Data / Investment advisers / $100 million to $500 million in AUM / Pennsylvania
Investment advisers in Pennsylvania with $100 million to $500 million in AUM: 249 firms
Updated November 7, 2026. Source: the SEC's Form ADV data files for investment advisers.
249 SEC registered investment advisers in Pennsylvania report between $100 million and $500 million in regulatory assets under management, $63.9 billion in all, in the SEC's Form ADV file of November 2, 2026. The largest is Verdis Investment Management, LLC with $497 million.
The request: Every investment adviser in Pennsylvania with AUM in the range $100 million to $500 million, with phone and website. $10 of work on sign-up, no card.
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.
- 249Advisers
- 249SEC registered
- $63.9 billionTotal AUM
- 249Advisers over $100 million
- 38Manage 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.
| Adviser | City | AUM | Accounts | Employees | Private funds | Phone | Website | Source |
|---|---|---|---|---|---|---|---|---|
| Verdis Investment Management, LLC | West Conshohocken | $497 million | 10 | 11 | 7 | (610) 397-1600 | verdisinvestment.com | adviserinfo.sec.gov |
| Brick & Kyle Associates Inc | Newtown | $491.7 million | 427 | 6 | Not listed | (215) 493-8787 | brick-kyle.com | adviserinfo.sec.gov |
| Permit Capital, LLC | West Conshohocken | $491.1 million | 3 | 6 | 3 | (610) 941-5000 | permitcap.com | adviserinfo.sec.gov |
| Peakequity Partners Management Co., L.L.C. | Villanova | $485.5 million | 3 | 3 | 3 | (484) 253-0001 | peakequity.com | adviserinfo.sec.gov |
| Johnson & White Wealth Management LLC | York | $484.6 million | 1,323 | 7 | Not listed | (717) 430-0001 | adviserinfo.sec.gov | |
| Morton Brown Family Wealth LLC | Allentown | $483.5 million | 275 | 10 | Not listed | (610) 709-5072 | adviserinfo.sec.gov | |
| Valen Private Capital, LLC. | Paoli | $482.6 million | 89 | 3 | Not listed | (835) 262-8100 | valenpc.com | adviserinfo.sec.gov |
| Obrien Greene & Co Inc | Media | $464.3 million | 355 | 7 | 1 | (610) 891-7880 | adviserinfo.sec.gov | |
| Birch Run Investments, LLC | Exton | $457.5 million | 55 | 5 | Not listed | (610) 321-3453 | birchruninvestments.com | adviserinfo.sec.gov |
| Corten Real Estate Management LLC | Philadelphia | $457.4 million | 9 | 15 | 9 | (215) 454-7381 | adviserinfo.sec.gov | |
| Gardner Lewis Asset Management LP | Chadds Ford | $456.5 million | 16 | 8 | 5 | (610) 558-2800 | chesapeakefunds.com | adviserinfo.sec.gov |
| Ivc Wealth Advisors LLC | Silverdale | $455 million | 1,275 | 8 | Not listed | (215) 392-6631 | adviserinfo.sec.gov | |
| McClarren Financial Advisors | State College | $453 million | 1,719 | 9 | Not listed | (814) 235-1940 | adviserinfo.sec.gov | |
| Certior Financial Group, LLC | King of Prussia | $452.3 million | 1,698 | 9 | Not listed | (610) 783-7010 | certiorfinancial.com | adviserinfo.sec.gov |
| Owls Nest Partners | Chadds Ford | $441.2 million | 13 | 10 | 2 | (484) 352-1110 | adviserinfo.sec.gov | |
| Bishop & Company Investment Management, LLC | Erie | $440.8 million | 506 | 3 | Not listed | (814) 314-0344 | bishopinvestmentmanagement.com | adviserinfo.sec.gov |
| Tower Wealth Partners | Lewisburg | $440.4 million | 1,842 | 9 | Not listed | (570) 524-7200 | adviserinfo.sec.gov | |
| Primesolutions Advisors, LLC | Pittsburgh | $440.1 million | 3 | 2 | Not listed | (412) 818-5780 | primesolutionsadvisors.com | adviserinfo.sec.gov |
| Vantus Wealth | Lancaster | $439.8 million | 2,368 | 15 | Not listed | (844) 682-6887 | adviserinfo.sec.gov | |
| Chapel Hill Investment Analysts Inc | Greensburg | $436 million | 3,973 | 3 | Not listed | (724) 830-2600 | chapelhillinvestment.com | adviserinfo.sec.gov |
| Muhlenkamp & Co Inc | Wexford | $435.8 million | 69 | 6 | Not listed | (724) 935-5520 | muhlenkamp.com | adviserinfo.sec.gov |
| Comprehensive Financial Planning, Inc. | East Petersburg | $434.1 million | 592 | 6 | Not listed | (717) 569-6667 | adviserinfo.sec.gov | |
| Santori & Peters | Canonsburg | $433.5 million | 679 | 5 | Not listed | (412) 373-6904 | adviserinfo.sec.gov | |
| Beacon Bridge Wealth Partners, LLC | Lower Gwynedd | $426.6 million | 1,113 | 11 | Not listed | (484) 533-6600 | adviserinfo.sec.gov | |
| TGS Financial Advisors | Radnor | $426 million | 1,222 | 13 | Not listed | (610) 892-9900 | adviserinfo.sec.gov | |
| Macdougall Financial Counseling | Delmont | $424.8 million | 426 | 4 | Not listed | (724) 468-1300 | adviserinfo.sec.gov | |
| Capital Wealth Investments | Scranton | $423 million | 1,374 | 3 | Not listed | (570) 543-5255 | adviserinfo.sec.gov | |
| The Estate Planners Group | Yardley | $422.1 million | 342 | 5 | Not listed | (215) 321-4410 | adviserinfo.sec.gov | |
| Odyssey Group Wealth Advisors | Lancaster | $420.9 million | 760 | 6 | Not listed | (717) 553-4722 | adviserinfo.sec.gov | |
| Alpha Leonis Partners, LLC | Wayne | $418.4 million | 3 | 1 | 1 | (484) 203-2910 | adviserinfo.sec.gov | |
| Foundation Wealth Management, LLC | Media | $411.9 million | 675 | 5 | Not listed | (610) 548-7170 | adviserinfo.sec.gov | |
| Grandview Asset Management LLC | Harrisburg | $411.7 million | 1,372 | 9 | Not listed | (717) 541-1000 | inspiretoretire.com | adviserinfo.sec.gov |
| MB, Levis & Associates,Llc | Center Valley | $411.6 million | 575 | 4 | Not listed | (610) 419-9690 | mblevis.com | adviserinfo.sec.gov |
| Wealthcare Capital Partners, LLC | West Chester | $407.4 million | 1,599 | 14 | Not listed | (804) 644-4711 | adviserinfo.sec.gov | |
| Henderson Brothers Financial Partners LLC | Pittsburgh | $406.8 million | 1,492 | 30 | Not listed | (412) 261-3333 | hendersonbrothersfinancialpartners.com | adviserinfo.sec.gov |
| Borer Denton & Associates, Inc. | Blue Bell | $403 million | 220 | 4 | Not listed | (610) 238-0888 | adviserinfo.sec.gov | |
| Trinity Wealth Management, LLC | Berwyn | $399.2 million | 682 | 7 | Not listed | (610) 296-2020 | trinity-wealth.com | adviserinfo.sec.gov |
| Mighty Oak Strong America Investment Company | Mechanicsburg | $398.4 million | 715 | 5 | Not listed | (717) 790-9001 | investwithmosaic.com | adviserinfo.sec.gov |
| Prometheus Capital Management Corp. | Yardley | $397.8 million | 872 | 4 | Not listed | (215) 321-9312 | procap.net | adviserinfo.sec.gov |
| Oars Capital | Dillsburg | $397.7 million | 711 | 3 | Not listed | (717) 601-0651 | oarscapital.com | adviserinfo.sec.gov |
| Financial Coach | West Chester | $397.3 million | 774 | 7 | Not listed | (484) 887-0452 | adviserinfo.sec.gov | |
| Matterhorn Capital Advisors, LLC | West Conshohocken | $396.4 million | 2 | 11 | 2 | (610) 940-5303 | matterhorncapitalpartners.com | adviserinfo.sec.gov |
| Mor Wealth Management, LLC | Philadelphia | $395.6 million | 813 | 8 | Not listed | (267) 930-8300 | morwm.com | adviserinfo.sec.gov |
| Attinger, LLC | Philadelphia | $394.5 million | 8 | 4 | 7 | (215) 600-1296 | attingerllc.com | adviserinfo.sec.gov |
| Equita Financial Network, Inc. | Fort Washington | $391 million | 1,321 | 19 | Not listed | (800) 604-0176 | adviserinfo.sec.gov | |
| Bluestone Capital Management, LLC | Wayne | $390.1 million | 10 | 4 | 1 | (610) 337-6500 | bluestonecm.com | adviserinfo.sec.gov |
| Legend Financial Advisors Inc | Pittsburgh | $389.9 million | 219 | 11 | Not listed | (412) 635-9210 | legend-financial.com | adviserinfo.sec.gov |
| Costello Asset Management, Inc. | Feasterville | $388.5 million | 988 | 3 | Not listed | (215) 856-9290 | costelloassetmanagement.com | adviserinfo.sec.gov |
| Trinity Investment Advisors, LLC | West Chester | $388.2 million | 34 | 3 | Not listed | (610) 344-9300 | adviserinfo.sec.gov | |
| Alden Investment Group | Wayne | $385.7 million | 1,460 | 43 | Not listed | (215) 572-8700 | adviserinfo.sec.gov | |
| Psi Capital Management | Lancaster | $384.8 million | 1,414 | 11 | Not listed | (717) 207-7123 | adviserinfo.sec.gov | |
| Rubenstein Partners | Philadelphia | $378.9 million | 12 | 43 | 8 | (215) 563-3558 | adviserinfo.sec.gov | |
| Prosperity Advisers, LLC | Horsham | $375.8 million | 1,021 | 8 | Not listed | (267) 405-6166 | prosperityadvisers.com | adviserinfo.sec.gov |
| Bouvel Investment Partners, LLC | Phoenixville | $374.4 million | 758 | 4 | Not listed | (610) 933-3300 | bouvel.com | adviserinfo.sec.gov |
| Macro Advisors, Inc. | York | $370.9 million | 1,649 | 9 | Not listed | (717) 764-4566 | macroadv.com | adviserinfo.sec.gov |
| Enhancing Capital LLC | Harrisburg | $368 million | 58 | 4 | 1 | (717) 561-4491 | enhancingcapital.com | adviserinfo.sec.gov |
| Haverford Financial Services, Inc. | Radnor | $366.4 million | 25 | 45 | Not listed | (610) 995-8700 | adviserinfo.sec.gov | |
| US Asset Management, LLC | Pittsburgh | $358.5 million | 49 | 6 | Not listed | (412) 231-8209 | adviserinfo.sec.gov | |
| Ca Adviser, LLC | Philadelphia | $357.7 million | 2 | 17 | 2 | (215) 243-7000 | adviserinfo.sec.gov | |
| Carnegie Wealth Management, LLC | Berwyn | $357.1 million | 919 | 6 | Not listed | (610) 640-4300 | adviserinfo.sec.gov | |
| Capstone Wealth Management Group, LLC | Dunmore | $356.1 million | 1,548 | 6 | Not listed | (888) 587-7526 | capstone-wealth.com | adviserinfo.sec.gov |
| Argyle Capital Management, LLC | Center Valley | $355.7 million | 136 | 3 | Not listed | (610) 997-3777 | argylecapital.net | adviserinfo.sec.gov |
| Entrust Financial LLC | Wayne | $350.9 million | 855 | 6 | Not listed | (610) 687-3515 | balancingactbook.com | adviserinfo.sec.gov |
| Cambrian Capital Management, L.L.C. | Newtown Square | $343.8 million | 3 | 11 | 2 | (610) 640-9551 | cambrianpe.com | adviserinfo.sec.gov |
| Ballast Financial Advisors, LLC | West Chester | $342.6 million | 1,573 | 5 | Not listed | (484) 266-7281 | anchorcap.net | adviserinfo.sec.gov |
| Matune Basile Advisors | Hermitage | $342.6 million | 1,017 | 5 | Not listed | (724) 977-6275 | matunebasile.com | adviserinfo.sec.gov |
| Keyvantage Wealth Advisors | Bethlehem | $339.4 million | 143 | 5 | Not listed | (484) 935-3003 | keyvantagewealth.com | adviserinfo.sec.gov |
| Cresap, Inc. | Radnor | $339 million | 604 | 16 | Not listed | (610) 341-1320 | cresap.com | adviserinfo.sec.gov |
| Weik Capital Management | Wyomissing | $334.7 million | 195 | 8 | 2 | (610) 376-2240 | weikinvest.com | adviserinfo.sec.gov |
| Vista Investment Management, LLC | Pittsburgh | $323.9 million | 544 | 4 | Not listed | (412) 824-5940 | vista-im.com | adviserinfo.sec.gov |
| Minerva Advisors LLC | Bala Cynwyd | $321 million | 7 | 4 | 2 | (484) 434-2258 | adviserinfo.sec.gov | |
| Three Cord True Wealth Management, LLC | Beaver | $317.9 million | 1,004 | 9 | Not listed | (724) 683-3456 | 3ctruewealth.com | adviserinfo.sec.gov |
| Matthew 25 Management Corp | Ambler | $315.9 million | 1 | 1 | Not listed | (215) 884-4458 | adviserinfo.sec.gov | |
| Marquette Associates, Inc. | West Chester | $315.7 million | 5 | 6 | Not listed | (610) 719-0300 | peircepark.com | adviserinfo.sec.gov |
| WMS Wealth Planners | Pittsburgh | $314.7 million | 732 | 6 | Not listed | (412) 781-7100 | wmswealthplanners.com | adviserinfo.sec.gov |
| PTM Wealth Management, LLC | North Wales | $310.2 million | 804 | 7 | Not listed | (267) 317-1515 | adviserinfo.sec.gov | |
| Invicta Advisors LLC | Oakmont | $310.2 million | 1,163 | 44 | Not listed | (412) 349-8684 | invictacapitaladvisors.com | adviserinfo.sec.gov |
| Trunorth Financial Services, Inc. | Chambersburg | $309.5 million | 1,252 | 6 | Not listed | (717) 267-1426 | trunorthfs.com | adviserinfo.sec.gov |
| Chronometer Partners LP | Pittsburgh | $308.4 million | 2 | 10 | Not listed | (917) 468-7879 | chrono-partners.com | adviserinfo.sec.gov |
| Prepared Retirement Institute LLC | Montgomeryville | $307.6 million | 818 | 11 | Not listed | (215) 997-5700 | adviserinfo.sec.gov | |
| Summit Group Retirement Planners, Inc. | Exton | $302.3 million | 255 | 4 | Not listed | (484) 467-7899 | sgretirementplanners.com | adviserinfo.sec.gov |
| Stonecrop Wealth Advisors, LLC | West Chester | $299.5 million | 1,230 | 7 | Not listed | (610) 628-0035 | adviserinfo.sec.gov | |
| Kailasa Capital Management LLC | Pittsburgh | $298.3 million | 357 | 3 | 1 | (571) 313-0873 | kailasacm.com | adviserinfo.sec.gov |
| New Rhein Healthcare Investors LLC | Philadelphia | $290.8 million | 6 | 10 | 6 | (201) 674-9387 | adviserinfo.sec.gov | |
| Godshalk Welsh Capital Management, Inc. | Radnor | $290.5 million | 266 | 2 | Not listed | (610) 971-0202 | adviserinfo.sec.gov | |
| Aspire Wealth Architects | Wexford | $290.3 million | 457 | 4 | Not listed | (412) 879-0584 | aspirewealtharchitects.com | adviserinfo.sec.gov |
| Arba Credit Management, L.P. | Conshohocken | $289.1 million | 2 | 9 | 2 | (484) 590-6604 | arbacredit.com | adviserinfo.sec.gov |
| Innova Wealth Partners, LLC | Newtown | $288.2 million | 521 | 6 | Not listed | (888) 270-1574 | myinnovawealth.com | adviserinfo.sec.gov |
| Gridiron Partners, LLC | Wexford | $285.8 million | 75 | 2 | Not listed | (724) 759-7848 | gridironpartners.com | adviserinfo.sec.gov |
| Oaktree Advisors LLC | Coopersburg | $282.8 million | 706 | 6 | Not listed | (610) 882-5670 | adviserinfo.sec.gov | |
| Members Wealth LLC | Media | $279.6 million | 625 | 9 | Not listed | (267) 367-5453 | memberswealthllc.com | adviserinfo.sec.gov |
| Eureka Equity Partners | Philadelphia | $279.2 million | 3 | 10 | 3 | (267) 238-4200 | eurekaequity.com | adviserinfo.sec.gov |
| FS Tactical Advisor, LLC | Philadelphia | $278.8 million | 2 | 183 | 2 | (215) 220-6651 | music.amazon.com | adviserinfo.sec.gov |
| Vermillion & White Wealth Management Group | Phoenixville | $278.6 million | 357 | 4 | Not listed | (610) 977-2098 | vwwgroup.com | adviserinfo.sec.gov |
| Guardian Asset Advisors, LLC | Mechanicsburg | $278.3 million | 1,309 | 8 | Not listed | (717) 691-3003 | adviserinfo.sec.gov | |
| 46 Peaks Investment Advisory Group | Newtown | $272.1 million | 445 | 5 | Not listed | (215) 497-8310 | 46peaks.com | adviserinfo.sec.gov |
| Magnolia Private Wealth, LLC | Philadelphia | $272.1 million | 684 | 4 | Not listed | (571) 477-1375 | magnoliapw.com | adviserinfo.sec.gov |
| Crossgate Wealth Advisors, LLC | Newtown | $271.9 million | 758 | 6 | Not listed | (215) 860-2234 | adviserinfo.sec.gov | |
| Alliance Financial | Wyomissing | $271.8 million | 1,006 | 6 | Not listed | (610) 376-5981 | alliancefinancialofpa.com | adviserinfo.sec.gov |
| Invested Advisors | State College | $268.3 million | 639 | 5 | Not listed | (814) 235-2703 | adviserinfo.sec.gov | |
| Arsenal Capital Advisors LLC | Conshohocken | $267.1 million | 341 | 3 | Not listed | (610) 564-9134 | adviserinfo.sec.gov | |
| Wyze Wealth Advisors, LLC | Canonsburg | $264.5 million | 461 | 5 | Not listed | (724) 747-6451 | wyzewealthadvisors.com | adviserinfo.sec.gov |
| Stark Wealth Management LLC | Bethlehem | $262.5 million | 510 | 4 | Not listed | (610) 419-9894 | starkfinancialgroup.com | adviserinfo.sec.gov |
| Cgi Plan Advisors, Inc. | Frazer | $261 million | 29 | 2 | Not listed | (610) 854-1420 | adviserinfo.sec.gov | |
| Archetype Advisors, LLC | Doylestown | $260 million | 505 | 4 | Not listed | (215) 558-5500 | archetypeadvisor.com | adviserinfo.sec.gov |
| Steel Tower Investments | Pittsburgh | $258.7 million | 182 | 5 | Not listed | (412) 586-2060 | upswia.com | adviserinfo.sec.gov |
| Malvern Capital Management | Malvern | $258.1 million | 356 | 5 | Not listed | (610) 979-1462 | malverncap.com | adviserinfo.sec.gov |
| Red Spruce Capital, LLC | Berwyn | $256.9 million | 316 | 4 | Not listed | (610) 727-4270 | adviserinfo.sec.gov | |
| Financial Advisory Services, LLC | Hanover | $256.9 million | 698 | 2 | Not listed | (717) 633-6844 | adviserinfo.sec.gov | |
| Stone Pine Financial Partners | Media | $256.8 million | 689 | 5 | Not listed | (610) 565-9181 | stonepinefinancial.com | adviserinfo.sec.gov |
| CMG Capital Management Group, Inc. | Malvern | $256.5 million | 951 | 10 | 2 | (610) 989-9090 | cmgprivatewealth.com | adviserinfo.sec.gov |
| Addis & Hill, Incorporated | Wayne | $254 million | 412 | 6 | Not listed | (610) 688-9500 | adviserinfo.sec.gov | |
| Maguire Investments LLC | King of Prussia | $253.2 million | 342 | 4 | Not listed | (610) 572-2705 | adviserinfo.sec.gov | |
| Taylor Securities Services, Inc. | Harrisburg | $252.5 million | 126 | 11 | Not listed | (717) 232-5808 | taylorretirementservices.com | adviserinfo.sec.gov |
| Braun-Bostich & Associates Inc. | Canonsburg | $249.6 million | 972 | 7 | Not listed | (724) 942-2639 | braun-bostich.com | adviserinfo.sec.gov |
| Chancellor Financial Group WB LP | Wilkes-Barre | $249.3 million | 1,303 | 9 | Not listed | (570) 822-4475 | chancellorfinancialgroup.com | adviserinfo.sec.gov |
| DWD Portfolio Solutions, Inc. | Pittsburgh | $248.3 million | 779 | 6 | Not listed | (412) 341-6642 | dwdportfolios.com | adviserinfo.sec.gov |
| Amplius Asset Management, LLC | Blue Bell | $247.3 million | 1 | 12 | Not listed | (215) 310-7770 | ampliusetfs.com | adviserinfo.sec.gov |
| Lighthouse Wealth Management, LLC | Camp Hill | $246.8 million | 347 | 2 | Not listed | (717) 346-6333 | adviserinfo.sec.gov | |
| Legacy Solutions, LLC | Kennett Square | $243.8 million | 729 | 6 | Not listed | (610) 444-9920 | legacysolutions.org | adviserinfo.sec.gov |
| Foundation Capital Management, LLC | East Norriton | $243.8 million | 559 | 2 | Not listed | (610) 278-6961 | myfcm.com | adviserinfo.sec.gov |
| Robbins Wealth Management | Erie | $241.7 million | 374 | 3 | Not listed | (814) 838-4185 | investrwm.com | adviserinfo.sec.gov |
| Barnstone Advisors LLC | Phoenixville | $241.1 million | 288 | 4 | Not listed | (610) 917-2210 | barnstoneadvisors.com | adviserinfo.sec.gov |
| Christine Messmer, P.C. | Collegeville | $240.6 million | 206 | 2 | Not listed | (610) 489-7925 | adviserinfo.sec.gov | |
| Ifs Group | Mechanicsburg | $240 million | 344 | 6 | Not listed | (717) 766-1144 | adviserinfo.sec.gov | |
| Rolek Retirement Planning | Berwyn | $239.2 million | 669 | 1 | Not listed | (267) 427-5667 | adviserinfo.sec.gov | |
| PF Advisors | Chadds Ford | $238.4 million | 8 | 1 | Not listed | (610) 470-4028 | adviserinfo.sec.gov | |
| Sector Analysts LLC | Allentown | $238.2 million | 1,157 | 4 | Not listed | (610) 945-8014 | sectoranalysts.com | adviserinfo.sec.gov |
| Atlas Wealth Partners LLC | Wyomissing | $233.8 million | 825 | 3 | Not listed | (610) 268-6807 | atlaswealthpartners.com | adviserinfo.sec.gov |
| The Aranda Group Advisors, LLC | Jenkintown | $233.7 million | 432 | 8 | Not listed | (215) 576-6666 | arandagroup.com | adviserinfo.sec.gov |
| Holos Integrated Wealth | Kennett Square | $233.1 million | 647 | 5 | Not listed | (484) 893-4599 | adviserinfo.sec.gov | |
| Integrated Capital Management, Inc. | Jessup | $232.4 million | 926 | 7 | Not listed | (570) 344-0100 | adviserinfo.sec.gov | |
| Econ Wealth Management | Harrisburg | $232.1 million | 869 | 7 | Not listed | (717) 545-5870 | econwealth.com | adviserinfo.sec.gov |
| Yardley Wealth Management LLC | Yardley | $231.6 million | 571 | 8 | Not listed | (267) 573-1019 | adviserinfo.sec.gov | |
| DVB Private Wealth | Harrisburg | $225.7 million | 538 | 7 | Not listed | (717) 652-6901 | adviserinfo.sec.gov | |
| Valley Brook Capital Group | Venetia | $223.3 million | 368 | 6 | Not listed | (724) 941-8625 | valleybrookcg.com | adviserinfo.sec.gov |
| Avantra Family Wealth, Inc. | Mechanicsburg | $221.6 million | 1,041 | 6 | Not listed | (717) 276-1501 | adviserinfo.sec.gov | |
| Newbridge Wealth Management | Bryn Mawr | $219.5 million | 800 | 3 | Not listed | (610) 564-8042 | newbridgewealth.com | adviserinfo.sec.gov |
| Thor Financial Technologies | Greensburg | $217 million | 2 | 5 | Not listed | (412) 860-6078 | thorft.com | adviserinfo.sec.gov |
| Wedgewood Investors Inc | Erie | $215.8 million | 296 | 4 | Not listed | (814) 456-3651 | wedgewoodinvestors.com | adviserinfo.sec.gov |
| Sensenig Capital Advisors, Inc. | Collegeville | $212.9 million | 442 | 6 | Not listed | (610) 584-9700 | sensenigcapital.com | adviserinfo.sec.gov |
| Gibraltar Wealth Management, LLC | Abington | $212.7 million | 241 | 5 | 1 | (215) 956-5154 | gibraltarwealth.com | adviserinfo.sec.gov |
| Wharton Wealth Management, LLC | Malvern | $209.2 million | 951 | 2 | Not listed | (484) 328-3590 | whartonwealth.com | adviserinfo.sec.gov |
| Kohlhepp Investment Advisors, LTD. | Doylestown | $204.6 million | 836 | 6 | Not listed | (215) 340-5777 | kohlheppadvisors.com | adviserinfo.sec.gov |
| Flagship Capital Management Inc | Media | $199.9 million | 176 | 4 | Not listed | (610) 565-9580 | flagshipcap.com | adviserinfo.sec.gov |
| Kapusta Financial Group | Pittsburgh | $199.6 million | 971 | 4 | Not listed | (412) 851-1400 | kapustafinancial.com | adviserinfo.sec.gov |
| Nestlerode & Loy, Inc. | State College | $199.1 million | 612 | 4 | Not listed | (814) 238-6249 | nestlerode.com | adviserinfo.sec.gov |
| Erickson Financial Group, LLC | Allentown | $198.9 million | 797 | 6 | Not listed | (484) 209-5270 | adviserinfo.sec.gov | |
| Vfpe Advisors LLC | Audubon | $195.6 million | 13 | 6 | 13 | (610) 783-6650 | adviserinfo.sec.gov | |
| Oak Tree Investment Advisors | Pittsburgh | $192.2 million | 273 | 5 | Not listed | (412) 802-8358 | myoaktreeadvisors.com | adviserinfo.sec.gov |
| Odyssey Capital Advisors Inc. | Bala Cynwyd | $189.2 million | 642 | 5 | Not listed | (484) 278-4497 | odysseyadvice.com | adviserinfo.sec.gov |
| Argosy-Lionbridge Management, LLC | Wayne | $189.1 million | 9 | 6 | 3 | (646) 536-7422 | argosylbm.com | adviserinfo.sec.gov |
| Azarias Capital Management, L.P. | Westchester | $188.8 million | 6 | 6 | 2 | (215) 494-3300 | adviserinfo.sec.gov | |
| Union Square Capital Partners, LLC | Kennett Square | $188.7 million | 1 | 2 | Not listed | (484) 731-3101 | usq.com | adviserinfo.sec.gov |
| Advice & Planning Services LLC | Youngwood | $187.1 million | 740 | 1 | Not listed | (724) 635-0427 | adviceandplanning.com | adviserinfo.sec.gov |
| Alvin Clay Financial Advisors, LLC | Jenkintown | $186.6 million | 446 | 5 | Not listed | (267) 626-2382 | alvinclay.com | adviserinfo.sec.gov |
| Eagle Investment Advisors | Downingtown | $186.1 million | 260 | 2 | Not listed | (610) 269-0269 | eagleia.com | adviserinfo.sec.gov |
| Hoffman Capital Advisors LLC | Cranberry TWP | $185.4 million | 754 | 7 | Not listed | (724) 719-6767 | hoffman-capital.com | adviserinfo.sec.gov |
| Networth Advisors, LLC | Canonsburg | $185.4 million | 1,081 | 12 | Not listed | (724) 746-3585 | adviserinfo.sec.gov | |
| Avail Investment Partners, LLC | Lemont | $184.5 million | 427 | 8 | Not listed | (814) 996-7206 | adviserinfo.sec.gov | |
| Marathon Strategic Advisors, LLC | Pittsburgh | $182.7 million | 600 | 2 | Not listed | (740) 282-5198 | mstrategic.com | adviserinfo.sec.gov |
| Invariant Investment Management | Camp Hill | $182.7 million | 762 | 7 | Not listed | (717) 317-9006 | invariantinvestments.com | adviserinfo.sec.gov |
| Snavely Associates Financial Services | Lemoyne | $182.6 million | 627 | 2 | Not listed | (717) 737-3488 | snavelyfinancial.com | adviserinfo.sec.gov |
| Atmos Advisory, LLC | Pittsburgh | $180.9 million | 295 | 4 | Not listed | (412) 497-1766 | adviserinfo.sec.gov | |
| Golden Ratio Wealth Management LLC | Berwyn | $180.8 million | 307 | 3 | Not listed | (610) 910-4797 | goldenratiowm.com | adviserinfo.sec.gov |
| Steven G. Blum and Associates, LLC | Swarthmore | $180.2 million | 401 | 3 | Not listed | (610) 328-7725 | stevengblum.com | adviserinfo.sec.gov |
| Versa Capital | Philadelphia | $180.1 million | 7 | 3 | 7 | (215) 609-3400 | versa.com | adviserinfo.sec.gov |
| Versa Capital | Philadelphia | $180.1 million | 7 | 3 | 7 | (215) 609-3400 | versa.com | adviserinfo.sec.gov |
| Crossover Capital | Yardley | $179.5 million | 458 | 3 | Not listed | (215) 396-5580 | adviserinfo.sec.gov | |
| Liberty One Wealth Advisors | Philadelphia | $178.4 million | 832 | 5 | Not listed | (215) 776-4918 | adviserinfo.sec.gov | |
| Muntz Financial, LLC | Doylestown | $177.6 million | 252 | 3 | 1 | (215) 262-6909 | muntzfinancial.com | adviserinfo.sec.gov |
| Stillwater Private Wealth | Allenton | $176.8 million | 458 | 4 | Not listed | (610) 291-0232 | swprivatewealth.com | adviserinfo.sec.gov |
| Yoffe Investment Management, LLC | Lemoyne | $174.9 million | 46 | 1 | Not listed | (717) 343-1120 | adviserinfo.sec.gov | |
| JMS Capital Group Wealth Services, LLC | Sewickley | $174 million | 419 | 4 | Not listed | (412) 415-1177 | adviserinfo.sec.gov | |
| Asco Financial Group, Inc. | Kingston | $173.2 million | 63 | 2 | Not listed | (570) 714-0720 | ascofinancial.com | adviserinfo.sec.gov |
| Agility Equity Partners | Pittsburgh | $173.1 million | 11 | 7 | 11 | (724) 984-2009 | tailendcapital.com | adviserinfo.sec.gov |
| Yanni & Associates Investment Advisors, LLC | Wexford | $172.7 million | 416 | 2 | Not listed | (724) 940-0310 | yanniassociates.com | adviserinfo.sec.gov |
| Aeternitas Investment Management, LLC | Yardley | $172.5 million | 67 | 3 | Not listed | (267) 394-7872 | aeternitasinvest.com | adviserinfo.sec.gov |
| Mount Lucas Index Advisers LLC | Newtown | $170.3 million | 1 | 0 | Not listed | (267) 759-3500 | adviserinfo.sec.gov | |
| TLC Group Investment Advisors, LLC | State College | $168.4 million | 377 | 6 | Not listed | (814) 231-2265 | tlcgroupadvisors.com | adviserinfo.sec.gov |
| Randall & Associates Wealth Management | Butler | $167.2 million | 548 | 3 | Not listed | (724) 602-0075 | randallawm.com | adviserinfo.sec.gov |
| Kissling Financial Services, LLC | New Castle | $165.5 million | 1,119 | 2 | Not listed | (724) 667-1617 | kisslingfinancial.com | adviserinfo.sec.gov |
| Conifer Infrastructure Partners | Sewickley | $164.8 million | 2 | 14 | 2 | (254) 541-4323 | conifer-infra.com | adviserinfo.sec.gov |
| Ehb Financial Resources Managemnt, Inc. | Exton | $164 million | 90 | 2 | Not listed | (610) 594-2701 | adviserinfo.sec.gov | |
| Act Capital Management, LLC | Wayne | $163.9 million | 21 | 2 | 5 | (610) 688-2833 | actcapitalmanagement.com | adviserinfo.sec.gov |
| Main Advisory, Inc. | Canonsburg | $162.7 million | 415 | 4 | Not listed | (724) 731-0173 | mainadvisory.com | adviserinfo.sec.gov |
| Gadsden | Newtown Square | $161.8 million | 1 | 2 | Not listed | (484) 580-2277 | gadsdenfunds.com | adviserinfo.sec.gov |
| Sequinox Wealth Management, LLC | Lancaster | $160 million | 1,550 | 7 | Not listed | (717) 397-7957 | sequinox.com | adviserinfo.sec.gov |
| Adare Asset Management, LLC | Lancaster | $159.3 million | 223 | 1 | Not listed | (717) 435-9386 | adviserinfo.sec.gov | |
| River's Edge | Beaver | $157.1 million | 961 | 5 | Not listed | (412) 526-8939 | adviserinfo.sec.gov | |
| Legacy Advisory Services, LLC | Exton | $156.9 million | 325 | 3 | Not listed | (610) 524-6801 | legacyadvisorypa.com | adviserinfo.sec.gov |
| Englebert Financial Advisers, LLC | Allentown | $156.6 million | 615 | 3 | Not listed | (484) 350-3301 | adviserinfo.sec.gov | |
| Brandywine Asset Management | Thornton | $156 million | 2 | 5 | 1 | (610) 361-1000 | adviserinfo.sec.gov | |
| Ethos Capital Management, Inc. | Newtown | $155.4 million | 463 | 4 | Not listed | (215) 968-1820 | adviserinfo.sec.gov | |
| Aventine Financial Group | Doylestown | $153.1 million | 351 | 3 | Not listed | (212) 269-2512 | aventinefg.com | adviserinfo.sec.gov |
| Troutman Wealth | Malvern | $152.5 million | 393 | 2 | Not listed | (484) 256-7466 | troutmanwealth.com | adviserinfo.sec.gov |
| Hershey Financial Advisers, LLC | Lancaster | $151.7 million | 946 | 6 | Not listed | (717) 295-8888 | hersheyfinancialadvisers.com | adviserinfo.sec.gov |
| Omicron Advisors, LLC | Lancaster | $151.2 million | 199 | 2 | Not listed | (302) 453-9662 | omicronadvisors.com | adviserinfo.sec.gov |
| Zenith Wealth Partners | Philadelphia | $151 million | 789 | 11 | Not listed | (484) 278-1559 | adviserinfo.sec.gov | |
| Auerbach Investment Services, LLC | Narberth | $150.2 million | 112 | 2 | Not listed | (610) 529-3000 | auerbachinvestment.com | adviserinfo.sec.gov |
| Evident Financial | Erie | $149.7 million | 212 | 2 | Not listed | (814) 425-5182 | adviserinfo.sec.gov | |
| Harvest Financial Partners | Paoli | $148.8 million | 383 | 2 | Not listed | (610) 240-4740 | harvestfp.com | adviserinfo.sec.gov |
| Wagner Wealth Management, Corp. | Conyngham | $148.7 million | 850 | 5 | Not listed | (570) 987-6244 | wwmcorp.com | adviserinfo.sec.gov |
| Cross Border Financial Planning USA LLC | Philadelphia | $147.2 million | 407 | 3 | Not listed | (267) 946-1099 | adviserinfo.sec.gov | |
| Elite Life Management LLC | Erie | $147 million | 279 | 4 | Not listed | (814) 836-5776 | adviserinfo.sec.gov | |
| Pinnacle Strategic Wealth Management, LLC. | King of Prussia | $146.5 million | 501 | 2 | Not listed | (610) 574-8632 | pswmadvisors.com | adviserinfo.sec.gov |
| MFG Private Wealth | Canonsburg | $145.5 million | 795 | 4 | Not listed | (412) 341-2888 | mfgplanners.com | adviserinfo.sec.gov |
| Villanova Investment Management Company, LLC | Wayne | $143.9 million | 6 | 4 | 1 | (267) 923-0004 | villanovainvestco.com | adviserinfo.sec.gov |
| Lynch Investment Planning, LLC | Newtown Square | $143.3 million | 410 | 3 | Not listed | (484) 472-8956 | adviserinfo.sec.gov | |
| Liberty Asset Management | Allentown | $141 million | 579 | 9 | Not listed | (610) 398-7333 | adviserinfo.sec.gov | |
| Coombs Wealth Advisory, LLC | Blue Bell | $139.6 million | 91 | 2 | Not listed | (610) 825-3848 | adviserinfo.sec.gov | |
| Vericrest Private Wealth, LLC | Newtown | $137.8 million | 401 | 2 | Not listed | (888) 902-6366 | vericrestprivatewealth.com | adviserinfo.sec.gov |
| Wealthkare.Com, Inc. | Mount Union | $136.7 million | 771 | 7 | Not listed | (814) 542-5433 | unlockyourretirement.reinventingretirementebook.com | adviserinfo.sec.gov |
| Keller Financial Group | Camp Hill | $135.3 million | 89 | 2 | Not listed | (717) 516-0700 | adviserinfo.sec.gov | |
| Elm Capital Management LLC | Pittsburgh | $133.4 million | 564 | 6 | Not listed | (412) 456-4700 | elderlawmanagement.com | adviserinfo.sec.gov |
| Nest Egg | Conshohocken | $131.7 million | 2,832 | 14 | Not listed | (888) 345-2163 | mybanknestegg.com | adviserinfo.sec.gov |
| Walsky Investment Management Inc | Wyomissing | $130.2 million | 234 | 2 | Not listed | (610) 670-6918 | walsky.com | adviserinfo.sec.gov |
| Cgi Wealth Advisors, Inc. | Frazer | $129.4 million | 121 | 2 | Not listed | (610) 854-1425 | cgiadvisors.com | adviserinfo.sec.gov |
| Attleboro Wealth Management LLC | Yardley | $129.3 million | 628 | 6 | Not listed | (215) 310-9440 | adviserinfo.sec.gov | |
| Diccianni Financial Group, Inc. | East Norriton | $128.8 million | 336 | 4 | Not listed | (484) 681-9046 | dfgpa.com | adviserinfo.sec.gov |
| Guardian Capital, LLC | Wexford | $128.1 million | 300 | 4 | Not listed | (724) 934-3050 | guardiancapitalllc.com | adviserinfo.sec.gov |
| Chartered Advisory Group | Chadds Ford | $127.7 million | 761 | 6 | Not listed | (610) 459-8872 | charteredadvisorygroup.com | adviserinfo.sec.gov |
| Dakota Investments, LLC | Bryn Mawr | $124.8 million | 1 | 6 | Not listed | (610) 937-5211 | hardmanjohnstonfunds.com | adviserinfo.sec.gov |
| Watkinson Capital Advisors LLC | Berwyn | $124.2 million | 124 | 3 | Not listed | (484) 588-0112 | watkinsoncap.com | adviserinfo.sec.gov |
| IM Wealth Partners | Blue Bell | $123.9 million | 74 | 16 | Not listed | (610) 650-1848 | imwealthpartners.com | adviserinfo.sec.gov |
| Schuylkill Financial, LLC | Wyomissing | $123.6 million | 367 | 2 | Not listed | (610) 670-1656 | adviserinfo.sec.gov | |
| Dewitt Capital Management | Wayne | $123.2 million | 194 | 4 | Not listed | (610) 910-9110 | adviserinfo.sec.gov | |
| V3limited LLC | Radnor | $122.4 million | 57 | 2 | Not listed | (610) 989-7200 | v3-limited.com | adviserinfo.sec.gov |
| Chestnut Street Investment Counsel, LLC | Lancaster | $119.5 million | 225 | 4 | Not listed | (717) 947-3850 | adviserinfo.sec.gov | |
| Fournorth Capital LLC | West Conshohocken | $117.7 million | 1 | 3 | Not listed | (215) 217-2360 | adviserinfo.sec.gov | |
| McKinley Financial | Brookville | $117.2 million | 488 | 4 | Not listed | (814) 849-8586 | mckinleyfin.com | adviserinfo.sec.gov |
| Trident Advisors Inc | Doylestown | $116.9 million | 226 | 3 | Not listed | (215) 489-5383 | tridentadvisors.com | adviserinfo.sec.gov |
| Oxford Real Estate Advisors Inc | Pittsburgh | $116.9 million | 1 | 2 | 1 | (412) 261-1500 | adviserinfo.sec.gov | |
| Asset Strategy Retirement Plan Consultants, LLC | Camp Hill | $116.4 million | 539 | 5 | Not listed | (717) 602-1100 | asrpc.com | adviserinfo.sec.gov |
| Oar Financial | Bryn Mawr | $114.5 million | 41 | 10 | Not listed | (833) 662-6346 | oarfinancial.com | adviserinfo.sec.gov |
| Integrated Wealth Solutions, LLC | York | $114 million | 883 | 8 | Not listed | (717) 313-2220 | buildffwealth.com | adviserinfo.sec.gov |
| Arx Private Wealth | Lancaster | $113.6 million | 73 | 6 | Not listed | (717) 219-8226 | arxprivatewealth.com | adviserinfo.sec.gov |
| Setarcos Wealth Advisors LLC | Philadelphia | $111.7 million | 229 | 3 | Not listed | (267) 504-4905 | adviserinfo.sec.gov | |
| Success Wealth Management LLC | Wexford | $110.5 million | 1,230 | 15 | Not listed | (724) 934-8128 | adviserinfo.sec.gov | |
| Mainline Investment Advisers, LLC | Wynnewood | $109.9 million | 15 | 4 | 8 | (610) 896-3000 | adviserinfo.sec.gov | |
| Park Shore Partners LLC | Erie | $109.9 million | 5 | 7 | 1 | (814) 836-5776 | adviserinfo.sec.gov | |
| A Better Way Financial, LLC | Allentown | $109 million | 980 | 10 | Not listed | (610) 440-1700 | adviserinfo.sec.gov | |
| SRN Advisors, LLC | Huntingdon Valley | $108 million | 1 | 3 | Not listed | (215) 914-1970 | srnadvisors.com | adviserinfo.sec.gov |
| One-Up Financial | Erie | $107.5 million | 97 | 9 | Not listed | (814) 325-2699 | oneupfinancial.com | adviserinfo.sec.gov |
| Opulus | Doylestown | $104.9 million | 436 | 2 | Not listed | (215) 859-8095 | adviserinfo.sec.gov | |
| Healthview Asset Management, Inc. | Pittsburgh | $104.4 million | 182 | 3 | Not listed | (412) 782-5400 | healthviewria.com | adviserinfo.sec.gov |
| Moralis Technologies, LLC | Pittsburgh | $103 million | 118 | 13 | Not listed | (833) 730-3700 | aquinaswealth.com | adviserinfo.sec.gov |
| Duke and Duke Wealth Management LLC | Doylestown | $101.6 million | 524 | 3 | Not listed | (267) 544-0333 | dukeanddukewealthmanagement.com | adviserinfo.sec.gov |
| Retire Ready Wealth Management | Radnor | $100.1 million | 535 | 1 | Not listed | (610) 727-1727 | retirereadyfg.com | adviserinfo.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.