Adviser Record

Investment advisers in King of Prussia, PA

7 SEC-registered firms with a main office here.

Form ADV data as of 2026-09-01

All advisers in PA

FirmAssetsEmployeesDisclosures
Girard Advisory Services, LLC$3.18 billion600
Ethos Financial Group, LLC$2.14 billion440
Independence Square Holdings, LLC$1.83 billion374
Certior Financial Group, LLC$452.3 million90
Maguire Investments LLC$253.2 million40
Pinnacle Strategic Wealth Management, LLC.$146.5 million20
Isq Capital$040