Financial advisers in Yardley, PA
8 registered investment adviser firms in Yardley managing $3.8B in assets, based on public SEC Form ADV filings.
Psc Manager LLC
Yardley, PA · Est. 2021
Local
- AUM
- $1.1B
- Per adviser
- $81M
- Advisers
- 14
No reported disclosures
Ventura Wealth Management
Yardley, PA · Est. 2010
Local
- AUM
- $713M
- Per adviser
- $79M
- Advisers
- 9
No reported disclosures
Cordatus Wealth Management LLC
Yardley, PA · Est. 2016
Local
- AUM
- $630M
- Per adviser
- $210M
- Advisers
- 3
The Estate Planners Group
Yardley, PA · Est. 2017
Local
- AUM
- $422M
- Per adviser
- $84M
- Advisers
- 5
No reported disclosures
Prometheus Capital Management Corp.
Yardley, PA · Est. 2018
LocalInternational
- AUM
- $398M
- Per adviser
- $199M
- Advisers
- 2
No reported disclosures
Yardley Wealth Management LLC
Yardley, PA · Est. 2021
LocalInternational
- AUM
- $232M
- Per adviser
- $77M
- Advisers
- 3
No reported disclosures
Crossover Capital
Yardley, PA · Est. 2023
Local
- AUM
- $179M
- Per adviser
- $90M
- Advisers
- 2
No reported disclosures
Attleboro Wealth Management LLC
Yardley, PA · Est. 2025
Local
- AUM
- $129M
- Per adviser
- $26M
- Advisers
- 5
No reported disclosures