City
Independent RIAs in Wayne, Pennsylvania
As of October 2, 2026, 17 independent wealth management RIAs with their main office in Wayne, Pennsylvania reported $7.5 billion in regulatory assets under management; the largest by assets was Kathmere Capital Management, LLC, with $3.5 billion.
Include wirehouses and broker-dealer firms
- Independent wealth management RIAs
- 17
- Regulatory assets under management
- $7.5 billion
- Average per firm
- $440.7 million
- SEC-registered, of those listed
- 7 of 17 (41.2%)
Firms by assets
| # | Firm | Registration | RAUM | Accounts |
|---|---|---|---|---|
| 1 | Kathmere Capital Management, LLC | SEC | $3.5 billion | 2,684 |
| 2 | Wick Capital Partners, LLC | SEC | $929.7 million | 1,179 |
| 3 | Axiom Asset Management | SEC | $899.6 million | 614 |
| 4 | Radnor Capital Management, LLC | SEC | $854.8 million | 450 |
| 5 | Aurdan Capital Management, LLC | SEC | $526.2 million | 423 |
| 6 | Entrust Financial LLC | SEC | $350.9 million | 855 |
| 7 | Addis & Hill, Incorporated | SEC | $254.0 million | 412 |
| 8 | Proper Financial, LLC | State | $65.0 million | 122 |
| 9 | Cubic Advisors, LLC | State | $55.1 million | 152 |
| 10 | Acadia Investment Advisors LLC | State | $42.0 million | 8 |
| 11 | Todorow Capital Partners LLC | State | $14.4 million | 21 |
| 12 | Clovelly Wealth | State | $12.0 million | 26 |
| 13 | Enduro Capital Partners LLC | State | $10.2 million | 26 |
| 14 | Green Trails Wealth LLC | State | $0 | 0 |
| 15 | Paradigm Money Management, LLC | State | $0 | 0 |
| 16 | TP Investment Advisory Services, LLC | State | $0 | 0 |
| 17 | Vantage Advisors, LLC | 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.