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Data / Investment advisers / $1 billion to $10 billion in AUM / Pennsylvania

Investment advisers in Pennsylvania with $1 billion to $10 billion in AUM: 152 firms

Updated November 7, 2026. Source: the SEC's Form ADV data files for investment advisers.

152 SEC registered investment advisers in Pennsylvania report between $1 billion and $10 billion in regulatory assets under management, $475 billion in all, in the SEC's Form ADV file of November 2, 2026. The largest is Cornerstone Advisors Asset Management, LLC with $9.6 billion.

The request: Every investment adviser in Pennsylvania with AUM in the range $1 billion to $10 billion, with phone and website. $10 of work on sign-up, no card.

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SpecStream is the live web data engine for teams and agents. It reads the SEC's Form ADV files every month, and this page is that reading, keyed on the CRD number. Ask for the advisers you track by state, city, size, client type or private funds, and new registrations and filings arrive in your sheet, CRM, Slack or agent as the SEC publishes them.

  • 152Advisers
  • 152SEC registered
  • $475 billionTotal AUM
  • 152Advisers over $100 million
  • 55Manage private funds
  • November 2, 2026File date

Largest advisers by AUM

Ranked by regulatory AUM, then by private funds. Each row links to the firm page where it has one, and to its SEC record.

AdviserCityAUMAccountsEmployeesPrivate fundsPhoneWebsiteSource
Cornerstone Advisors Asset Management, LLCBethlehem$9.57 billion1,91234Not listed(610) 694-0900cornerstone-companies.comadviserinfo.sec.gov
Gardner Russo & Quinn LLCLancaster$9.45 billion1,346473(717) 299-1385adviserinfo.sec.gov
FS REIT Advisor, LLCPhiladelphia$9.10 billion1133Not listed(215) 220-6651adviserinfo.sec.gov
Hornor, Townsend & Kent, LLCConshohocken$9.01 billion28,369485Not listed(215) 957-7300htk.comadviserinfo.sec.gov
Capital AnalystsFort Washington$8.77 billion23,420679Not listed(800) 242-1421lincolninvestment.comadviserinfo.sec.gov
Tiff Investment ManagementRadnor$8.62 billion767037(610) 684-8200adviserinfo.sec.gov
Wealthcare Advisory Partners LLCWest Chester$8.29 billion24,675243Not listed(804) 644-4711miller-richards.comadviserinfo.sec.gov
Harvest Fund Advisors LLCWayne$8.13 billion202146(610) 293-7800adviserinfo.sec.gov
Confluence Financial PartnersMcMurray$7.81 billion14,99371Not listed(724) 271-8801confluencefp.comadviserinfo.sec.gov
HBKS Wealth AdvisorsErie$7.66 billion21,190109Not listed(814) 836-5776hbkswealth.comadviserinfo.sec.gov
LLR Management HOLDCO, L.P.Philadelphia$7.57 billion1911619(215) 717-2900adviserinfo.sec.gov
Retirement and Wealth at Alliant, LLCWayne$7.37 billion24830Not listed(267) 363-2865alliantretirementconsulting.comadviserinfo.sec.gov
Miller Investment Management, LPWest Conshohocken$7.10 billion3081812(610) 834-9820millerinv.comadviserinfo.sec.gov
US Innovative Technology Capital Management, LLCCoraopolis$7.03 billion7147(312) 948-9899usitfund.comadviserinfo.sec.gov
Conestoga Capital Advisors, LLCWayne$6.94 billion23318Not listed(484) 654-1380conestogacapital.comadviserinfo.sec.gov
Prowell Financial Management, LLCExton$6.86 billion4044Not listed(484) 359-4057prowell-financial.comadviserinfo.sec.gov
Atairos Management, L.P.Bryn Mawr$6.79 billion3312(484) 381-4144adviserinfo.sec.gov
Greycourt & Co., Inc.Pittsburgh$6.61 billion4437Not listed(412) 361-0100adviserinfo.sec.gov
Glenmede Investment Management, LPPhiladelphia$6.20 billion1,02541Not listed(215) 419-6000glenmedeim.comadviserinfo.sec.gov
Incline Equity PartnersPittsburgh$5.96 billion329332(412) 315-7800adviserinfo.sec.gov
PitcairnConshohocken$5.87 billion2,13362Not listed(215) 881-6144adviserinfo.sec.gov
Fairmount Funds Management LLCWest Conshohocken$5.80 billion4306(267) 262-5300fairmountfunds.comadviserinfo.sec.gov
Allegheny Financial GroupPittsburgh$5.59 billion14,03010313(412) 367-3880adviserinfo.sec.gov
Waldron Private WealthBridgeville$5.50 billion4,014701(412) 221-1005adviserinfo.sec.gov
HC Capital Partners, LLCWest Conshohocken$5.21 billion29029(610) 828-7200adviserinfo.sec.gov
Lovell MinnickRadnor$5.21 billion383338(610) 995-9660lovellminnick.comadviserinfo.sec.gov
Legacy Advisors, LLCPlymouth Meeting$5.17 billion2,29750Not listed(610) 943-3000legacyadvice.comadviserinfo.sec.gov
Radcliffe Capital Management, L.P.Bala Cynwyd$5.14 billion24227(610) 617-5900radcliffefunds.comadviserinfo.sec.gov
Graham Partners, LLCNewtown Square$5.00 billion319632(610) 408-0500gci-graham.comadviserinfo.sec.gov
PPB Advisors, LLCWest Conshohocken$4.75 billion11942121(484) 278-4017ppbcapitalpartners.comadviserinfo.sec.gov
JFS Wealth Advisors, LLCHermitage$4.73 billion6,98189Not listed(724) 962-3200adviserinfo.sec.gov
Wharton Business Group, LLCMalvern$4.57 billion3375Not listed(484) 327-8262aleragroup.comadviserinfo.sec.gov
Sage Financial Group Inc.West Conshohocken$4.29 billion4,334284(484) 342-4400adviserinfo.sec.gov
Wescott Financial Advisory Group LLCPhiladelphia$4.16 billion3,36548Not listed(215) 979-1619adviserinfo.sec.gov
Copeland Capital Management, LLCConshohocken$4.06 billion1,98330Not listed(484) 351-3700copelandfunds.comadviserinfo.sec.gov
Nordwand AdvisorsRadnor$3.97 billion30710Not listed(484) 630-2510adviserinfo.sec.gov
Financial Integrity Advisors, LLCPhiladelphia$3.96 billion133Not listed(215) 557-7622firmadvisor.comadviserinfo.sec.gov
Argosy CapitalWayne$3.73 billion518251(610) 971-9685adviserinfo.sec.gov
Stevens Capital Management LPRadnor$3.68 billion4652(610) 971-5000scm-lp.comadviserinfo.sec.gov
Bryn Mawr Trust Advisors, LLCPhiladelphia$3.51 billion3,84987Not listed(215) 731-1820bmt.comadviserinfo.sec.gov
Valley Forge Investment Consultants, Inc.Audubon$3.49 billion1,03416Not listed(610) 783-6650adviserinfo.sec.gov
Kathmere Capital Management, LLCWayne$3.48 billion2,684241(610) 989-3900adviserinfo.sec.gov
Wedmont Private CapitalWest Chester$3.44 billion2,43716Not listed(610) 885-8200wedmont.comadviserinfo.sec.gov
Newspring CapitalRadnor$3.34 billion277627(610) 567-2387adviserinfo.sec.gov
Schneider Downs Wealth Management Advisors, LPPittsburgh$3.31 billion1,95228Not listed(412) 697-5200adviserinfo.sec.gov
Emerald Advisers, LLCLeola$3.30 billion4335Not listed(717) 396-1116teamemerald.comadviserinfo.sec.gov
BLBB AdvisorsMontgomeryville$3.26 billion3,95732Not listed(215) 643-9100blbb.comadviserinfo.sec.gov
LBC Credit PartnersRadnor$3.24 billion162006(215) 972-8900cifc.comadviserinfo.sec.gov
FS Digital Infrastructure Advisor, LLCPhiladelphia$3.21 billion49526(215) 220-6651podcastaddict.comadviserinfo.sec.gov
Roffman Miller Associates IncPhiladelphia$3.20 billion1,59915Not listed(215) 981-1030roffmanmiller.comadviserinfo.sec.gov
Alterra Ios Manager, LLCRadnor$3.19 billion5443(215) 240-1231ios.alterraproperty.comadviserinfo.sec.gov
Girard Advisory Services, LLCKing of Prussia$3.18 billion4,93060Not listed(610) 337-7640meetgirard.comadviserinfo.sec.gov
Staley Capital Advisers IncPittsburgh$3.11 billion1,062161(412) 394-1292adviserinfo.sec.gov
Logan Capital Management, Inc.Newtown Square$3.10 billion1,89834Not listed(215) 569-1100logancapital.comadviserinfo.sec.gov
Oakmont Capital Management, LLCOakmont$3.09 billion99419Not listed(412) 828-5550adviserinfo.sec.gov
Gibson Capital, LLCWexford$3.03 billion1,26416Not listed(724) 934-3200gibsoncapital.comadviserinfo.sec.gov
Elm WealthPhiladelphia$3.02 billion90592(888) 676-3148adviserinfo.sec.gov
FS Global Advisor, LLCPhiladelphia$3.01 billion81842(215) 220-6651open.spotify.comadviserinfo.sec.gov
Vicus Capital, Inc.State College$2.99 billion9,93884Not listed(855) 558-4287vicuscapital.comadviserinfo.sec.gov
Rockwood Wealth Management, LLCNew Hope$2.87 billion5,23753Not listed(267) 983-6400adviserinfo.sec.gov
Key Financial, Inc.West Chester$2.84 billion4,44836Not listed(610) 429-9050keyfinancialinc.comadviserinfo.sec.gov
Fragasso Wealth AdvisorsSewickley$2.83 billion5,75335Not listed(412) 227-3200adviserinfo.sec.gov
Newmarket Investment Management, LPPhiladelphia$2.82 billion283015(215) 701-9690newmarketcapital.comadviserinfo.sec.gov
Lubert-Adler Management Company, L.P.Philadelphia$2.81 billion272427(215) 972-2200lubertadler.comadviserinfo.sec.gov
Berkshire Asset Management, LLCWilkes-Barre$2.79 billion2,486112(570) 825-2600berkshireasset.comadviserinfo.sec.gov
RTD Financial Advisors IncPhiladelphia$2.72 billion3,09339Not listed(215) 557-3800adviserinfo.sec.gov
Bill Few Associates, Inc.Sewickley$2.72 billion7,70231Not listed(412) 630-6000g.coadviserinfo.sec.gov
PNC Steel City Advisors, LLCPittsburgh$2.72 billion412Not listed(312) 454-2922adviserinfo.sec.gov
McAdam LLCRadnor$2.68 billion10,513174Not listed(888) 614-5323mcadamfa.comadviserinfo.sec.gov
Berkadia Capital Advisors LLCAmbler$2.66 billion222(215) 328-3978adviserinfo.sec.gov
Jacobi Capital Management, LLCPittston$2.64 billion6,84231Not listed(570) 826-1801adviserinfo.sec.gov
LL FundsPhiladelphia$2.61 billion252820(267) 298-5495adviserinfo.sec.gov
Sora InvestorsBryn Mawr$2.60 billion413Not listed(610) 801-2000adviserinfo.sec.gov
Renovus Associates, LLCWayne$2.57 billion174517(610) 848-7700adviserinfo.sec.gov
Cookson Peirce Wealth ManagementPittsburgh$2.56 billion2,50529Not listed(412) 471-5320cooksonpeirce.comadviserinfo.sec.gov
RKL Private WealthLancaster$2.51 billion2,67538Not listed(717) 399-1700adviserinfo.sec.gov
Main Street Financial Solutions, LLCNewtown$2.51 billion5,84641Not listed(215) 259-5021tblfinancial.comadviserinfo.sec.gov
Tiff Investment ManagementRadnor$2.46 billion101(610) 684-8000adviserinfo.sec.gov
Guyasuta Investment Advisors, IncorporatedPittsburgh$2.44 billion1,38913Not listed(412) 447-4560guyasuta.comadviserinfo.sec.gov
Ethos Financial Group, LLCKing of Prussia$2.42 billion5,18748Not listed(610) 822-5246adviserinfo.sec.gov
Traynor Capital ManagementMalvern$2.42 billion1,66012Not listed(610) 993-9050traynorcapital.comadviserinfo.sec.gov
Newsquare Capital, LLCNewtown Square$2.39 billion4,16821Not listed(610) 325-6117newsquarecapital.comadviserinfo.sec.gov
Corient SHC Wealth Management (US) LPPhiladelphia$2.34 billion130361(610) 545-6100fftwealth.comadviserinfo.sec.gov
Stonebridge Financial Group, LLCWormleysburg$2.28 billion4,54829Not listed(717) 736-7007adviserinfo.sec.gov
Emerald Investment Advisers, LLCLeola$2.26 billion18912Not listed(717) 556-8900teamemerald.comadviserinfo.sec.gov
FS Structured Products Advisor, LLCPhiladelphia$2.20 billion61836(215) 220-6651adviserinfo.sec.gov
Independence Asset Advisors, LLCWynnewood$2.19 billion385Not listed(484) 433-0848adviserinfo.sec.gov
Hartford FundsWayne$2.15 billion7368Not listed(610) 386-1801adviserinfo.sec.gov
Transamerica Financial Advisors, LLCPhiladelphia$2.11 billion42,735991Not listed(770) 248-3271adviserinfo.sec.gov
Quadrant Private Wealth Management, LLCCenter Valley$2.10 billion3,07619Not listed(610) 849-2743adviserinfo.sec.gov
Emerald Mutual Fund Advisers TrustLeola$2.09 billion510Not listed(717) 396-1116emeraldetfs.comadviserinfo.sec.gov
Penn Capital Management Company, LLCPhiladelphia$1.94 billion60216Not listed(215) 302-1500adviserinfo.sec.gov
FS Specialty Lending Advisor, LLCPhiladelphia$1.93 billion1177Not listed(215) 220-6651adviserinfo.sec.gov
Conservest Capital Advisors IncWynnewood$1.92 billion3037Not listed(610) 642-9588conservest.comadviserinfo.sec.gov
DT Investment Partners, LLCChadds Ford$1.91 billion1,6958Not listed(484) 778-4425dtinvestmentpartners.comadviserinfo.sec.gov
Independence Square Holdings, LLCKing of Prussia$1.83 billion2,64837Not listed(610) 520-1500adviserinfo.sec.gov
Cloverlay Investment Management, LLCConshohocken$1.83 billion131811(484) 262-5020cloverlay.comadviserinfo.sec.gov
Mitchell Sinkler & StarrPhiladelphia$1.79 billion6079Not listed(215) 665-1450mitchellsinklerandstarr.comadviserinfo.sec.gov
Amplius Wealth AdvisorsBlue Bell$1.74 billion2,84713Not listed(215) 310-7770adviserinfo.sec.gov
Equus Capital Partners, LTD.Newtown Square$1.74 billion91339(610) 355-3200equuspartners.comadviserinfo.sec.gov
Corient SHC Partners (US) LPPhiladelphia$1.71 billion68363(610) 545-6100corient.comadviserinfo.sec.gov
Petredis Investment AdvisorsWarrendale$1.69 billion1,54710Not listed(878) 231-4300petredisia.comadviserinfo.sec.gov
Rodgers & AssociatesLancaster$1.63 billion3,54421Not listed(717) 560-3800adviserinfo.sec.gov
FS Fund Advisor, LLCPhiladelphia$1.63 billion1118Not listed(215) 220-6651fscreit.comadviserinfo.sec.gov
Compass Ion Advisors, LLCConshohocken$1.59 billion3,74524Not listed(610) 228-2200ionadv.comadviserinfo.sec.gov
Thrive Wealth Management, LLCAudubon$1.58 billion3,08515Not listed(215) 376-5530adviserinfo.sec.gov
Inverness Graham Investments, Inc.Wayne$1.57 billion293629(610) 722-0300invernessgraham.comadviserinfo.sec.gov
Brandywine Oak Private Wealth LLCKennett Square$1.57 billion2,83615Not listed(484) 785-0050adviserinfo.sec.gov
Abundance Wealth Counselors, LLCState College$1.56 billion1,711302(814) 861-3810adviserinfo.sec.gov
Roble, Belko and Company, Inc.Sewickley$1.55 billion1,1469Not listed(724) 935-4990adviserinfo.sec.gov
Alden CapitalWayne$1.52 billion2,551231(215) 572-8700aldeninvestmentgroup.comadviserinfo.sec.gov
Kintra Wealth, LLCWilliamsport$1.50 billion6,30960Not listed(570) 601-6960adviserinfo.sec.gov
Tower Bridge AdvisorsWest Conshohocken$1.49 billion805142(610) 260-2200towerbridgeadvisors.comadviserinfo.sec.gov
River Wealth Advisors LLCCamp Hill$1.47 billion2,58920Not listed(717) 888-9830adviserinfo.sec.gov
Electra CapitalConshohocken$1.45 billion411Not listed(610) 977-2000adviserinfo.sec.gov
Northeast Financial Group, Inc.Allentown$1.44 billion1,71014(570) 688-9898adviserinfo.sec.gov
Trustmont Advisory Group, Inc.Greensburg$1.40 billion6,34861Not listed(724) 468-5665adviserinfo.sec.gov
Ironview Capital Management, LLCConshohocken$1.39 billion445121(215) 793-0111ironview.comadviserinfo.sec.gov
Morgan Properties Special Situations II LLCConshohocken$1.37 billion1020Not listed(610) 265-2800morgan-properties.comadviserinfo.sec.gov
Meridian Wealth Partners, LLCEast Norriton$1.37 billion2,10513Not listed(610) 272-4700adviserinfo.sec.gov
Miravast Asset Management, LLCNewtown$1.36 billion9213(267) 615-6613miravast.comadviserinfo.sec.gov
1315 CapitalPhiladelphia$1.35 billion111711(267) 288-84411315capital.comadviserinfo.sec.gov
Hunter Associates LLCPittsburgh$1.34 billion2,62414Not listed(412) 471-4191hunterassociates.comadviserinfo.sec.gov
Chadds Ford Wealth Partners, LLCChadds Ford$1.33 billion1763Not listed(484) 273-0995chaddsfordwealth.comadviserinfo.sec.gov
The Coury FirmPittsburgh$1.32 billion1,031231(412) 261-5744couryfirm.comadviserinfo.sec.gov
Valley National Advisers IncBethlehem$1.31 billion4,91213Not listed(610) 868-9000vimeo.comadviserinfo.sec.gov
Mount Lucas Management LPNewtown$1.30 billion12151(267) 759-3500mtlucas.comadviserinfo.sec.gov
Baldwin Investment Management, LLCWest Conshohocken$1.30 billion70714Not listed(610) 260-1555baldwinmgt.comadviserinfo.sec.gov
Biondo Investment Advisors LLCMilford$1.29 billion2,49317Not listed(570) 296-5525thebiondogroup.comadviserinfo.sec.gov
Connors Investor Services IncWyomissing$1.28 billion662109(610) 376-7418adviserinfo.sec.gov
Commonwealth Investment ManagementPittsburgh$1.28 billion637Not listed(412) 765-2771ciminvests.comadviserinfo.sec.gov
O'Hagan Group, Inc.Bethlehem$1.25 billion1,60110Not listed(610) 625-8855theohagangroup.netadviserinfo.sec.gov
Henry H. Armstrong Associates, Inc.Pittsburgh$1.23 billion5305Not listed(412) 471-1551henryarmstrong.comadviserinfo.sec.gov
Prudent Management AssociatesPhiladelphia$1.23 billion60113Not listed(215) 994-1062prudentmanagement.comadviserinfo.sec.gov
Guardian Capital PartnersWayne$1.19 billion3176(610) 263-0100adviserinfo.sec.gov
Dinuzzo Private Wealth, Inc.Beaver$1.18 billion2,59219Not listed(724) 728-6564adviserinfo.sec.gov
Faithward CapitalLancaster$1.18 billion1995Not listed(844) 970-4055sevenonesevencapital.comadviserinfo.sec.gov
PSC Manager LLCYardley$1.14 billion431743(267) 291-7400adviserinfo.sec.gov
Patriot Financial Manager, L.P.Radnor$1.13 billion5165(215) 399-4650patriotfp.comadviserinfo.sec.gov
Addison CapitalConshohocken$1.12 billion6154Not listed(215) 563-6919adviserinfo.sec.gov
Blue Bell Private Wealth Management, LLCBlue Bell$1.12 billion2,24913Not listed(610) 825-3540adviserinfo.sec.gov
Ameriserv Wealth Advisors IncJohnstown$1.11 billion1,0734Not listed(814) 533-5338ameriserv.comadviserinfo.sec.gov
Arden Fund Management, LLCPhiladelphia$1.11 billion132310(215) 735-1313philadelphiaresidences.comadviserinfo.sec.gov
Trebuchet Consulting, LLCPittsburgh$1.08 billion1,0267Not listed(412) 388-0715trebuchetconsultingllc.comadviserinfo.sec.gov
Concentus Wealth AdvisorsNewtown Square$1.08 billion2,77812Not listed(610) 994-9190vimeo.comadviserinfo.sec.gov
Sterling Investment Advisors LTD.Berwyn$1.08 billion1,6117Not listed(610) 560-0400adviserinfo.sec.gov
Ac Wealth PartnersBerwyn$1.07 billion3,21913Not listed(800) 461-3205acwealthpartners.comadviserinfo.sec.gov
Clearview Financial PartnersRadnor$1.06 billion8038Not listed(610) 293-9211cvfpartners.comadviserinfo.sec.gov
Faithward Advisors, LLCLancaster$1.05 billion6,47747Not listed(717) 560-8300adviserinfo.sec.gov
Rodgers Brothers, Inc.Harmony$1.04 billion1,07019Not listed(724) 473-4003moncapfund.comadviserinfo.sec.gov
Stanley-Laman Group LTD.Berwyn$1.02 billion787241(610) 993-9100adviserinfo.sec.gov
Hudock Capital GroupWilliamsport$1.00 billion2,58915Not listed(570) 326-9500adviserinfo.sec.gov

Also on SpecStream

Public data published by the US Securities and Exchange Commission (US government work). Advisers report these values themselves in Form ADV, and neither the SEC nor the states approve or guarantee them. AUM is regulatory assets under management as the adviser reported it in Form ADV item 5.F, which can differ from the AUM a firm quotes elsewhere. Exempt reporting advisers do not report AUM. Office address, phone and website are the adviser's main office as filed; a firm that files its main office as a private residence shows no street address or phone. An Item 11 disclosure is a reported event, not a finding about the firm today. Details for each firm are on the SEC's Investment Adviser Public Disclosure site. This page uses SEC data and is not endorsed or certified by the SEC. Free to reuse with credit to SpecStream under CC BY 4.0. Spot a wrong value? Write to [email protected] with the link to this page.