City

Wealth management firms in King of Prussia, Pennsylvania

As of October 2, 2026, 15 wealth management firms, including broker-dealer firms, with their main office in King of Prussia, Pennsylvania reported $8.2 billion in regulatory assets under management; the largest by assets was Girard Advisory Services, LLC, with $3.2 billion.

Showing all wealth firms, including wirehouses and broker-dealer firms. Independent RIAs only

Wealth management firms: 15
Regulatory assets under management: $8.2 billion
Average per firm: $543.7 million
SEC-registered, of those listed: 7 of 15 (46.7%)

Firms by assets

Wealth management firms in King of Prussia, Pennsylvania, largest first
#	Firm	Registration	RAUM	Accounts
1	Girard Advisory Services, LLC Broker-dealer affiliated: A wealth firm that is, or is part of, a broker-dealer or a bank: a wirehouse, a broker-dealer or its advisory arm, or a bank's. It appears in the all wealth firms view, not in the main lists of independent RIAs.	SEC	$3.2 billion	4,930
2	Ethos Financial Group, LLC	SEC	$2.1 billion	4,747
3	Independence Square Holdings, LLC	SEC	$1.8 billion	2,648
4	Certior Financial Group, LLC	SEC	$452.3 million	1,698
5	Maguire Investments LLC	SEC	$253.2 million	342
6	Pinnacle Strategic Wealth Management, LLC.	SEC	$146.5 million	501
7	Niche Investment Advisors LLC	State	$48.1 million	215
8	Cooper Eagle, LLC	State	$46.3 million	370
9	Pegasus Management Services L.L.C.	State	$38.8 million	191
10	Sun Global LLC	State	$7.4 million	20
11	Preservation Wealth Management	State	$1.8 million	9
12	Jura Investments, LLC	State	$1.5 million	1
13	CPC Financial Planning, Inc	State	$0	0
14	DS Financial Strategies, LLC	State	$0	0
15	Isq Capital	SEC	$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.