City
Wealth management firms in Pottstown, Pennsylvania
As of October 2, 2026, 5 wealth management firms, including broker-dealer firms, with their main office in Pottstown, Pennsylvania reported $312.7 million in regulatory assets under management; the largest by assets was 1015 Capital Partners, LLC, with $150.4 million.
Showing all wealth firms, including wirehouses and broker-dealer firms. Independent RIAs only
- Wealth management firms
- 5
- Regulatory assets under management
- $312.7 million
- Average per firm
- $62.5 million
- SEC-registered, of those listed
- 1 of 5 (20.0%)
Firms by assets
| # | Firm | Registration | RAUM | Accounts |
|---|---|---|---|---|
| 1 | 1015 Capital Partners, LLC | SEC | $150.4 million | 57 |
| 2 | Great Oak Wealth Management, Inc | State | $99.3 million | 409 |
| 3 | Open Wealth Network | State | $51.3 million | 208 |
| 4 | First Financial Security, LLC | State | $11.7 million | 29 |
| 5 | Acs Tax & Financial Advisors PC | 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.