Top 5 financial advisor firms in Media

5 SEC-registered financial advisor firms are headquartered in Media, PA, with $1.61B in combined regulatory assets under management. The largest by assets are Obrien Greene & Co ($464M), Foundation Wealth Management ($412M) and Members Wealth ($280M).

5
Financial advisor firms: $1.61B
Their combined AUM: $280M
Median firm AUM: 859
Clients of the top 5

The 5 largest by assets

1
Obrien Greene & Co
RIA
$464M
0.50% to 0.85% a year
2
Foundation Wealth Management
RIA
$412M
Regulatory AUM
3
Members Wealth
RIA
$280M
0.50% to 1.00% a year
4
Stone Pine Financial Partners
RIA
$257M
0.25% to 1.25% a year
5
Flagship Capital Management
RIA
$200M
0.50% to 1.00% a year

Profiles of the top 5

No. 1 · RIA

Obrien Greene & Co

Obrien Greene & Co is an investment adviser based in Media, PA, registered with the SEC since 1969. It provides financial planning and investment management. Its clients include high-net-worth individuals, pension and profit-sharing plans, and charitable organizations. Its regulatory assets under management total $464 million, as filed on 17 June 2026.

Obrien Greene & Co charges 0.50%–0.85% a year for its Advisory services fee.

Regulatory AUM: $464M
Clients: 148
Advisory staff: 4
Fee schedule: 0.50% to 0.85% a year
Custodians: Fidelity, Charles Schwab
Headquarters: 218 W. State Street, Media, PA 19063
Phone: 610-891-7880
Website: obriengreene.com

No. 2 · RIA

Foundation Wealth Management

Foundation Wealth Management is an investment adviser based in Media, PA, registered with the SEC since 2022. 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 29 June 2026.

Regulatory AUM: $412M
Clients: 167
Advisory staff: 4
Founded: 2013
Custodians: Charles Schwab
Headquarters: 9 West Third Street, Media, PA 19063
Phone: 610-548-7170
Website: myfoundationwealth.com

No. 3 · RIA

Members Wealth

Members Wealth is an investment adviser based in Media, PA, registered with the SEC since 2023. 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 $280 million, as filed on 12 March 2026.

Members Wealth charges 0.50%–1.00% a year for its Investment advisory fee.

Regulatory AUM: $280M
Clients: 166
Advisory staff: 6
Founded: 2022
Fee schedule: 0.50% to 1.00% a year
Custodians: Fidelity
Headquarters: 1 South Olive Steet, Suite 1c, Media, PA 19063
Phone: 267-367-5453
Website: memberswealthllc.com

No. 4 · RIA

Stone Pine Financial Partners

Stone Pine Financial Partners is an investment adviser based in Media, 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 $257 million, as filed on 1 September 2026.

Stone Pine Financial Partners charges 0.25%–1.25% a year for its Asset Management Fees.

Regulatory AUM: $257M
Clients: 202
Advisory staff: 4
Fee schedule: 0.25% to 1.25% a year
Custodians: Charles Schwab
Headquarters: 200 E State Street, Ste 100, Media, PA 19063
Phone: 610-565-9181
Website: stonepinefinancial.com

No. 5 · RIA

Flagship Capital Management

Flagship Capital Management is an investment adviser based in Media, PA, registered with the SEC since 2019. 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 $200 million, as filed on 25 March 2026.

Flagship Capital Management charges 0.50%–1.00% a year for its Investment advisory services.

Regulatory AUM: $200M
Clients: 176
Advisory staff: 3
Fee schedule: 0.50% to 1.00% a year
Custodians: Charles Schwab
Headquarters: 400 W State Street, Media, PA 19063
Phone: 610-565-9580
Website: flagshipcap.com

Questions about financial advisors in Media

How many financial advisor firms are headquartered in Media?

5 SEC-registered financial advisor firms report their principal office in Media, PA, managing $1.61B 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 Media?

Obrien Greene & Co, with $464M in regulatory assets under management on its latest Form ADV. The next largest are Foundation Wealth Management ($412M) and Members Wealth ($280M).

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

How large is a typical financial advisor firm in Media?

The median firm manages $280M in regulatory assets. That is the midpoint of the 5 firms headquartered in Media.

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

How much do financial advisors in Media charge?

Of the 5 largest firms, 4 publish an asset-based fee schedule for their main service in their brochure. The highest rate in those schedules runs from 0.85% to 1.25% 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 Media?

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

Media has 5 financial advisor firms; see every adviser in the city →