Best Financial Advisors in WYOMISSING, Pennsylvania
Ranked by SEC regulatory data — fees, complaints, and fiduciary status. Updated quarterly.
Top-Ranked Advisors in WYOMISSING
LOUNTZIS ASSET MANAGEMENT, LLC
WYOMISSING, PA · Since 2015
SCHUYLKILL FINANCIAL, LLC
WYOMISSING, PA · Since 2026
ATLAS WEALTH PARTNERS LLC
WYOMISSING, PA · Since 2015
WALSKY INVESTMENT MANAGEMENT INC
WYOMISSING, PA · Since 2022
CONNORS INVESTOR SERVICES INC
WYOMISSING, PA · Since 1969
WEIK CAPITAL MANAGEMENT
WYOMISSING, PA · Since 1987
ALLIANCE FINANCIAL
WYOMISSING, PA · Since 2022
BERKSHIRE ADVISORS, INC.
WYOMISSING, PA · Since 2022
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 WYOMISSING?
The median advisory fee in WYOMISSING, PA is 0.95% of assets under management per year, based on Form ADV filings from 8 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.