Top advisors in Wyomissing
We’ve curated a list of the best financial advisors in Wyomissing, take a look at it below
Find an advisor in Wyomissing| # | Financial advisor | Assets under management | Number of advisors | |
|---|---|---|---|---|
| 1 | $1,052,513,445 | 9 advisors | ||
| 2 | $352,215,676 | 7 advisors | ||
| 3 | $163,349,110 | 3 advisors | ||
| 4 | $99,481,337 | 2 advisors |
How we came up with this list
To generate our top financial advisors list in Wyomissing, we have carried out some rigorous research. First, we’ve analysed data in the SEC database to filter advisors by location, in this case Wyomissing. Then we’ve filtered out any advisors that do not offer financial advice, for example if they only offer mortgage advice we have excluded them from the list. Then we’ve ranked the remainder according to the amount of assets under management. If you’re looking for a financial advisor and don’t mind which state they’re in, check out our best financial advisor article, which breaks down the best firms nationwide.
1. Connors Investor Services Inc
Assets under management
$1,052,513,445
Fee structure
A percentage of assets under your management
Services offered
Portfolio Management For Individuals And/or Small Businesses
Portfolio Management For Investment Companies
Portfolio Management For Pooled Investment Vehicles
Portfolio Management For Businesses (other Than Small Businesses) Or Institutional Clients (other Than Registered Investment Companies And Other Pooled Investment Vehicles And)
Selection Of Other Advisers
2. Marrella Private Wealth, LLC
Assets under management
$352,215,676
Fee structure
A percentage of assets under your management
Fixed fees
Services offered
Financial Planning Services
Portfolio Management For Individuals And/or Small Businesses
Portfolio Management For Businesses (other Than Small Businesses) Or Institutional Clients (other Than Registered Investment Companies And Other Pooled Investment Vehicles And)
Educational Seminars/workshops
3. Atlas Wealth Partners LLC
Assets under management
$163,349,110
Fee structure
A percentage of assets under your management
Hourly charges
Services offered
Financial Planning Services
Portfolio Management For Individuals And/or Small Businesses
4. Berkshire Advisors, Inc.
Assets under management
$99,481,337
Fee structure
A percentage of assets under your management
Hourly charges
Fixed fees
Commissions
401K
Services offered
Financial Planning Services
Portfolio Management For Individuals And/or Small Businesses
Portfolio Management For Businesses (other Than Small Businesses) Or Institutional Clients (other Than Registered Investment Companies And Other Pooled Investment Vehicles And)
401k
Your first meeting is free.