City
Wealth management firms in Huntingdon Valley, Pennsylvania
As of October 2, 2026, 5 wealth management firms, including broker-dealer firms, with their main office in Huntingdon Valley, Pennsylvania reported $996.1 million in regulatory assets under management; the largest by assets was Pennsylvania Capital Management Inc., with $848.6 million.
Showing all wealth firms, including wirehouses and broker-dealer firms. Independent RIAs only
- Wealth management firms
- 5
- Regulatory assets under management
- $996.1 million
- Average per firm
- $199.2 million
- SEC-registered, of those listed
- 1 of 5 (20.0%)
Firms by assets
| # | Firm | Registration | RAUM | Accounts |
|---|---|---|---|---|
| 1 | Pennsylvania Capital Management Inc. | SEC | $848.6 million | 1,045 |
| 2 | Summit Investment Advisory Group LLC | State | $57.1 million | 167 |
| 3 | Stone Fortress Wealth Strategies | State | $56.1 million | 192 |
| 4 | GBL Asset Management, Inc. | State | $34.3 million | 15 |
| 5 | Woodmont Wealth Management, 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.