Adviser Record

Investment advisers in Wyomissing, PA

8 SEC-registered firms with a main office here.

Form ADV data as of 2026-09-01

All advisers in PA

FirmAssetsEmployeesDisclosures
Connors Investor Services Inc$1.28 billion100
Lountzis Asset Management, LLC$624.1 million50
Weik Capital Management$334.7 million80
Alliance Financial$271.8 million60
Atlas Wealth Partners LLC$233.8 million30
Walsky Investment Management Inc$130.2 million20
Schuylkill Financial, LLC$123.6 million20
Berkshire Advisors, Inc.$97.1 million20