Top 8 financial advisor firms in Yardley

8 SEC-registered financial advisor firms are headquartered in Yardley, PA, with $2.88B in combined regulatory assets under management. The largest by assets are NVWM ($713M), Cordatus Wealth Management ($630M) and The Estate Planners Group ($422M).

8
Financial advisor firms: $2.88B
Their combined AUM: $315M
Median firm AUM: 1,986
Clients of the top 8

The 8 largest by assets

1
NVWM
RIA
$713M
1.00% to 1.50% a year
2
Cordatus Wealth Management
RIA
$630M
Up to 1.50% a year
3
The Estate Planners Group
RIA
$422M
Regulatory AUM
4
Prometheus Capital Management
RIA
$398M
0.50% to 1.75% a year
5
Yardley Wealth Management
RIA
$232M
0.50% to 1.25% a year
6
Crossover Capital Brands
RIA
$179M
Regulatory AUM
7
Aeternitas Investment Management
RIA
$173M
1.00% to 1.00% a year
8
Attleboro Wealth Management
RIA
$129M
Regulatory AUM

Profiles of the top 8

No. 1 · RIA

NVWM

NVWM is an investment adviser based in Yardley, PA, registered with the SEC since 2010. 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 $713 million, as filed on 24 April 2026.

NVWM charges 1.00%–1.50% a year for its Investment management fees.

Regulatory AUM: $713M
Clients: 590
Advisory staff: 9
Fee schedule: 1.00% to 1.50% a year
Custodians: Pershing, Charles Schwab
Headquarters: 820 Township Line Road, Suite 100, Yardley, PA 19067
Phone: 866-899-0068
Website: venturawealth.com

No. 2 · RIA

Cordatus Wealth Management

Cordatus Wealth Management is an investment adviser based in Yardley, PA, registered with the SEC since 2016. It provides financial planning and investment management. Its clients include high-net-worth individuals, individual clients, and corporations and other businesses. Its regulatory assets under management total $630 million, as filed on 18 March 2026.

Cordatus Wealth Management charges up to 1.50% a year for its Asset Management.

Regulatory AUM: $630M
Clients: 308
Advisory staff: 3
Founded: 2016
Fee schedule: Up to 1.50% a year
Custodians: Wells Fargo Clearing Services
Headquarters: 95 S. Main Street, Yardley, PA 19067
Phone: 215-579-5981

No. 3 · RIA

The Estate Planners Group

The Estate Planners Group is an investment adviser based in Yardley, PA, registered with the SEC since 2017. 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 $422 million, as filed on 31 March 2026.

Regulatory AUM: $422M
Clients: 342
Advisory staff: 5
Founded: 2001
Headquarters: 37 S. Delaware Avenue, Suite 1, Yardley, PA 19067
Phone: 215-321-4410
Website: epgnow.net

No. 4 · RIA

Prometheus Capital Management

Prometheus Capital Management is an investment adviser based in Yardley, 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 $398 million, as filed on 12 March 2026.

Prometheus Capital Management charges 0.50%–1.75% a year for its Investment Supervisory Services.

Regulatory AUM: $398M
Clients: 270
Advisory staff: 2
Founded: 1994
Fee schedule: 0.50% to 1.75% a year
Custodians: Charles Schwab
Headquarters: 30 S. Main Street, Yardley, PA 19067
Phone: 215-321-9312
Website: procap.net

No. 5 · RIA

Yardley Wealth Management

Yardley Wealth Management is an investment adviser based in Yardley, 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 $232 million, as filed on 23 April 2026.

Yardley Wealth Management charges 0.50%–1.25% a year for its Portfolio Management Services.

Regulatory AUM: $232M
Clients: 169
Advisory staff: 3
Founded: 2006
Fee schedule: 0.50% to 1.25% a year
Custodians: Charles Schwab, Fidelity
Headquarters: 37 S. Main Street, Yardley, PA 19067
Phone: 267-573-1019
Website: yardleywealth.net

No. 6 · RIA

Crossover Capital Brands

Crossover Capital Brands is an investment adviser based in Yardley, PA, registered with the SEC since 2023. It provides financial planning and investment management. Its clients include high-net-worth individuals, individual clients, and corporations and other businesses. Its regulatory assets under management total $179 million, as filed on 29 June 2026.

Regulatory AUM: $179M
Clients: 99
Advisory staff: 2
Custodians: Fidelity
Headquarters: 113b Floral Vale BLVD, #3, Yardley, PA 19067
Phone: 215-396-5580
Website: crosscapadvisors.com

No. 7 · RIA

Aeternitas Investment Management

Aeternitas Investment Management is an investment adviser based in Yardley, PA, registered with the SEC since 2026. 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 $173 million, as filed on 15 July 2026.

Aeternitas Investment Management charges 1.00% a year for its Investment Management Fee.

Regulatory AUM: $173M
Clients: 66
Advisory staff: 2
Fee schedule: 1.00% to 1.00% a year
Custodians: Fidelity
Headquarters: 85 S. Main St, Suite 203, Yardley, PA 19067
Phone: 267-394-7872
Website: aeternitasinvest.com

No. 8 · RIA

Attleboro Wealth Management

Attleboro Wealth Management is an investment adviser based in Yardley, PA, registered with the SEC since 2025. It provides financial planning and investment management. Its clients include high-net-worth individuals, individual clients, and corporations and other businesses. Its regulatory assets under management total $129 million, as filed on 5 May 2026.

Regulatory AUM: $129M
Clients: 142
Advisory staff: 5
Custodians: Charles Schwab
Headquarters: 1051 Lindenhurst Road, Yardley, PA 19067
Phone: 215-310-9440
Website: attleborowealth.com

Questions about financial advisors in Yardley

How many financial advisor firms are headquartered in Yardley?

8 SEC-registered financial advisor firms report their principal office in Yardley, PA, managing $2.88B in regulatory assets between them. The other 1 adviser headquartered in the city are broker-dealers, other kinds of wealth firm, or fund and institutional managers.

Source: Form ADV Part 1A, Items 1.F, 5.D and 5.F

What is the largest financial advisor firm in Yardley?

NVWM, with $713M in regulatory assets under management on its latest Form ADV. The next largest are Cordatus Wealth Management ($630M) and The Estate Planners Group ($422M).

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

How large is a typical financial advisor firm in Yardley?

The median firm manages $315M in regulatory assets. That is the midpoint of the 8 firms headquartered in Yardley.

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

How much do financial advisors in Yardley charge?

Of the 8 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 Yardley?

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

Yardley has 8 financial advisor firms; see every adviser in the city →

The 8 largest by assets

Profiles of the top 8

Questions about financial advisors in Yardley

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