RIAs in Doylestown, Pennsylvania
Explore 7 RIAs headquartered in Doylestown, with $1.1B in combined reported AUM.
RIAs7Headquartered here
Total AUM$1.1BReported regulatory AUM
Total Employees24Reported by these RIAs
% of Total State AUM0.0%% Of total State AUM Reported
All RIAs in Doylestown
7 RIAsShowing 1–7 of 7 RIAs
Archetype Advisors, LLC
DOYLESTOWN, PAReported AUM$260M
Employees4
23.2% of city AUMView RIA ↗
Kohlhepp Investment Advisors, Ltd.
DOYLESTOWN, PAReported AUM$204.6M
Employees6
18.3% of city AUMView RIA ↗
Muntz Financial, LLC
DOYLESTOWN, PAReported AUM$177.6M
Employees3
15.9% of city AUMView RIA ↗
Aventine Financial Group
DOYLESTOWN, PAReported AUM$153.1M
Employees3
13.7% of city AUMView RIA ↗
Trident Advisors Inc
DOYLESTOWN, PAReported AUM$116.9M
Employees3
10.5% of city AUMView RIA ↗
Opulus
DOYLESTOWN, PAReported AUM$104.9M
Employees2
9.4% of city AUMView RIA ↗
Duke And Duke Wealth Management LLC
DOYLESTOWN, PAReported AUM$101.6M
Employees3
9.1% of city AUMView RIA ↗
AUM and employee figures are firm-wide reported totals grouped by headquarters location, not assets or employees physically located there. Search and sort do not change totals.