Investment advisers in Blue Bell, PA
8 SEC-registered firms with a main office here.
Form ADV data as of 2026-09-01| Firm | Assets | Employees | Disclosures |
|---|---|---|---|
| Amplius Wealth Advisors | $1.74 billion | 13 | 0 |
| Blue Bell Private Wealth Management, LLC | $1.12 billion | 13 | 0 |
| Northstar Asset Management Company, LLC | $659.8 million | 6 | 0 |
| Borer Denton & Associates, Inc. | $403.0 million | 4 | 0 |
| Persimmon Capital Management | $368.5 million | 3 | 0 |
| Amplius Asset Management, LLC | $247.3 million | 12 | 0 |
| Coombs Wealth Advisory, LLC | $139.6 million | 2 | 0 |
| Im Wealth Partners | $0 | 16 | 2 |