City
Independent RIAs in Paoli, Pennsylvania
As of October 2, 2026, 9 independent wealth management RIAs with their main office in Paoli, Pennsylvania reported $1.3 billion in regulatory assets under management; the largest by assets was Northeast Advisers, Inc., with $639.1 million.
Include wirehouses and broker-dealer firms
- Independent wealth management RIAs
- 9
- Regulatory assets under management
- $1.3 billion
- Average per firm
- $147.8 million
- SEC-registered, of those listed
- 3 of 9 (33.3%)
Firms by assets
| # | Firm | Registration | RAUM | Accounts |
|---|---|---|---|---|
| 1 | Northeast Advisers, Inc. | SEC | $639.1 million | 376 |
| 2 | Valen Private Capital, LLC. | SEC | $482.6 million | 89 |
| 3 | Harvest Financial Partners | SEC | $148.8 million | 383 |
| 4 | Falco Wealth Management | State | $32.1 million | 74 |
| 5 | Spring City Partners, LLC | State | $16.0 million | 126 |
| 6 | Freedom Mountain Investments | State | $11.5 million | 10 |
| 7 | Deluca Financial Planning | State | $0 | 0 |
| 8 | Great Valley Tax & Financial Services | State | $0 | 0 |
| 9 | Milvian Bridge Advisory | State | $0 | 0 |
Independent RIAs 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.