AdvisorGrade

Financial advisers in King Of Prussia, PA

7 registered investment adviser firms in King Of Prussia managing $8.0B in assets, based on public SEC Form ADV filings.

Girard Advisory Services, LLC

King Of Prussia, PA · Est. 2001

Regional
Fee-based
AUM
$3.2B
Per adviser
$80M
Advisers
40

No reported disclosures

Ethos Financial Group, LLC

King Of Prussia, PA · Est. 2022

RegionalInternational
Fee-based
AUM
$2.1B
Per adviser
$79M
Advisers
27

No reported disclosures

Independence Square Holdings, LLC

King Of Prussia, PA · Est. 2019

Regional
Fee-based
AUM
$1.8B
Per adviser
$50M
Advisers
37

No reported disclosures

Certior Financial Group, LLC

King Of Prussia, PA · Est. 2016

LocalInternational
Fee-based
AUM
$452M
Per adviser
$65M
Advisers
7

No reported disclosures

Maguire Investments LLC

King Of Prussia, PA · Est. 2012

Local
Fee-based
AUM
$253M
Per adviser
$63M
Advisers
4

No reported disclosures

Pinnacle Strategic Wealth Management, LLC.

King Of Prussia, PA · Est. 2025

Local
Fee-based
AUM
$146M
Per adviser
$73M
Advisers
2

No reported disclosures

Isq Capital

King Of Prussia, PA · Est. 2026

Local
Fee-based
AUM
Per adviser
Advisers
2

No reported disclosures