City
Independent RIAs in Ambler, Pennsylvania
As of October 2, 2026, 5 independent wealth management RIAs with their main office in Ambler, Pennsylvania reported $681.7 million in regulatory assets under management; the largest by assets was Lansing Street Advisors, with $555.0 million.
Include wirehouses and broker-dealer firms
- Independent wealth management RIAs
- 5
- Regulatory assets under management
- $681.7 million
- Average per firm
- $136.3 million
- SEC-registered, of those listed
- 1 of 5 (20.0%)
Firms by assets
| # | Firm | Registration | RAUM | Accounts |
|---|---|---|---|---|
| 1 | Lansing Street Advisors | SEC | $555.0 million | 561 |
| 2 | Dillon Capital Management | State | $83.6 million | 124 |
| 3 | Buoyant Wealth | State | $24.6 million | 125 |
| 4 | Keitz Investment Management Ltd. | State | $16.0 million | 49 |
| 5 | Rational Capital Advisors LLC | State | $2.6 million | 4 |
Independent RIAs in Pennsylvania, including every city.
Data as of October 2, 2026, from Form ADV. Sources: SEC registered adviser data (ia100226.zip) and IAPD compilation reports. How the directory is built.