City
Independent RIAs in Jenkintown, Pennsylvania
As of October 2, 2026, 6 independent wealth management RIAs with their main office in Jenkintown, Pennsylvania reported $504.8 million in regulatory assets under management; the largest by assets was The Aranda Group Advisors, LLC, with $233.7 million.
Include wirehouses and broker-dealer firms
- Independent wealth management RIAs
- 6
- Regulatory assets under management
- $504.8 million
- Average per firm
- $84.1 million
- SEC-registered, of those listed
- 2 of 6 (33.3%)
Firms by assets
| # | Firm | Registration | RAUM | Accounts |
|---|---|---|---|---|
| 1 | The Aranda Group Advisors, LLC | SEC | $233.7 million | 432 |
| 2 | Alvin Clay Financial Advisors, LLC | SEC | $186.6 million | 446 |
| 3 | Modern Wealth Concepts LLC | State | $46.2 million | 105 |
| 4 | Mountain River Financial | State | $17.6 million | 113 |
| 5 | Ducharme Wealth Advisors, LLC | State | $15.2 million | 126 |
| 6 | Financial Spectrum Inc. | State | $5.6 million | 23 |
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.