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Top RIA Firms in Yardley, Pennsylvania

Explore the top 25 Registered investment advisers, single family offices, multi-family offices and private wealth management firms headquartered in Yardley, Pennsylvania. This hub covers 8 matching firms with $3.8B in total reported AUM and median AUM of $409.9M.

Firms

Matching current profiles

Total AUM

$3.8B

Reported regulatory AUM

Median AUM

$409.9M

Across firms with AUM

Largest firm

$1.1B

Psc Manager 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. Psc Manager LLC CRD 311756 · Limited Liability Company	YARDLEY, PA	$1.1B May 2026	+$189.0M+20.0%	+$553.7M+95.2%	+$879.3M+343.4%	+$879.3M+343.4%	-1 employees-5.6% over 3Y	+14 accounts+48.3% over 3Y
2. Ventura Wealth Management CRD 152301 · Limited Liability Company	YARDLEY, PA	$713.5M Apr 2026	+$113.9M+19.0%	+$270.3M+61.0%	+$348.6M+95.5%	+$588.5M+470.8%	+3 employees+33.3% over 3Y	+462 accounts+35.0% over 3Y
3. Cordatus Wealth Management LLC CRD 282871 · Limited Liability Company	YARDLEY, PA	$630.4M Mar 2026	+$172.6M+37.7%	+$232.2M+58.3%	+$341.5M+118.2%	—	0 employees+0.0% over 3Y	+67 accounts+8.0% over 3Y
4. The Estate Planners Group CRD 124418 · Limited Liability Company	YARDLEY, PA	$422.1M Mar 2026	+$93.5M+28.4%	+$117.1M+38.4%	+$130.9M+44.9%	+$317.1M+302.0%	0 employees+0.0% over 3Y	+102 accounts+42.5% over 3Y
5. Prometheus Capital Management Corp. CRD 121982 · Corporation	YARDLEY, PA	$397.8M Mar 2026	+$174.1M+77.8%	+$220.1M+123.9%	+$269.5M+210.2%	+$284.7M+251.8%	-1 employees-20.0% over 3Y	+254 accounts+41.1% over 3Y
6. Yardley Wealth Management LLC CRD 134311 · Limited Liability Company	YARDLEY, PA	$231.6M Apr 2026	+$39.6M+20.6%	+$106.6M+85.3%	—	+$108.5M+88.2%	+3 employees+60.0% over 3Y	+137 accounts+31.6% over 3Y
7. Crossover Capital CRD 326625 · Limited Liability Company	YARDLEY, PA	$179.5M Apr 2026	+$29.3M+19.5%	—	—	—	+1 employees+50.0% over 1Y	+135 accounts+41.8% over 1Y
8. Attleboro Wealth Management LLC CRD 318056 · Limited Liability Company	YARDLEY, PA	$129.3M May 2026	+$79.0M+157.0%	+$79.0M+157.0%	—	—	-1 employees-14.3% over 3Y	+377 accounts+150.2% 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.