City
Independent RIAs in Coatesville, Pennsylvania
As of October 2, 2026, 6 independent wealth management RIAs with their main office in Coatesville, Pennsylvania reported $806.4 million in regulatory assets under management; the largest by assets was Hoey Investments, Inc., with $788.3 million.
Include wirehouses and broker-dealer firms
- Independent wealth management RIAs
- 6
- Regulatory assets under management
- $806.4 million
- Average per firm
- $134.4 million
- SEC-registered, of those listed
- 1 of 6 (16.7%)
Firms by assets
| # | Firm | Registration | RAUM | Accounts |
|---|---|---|---|---|
| 1 | Hoey Investments, Inc. | SEC | $788.3 million | 1,554 |
| 2 | Ace Wealth Management, LLC | State | $11.8 million | 67 |
| 3 | Byerly Investment Management Inc. | State | $6.4 million | 36 |
| 4 | Buckler Wealth Management, LLC | State | $0 | 0 |
| 5 | Schubert Financial LLC | State | $0 | 0 |
| 6 | Stirling Investment Management | State | $0 | 0 |
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.