Dakota
Dakota
Book a Demo
Talk to an Expert

Westover Capital Advisors

EST. AUM
$652,907,439

CONTACTS
4

CLIENT ACCOUNTS
794

Firm Details

Metro area Philadelphia
CRD Number 126520
Website westovercapital.com
Client types

Overview

Westover Capital Advisors is an independent, fee-only, SEC-registered investment advisory firm based in Wilmington, Delaware. Founded in 1999, the firm has over 25 years of experience serving high-net-worth individuals, families, corporate executives, business owners, entrepreneurs, foundations, and institutions. Westover’s philosophy centers on building long-term, trust-based relationships with clients, delivering advice and care with the same attention they would give their own families. Their culture is rooted in collaboration, objectivity, and independence, ensuring that client interests always come first.

Platform Details

Investment Preferences

Alternative Activity

Address

925 West Lancaster Ave
Suite 220
Bryn Mawr, PA 19010
Tel: (610) 642-1481 

Products & Services

Resources

Podcasts

Events

Company

© Dakota 2026 | Terms of Use | Privacy Policy