City
Wealth management firms in Lansdale, Pennsylvania
As of October 2, 2026, 5 wealth management firms, including broker-dealer firms, with their main office in Lansdale, Pennsylvania reported $173.9 million in regulatory assets under management; the largest by assets was Moyer Wealth Management, with $75.3 million.
Showing all wealth firms, including wirehouses and broker-dealer firms. Independent RIAs only
- Wealth management firms
- 5
- Regulatory assets under management
- $173.9 million
- Average per firm
- $34.8 million
- SEC-registered, of those listed
- 0 of 5 (0.0%)
Firms by assets
| # | Firm | Registration | RAUM | Accounts |
|---|---|---|---|---|
| 1 | Moyer Wealth Management | State | $75.3 million | 325 |
| 2 | Integrity Investment Advisors, LLC | State | $67.0 million | 260 |
| 3 | ESG Wealth Advisors | State | $31.6 million | 65 |
| 4 | Comprehensive Advisors, LLC | State | $0 | 0 |
| 5 | Global 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.