Top 4 financial advisor firms in East Norriton

4 SEC-registered financial advisor firms are headquartered in East Norriton, PA, with $2.25B in combined regulatory assets under management. The largest by assets are Meridian Wealth Partners ($1.37B), Bluesphere Advisors ($506M) and Foundation Capital Management ($244M).

4
Financial advisor firms: $2.25B
Their combined AUM: $375M
Median firm AUM: 2,208
Clients of the top 4

The 4 largest by assets

1
Meridian Wealth Partners
RIA
$1.37B
Up to 1.25% a year
2
Bluesphere Advisors
RIA
$506M
0.50% to 1.75% a year
3
Foundation Capital Management
RIA
$244M
0.50% to 2.00% a year
4
Diccianni Financial Group
RIA
$129M
0.75% to 1.15% a year

Profiles of the top 4

No. 1 · RIA

Meridian Wealth Partners

Meridian Wealth Partners is an investment adviser based in East Norriton, PA, registered with the SEC since 2017. It provides financial planning and investment management. Its clients include high-net-worth individuals, pension and profit-sharing plans, and individual clients. Its regulatory assets under management total $1.37 billion, as filed on 1 July 2026.

Meridian Wealth Partners charges up to 1.25% a year for its Investment Management Services.

Regulatory AUM: $1.37B
Clients: 810
Advisory staff: 11
Fee schedule: Up to 1.25% a year
Custodians: Charles Schwab, Empower
Headquarters: 301 East Germantown Pike, Ste 201, East Norriton, PA 19401
Phone: 610-272-4700
Website: meridianwealthpartners.com

No. 2 · RIA

Bluesphere Advisors

Bluesphere Advisors is an investment adviser based in East Norriton, PA, registered with the SEC since 2019. 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 $506 million, as filed on 11 March 2026.

Bluesphere Advisors charges 0.50%–1.75% a year for its Investment Management Services.

Regulatory AUM: $506M
Clients: 482
Advisory staff: 4
Founded: 2016
Fee schedule: 0.50% to 1.75% a year
Custodians: Charles Schwab
Headquarters: 2108 Dekalb Pike, East Norriton, PA 19401
Phone: 610-277-1515
Website: bluesphereadvisors.com

No. 3 · RIA

Foundation Capital Management

Foundation Capital Management is an investment adviser based in East Norriton, PA, registered with the SEC since 2024. It provides financial planning and investment management. Its clients include individual clients, high-net-worth individuals and charitable organizations. Its regulatory assets under management total $244 million, as filed on 26 March 2026.

Foundation Capital Management charges 0.50%–2.00% a year for its Investment Management Services.

Regulatory AUM: $244M
Clients: 595
Advisory staff: 2
Fee schedule: 0.50% to 2.00% a year
Custodians: TD Ameritrade
Headquarters: 2100 Swede RD, East Norriton, PA 19401
Phone: 610-278-6961

No. 4 · RIA

Diccianni Financial Group

Diccianni Financial Group is an investment adviser based in East Norriton, PA, registered with the SEC since 2025. It provides financial planning and investment management. Its clients include individual clients, high-net-worth individuals, and pension and profit-sharing plans. Its regulatory assets under management total $129 million, as filed on 14 September 2026.

Diccianni Financial Group charges 0.75%–1.15% a year for its Wealth Management Services.

Regulatory AUM: $129M
Clients: 321
Advisory staff: 2
Fee schedule: 0.75% to 1.15% a year
Custodians: Charles Schwab
Headquarters: 333 West Germantown Pike, East Norriton, PA 19403
Phone: 484-681-9046
Website: dfgpa.com

Questions about financial advisors in East Norriton

How many financial advisor firms are headquartered in East Norriton?

4 SEC-registered financial advisor firms report their principal office in East Norriton, PA, managing $2.25B 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 East Norriton?

Meridian Wealth Partners, with $1.37B in regulatory assets under management on its latest Form ADV. The next largest are Bluesphere Advisors ($506M) and Foundation Capital Management ($244M).

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

How large is a typical financial advisor firm in East Norriton?

The median firm manages $375M in regulatory assets. That is the midpoint of the 4 firms headquartered in East Norriton.

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

How much do financial advisors in East Norriton charge?

Of the 4 largest firms, 4 publish an asset-based fee schedule for their main service in their brochure. The highest rate in those schedules runs from 1.15% 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 East Norriton?

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

East Norriton has 4 financial advisor firms; see every adviser in the city →