City
Wealth management firms in Doylestown, Pennsylvania
As of October 2, 2026, 16 wealth management firms, including broker-dealer firms, with their main office in Doylestown, Pennsylvania reported $1.4 billion in regulatory assets under management; the largest by assets was Archetype Advisors, LLC, with $260.0 million.
Showing all wealth firms, including wirehouses and broker-dealer firms. Independent RIAs only
- Wealth management firms
- 16
- Regulatory assets under management
- $1.4 billion
- Average per firm
- $88.5 million
- SEC-registered, of those listed
- 6 of 16 (37.5%)
Firms by assets
| # | Firm | Registration | RAUM | Accounts |
|---|---|---|---|---|
| 1 | Archetype Advisors, LLC | SEC | $260.0 million | 505 |
| 2 | Kohlhepp Investment Advisors, Ltd. | SEC | $204.6 million | 836 |
| 3 | Muntz Financial, LLC | SEC | $177.6 million | 252 |
| 4 | Aventine Financial Group | SEC | $153.1 million | 351 |
| 5 | Trident Advisors Inc | SEC | $116.9 million | 226 |
| 6 | Opulus | SEC | $104.9 million | 436 |
| 7 | Vama Oak Wealth, LLC | State | $91.2 million | 390 |
| 8 | Solebury Asset Management LLC | State | $84.5 million | 151 |
| 9 | Clear Capital Management LP | State | $61.3 million | 250 |
| 10 | Axiom Investment Solutions LLC | State | $51.4 million | 165 |
| 11 | CJK Capital Management, LLC | State | $42.5 million | 50 |
| 12 | Bloomer Financial Planning LLC | State | $36.0 million | 12 |
| 13 | MG Financial Management, LLC | State | $29.8 million | 99 |
| 14 | Del Val Retirement and Investment Services Inc | State | $1.9 million | 9 |
| 15 | Infinitespring | State | $187,408 | 5 |
| 16 | Gregory Financial LLC | 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.