Pennsylvania · 3 advisers
Financial Advisors in Montgomeryville, Pennsylvania
Looking for a financial advisor in Montgomeryville, Pennsylvania? Falists indexes 3 SEC-registered and state-registered investment advisers in Montgomeryville — with names, websites, team size, fee types, and assets under management pulled from public Form ADV filings. 2 firms list a website you can visit directly. Firms in this directory manage up to $3.26B in reported assets. Compare advisers below and visit firm websites to learn more about their services.
Advisers
3
With website
2
Largest AUM
$3.26B
Financial planning
2
Filter by specialty
Wealth managers · Trusts & estates · Retirement · Institutional · Planning
Top advisors in Montgomeryville
Ranked by AUM · Fees, team & specialties at a glance
BLBB ADVISORS
Montgomeryville, PA
AUM
$3.26B
Team
12 advisors
Clients
More than 500
Fees
Percentage of AUM · Fixed fees +1 more
215-643-9100
PREPARED RETIREMENT INSTITUTE LLC
Montgomeryville, PA
AUM
$307.6M
Team
4 advisors
Clients
251-500
Fees
Percentage of AUM; Hourly charges
215-997-5700
FIDELITY FEDERAL PLANNING CORP.
Montgomeryville, PA
AUM
$3.4M
Team
1 advisors
Clients
0
Fees
Percentage of AUM
267-625-6808
More cities in Pennsylvania
Common questions
- How many financial advisors are in Montgomeryville, Pennsylvania?
- 3 registered investment advisers are listed in our Montgomeryville directory, sourced from public SEC filings.
- What types of advisors are in Montgomeryville?
- 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 Montgomeryville?
- 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.