City
Wealth management firms in Collegeville, Pennsylvania
As of October 2, 2026, 6 wealth management firms, including broker-dealer firms, with their main office in Collegeville, Pennsylvania reported $754.4 million in regulatory assets under management; the largest by assets was Christine Messmer, P.C., with $240.6 million.
Showing all wealth firms, including wirehouses and broker-dealer firms. Independent RIAs only
- Wealth management firms
- 6
- Regulatory assets under management
- $754.4 million
- Average per firm
- $125.7 million
- SEC-registered, of those listed
- 4 of 6 (66.7%)
Firms by assets
| # | Firm | Registration | RAUM | Accounts |
|---|---|---|---|---|
| 1 | Christine Messmer, P.C. | SEC | $240.6 million | 206 |
| 2 | Sensenig Capital Advisors, Inc. | SEC | $212.9 million | 442 |
| 3 | Dewitt Capital Management | SEC | $123.2 million | 194 |
| 4 | VCM Wealth | SEC | $104.8 million | 297 |
| 5 | JCB Financial, Inc. | State | $72.7 million | 183 |
| 6 | New Wave Financial LLC | State | $261,368 | 6 |
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.