtered out any advisors that do not offer financial advice, for example if they only offer mortgage advice we have excluded them from the list. Then we’ve ranked the remainder according to the amount of assets under management.
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