City
Wealth management firms in Ambler, Pennsylvania
As of October 2, 2026, 6 wealth management firms, including broker-dealer firms, with their main office in Ambler, Pennsylvania reported $969.0 million in regulatory assets under management; the largest by assets was Lansing Street Advisors, with $555.0 million.
Showing all wealth firms, including wirehouses and broker-dealer firms. Independent RIAs only
- Wealth management firms
- 6
- Regulatory assets under management
- $969.0 million
- Average per firm
- $161.5 million
- SEC-registered, of those listed
- 2 of 6 (33.3%)
Firms by assets
| # | Firm | Registration | RAUM | Accounts |
|---|---|---|---|---|
| 1 | Lansing Street Advisors | SEC | $555.0 million | 561 |
| 2 | Valley Financial Group Broker-dealer affiliated: A wealth firm that is, or is part of, a broker-dealer or a bank: a wirehouse, a broker-dealer or its advisory arm, or a bank's. It appears in the all wealth firms view, not in the main lists of independent RIAs. | SEC | $287.2 million | 925 |
| 3 | Dillon Capital Management | State | $83.6 million | 124 |
| 4 | Buoyant Wealth | State | $24.6 million | 125 |
| 5 | Keitz Investment Management Ltd. | State | $16.0 million | 49 |
| 6 | Rational Capital Advisors LLC | State | $2.6 million | 4 |
Wealth management firms 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.