Top 6 financial advisor firms in Doylestown

6 SEC-registered financial advisor firms are headquartered in Doylestown, PA, with $1.02B in combined regulatory assets under management. The largest by assets are Archetype Advisors ($260M), Kohlhepp Investment Advisors ($205M) and Muntz Financial ($178M).

6
Financial advisor firms: $1.02B
Their combined AUM: $165M
Median firm AUM: 1,118
Clients of the top 6

The 6 largest by assets

1
Archetype Advisors
RIA
$260M
Regulatory AUM
2
Kohlhepp Investment Advisors
RIA
$205M
Up to 2.25% a year
3
Muntz Financial
RIA
$178M
1.00% to 1.00% a year
4
Aventine Financial Group
RIA
$153M
Regulatory AUM
5
Trident Advisors
RIA
$117M
2.25% to 2.25% a year
6
Opulus
RIA
$105M
Regulatory AUM

Profiles of the top 6

No. 1 · RIA

Archetype Advisors

Archetype Advisors is an investment adviser based in Doylestown, PA, registered with the SEC since 2021. It provides financial planning and investment management. Its clients include high-net-worth individuals and individual clients. Its regulatory assets under management total $260 million, as filed on 27 March 2026.

Regulatory AUM: $260M
Clients: 275
Advisory staff: 2
Founded: 2011
Custodians: Pershing
Headquarters: 72 East State Street, Doylestown, PA 18901
Phone: 215-558-5500
Website: archetypeadvisor.com

No. 2 · RIA

Kohlhepp Investment Advisors

Kohlhepp Investment Advisors is an investment adviser based in Doylestown, PA, registered with the SEC since 2001. 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 $205 million, as filed on 24 March 2026.

Kohlhepp Investment Advisors charges up to 2.25% a year for its Asset management fee.

Regulatory AUM: $205M
Clients: 201
Advisory staff: 3
Fee schedule: Up to 2.25% a year
Minimum account: $25,000
Custodians: Charles Schwab
Headquarters: 3655 Route 202, Suite 100, Doylestown, PA 18902
Phone: 215-340-5777
Website: kohlheppadvisors.com

No. 3 · RIA

Muntz Financial

Muntz Financial is an investment adviser based in Doylestown, PA, registered with the SEC since 2024. It provides investment management. Its clients include high-net-worth individuals, pension and profit-sharing plans, and individual clients. Its regulatory assets under management total $178 million, as filed on 31 March 2026.

Muntz Financial charges 1.00% a year for its Investment advisory fee.

Regulatory AUM: $178M
Clients: 99
Advisory staff: 2
Fee schedule: 1.00% to 1.00% a year
Custodians: Interactive Brokers, Nationwide Investment Services, SEI Investments Distribution
Headquarters: 108 N. Main Street, Suite 202, Doylestown, PA 18901
Phone: 215-262-6909
Website: muntzfinancial.com

No. 4 · RIA

Aventine Financial Group

Aventine Financial Group is an investment adviser based in Doylestown, PA, registered with the SEC since 2025. 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 $153 million, as filed on 19 March 2026.

Regulatory AUM: $153M
Clients: 133
Advisory staff: 3
Custodians: Charles Schwab
Headquarters: 4259 West Swamp Road, Suite 302, Doylestown, PA 18902
Phone: 212-269-2512
Website: aventinefg.com

No. 5 · RIA

Trident Advisors

Trident Advisors is an investment adviser based in Doylestown, PA, registered with the SEC since 2025. It provides investment management. Its clients include high-net-worth individuals, individual clients and charitable organizations. Its regulatory assets under management total $117 million, as filed on 15 January 2026.

Trident Advisors charges 2.25% a year for its Investment management fee.

Regulatory AUM: $117M
Clients: 225
Advisory staff: 1
Fee schedule: 2.25% to 2.25% a year
Custodians: Wells Fargo Clearing Services
Headquarters: 76 East State St., Doylestown, PA 18901
Phone: 215-489-5383

No. 6 · RIA

Opulus

Opulus is an investment adviser based in Doylestown, PA, registered with the SEC since 2026. It provides financial planning and investment management. Its clients include high-net-worth individuals and individual clients. Its regulatory assets under management total $105 million, as filed on 25 June 2026.

Regulatory AUM: $105M
Clients: 185
Advisory staff: 2
Custodians: Charles Schwab
Headquarters: 16 North Franklin Street, Suite 302, Doylestown, PA 18901
Phone: 215-859-8095
Website: opulus.us

Questions about financial advisors in Doylestown

How many financial advisor firms are headquartered in Doylestown?

6 SEC-registered financial advisor firms report their principal office in Doylestown, PA, managing $1.02B 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 Doylestown?

Archetype Advisors, with $260M in regulatory assets under management on its latest Form ADV. The next largest are Kohlhepp Investment Advisors ($205M) and Muntz Financial ($178M).

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

How large is a typical financial advisor firm in Doylestown?

The median firm manages $165M in regulatory assets. That is the midpoint of the 6 firms headquartered in Doylestown.

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

How much do financial advisors in Doylestown charge?

Of the 6 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 2.25% 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 Doylestown?

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

Doylestown has 6 financial advisor firms; see every adviser in the city →