Richard
Davis

Wealthcare Advisory Partners LLC

CRD#2679869
Investment Advisor
in West Chester, PA

Answer a few questions and
get matched with an advisor.

Find an Advisor

About this Advisor

Richard Davis is a financial advisor who works in West Chester, Pennsylvania with a total of 2 years of relevant experience. Davis is currently employed by Wealthcare Advisory Partners LLC. Over the course of their career, they have held roles at Triad Advisors, Inc, Carolina Financial Professionals, Wiser Financial Coaching, LLC, M. S. Howells & Co, Wiser Benefit Consultants, Wealthcare Advisory Partners LLC Dba Wiser Wealthcare, Inc and Efficient Advisors, LLC. Davis maintains Series 63 and Series 65 licenses, which qualify them as both a securities agent and an investment advisor representative, and is approved to work in North Carolina. Wealthcare Advisory Partners LLC is a company operating out of West Chester, PA. It has offices in 65 locations and a total of 187 employees. It manages $4 billion in total assets among its 16,562 client accounts, making it one of the largest investment advisory firms in the country by assets under management. The firm serves 28 charitable organizations. Of its 16,562 client accounts, just 12% are associated with high-net-worth clients who have more than $1 million in assets available to invest. The firm provides a number of services, such as financial planning services, portfolio management for individuals and small businesses, portfolio management for institutional clients, pension consulting services and selection of other advisers. Fees charged by financial advisors usually are based on which services are offered. However, fee types charged by Wealthcare Advisory Partners LLC most likely consist of some blend of asset-based, hourly and fixed fees.

Certifications and Registrations

Series 63, Series 65

Years Registered*

2 years

Services Offered

Financial planning services, Portfolio management for individuals and/or small businesses, Portfolio management for businesses or institutional clients, Pension consulting services, Selection of other advisers

Fee Structure

Percentage of Assets, Hourly Charges, Fixed Fees

Office Location

1065 Andrew Drive
West Chester, PA 19380

Not sure which advisor is right for you? Use our matching tool.

Our matching tool simplifies the process of finding a financial advisor. To match you with top financial advisors nearby, we ask you a series of questions about your retirement plans, life status, investment goals and advisor preferences, which are all important topics to consider when choosing a financial advisor. Based on that information, we match you with financial advisors near you who suit your needs. Our matching tool has connected more individuals with financial advisors than any other service in the U.S. Click here to get matched with an advisor today.

Wealthcare Advisory Partners LLC Brokerage Details

Total Assets Under Management

$3,907,398,739

PA Average: $15,833,994,310
Total Number of Employees

187

PA Average: 41
Total Number of Accounts

16,562

PA Average: 3,342
Average Account Size

$235,926

PA Average: $4,737,880

Investment Advisory Services

  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses or institutional clients
  • Pension consulting services
  • Selection of other advisers

Richard Davis Work History

Richard has been registered as a financial advisor for 2 years.*

2021 - Present (3 years)

Wealthcare Advisory Partners LLC Dba Wiser Wealthcare, Inc

2019 - Present (5 years)

M. S. Howells & Co

2017 - Present (7 years)

Efficient Advisors, LLC

2010 - Present (14 years)

Wiser Benefit Consultants

2000 - Present (24 years)

Carolina Financial Professionals

2007 - 2021 (14 years)

Wiser Financial Coaching, LLC

2006 - 2019 (13 years)

Triad Advisors, Inc

*The number of years registered in this profile is calculated by taking the year of an advisor's first active registration and subtracting it from the current year.

Disclosures

Please visit the SEC profile of Richard Davis to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.

Financial Advisors at Wealthcare Advisory Partners LLC

Stephen Coffman
Crozet, VA
Jasmine Lambert
West Chester, PA
Christopher Underwood
West Chester, PA
James Graves
West Chester, PA
Robert Richards
Blue Bell, PA
Russell Reinhart
West Chester, PA
Smitha Thomas
Lucas, TX
Stephen Paluck
Rancho Cordova, CA

The content in this profile was updated by SmartAsset on 4/16/2023. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.

The named financial professional and firm have not reviewed, approved, or endorsed this profile and are not responsible for its accuracy. Profile content is produced by SmartAsset independently of any business relationships that might exist between SmartAsset and the named financial professional and firm. Financial professionals and firms having business relationships with SmartAsset receive no special treatment or consideration in SmartAsset’s profiles.

This profile may include a firm or advisor that has a business relationship with SmartAsset, in which SmartAsset is compensated for lead referrals. SmartAsset is not a client of the aforementioned firms or advisors. SmartAsset did not receive compensation for including any of the firms or advisors in the aforementioned profile.

This page contains links to SmartAsset’s financial advisor matching tool, which may or may not match you with the advisor or firm mentioned in this profile. The matching tool does not include all available advisors and firms and matches based on specific criteria (investable assets, geography, and willingness to work with a remote advisor).

Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP® and CERTIFIED FINANCIAL PLANNER™ in the United States, which it authorizes the use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.

Let us help match you with the right financial advisor for your needs.

Answer a few questions to get a personalized match.
Get started