How many financial advisors are in Doylestown, Pennsylvania?

Falists lists 13 registered investment advisers with a principal office or filing address in Doylestown, Pennsylvania, based on public SEC IAPD data.

How do financial advisors in Doylestown charge fees?

Fee structures vary by firm. In Doylestown, many advisers charge a percentage of assets under management (AUM), while others offer hourly, fixed, or subscription-based planning fees. Compare individual firm profiles on Falists to see each adviser's disclosed fee types.

Where does Falists get advisor data for Doylestown?

All listings are sourced from the U.S. Securities and Exchange Commission Investment Adviser Public Disclosure (IAPD) database — the official public registry of registered investment advisers.

Pennsylvania · 13 advisers

Financial Advisors in Doylestown, Pennsylvania

Looking for a financial advisor in Doylestown, Pennsylvania? Falists indexes 13 SEC-registered and state-registered investment advisers in Doylestown — with names, websites, team size, fee types, and assets under management pulled from public Form ADV filings. 11 firms list a website you can visit directly. Firms in this directory manage up to $260.0M in reported assets. Compare advisers below and visit firm websites to learn more about their services.

Advisers

With website

Largest AUM

$260.0M

Financial planning

Filter by specialty

Wealth managers · Trusts & estates · Retirement · Institutional · Planning

All Wealth11 Planning8 Trusts10 Retirement4 Institutional3

Top advisors in Doylestown

Ranked by AUM · Fees, team & specialties at a glance

View all 13 →

ARCHETYPE ADVISORS, LLC

Doylestown, PA

AUM

$260.0M

Financial PlanningWealth MgmtTrusts & EstatesInstitutional

Team

2 advisors

Clients

101-250

Fees

Percentage of AUM; Fixed fees

215 558 5500

Full profile Visit site →

KOHLHEPP INVESTMENT ADVISORS, LTD.

Doylestown, PA

AUM

$204.6M

Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly

Team

3 advisors

Clients

101-250

Fees

Percentage of AUM · Hourly charges +1 more

215-340-5777

Full profile Visit site →

Doylestown, PA

AUM

—

Team

—

Clients

—

Fees

Fees not disclosed

650-575-7632

Full profile Visit site →

HATCH BIOFUND MANAGEMENT, LLC

Doylestown, PA

AUM

—

Team

—

Clients

—

Fees

Fees not disclosed

215-589-6310

Full profile Visit site →

MG FINANCIAL MANAGEMENT, LLC

Doylestown, PA

AUM

$29.8M

Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly

Team

1 advisors

Clients

Fees

Percentage of AUM; Hourly charges

215-669-2676

Full profileNo website

DEL VAL RETIREMENT AND INVESTMENT SERVICES INC

Doylestown, PA

AUM

$1.9M

Financial PlanningWealth Mgmt

Team

1 advisors

Clients

1-10

Fees

Percentage of AUM

215-680-1481

Full profileNo website

More cities in Pennsylvania

Pittsburgh (88)Philadelphia (86)Wayne (39)Radnor (36)Lancaster (26)Conshohocken (25)Malvern (22)Newtown (21)West Conshohocken (19)Wexford (19)West Chester (16)King Of Prussia (15)

Common questions

How many financial advisors are in Doylestown, Pennsylvania?: 13 registered investment advisers are listed in our Doylestown directory, sourced from public SEC filings.
What types of advisors are in Doylestown?: Browse wealth managers, financial planners, trust & estate advisors, retirement specialists, and institutional managers using the specialty filters above.
How do I choose a financial advisor in Doylestown?: Compare team size, services, fee types, and AUM. Visit firm websites, verify registration on SEC IAPD, and interview advisers before hiring.
Is this data official?: Yes. All records come from the SEC Investment Adviser Public Disclosure (IAPD) database.