Financial advisers in Wyomissing, PA

8 registered investment adviser firms in Wyomissing managing $3.1B in assets, based on public SEC Form ADV filings.

Connors Investor Services INC

Wyomissing, PA · Est. 1969

LocalInternational

Fee-only

AUM: $1.3B
Per adviser: $128M
Advisers: 10

No reported disclosures

Lountzis Asset Management, LLC

Wyomissing, PA · Est. 2015

Regional

Fee-only

AUM: $624M
Per adviser: $208M
Advisers: 3

No reported disclosures

Weik Capital Management

Wyomissing, PA · Est. 1987

Local

Fee-only

AUM: $335M
Per adviser: $56M
Advisers: 6

No reported disclosures

Alliance Financial

Wyomissing, PA · Est. 2022

Local

Fee-based

AUM: $272M
Per adviser: $54M
Advisers: 5

No reported disclosures

Atlas Wealth Partners LLC

Wyomissing, PA · Est. 2015

Local

Fee-only

AUM: $234M
Per adviser: $117M
Advisers: 2

No reported disclosures

Walsky Investment Management INC

Wyomissing, PA · Est. 2022

Local

Fee-only

AUM: $130M
Per adviser: $65M
Advisers: 2

No reported disclosures

Schuylkill Financial, LLC

Wyomissing, PA · Est. 2026

Local

Fee-only

AUM: $124M
Per adviser: $62M
Advisers: 2

No reported disclosures

Berkshire Advisors, INC.

Wyomissing, PA · Est. 2022

Local

Fee-based

AUM: $97M
Per adviser: $49M
Advisers: 2

No reported disclosures