City
Wealth management firms in Wayne, Pennsylvania
As of October 2, 2026, 19 wealth management firms, including broker-dealer firms, with their main office in Wayne, Pennsylvania reported $9.4 billion in regulatory assets under management; the largest by assets was Kathmere Capital Management, LLC, with $3.5 billion.
Showing all wealth firms, including wirehouses and broker-dealer firms. Independent RIAs only
- Wealth management firms
- 19
- Regulatory assets under management
- $9.4 billion
- Average per firm
- $494.4 million
- SEC-registered, of those listed
- 9 of 19 (47.4%)
Firms by assets
| # | Firm | Registration | RAUM | Accounts |
|---|---|---|---|---|
| 1 | Kathmere Capital Management, LLC | SEC | $3.5 billion | 2,684 |
| 2 | Alden Capital Broker-dealer affiliated: A wealth firm that is, or is part of, a broker-dealer or a bank: a wirehouse, a broker-dealer or its advisory arm, or a bank's. It appears in the all wealth firms view, not in the main lists of independent RIAs. | SEC | $1.5 billion | 2,551 |
| 3 | Wick Capital Partners, LLC | SEC | $929.7 million | 1,179 |
| 4 | Axiom Asset Management | SEC | $899.6 million | 614 |
| 5 | Radnor Capital Management, LLC | SEC | $854.8 million | 450 |
| 6 | Aurdan Capital Management, LLC | SEC | $526.2 million | 423 |
| 7 | Alden Investment Group Broker-dealer affiliated: A wealth firm that is, or is part of, a broker-dealer or a bank: a wirehouse, a broker-dealer or its advisory arm, or a bank's. It appears in the all wealth firms view, not in the main lists of independent RIAs. | SEC | $385.7 million | 1,460 |
| 8 | Entrust Financial LLC | SEC | $350.9 million | 855 |
| 9 | Addis & Hill, Incorporated | SEC | $254.0 million | 412 |
| 10 | Proper Financial, LLC | State | $65.0 million | 122 |
| 11 | Cubic Advisors, LLC | State | $55.1 million | 152 |
| 12 | Acadia Investment Advisors LLC | State | $42.0 million | 8 |
| 13 | Todorow Capital Partners LLC | State | $14.4 million | 21 |
| 14 | Clovelly Wealth | State | $12.0 million | 26 |
| 15 | Enduro Capital Partners LLC | State | $10.2 million | 26 |
| 16 | Green Trails Wealth LLC | State | $0 | 0 |
| 17 | Paradigm Money Management, LLC | State | $0 | 0 |
| 18 | TP Investment Advisory Services, LLC | State | $0 | 0 |
| 19 | Vantage Advisors, 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.