Firms by city
Registered investment advisers in Yardley, PA
9 SEC-registered advisers headquartered in Yardley, listed by regulatory assets under management as reported on Form ADV.
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9 firms listed
| Firm | Headquarters | Regulatory AUM |
|---|---|---|
| PSC Manager | Yardley, PA | $1.14B |
| NVWM | Yardley, PA | $713M |
| Cordatus Wealth Management | Yardley, PA | $630M |
| The Estate Planners Group | Yardley, PA | $422M |
| Prometheus Capital Management | Yardley, PA | $398M |
| Yardley Wealth Management | Yardley, PA | $232M |
| Crossover Capital Brands | Yardley, PA | $179M |
| Aeternitas Investment Management | Yardley, PA | $173M |
| Attleboro Wealth Management | Yardley, PA | $129M |
- Headquarters
- Yardley, PA
- Regulatory AUM
- $1.14B
- Headquarters
- Yardley, PA
- Regulatory AUM
- $713M
- Headquarters
- Yardley, PA
- Regulatory AUM
- $630M
- Headquarters
- Yardley, PA
- Regulatory AUM
- $422M
- Headquarters
- Yardley, PA
- Regulatory AUM
- $398M
- Headquarters
- Yardley, PA
- Regulatory AUM
- $232M
- Headquarters
- Yardley, PA
- Regulatory AUM
- $179M
- Headquarters
- Yardley, PA
- Regulatory AUM
- $173M
- Headquarters
- Yardley, PA
- Regulatory AUM
- $129M
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 Yardley 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.