Pennsylvania · 3 advisers
Financial Advisors in Lansdale, Pennsylvania
Looking for a financial advisor in Lansdale, Pennsylvania? Falists indexes 3 SEC-registered and state-registered investment advisers in Lansdale — with names, websites, team size, fee types, and assets under management pulled from public Form ADV filings. Firms in this directory manage up to $67.0M in reported assets. Compare advisers below and visit firm websites to learn more about their services.
Advisers
3
With website
0
Largest AUM
$67.0M
Financial planning
3
Filter by specialty
Wealth managers · Trusts & estates · Retirement · Institutional · Planning
Top advisors in Lansdale
Ranked by AUM · Fees, team & specialties at a glance
INTEGRITY INVESTMENT ADVISORS, LLC
Lansdale, PA
AUM
$67.0M
Team
3 advisors
Clients
1-10
Fees
Percentage of AUM · Hourly charges +1 more
215-772-2160
COMPREHENSIVE ADVISORS, LLC
Lansdale, PA
AUM
—
Team
7 advisors
Clients
51-100
Fees
Hourly charges; Fixed fees
215-393-5288
GLOBAL WEALTH MANAGEMENT, LLC
Lansdale, PA
AUM
—
Team
1 advisors
Clients
0
Fees
Percentage of AUM · Hourly charges +1 more
484 380 5290
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Common questions
- How many financial advisors are in Lansdale, Pennsylvania?
- 3 registered investment advisers are listed in our Lansdale directory, sourced from public SEC filings.
- What types of advisors are in Lansdale?
- 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 Lansdale?
- 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.