How many financial advisors are in Wyomissing, Pennsylvania?

Falists lists 11 registered investment advisers with a principal office or filing address in Wyomissing, Pennsylvania, based on public SEC IAPD data.

How do financial advisors in Wyomissing charge fees?

Fee structures vary by firm. In Wyomissing, 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 Wyomissing?

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 · 11 advisers

Financial Advisors in Wyomissing, Pennsylvania

Looking for a financial advisor in Wyomissing, Pennsylvania? Falists indexes 11 SEC-registered and state-registered investment advisers in Wyomissing — with names, websites, team size, fee types, and assets under management pulled from public Form ADV filings. 10 firms list a website you can visit directly. Firms in this directory manage up to $1.28B in reported assets. Compare advisers below and visit firm websites to learn more about their services.

Advisers

With website

Largest AUM

$1.28B

Financial planning

Filter by specialty

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

All Wealth10 Planning6 Trusts10 Retirement5 Institutional7

Top advisors in Wyomissing

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

View all 11 →

CONNORS INVESTOR SERVICES INC

Wyomissing, PA

AUM

$1.28B

Wealth MgmtTrusts & EstatesRetirementInstitutional

Team

10 advisors

Clients

—

Fees

Percentage of AUM

610-376-7418

Full profile Visit site →

LOUNTZIS ASSET MANAGEMENT, LLC

Wyomissing, PA

AUM

$624.1M

Financial PlanningWealth MgmtTrusts & EstatesInstitutional

Team

3 advisors

Clients

101-250

Fees

Percentage of AUM

(610) 375-2585

Full profile Visit site →

WEIK CAPITAL MANAGEMENT

Wyomissing, PA

AUM

$334.7M

Wealth MgmtTrusts & EstatesRetirementInstitutional

Team

6 advisors

Clients

Fees

Percentage of AUM

610-376-2240

Full profile Visit site →

ALLIANCE FINANCIAL

Wyomissing, PA

AUM

$271.8M

Financial PlanningWealth MgmtTrusts & EstatesRetirement

Team

5 advisors

Clients

Fees

Percentage of AUM · Hourly charges +1 more

610-376-5981

Full profile Visit site →

ATLAS WEALTH PARTNERS LLC

Wyomissing, PA

AUM

$233.8M

Wealth MgmtTrusts & EstatesRetirement

Team

2 advisors

Clients

More than 500

Fees

Percentage of AUM

610-268-6807

Full profile Visit site →

Wyomissing, PA

AUM

—

Team

1 advisors

Clients

Fees

SOLICITORS FEES

610-779-6000

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 Wyomissing, Pennsylvania?: 11 registered investment advisers are listed in our Wyomissing directory, sourced from public SEC filings.
What types of advisors are in Wyomissing?: 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 Wyomissing?: 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.