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Top 3 financial advisor firms in Collegeville

3 SEC-registered financial advisor firms are headquartered in Collegeville, PA, with $577M in combined regulatory assets under management. The largest by assets are Christine Messmer, P.C. ($241M), Sensenig Capital Advisors ($213M) and Dewitt Investment Research & Management ($123M).

3
Financial advisor firms
$577M
Their combined AUM
$213M
Median firm AUM
436
Clients of the top 3

The 3 largest by assets

  1. 1
    Christine Messmer, P.C.

    RIA

    $241M

  2. 2
    Sensenig Capital Advisors

    RIA

    $213M

  3. 3
    Dewitt Investment Research & Management

    RIA

    $123M

Profiles of the top 3

No. 1 · RIA

Christine Messmer, P.C.

Christine Messmer, P.C. is an investment adviser based in Collegeville, PA, registered with the SEC since 2020. It provides financial planning and investment management. Its clients include individual clients and high-net-worth individuals. Its regulatory assets under management total $241 million, as filed on 22 January 2026.

Regulatory AUM
$241M
Clients
206
Advisory staff
1
Founded
1985
Custodians
Charles Schwab
Headquarters
101 Oak Street, Collegeville, PA 19426
Phone
610-489-7925

No. 2 · RIA

Sensenig Capital Advisors

Sensenig Capital Advisors is an investment adviser based in Collegeville, PA, registered with the SEC since 2018. 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 $213 million, as filed on 18 March 2026.

Sensenig Capital Advisors charges 0.25%–1.00% a year for its Wealth Management Services.

Regulatory AUM
$213M
Clients
145
Advisory staff
3
Fee schedule
0.25% to 1.00% a year
Custodians
Charles Schwab
Headquarters
133 Level Road, Collegeville, PA 19426
Phone
610-584-9700
Website
sensenigcapital.com

No. 3 · RIA

Dewitt Investment Research & Management

Dewitt Investment Research & Management is an investment adviser based in Collegeville, PA, registered with the SEC since 2025. It provides investment management. Its clients include high-net-worth individuals and individual clients. Its regulatory assets under management total $123 million, as filed on 14 April 2026.

Dewitt Investment Research & Management charges 1.00%–1.25% a year for its Portfolio management services.

Regulatory AUM
$123M
Clients
85
Advisory staff
3
Fee schedule
1.00% to 1.25% a year
Custodians
Charles Schwab
Headquarters
3801 Germantown Pike, Suite 203, Collegeville, PA 19426
Phone
610-910-9110
Website
dewittcm.com

Questions about financial advisors in Collegeville

How many financial advisor firms are headquartered in Collegeville?

3 SEC-registered financial advisor firms report their principal office in Collegeville, PA, managing $577M 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 Collegeville?

Christine Messmer, P.C., with $241M in regulatory assets under management on its latest Form ADV. The next largest are Sensenig Capital Advisors ($213M) and Dewitt Investment Research & Management ($123M).

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

How large is a typical financial advisor firm in Collegeville?

The median firm manages $213M in regulatory assets. That is the midpoint of the 3 firms headquartered in Collegeville.

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

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

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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