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Top 3 financial advisor firms in Center Valley

3 SEC-registered financial advisor firms are headquartered in Center Valley, PA, with $2.86B in combined regulatory assets under management. The largest by assets are Quadrant Private Wealth Management ($2.1B), MB, Levis & Associates,llc ($412M) and Argyle Capital Management ($356M).

3
Financial advisor firms
$2.86B
Their combined AUM
$412M
Median firm AUM
1,118
Clients of the top 3

The 3 largest by assets

  1. 1
    Quadrant Private Wealth Management

    RIA

    $2.1B

  2. 2
    MB, Levis & Associates,llc

    RIA

    $412M

  3. 3
    Argyle Capital Management

    RIA

    $356M

Profiles of the top 3

No. 1 · RIA

Quadrant Private Wealth Management

Quadrant Private Wealth Management is an investment adviser based in Center Valley, PA, registered with the SEC since 2015. 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 $2.1 billion, as filed on 1 April 2026.

Quadrant Private Wealth Management charges 0.60%–1.50% a year for its Wealth management.

Regulatory AUM
$2.1B
Clients
883
Advisory staff
12
Fee schedule
0.60% to 1.50% a year
Custodians
Charles Schwab, Fidelity
Headquarters
3850 Sierra Circle, Ste 300, Center Valley, PA 18034
Phone
610-849-2743
Website
quadcapco.com

No. 2 · RIA

MB, Levis & Associates,llc

MB, Levis & Associates,llc is an investment adviser based in Center Valley, PA, registered with the SEC since 2012. 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 $412 million, as filed on 20 March 2026.

MB, Levis & Associates,llc charges up to 2.00% a year for its Investment Management Services.

Regulatory AUM
$412M
Clients
170
Advisory staff
3
Founded
2012
Fee schedule
Up to 2.00% a year
Custodians
Charles Schwab
Headquarters
4647 Saucon Creek Road, Suite 101, Center Valley, PA 18034
Phone
610-419-9690
Website
mblevis.com

No. 3 · RIA

Argyle Capital Management

Argyle Capital Management is an investment adviser based in Center Valley, PA, registered with the SEC since 1983. It provides investment management. Its clients include high-net-worth individuals and individual clients. Its regulatory assets under management total $356 million, as filed on 26 March 2026.

Argyle Capital Management charges up to 1.00% a year for its Investment advisory fee.

Regulatory AUM
$356M
Clients
65
Advisory staff
3
Fee schedule
Up to 1.00% a year
Custodians
Charles Schwab, Merrill Lynch, Pierce, Fenner & Smith
Headquarters
3701 Corporate Parkway, Suite 140, Center Valley, PA 18034
Phone
610-997-3777
Website
argylecapital.net

Questions about financial advisors in Center Valley

How many financial advisor firms are headquartered in Center Valley?

3 SEC-registered financial advisor firms report their principal office in Center Valley, PA, managing $2.86B in regulatory assets between them.

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

What is the largest financial advisor firm in Center Valley?

Quadrant Private Wealth Management, with $2.1B in regulatory assets under management on its latest Form ADV. The next largest are MB, Levis & Associates,llc ($412M) and Argyle Capital Management ($356M).

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

How large is a typical financial advisor firm in Center Valley?

The median firm manages $412M in regulatory assets. That is the midpoint of the 3 firms headquartered in Center Valley.

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

How much do financial advisors in Center Valley charge?

Of the 3 largest firms, 3 publish an asset-based fee schedule for their main service in their brochure. The highest rate in those schedules runs from 1.00% 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 Center Valley?

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

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