City
Wealth management firms in Wyomissing, Pennsylvania
As of October 2, 2026, 9 wealth management firms, including broker-dealer firms, with their main office in Wyomissing, Pennsylvania reported $1.9 billion in regulatory assets under management; the largest by assets was Lountzis Asset Management, LLC, with $624.1 million.
Showing all wealth firms, including wirehouses and broker-dealer firms. Independent RIAs only
- Wealth management firms
- 9
- Regulatory assets under management
- $1.9 billion
- Average per firm
- $216.2 million
- SEC-registered, of those listed
- 7 of 9 (77.8%)
Firms by assets
| # | Firm | Registration | RAUM | Accounts |
|---|---|---|---|---|
| 1 | Lountzis Asset Management, LLC | SEC | $624.1 million | 325 |
| 2 | Weik Capital Management | SEC | $334.7 million | 195 |
| 3 | Alliance Financial | SEC | $271.8 million | 1,006 |
| 4 | Atlas Wealth Partners LLC | SEC | $233.8 million | 825 |
| 5 | Walsky Investment Management Inc | SEC | $130.2 million | 234 |
| 6 | Schuylkill Financial, LLC | SEC | $123.6 million | 367 |
| 7 | Financial Planning Advisors Inc. | State | $105.0 million | 390 |
| 8 | Berkshire Advisors, Inc. 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 | $97.1 million | 238 |
| 9 | Van Reed Wealth Management LLC | State | $25.9 million | 49 |
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.