Rialytix insights

Top RIA Firms in Wyomissing, Pennsylvania

Explore the top 25 Registered investment advisers, single family offices, multi-family offices and private wealth management firms headquartered in Wyomissing, Pennsylvania. This hub covers 7 matching firms with $3.0B in total reported AUM and median AUM of $271.8M.

Firms

Matching current profiles

Total AUM

$3.0B

Reported regulatory AUM

Median AUM

$271.8M

Across firms with AUM

Largest firm

$1.3B

Connors Investor Services INC

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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. Connors Investor Services INC CRD 106993 · Corporation	WYOMISSING, PA	$1.3B Mar 2026	+$77.3M+6.4%	+$312.8M+32.3%	+$343.5M+36.6%	+$919.2M+254.0%	+1 employees+11.1% over 3Y	+60 accounts+10.0% over 3Y
2. Lountzis Asset Management, LLC CRD 118923 · Limited Liability Company	WYOMISSING, PA	$624.1M Mar 2026	+$75.4M+13.7%	+$208.8M+50.3%	+$320.8M+105.7%	+$555.3M+806.4%	-1 employees-16.7% over 3Y	+50 accounts+18.2% over 3Y
3. Weik Capital Management CRD 107068 · Corporation	WYOMISSING, PA	$334.7M Mar 2026	+$57.1M+20.5%	+$12.1M+3.7%	+$38.6M+13.1%	+$161.6M+93.3%	0 employees+0.0% over 3Y	+8 accounts+4.3% over 3Y
4. Alliance Financial CRD 319679 · Corporation	WYOMISSING, PA	$271.8M Mar 2026	+$17.1M+6.7%	+$86.7M+46.9%	—	—	0 employees+0.0% over 3Y	+105 accounts+11.7% over 3Y
5. Atlas Wealth Partners LLC CRD 175219 · Limited Liability Company	WYOMISSING, PA	$233.8M Mar 2026	+$42.5M+22.2%	+$70.4M+43.1%	+$76.6M+48.8%	+$142.7M+156.6%	0 employees+0.0% over 3Y	+66 accounts+8.7% over 3Y
6. Walsky Investment Management INC CRD 106991 · Corporation	WYOMISSING, PA	$130.2M Mar 2026	+$13.2M+11.3%	+$10.2M+8.5%	+$80.7M+163.0%	+$78.9M+153.8%	0 employees+0.0% over 3Y	+20 accounts+9.3% over 3Y
7. Berkshire Advisors, INC. CRD 122389 · Corporation	WYOMISSING, PA	$97.1M Mar 2026	-$9.6M-9.0%	-$7.1M-6.8%	+$82.4M+562.0%	+$82.4M+562.0%	0 employees+0.0% over 3Y	+88 accounts+58.7% over 3Y

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 historical filings are unavailable or not reliable enough for the lookback period. This is not investment advice.