Firms by city
Registered investment advisers in Wyomissing, PA
7 SEC-registered advisers headquartered in Wyomissing, listed by regulatory assets under management as reported on Form ADV.
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7 firms listed
| Firm | Headquarters | Regulatory AUM |
|---|---|---|
| Connors Investor Services | Wyomissing, PA | $1.28B |
| Lountzis Asset Management | Wyomissing, PA | $624M |
| Weik Capital Management | Wyomissing, PA | $335M |
| Fox Financial | Wyomissing, PA | $272M |
| Atlas Wealth Partners | Wyomissing, PA | $234M |
| Walsky Investment Management | Wyomissing, PA | $130M |
| Schuylkill Financial | Wyomissing, PA | $124M |
- Headquarters
- Wyomissing, PA
- Regulatory AUM
- $1.28B
- Headquarters
- Wyomissing, PA
- Regulatory AUM
- $624M
- Headquarters
- Wyomissing, PA
- Regulatory AUM
- $335M
- Headquarters
- Wyomissing, PA
- Regulatory AUM
- $272M
- Headquarters
- Wyomissing, PA
- Regulatory AUM
- $234M
- Headquarters
- Wyomissing, PA
- Regulatory AUM
- $130M
- Headquarters
- Wyomissing, PA
- Regulatory AUM
- $124M
Figures are from each firm's most recent Form ADV and are dated on its profile. Listing here is a matter of public record, not a recommendation.
About this list
A firm appears here when it reports its principal office in Wyomissing on Form ADV Part 1A. Many advisers serve clients well beyond the city they are based in, and a firm headquartered elsewhere may still have an office here; see firms headquartered in Pennsylvania.
Figures come from each firm's own filings on the dates shown on its profile. This list is a restatement of public records, not a rating or a recommendation.