City
Wealth management firms in Center Valley, Pennsylvania
As of October 2, 2026, 7 wealth management firms, including broker-dealer firms, with their main office in Center Valley, Pennsylvania reported $3.0 billion in regulatory assets under management; the largest by assets was Quadrant Private Wealth Management, LLC, with $2.1 billion.
Showing all wealth firms, including wirehouses and broker-dealer firms. Independent RIAs only
- Wealth management firms
- 7
- Regulatory assets under management
- $3.0 billion
- Average per firm
- $421.5 million
- SEC-registered, of those listed
- 3 of 7 (42.9%)
Firms by assets
| # | Firm | Registration | RAUM | Accounts |
|---|---|---|---|---|
| 1 | Quadrant Private Wealth Management, LLC 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 | $2.1 billion | 3,076 |
| 2 | MB, Levis & Associates,llc | SEC | $411.6 million | 575 |
| 3 | Argyle Capital Management, LLC | SEC | $355.7 million | 136 |
| 4 | Brightside Wealth Planning, LLC | State | $84.0 million | 324 |
| 5 | Shetland Financial, PLLC | State | $3.1 million | 6 |
| 6 | 100 Plus Planning | State | $0 | 0 |
| 7 | Capital Planning Wealth Management 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. | 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.