Top 7 financial advisor firms in Wyomissing

7 SEC-registered financial advisor firms are headquartered in Wyomissing, PA, with $3B in combined regulatory assets under management. The largest by assets are Connors Investor Services ($1.28B), Lountzis Asset Management ($624M) and Weik Capital Management ($335M).

7
Financial advisor firms: $3B
Their combined AUM: $272M
Median firm AUM: 2,216
Clients of the top 7

The 7 largest by assets

1
Connors Investor Services
RIA
$1.28B
0.25% to 1.25% a year
2
Lountzis Asset Management
RIA
$624M
1.00% to 1.00% a year
3
Weik Capital Management
RIA
$335M
Regulatory AUM
4
Fox Financial
RIA
$272M
1.20% to 1.75% a year
5
Atlas Wealth Partners
RIA
$234M
Regulatory AUM
6
Walsky Investment Management
RIA
$130M
0.80% to 1.40% a year
7
Schuylkill Financial
RIA
$124M
Up to 1.50% a year

Profiles of the top 7

No. 1 · RIA

Connors Investor Services

Connors Investor Services is an investment adviser based in Wyomissing, PA, registered with the SEC since 1969. It provides investment management. Its clients include high-net-worth individuals, charitable organizations and pooled investment vehicles. Its regulatory assets under management total $1.28 billion, as filed on 9 September 2026.

Connors Investor Services charges 0.25%–1.25% a year for its Investment management services.

Regulatory AUM: $1.28B
Clients: 662
Advisory staff: 10
Fee schedule: 0.25% to 1.25% a year
Custodians: Morgan Stanley, Charles Schwab
Headquarters: 1210 Broadcasting Road, Suite 200, Wyomissing, PA 19610-3213
Phone: 610-376-7418

No. 2 · RIA

Lountzis Asset Management

Lountzis Asset Management is an investment adviser based in Wyomissing, 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 $624 million, as filed on 24 March 2026.

Lountzis Asset Management charges 1.00% a year for its Investment Management Fee.

Regulatory AUM: $624M
Clients: 155
Advisory staff: 3
Founded: 2000
Fee schedule: 1.00% to 1.00% a year
Custodians: Charles Schwab
Headquarters: 60 Commerce Drive, Wyomissing, PA 19610
Phone: 610-375-2585
Website: lountzis.com

No. 3 · RIA

Weik Capital Management

Weik Capital Management is an investment adviser based in Wyomissing, PA, registered with the SEC since 1987. It provides investment management. Its clients include high-net-worth individuals, pooled investment vehicles and individual clients. Its regulatory assets under management total $335 million, as filed on 27 March 2026.

Regulatory AUM: $335M
Clients: 195
Advisory staff: 6
Custodians: Charles Schwab
Headquarters: 18 Commerce Drive, Wyomissing, PA 19610-1068
Phone: 610-376-2240
Website: weikinvest.com

No. 4 · RIA

Fox Financial

Fox Financial is an investment adviser based in Wyomissing, PA, registered with the SEC since 2022. 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 $272 million, as filed on 22 June 2026.

Fox Financial charges 1.20%–1.75% a year for its Portfolio Management Fees.

Regulatory AUM: $272M
Clients: 656
Advisory staff: 5
Fee schedule: 1.20% to 1.75% a year
Custodians: LPL Financial, Charles Schwab, Vanguard Group
Headquarters: 1105 Berkshire BLVD. Ste 120,, Wyomissing, PA 19610
Phone: 610-376-5981
Website: alliancefinancialofpa.com

No. 5 · RIA

Atlas Wealth Partners

Atlas Wealth Partners is an investment adviser based in Wyomissing, PA, registered with the SEC since 2015. It provides investment management. Its clients include high-net-worth individuals, individual clients, and pension and profit-sharing plans. Its regulatory assets under management total $234 million, as filed on 10 March 2026.

Regulatory AUM: $234M
Clients: 314
Advisory staff: 2
Founded: 2015
Custodians: Charles Schwab
Headquarters: 2 Meridian Boulevard, First Floor, Wyomissing, PA 19610
Phone: 610-268-6807
Website: atlaswealthpartners.com

No. 6 · RIA

Walsky Investment Management

Walsky Investment Management is an investment adviser based in Wyomissing, PA, registered with the SEC since 2022. It provides investment management. Its clients include high-net-worth individuals, individual clients, and pension and profit-sharing plans. Its regulatory assets under management total $130 million, as filed on 12 March 2026.

Walsky Investment Management charges 0.80%–1.40% a year for its Investment Supervisory Services.

Regulatory AUM: $130M
Clients: 107
Advisory staff: 2
Fee schedule: 0.80% to 1.40% a year
Minimum account: $250,000
Custodians: Charles Schwab
Headquarters: 2650 Westview Drive, Wyomissing, PA 19610-1187
Phone: 610-670-6918
Website: walsky.com

No. 7 · RIA

Schuylkill Financial

Schuylkill Financial is an investment adviser based in Wyomissing, PA, registered with the SEC since 2026. It provides financial planning and investment management. Its clients include high-net-worth individuals, individual clients and investment companies. Its regulatory assets under management total $124 million, as filed on 9 March 2026.

Schuylkill Financial charges up to 1.50% a year for its Asset Management.

Regulatory AUM: $124M
Clients: 127
Advisory staff: 2
Fee schedule: Up to 1.50% a year
Minimum account: $250,000
Custodians: Fidelity
Headquarters: 1290 Broadcasting RD, Wyomissing, PA 19610
Phone: 610-670-1656
Website: schuylkillfinancial.com

Questions about financial advisors in Wyomissing

How many financial advisor firms are headquartered in Wyomissing?

7 SEC-registered financial advisor firms report their principal office in Wyomissing, PA, managing $3B 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 Wyomissing?

Connors Investor Services, with $1.28B in regulatory assets under management on its latest Form ADV. The next largest are Lountzis Asset Management ($624M) and Weik Capital Management ($335M).

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

How large is a typical financial advisor firm in Wyomissing?

The median firm manages $272M in regulatory assets. That is the midpoint of the 7 firms headquartered in Wyomissing.

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

How much do financial advisors in Wyomissing charge?

Of the 7 largest firms, 5 publish an asset-based fee schedule for their main service in their brochure. The highest rate in those schedules runs from 1.00% to 1.75% 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 Wyomissing?

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

Wyomissing has 7 financial advisor firms; see every adviser in the city →