Best Financial Advisors in DOYLESTOWN, Pennsylvania
Ranked by SEC regulatory data — fees, complaints, and fiduciary status. Updated quarterly.
5
Registered Firms
0.95%
Median Fee
of assets/year
$178M
Median AUM
5
Firms Listed
in our database
Top-Ranked Advisors in DOYLESTOWN
#1
100
MUNTZ FINANCIAL, LLC
DOYLESTOWN, PA · Since 2024
$178M AUM2 clientsFee: 0%
FiduciaryFee-Only
#2
100
ARCHETYPE ADVISORS, LLC
DOYLESTOWN, PA · Since 2021
$260M AUM2 clientsFee: 0%
FiduciaryFee-Only
#3
100
AVENTINE FINANCIAL GROUP
DOYLESTOWN, PA · Since 2025
$153M AUM3 clientsFee: 0%
FiduciaryFee-Only
#4
97
TRIDENT ADVISORS INC
DOYLESTOWN, PA · Since 2025
$117M AUM1 clientsFee: 0%
FiduciaryFee-Only
#5
95
KOHLHEPP INVESTMENT ADVISORS, LTD.
DOYLESTOWN, PA · Since 2001
$205M AUM3 clientsFee: 0%
FiduciaryFee-Only
Frequently Asked Questions
How are advisors ranked?
We use a Red Flag Score (0–100) based on SEC Form ADV disclosures. Firms lose points for disciplinary events, complaints, broker-dealer conflicts, and fees above the 90th percentile for their area.
What's the average financial advisor fee in DOYLESTOWN?
The median advisory fee in DOYLESTOWN, PA is 0.95% of assets under management per year, based on Form ADV filings from 5 registered firms.
Where does this data come from?
All data is sourced from SEC.gov Form ADV public filings and FINRA BrokerCheck. These are mandatory regulatory disclosures — every registered advisor must file them.