Rialytix insights

Top RIA Firms in Doylestown, Pennsylvania

Explore the top 25 Registered investment advisers, single family offices, multi-family offices and private wealth management firms headquartered in Doylestown, Pennsylvania. This hub covers 6 matching firms with $1.0B in total reported AUM and median AUM of $165.4M.

Firms

Matching current profiles

Total AUM

$1.0B

Reported regulatory AUM

Median AUM

$165.4M

Across firms with AUM

Largest firm

$260.0M

Archetype Advisors, LLC

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Top RIAs discovered by AUM

Compare RIAs using AUM growth, employee and account signals

Firm	Location	Current AUM↓	1YR AUM↕	3YR AUM↕	5YR AUM↕	Total AUM↕	Employee Signal↕	Account Signal↕
1. Archetype Advisors, LLC CRD 156527 · Limited Liability Company	DOYLESTOWN, PA	$260.0M Mar 2026	+$65.0M+33.3%	+$139.4M+115.6%	+$159.9M+159.8%	—	-2 employees-33.3% over 3Y	+157 accounts+45.1% over 3Y
2. Kohlhepp Investment Advisors, LTD. CRD 113989 · Corporation	DOYLESTOWN, PA	$204.6M Mar 2026	+$13.6M+7.1%	+$48.6M+31.2%	+$41.5M+25.4%	+$82.8M+67.9%	0 employees+0.0% over 3Y	-58 accounts-6.5% over 3Y
3. Muntz Financial, LLC CRD 145971 · Limited Liability Company	DOYLESTOWN, PA	$177.6M Mar 2026	+$24.4M+15.9%	—	—	+$22.8M+14.8%	0 employees+0.0% over 1Y	+23 accounts+10.0% over 1Y
4. Aventine Financial Group CRD 292390 · Limited Liability Company	DOYLESTOWN, PA	$153.1M Mar 2026	+$116.4M+316.3%	+$116.4M+316.3%	+$116.4M+316.3%	+$124.3M+431.3%	+2 employees+200.0% over 3Y	+253 accounts+258.2% over 3Y
5. Trident Advisors INC CRD 108920 · Corporation	DOYLESTOWN, PA	$116.9M Jan 2026	+$19.7M+20.3%	—	—	+$19.7M+20.3%	0 employees+0.0% over 1Y	-36 accounts-13.7% over 1Y
6. Opulus CRD 304763 · Limited Liability Company	DOYLESTOWN, PA	$104.9M Jun 2026	—	—	—	$0+0.0%	0 employees+0.0% over Total	0 accounts+0.0% over Total

Methodology

Top firms are ranked by their current AUM values. Growth $ and % values compare current reported AUM, employee count, and account counts against the latest historical filing on or before the 1 year, 3 year, and 5 year lookback dates, plus the earliest available historical filing for total growth.Metrics may show a dash where sufficient historical filing data is unavailable for the lookback period.