BERWYN, PA — Two Chester County financial advisors were named to Forbes’ 2026 Best-in-State Wealth Advisors rankings, extending Merrill Wealth Management’s presence on an industry list dominated by the firm’s representatives.
Berwyn residents Patrick Welde and Jason Pierce were recognized in the Philadelphia-area high-net-worth category. Welde ranked No. 13 in Pennsylvania, while Pierce placed No. 109.
Merrill reported that 2,314 of its advisors appeared on the Best-in-State list, more than any other firm. An additional 59 Merrill advisors were included in Forbes’ 2026 America’s Top Wealth Advisors rankings.
Welde serves as co-partner and head of business development for The Welde Group at Merrill. The team’s assets under management increased from $243 million in 2012 to approximately $1.2 billion, according to information provided by the firm.
The group added more than 20 clients and $62 million in assets during 2025. Welde, a Santa Clara University graduate and senior vice president at Merrill, has appeared on Forbes Advisor lists since 2018.
He also serves on the development and investment committees of Project HOME, a Philadelphia nonprofit focused on reducing chronic homelessness.
Pierce is a partner at Nottingham, Walsh, Goodman, Pierce & Associates at Merrill and has worked at the firm since 2014. He holds the Chartered Financial Analyst and Certified Financial Planner designations.
His practice focuses on investment analysis, estate planning and wealth management for affluent individuals and families.
Pierce, a University of Scranton graduate, also coaches youth and high school basketball in Main Line communities and is active with the Chestnut Hill Community Association.
The recognition adds to Merrill’s strong showing in the 2026 rankings, with more advisors recognized on the Best-in-State list than any other wealth management firm.
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