A complete list of active advisors currently associated with Bruton Chisnell Advisors, LLC
Warmer can help you find a great advisor at Bruton Chisnell Advisors, LLC or one who fits your needs even better.
Bruton Chisnell provides financial planning, consulting, and investment management to individuals (including high-net-worth clients) and a range of institutional clients identified in its brochure—pension and profit-sharing plans, trusts, estates, charitable organizations, banking and thrift institutions, and corporations. Services are available on both discretionary and non-discretionary bases and commonly include allocations among Independent Managers, mutual funds, ETFs, and advice on variable annuity/life products. The firm’s investment process centers on fundamental analysis and tailored asset allocation, with client risk tolerance and time horizon determining portfolio construction and manager selection. Bruton Chisnell monitors managed accounts on an ongoing basis with at least quarterly reviews and annual client meetings, and it often implements strategies via third‑party Independent Managers as well as in‑house oversight. What is distinctive is the firm’s scale relative to its adviser headcount: it reports roughly $772 million in AUM with a small adviser team, yielding more than $250 million of AUM per adviser and nearly 200 clients per adviser—ratios that are uncommon among similar team firms. The brochure also discloses relationships where supervised persons may act as registered representatives and licensed insurance agents (including a program relationship with Valmark) and the firm’s work with institutional/public-plan clients, all of which introduce implementation options and documented conflict‑management procedures.
To learn more about the advisors currently working at Bruton Chisnell Advisors, LLC, click on their names below to view their profiles, or click here to see them all on a map. Or, if you tell us about your needs, Warmer can help you find the best advisor for you.
You can also browse Bruton Chisnell Advisors, LLC's office locations.
Name |
Location |
Years of experience |
|---|---|---|
Downingtown, PA
| 24
| |
Downingtown, PA
| 28
| |
Downingtown, PA
| 20
| |
Barberton, OH
| 4
|
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