Top 7 financial advisor firms in Blue Bell

7 SEC-registered financial advisor firms are headquartered in Blue Bell, PA, with $4.56B in combined regulatory assets under management. The largest by assets are Amplius Wealth Advisors ($1.74B), Blue Bell Private Wealth Management ($1.12B) and NorthStar Asset Management ($660M).

7
Financial advisor firms: $4.56B
Their combined AUM: $403M
Median firm AUM: 2,092
Clients of the top 7

The 7 largest by assets

1
Amplius Wealth Advisors
RIA
$1.74B
Up to 1.75% a year
2
Blue Bell Private Wealth Management
RIA
$1.12B
Up to 2.00% a year
3
NorthStar Asset Management
RIA
$660M
0.70% to 1.00% a year
4
Borer Denton & Associates
RIA
$403M
0.50% to 1.00% a year
5
Persimmon Capital Management
RIA
$368M
0.30% to 1.00% a year
6
Coombs Wealth Advisory
RIA
$140M
0.50% to 0.75%
7
IM Wealth Partners Investment Advisors
RIA
$124M
0.75% to 1.50%

Profiles of the top 7

No. 1 · RIA

Amplius Wealth Advisors

Amplius Wealth Advisors is an investment adviser based in Blue Bell, PA, registered with the SEC since 2021. It provides financial planning and investment management. Its clients include high-net-worth individuals, individual clients, and pension and profit-sharing plans. Its regulatory assets under management total $1.74 billion, as filed on 14 July 2026.

Amplius Wealth Advisors charges up to 1.75% a year for its Portfolio Management Services.

Regulatory AUM: $1.74B
Clients: 781
Advisory staff: 13
Founded: 2021
Fee schedule: Up to 1.75% a year
Custodians: Fidelity
Headquarters: 1787 Sentry Parkway West, Veva 16, Suite 100, Blue Bell, PA 19422
Phone: 215-310-7770
Website: ampliuswealth.com

No. 2 · RIA

Blue Bell Private Wealth Management

Blue Bell Private Wealth Management is an investment adviser based in Blue Bell, PA, registered with the SEC since 2005. It provides financial planning and investment management. Its clients include high-net-worth individuals, individual clients and charitable organizations. Its regulatory assets under management total $1.12 billion, as filed on 10 March 2026.

Blue Bell Private Wealth Management charges up to 2.00% a year for its Investment Advisory Services.

Regulatory AUM: $1.12B
Clients: 811
Advisory staff: 10
Founded: 2005
Fee schedule: Up to 2.00% a year
Custodians: Charles Schwab
Headquarters: Blue Bell Executive Campus, 470 Norristown Road, Suite 305, Blue Bell, PA 19422-2322
Phone: 610-825-3540
Website: bluebellpwm.com

No. 3 · RIA

NorthStar Asset Management

NorthStar Asset Management is an investment adviser based in Blue Bell, PA, registered with the SEC since 2024. It provides investment management. Its clients include high-net-worth individuals and individual clients. Its regulatory assets under management total $660 million, as filed on 27 March 2026.

NorthStar Asset Management charges 0.70%–1.00% a year for its Investment Management.

Regulatory AUM: $660M
Clients: 161
Advisory staff: 2
Fee schedule: 0.70% to 1.00% a year
Custodians: Charles Schwab, PNC Bank, National Association
Headquarters: 488 Norristown Road, Suite 142, Blue Bell, PA 19422
Phone: 484-342-4200
Website: northstarmgt.com

No. 4 · RIA

Borer Denton & Associates

Borer Denton & Associates is an investment adviser based in Blue Bell, PA, registered with the SEC since 2006. It provides investment management. Its clients include high-net-worth individuals, charitable organizations and individual clients. Its regulatory assets under management total $403 million, as filed on 27 March 2026.

Borer Denton & Associates charges 0.50%–1.00% a year for its Portfolio Management Services.

Regulatory AUM: $403M
Clients: 218
Advisory staff: 3
Founded: 2005
Fee schedule: 0.50% to 1.00% a year
Custodians: Pershing
Headquarters: 610 Sentry Parkway, Suite 100, Blue Bell, PA 19422-2314
Phone: 610-238-0888

No. 5 · RIA

Persimmon Capital Management

Persimmon Capital Management is an investment adviser based in Blue Bell, PA, registered with the SEC since 2025. It provides financial planning and investment management. Its clients include high-net-worth individuals, investment companies and charitable organizations. Its regulatory assets under management total $368 million, as filed on 6 March 2026.

Persimmon Capital Management charges 0.30%–1.00% a year for its Wealth management services.

Regulatory AUM: $368M
Clients: 86
Advisory staff: 2
Fee schedule: 0.30% to 1.00% a year
Custodians: Charles Schwab, Pershing
Headquarters: 1777 Sentry Parkway West, Veva 14, Suite 102, Blue Bell, PA 19422
Phone: 484-572-0500
Website: persimmoncapital.com

No. 6 · RIA

Coombs Wealth Advisory

Coombs Wealth Advisory is an investment adviser based in Blue Bell, PA, registered with the SEC since 2024. It provides financial planning and investment management. Its clients include high-net-worth individuals and individual clients. Its regulatory assets under management total $140 million, as filed on 3 February 2026.

Coombs Wealth Advisory charges 0.50%–0.75% for its Wealth Management Advisory. The brochure does not state whether the rate is annual.

Regulatory AUM: $140M
Clients: 18
Advisory staff: 2
Fee schedule: 0.50% to 0.75%
Custodians: Charles Schwab
Headquarters: 490 Norristown Road, Suite 250, Blue Bell, PA 19422
Phone: 610-825-3848

No. 7 · RIA

IM Wealth Partners Investment Advisors

IM Wealth Partners Investment Advisors is an investment adviser based in Blue Bell, PA, registered with the SEC since 2026. It provides financial planning and investment management. Its clients include high-net-worth individuals. Its regulatory assets under management total $124 million, as filed on 4 September 2026.

IM Wealth Partners Investment Advisors charges 0.75%–1.50% for its Investment Management Services. The brochure does not state whether the rate is annual.

Regulatory AUM: $124M
Clients: 17
Advisory staff: 8
Fee schedule: 0.75% to 1.50%
Custodians: Fidelity
Headquarters: 3 Valley Square, Suite 110, Blue Bell, PA 19422
Phone: 610-650-1848

Questions about financial advisors in Blue Bell

How many financial advisor firms are headquartered in Blue Bell?

7 SEC-registered financial advisor firms report their principal office in Blue Bell, PA, managing $4.56B in regulatory assets between them. The other 1 adviser headquartered in the city are broker-dealers, other kinds of wealth firm, or fund and institutional managers.

Source: Form ADV Part 1A, Items 1.F, 5.D and 5.F

What is the largest financial advisor firm in Blue Bell?

Amplius Wealth Advisors, with $1.74B in regulatory assets under management on its latest Form ADV. The next largest are Blue Bell Private Wealth Management ($1.12B) and NorthStar Asset Management ($660M).

Source: Form ADV Part 1A, Item 5.F

How large is a typical financial advisor firm in Blue Bell?

The median firm manages $403M in regulatory assets. That is the midpoint of the 7 firms headquartered in Blue Bell.

Source: Form ADV Part 1A, Item 5.F

How much do financial advisors in Blue Bell charge?

Of the 7 largest firms, 7 publish an asset-based fee schedule for their main service in their brochure. The highest rate in those schedules runs from 0.75% to 2.00% of assets, depending on the firm; each firm's fee is in its profile above.

Source: Form ADV Part 2A brochures, Item 5

How can I check a financial advisor's record in Blue Bell?

Search the firm or the person on the SEC's Investment Adviser Public Disclosure site, adviserinfo.sec.gov, which shows registrations, Form ADV filings and any disclosures. Each firm profile in this directory links its SEC record.

Source: SEC Investment Adviser Public Disclosure

How is this list ordered?

By regulatory assets under management as filed on Form ADV, largest first. A firm is included when its principal office is in the city and most of its client assets belong to individuals and its type is RIA, which leaves out broker-dealers, wirehouses, RIA networks, digital advice, bank, insurance and family-office firms. A firm with only a branch office here is listed in its own headquarters city.

Source: Niva directory methodology

Blue Bell has 7 financial advisor firms; see every adviser in the city →