Fee-only adviser · Chadds Ford, PA
DT Investment Partners, LLC
DT Investment Partners, LLC is a fee-only investment adviser registered with the U.S. Securities and Exchange Commission, with its main office in Chadds Ford, Pennsylvania. On its latest Form ADV, filed October 13, 2026, it reports $1.9B in regulatory assets under management, 1,296 individual clients and 5 employees who give investment advice. It reports no commission compensation, is not registered as a broker-dealer and does not act as an insurance agent.
Key facts from Form ADV
| Registration | SEC-registered |
|---|---|
| Firm CRD number | 157646 · SEC file 801-72325 |
| Office | Brandywine Five 1 Dickinson Drive, Suite 103 Chadds Ford, PA 19317 |
| Phone | (484) 778-4425 |
| Website | www.dtinvestmentpartners.com |
| Regulatory assets under management | $1.9B ($1.8B discretionary) |
| Individual clients | 981 non-high-net-worth, 315 high-net-worth |
| Financial planning clients | 101-250 |
| How it charges | Percentage of assets, Fixed fee |
| Services | Financial planning, Portfolio management |
| Employees | 8 |
| Disciplinary disclosures | None reported |
| Latest Form ADV filing | October 13, 2026 |
Source: the firm’s Form ADV Part 1A as published by the SEC’s Investment Adviser Public Disclosure database, data as of November 6, 2026. Figures are self-reported by the firm.
What this means for you
- It offers hourly or fixed-fee arrangements, so you may be able to pay for a plan without handing over your investments.
- It also charges a percentage of assets managed for ongoing investment management.
- Most of its individual clients are not high-net-worth, so it is likely to work with people who are still building assets.
- It provides financial planning services, not only portfolio management.
- It sponsors or manages a wrap fee program; ask what the bundled fee covers.
- It reports no disciplinary history on Form ADV.
Before you hire any adviser
Read the firm’s Form ADV Part 2 brochure on its SEC record: it sets out fees, minimums, conflicts of interest and who will manage your money. Ask whether the firm acts as a fiduciary for all of your accounts, how it is paid in total, and who holds your assets. Our guide to choosing a financial adviser lists the questions to ask.
Other fee-only advisers in Chadds Ford
- Smithbridge Asset Management, Inc. $831M
- Chadds Ford Wealth Partners, LLC $1.3B
- Dimatteo Financial Group $42M
- PF Advisors $238M
- Gardner Lewis Asset Management LP $456M
- Owls Nest Partners $441M
See all 7 fee-only advisers in Chadds Ford →
Nearby
- Rockland 1 firm
- Montchanin 1 firm
- Kennett Square 2 firms
- Glen Mills 2 firms
- West Chester 6 firms
- Chester Heights 1 firm
- Wilmington 17 firms
- Media 6 firms
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