City
Wealth management firms in Lewisburg, Pennsylvania
As of October 2, 2026, 5 wealth management firms, including broker-dealer firms, with their main office in Lewisburg, Pennsylvania reported $591.8 million in regulatory assets under management; the largest by assets was Tower Wealth Partners, with $440.4 million.
Showing all wealth firms, including wirehouses and broker-dealer firms. Independent RIAs only
- Wealth management firms
- 5
- Regulatory assets under management
- $591.8 million
- Average per firm
- $118.4 million
- SEC-registered, of those listed
- 1 of 5 (20.0%)
Firms by assets
| # | Firm | Registration | RAUM | Accounts |
|---|---|---|---|---|
| 1 | Tower Wealth Partners | SEC | $440.4 million | 1,842 |
| 2 | Vision Wealth Advisors, LLC | State | $104.6 million | 472 |
| 3 | Omniwealth Investments LLC | State | $45.0 million | 168 |
| 4 | Granite Financial Advisors, Inc. | State | $1.8 million | 13 |
| 5 | Pioneer Fortress Consulting 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.