City
Wealth management firms in Phoenixville, Pennsylvania
As of October 2, 2026, 8 wealth management firms, including broker-dealer firms, with their main office in Phoenixville, Pennsylvania reported $1.0 billion in regulatory assets under management; the largest by assets was Bouvel Investment Partners, LLC, with $374.4 million.
Showing all wealth firms, including wirehouses and broker-dealer firms. Independent RIAs only
- Wealth management firms
- 8
- Regulatory assets under management
- $1.0 billion
- Average per firm
- $125.3 million
- SEC-registered, of those listed
- 3 of 8 (37.5%)
Firms by assets
| # | Firm | Registration | RAUM | Accounts |
|---|---|---|---|---|
| 1 | Bouvel Investment Partners, LLC | SEC | $374.4 million | 758 |
| 2 | Vermillion & White Wealth Management Group | SEC | $278.6 million | 357 |
| 3 | Barnstone Advisors LLC | SEC | $241.1 million | 288 |
| 4 | Arnold Investment Group | State | $78.2 million | 86 |
| 5 | Black Oak Wealth Management, LLC | State | $15.0 million | 79 |
| 6 | Clothier Springs Capital Management, LLC | State | $13.0 million | 49 |
| 7 | Gould Tactical Growth LLC | State | $2.2 million | 13 |
| 8 | Timeless Wealth | 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.