City
Wealth management firms in Yardley, Pennsylvania
As of October 2, 2026, 15 wealth management firms, including broker-dealer firms, with their main office in Yardley, Pennsylvania reported $3.4 billion in regulatory assets under management; the largest by assets was Ventura Wealth Management, with $713.5 million.
Showing all wealth firms, including wirehouses and broker-dealer firms. Independent RIAs only
- Wealth management firms
- 15
- Regulatory assets under management
- $3.4 billion
- Average per firm
- $225.1 million
- SEC-registered, of those listed
- 10 of 15 (66.7%)
Firms by assets
| # | Firm | Registration | RAUM | Accounts |
|---|---|---|---|---|
| 1 | Ventura Wealth Management | SEC | $713.5 million | 1,783 |
| 2 | Cordatus Wealth Management LLC | SEC | $630.4 million | 908 |
| 3 | The Estate Planners Group | SEC | $422.1 million | 342 |
| 4 | Prometheus Capital Management Corp. | SEC | $397.8 million | 872 |
| 5 | Lynch Asset Management, Inc. | SEC | $330.6 million | 23 |
| 6 | Yardley Wealth Management LLC | SEC | $231.6 million | 571 |
| 7 | Crossover Capital | SEC | $179.5 million | 458 |
| 8 | Aeternitas Investment Management, LLC | SEC | $172.5 million | 67 |
| 9 | Attleboro Wealth Management LLC | SEC | $129.3 million | 628 |
| 10 | Meschel Wealth Management LLC | SEC | $107.5 million | 433 |
| 11 | Tobin Investment Planning LLC | State | $35.0 million | 58 |
| 12 | Sweetgum Laboratories LLC | State | $14.8 million | 124 |
| 13 | Viking Wealth Management LLC | State | $12.5 million | 40 |
| 14 | Deerfront LLC | State | $0 | 0 |
| 15 | Taxio | 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.