City
Wealth management firms in Media, Pennsylvania
As of October 2, 2026, 11 wealth management firms, including broker-dealer firms, with their main office in Media, Pennsylvania reported $1.8 billion in regulatory assets under management; the largest by assets was Obrien Greene & Co Inc, with $464.3 million.
Showing all wealth firms, including wirehouses and broker-dealer firms. Independent RIAs only
- Wealth management firms
- 11
- Regulatory assets under management
- $1.8 billion
- Average per firm
- $163.1 million
- SEC-registered, of those listed
- 5 of 11 (45.5%)
Firms by assets
| # | Firm | Registration | RAUM | Accounts |
|---|---|---|---|---|
| 1 | Obrien Greene & Co Inc | SEC | $464.3 million | 355 |
| 2 | Foundation Wealth Management, LLC | SEC | $411.9 million | 675 |
| 3 | Members Wealth LLC | SEC | $279.6 million | 625 |
| 4 | Stone Pine Financial Partners | SEC | $256.8 million | 689 |
| 5 | Flagship Capital Management Inc | SEC | $199.9 million | 176 |
| 6 | Rose Valley Asset Management LLC | State | $99.8 million | 229 |
| 7 | Journey 1 Advisors, LLC | State | $50.9 million | 72 |
| 8 | Wealthwise Advisors | State | $15.7 million | 68 |
| 9 | Fiscalwise, Inc. | State | $12.0 million | 10 |
| 10 | Cartera Investments | State | $3.0 million | 8 |
| 11 | Bargeld Financial | State | $250,844 | 15 |
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.