Investment advisers in Yardley, PA
9 SEC-registered firms with a main office here.
Form ADV data as of 2026-09-01| Firm | Assets | Employees | Disclosures |
|---|---|---|---|
| Psc Manager LLC | $1.14 billion | 17 | 0 |
| Ventura Wealth Management | $713.5 million | 12 | 0 |
| Cordatus Wealth Management LLC | $630.4 million | 6 | 2 |
| The Estate Planners Group | $422.1 million | 5 | 0 |
| Prometheus Capital Management Corp. | $397.8 million | 4 | 0 |
| Yardley Wealth Management LLC | $231.6 million | 8 | 0 |
| Crossover Capital | $179.5 million | 3 | 0 |
| Aeternitas Investment Management, LLC | $172.5 million | 3 | 0 |
| Attleboro Wealth Management LLC | $129.3 million | 6 | 0 |