City
Wealth management firms in Blue Bell, Pennsylvania
As of October 2, 2026, 12 wealth management firms, including broker-dealer firms, with their main office in Blue Bell, Pennsylvania reported $4.6 billion in regulatory assets under management; the largest by assets was Amplius Wealth Advisors, with $1.7 billion.
Showing all wealth firms, including wirehouses and broker-dealer firms. Independent RIAs only
- Wealth management firms
- 12
- Regulatory assets under management
- $4.6 billion
- Average per firm
- $383.1 million
- SEC-registered, of those listed
- 7 of 12 (58.3%)
Firms by assets
| # | Firm | Registration | RAUM | Accounts |
|---|---|---|---|---|
| 1 | Amplius Wealth Advisors | SEC | $1.7 billion | 2,847 |
| 2 | Blue Bell Private Wealth Management, LLC | SEC | $1.1 billion | 2,249 |
| 3 | Northstar Asset Management Company, LLC | SEC | $659.8 million | 379 |
| 4 | Borer Denton & Associates, Inc. | SEC | $403.0 million | 220 |
| 5 | Persimmon Capital Management | SEC | $368.5 million | 616 |
| 6 | Coombs Wealth Advisory, LLC | SEC | $139.6 million | 91 |
| 7 | IM Wealth Partners | SEC | $123.9 million | 74 |
| 8 | Modern Wealth LLC | State | $32.5 million | 295 |
| 9 | PW Capital Management, LLC | State | $5.0 million | 5 |
| 10 | Courtside Wealth Partners LLC | State | $2.7 million | 6 |
| 11 | Krown Advisory | State | $0 | 0 |
| 12 | Scarsdale Investment Group, Ltd. | State | $0 | 0 |
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.