City
Wealth management firms in North Wales, Pennsylvania
As of October 2, 2026, 5 wealth management firms, including broker-dealer firms, with their main office in North Wales, Pennsylvania reported $390.3 million in regulatory assets under management; the largest by assets was PTM Wealth Management, LLC, with $310.2 million.
Showing all wealth firms, including wirehouses and broker-dealer firms. Independent RIAs only
- Wealth management firms
- 5
- Regulatory assets under management
- $390.3 million
- Average per firm
- $78.1 million
- SEC-registered, of those listed
- 1 of 5 (20.0%)
Firms by assets
| # | Firm | Registration | RAUM | Accounts |
|---|---|---|---|---|
| 1 | PTM Wealth Management, LLC | SEC | $310.2 million | 804 |
| 2 | Comprehensive Investment Management, LLC | State | $57.3 million | 55 |
| 3 | Sunquest Wealth Management, LLC | State | $22.6 million | 47 |
| 4 | Tannhauser Financial LLC | State | $143,424 | 4 |
| 5 | Salvino Capital 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.