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Data / Investment advisers / $10 billion to $100 billion in AUM / Pennsylvania

Investment advisers in Pennsylvania with $10 billion to $100 billion in AUM: 30 firms

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

30 SEC registered investment advisers in Pennsylvania report between $10 billion and $100 billion in regulatory assets under management, $668 billion in all, in the SEC's Form ADV file of November 2, 2026. The largest is Brandywine Global Investment Management, LLC with $65.4 billion.

The request: Every investment adviser in Pennsylvania with AUM in the range $10 billion to $100 billion, with phone and website. $10 of work on sign-up, no card.

Get these advisers in PennsylvaniaWatch new advisers in Pennsylvania

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.

  • 30Advisers
  • 30SEC registered
  • $668 billionTotal AUM
  • 30Advisers over $100 million
  • 10Manage 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
Brandywine Global Investment Management, LLCPhiladelphia$65.44 billion97715715(215) 609-3500adviserinfo.sec.gov
Penn Mutual Asset Management, LLCConshohocken$42.29 billion3530Not listed(215) 956-8114pennmutualam.comadviserinfo.sec.gov
Pacer Advisors, Inc.Malvern$41.84 billion7124Not listed(855) 780-8100paceradvisors.comadviserinfo.sec.gov
Abrdn Inc.Philadelphia$41.48 billion14719325(215) 405-5700aberdeeninvestments.comadviserinfo.sec.gov
Morgan Stanley Aip GP LPWest Conshohocken$40.85 billion199200107(610) 260-7600morganstanley.comadviserinfo.sec.gov
Clark Capital Management Group IncPhiladelphia$35.69 billion36,013151Not listed(215) 569-2224ccmg.comadviserinfo.sec.gov
Exeter Property Group, LLCRadnor$35.14 billion1622215(610) 828-3200adviserinfo.sec.gov
PNC Wealth ManagementPittsburgh$30.27 billion164,1031,713Not listed(800) 762-6111adviserinfo.sec.gov
ETF ArchitectNewtown Square$29.74 billion22244Not listed(215) 330-4476etfarchitect.comadviserinfo.sec.gov
Hirtle & Co., LLCWest Conshohocken$25.41 billion1,7399411(610) 828-7200hirtle.comadviserinfo.sec.gov
Xponance LLCPhiladelphia$24.27 billion13146Not listed(215) 567-1100xponance.comadviserinfo.sec.gov
Lincoln InvestmentFort Washington$21.99 billion199,3831,238Not listed(215) 887-8111lincolninvestment.comadviserinfo.sec.gov
Envestnet Portfolio Solutions, Inc.Berwyn$17.35 billion60,663532Not listed(312) 827-2800vimeo.comadviserinfo.sec.gov
Envestnet Retirement Solutions, LLCBerwyn$16.30 billion4,87624Not listed(866) 318-4015envestnet.comadviserinfo.sec.gov
Venerable Investment Advisers, LLCWest Chester$16.27 billion2112Not listed(610) 249-2916adviserinfo.sec.gov
Fs/Kkr Advisor, LLCPhiladelphia$16.10 billion3736Not listed(215) 220-6651adviserinfo.sec.gov
Mycio Wealth Partners, LLCPhiladelphia$15.78 billion8,391675(267) 295-2280myciowp.comadviserinfo.sec.gov
Federated Equity Management Company of PennsylvaniaPittsburgh$14.25 billion1415Not listed(412) 288-1900adviserinfo.sec.gov
Centersquare Investment Management LLCConshohocken$13.70 billion13810019(610) 834-9500centersquare.comadviserinfo.sec.gov
Alpha ArchitectNewtown Square$13.50 billion13512Not listed(215) 882-9983adviserinfo.sec.gov
Chartwell Investment Partners, LLCBerwyn$12.97 billion340311(610) 296-1400adviserinfo.sec.gov
Conrad Siegel Investment AdvisorsHarrisburg$12.13 billion1,21829Not listed(717) 652-5633adviserinfo.sec.gov
CS McKeeWarrendale$11.65 billion55444Not listed(412) 566-1234adviserinfo.sec.gov
QRG Capital Management, Inc.Berwyn$11.41 billion27,39312Not listed(312) 827-2800adviserinfo.sec.gov
CBRE Investment Management Listed Real Assets LLCRadnor$10.80 billion5060Not listed(610) 995-8900cbreim.comadviserinfo.sec.gov
Great Valley Advisor Group, LLCBerwyn$10.60 billion37,014325Not listed(610) 296-7630greatvalleyadvisors.comadviserinfo.sec.gov
Cooke & Bieler, L.P.Philadelphia$10.56 billion20932Not listed(215) 246-2030adviserinfo.sec.gov
Franklin ParkBala Cynwyd$10.21 billion522949(610) 822-0500franklinparkllc.comadviserinfo.sec.gov
Callan Family Office, LLCRadnor$10.21 billion2,69749Not listed(877) 506-7990adviserinfo.sec.gov
Arin Risk Advisors LLCConshohocken$10.19 billion21111(610) 822-3400arinllc.comadviserinfo.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.