City
Wealth management firms in Berwyn, Pennsylvania
As of October 2, 2026, 11 wealth management firms, including broker-dealer firms, with their main office in Berwyn, Pennsylvania reported $15.2 billion in regulatory assets under management; the largest by assets was Great Valley Advisor Group, LLC, with $10.6 billion.
Showing all wealth firms, including wirehouses and broker-dealer firms. Independent RIAs only
- Wealth management firms
- 11
- Regulatory assets under management
- $15.2 billion
- Average per firm
- $1.4 billion
- SEC-registered, of those listed
- 9 of 11 (81.8%)
Firms by assets
| # | Firm | Registration | RAUM | Accounts |
|---|---|---|---|---|
| 1 | Great Valley Advisor Group, LLC | SEC | $10.6 billion | 37,014 |
| 2 | Sterling Investment Advisors Ltd. | SEC | $1.1 billion | 1,611 |
| 3 | Stanley-Laman Group Ltd. | SEC | $1.0 billion | 787 |
| 4 | Ellis Investment Partners, LLC | SEC | $986.8 million | 792 |
| 5 | Trinity Wealth Management, LLC | SEC | $399.2 million | 682 |
| 6 | Carnegie Wealth Management, LLC | SEC | $357.1 million | 919 |
| 7 | Red Spruce Capital, LLC | SEC | $256.9 million | 316 |
| 8 | Rolek Retirement Planning | SEC | $239.2 million | 669 |
| 9 | Watkinson Capital Advisors LLC | SEC | $124.2 million | 124 |
| 10 | Goal Quest Advisors, LLC | State | $109.1 million | 338 |
| 11 | K Wealth Advisors | State | $36.8 million | 94 |
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.