City
Wealth management firms in New Hope, Pennsylvania
As of October 2, 2026, 7 wealth management firms, including broker-dealer firms, with their main office in New Hope, Pennsylvania reported $3.1 billion in regulatory assets under management; the largest by assets was Rockwood Wealth Management, LLC, with $2.9 billion.
Showing all wealth firms, including wirehouses and broker-dealer firms. Independent RIAs only
- Wealth management firms
- 7
- Regulatory assets under management
- $3.1 billion
- Average per firm
- $444.4 million
- SEC-registered, of those listed
- 2 of 7 (28.6%)
Firms by assets
| # | Firm | Registration | RAUM | Accounts |
|---|---|---|---|---|
| 1 | Rockwood Wealth Management, LLC | SEC | $2.9 billion | 5,237 |
| 2 | Hartley Advisors Corp. | SEC | $118.7 million | 433 |
| 3 | Sapient Investments LLC | State | $69.2 million | 98 |
| 4 | Moondance Investment Advisors, LLC | State | $34.8 million | 99 |
| 5 | Poxono Capital | State | $18.0 million | 82 |
| 6 | Katsutoshi Capital Management, LLC | State | $0 | 0 |
| 7 | Lifelong Advisory Corp | 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.