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Data / Investment advisers / $500 million to $1 billion in AUM / Pennsylvania

Investment advisers in Pennsylvania with $500 million to $1 billion in AUM: 89 firms

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

89 SEC registered investment advisers in Pennsylvania report between $500 million and $1 billion in regulatory assets under management, $61.3 billion in all, in the SEC's Form ADV file of November 2, 2026. The largest is Ellis Investment Partners, LLC with $987 million.

The request: Every investment adviser in Pennsylvania with AUM in the range $500 million to $1 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.

  • 89Advisers
  • 89SEC registered
  • $61.3 billionTotal AUM
  • 89Advisers over $100 million
  • 17Manage 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
Ellis Investment Partners, LLCBerwyn$986.8 million79223Not listed(484) 320-6300ellisinvestmentpartners.comadviserinfo.sec.gov
Barton Investment Management, LLCW. Conshohocken$984.7 million2637Not listed(610) 226-4040bartonim.comadviserinfo.sec.gov
Aufman Associates IncSewickley$971.5 million2497Not listed(724) 934-5600aufmanassociates.comadviserinfo.sec.gov
Veery Capital, LLCWest Chester$971.4 million80414Not listed(302) 660-3350veerycapital.comadviserinfo.sec.gov
D.B. Root & Company, LLCPittsburgh$952.4 million2,65422Not listed(412) 227-2800dbroot.comadviserinfo.sec.gov
Almanack Investment PartnersNewtown Square$945.9 million1,700245(484) 580-2277whiteknightcapital.netadviserinfo.sec.gov
Wick Capital Partners, LLCWayne$929.7 million1,17911Not listed(215) 302-3535wickcapitalpartners.comadviserinfo.sec.gov
The Fairman Group, LLCChesterbrook$902.1 million1,01017Not listed(610) 889-7300fairmanfinancial.comadviserinfo.sec.gov
Axiom Asset ManagementWayne$899.6 million6145Not listed(610) 688-0050axiomasset.comadviserinfo.sec.gov
Covington Investment Advisors, Inc.Ligonier$885.9 million6398Not listed(724) 238-0151covingtoninvestment.comadviserinfo.sec.gov
WellfullHarleysville$866.4 million2,194148(267) 500-1080adviserinfo.sec.gov
Radnor Capital Management, LLCWayne$854.8 million4508Not listed(610) 674-0400adviserinfo.sec.gov
Pennsylvania Capital Management Inc.Huntingdon Valley$848.6 million1,04510Not listed(215) 881-7700adviserinfo.sec.gov
Stone House Investment Management, LLCTunkhannock$841.7 million2,83318Not listed(570) 836-7020adviserinfo.sec.gov
Twin Capital Management IncMcMurray$837.8 million658Not listed(724) 942-2000adviserinfo.sec.gov
Market Street Wealth ManagementWest Chester$837 million2,71719Not listed(610) 692-3200marketstreetwealth.netadviserinfo.sec.gov
FDX Advisors, Inc.Berwyn$832.8 million3,93717Not listed(312) 827-2800adviserinfo.sec.gov
Smithbridge Asset Management, Inc.Chadds Ford$830.7 million1,09613Not listed(610) 361-9141adviserinfo.sec.gov
Absolute Capital Management, LLCPittsburgh$812.1 million2,69714Not listed(412) 388-1600abscapfunds.comadviserinfo.sec.gov
Hoey Investments, Inc.Coatesville$788.3 million1,5545Not listed(610) 738-4280hoeyinvestments.comadviserinfo.sec.gov
Mma Asset Management LLCConshohocken$787.8 million56119Not listed(610) 684-3200marshmma.comadviserinfo.sec.gov
Insight Advisors, LLCNewtown$785.7 million2,48722Not listed(215) 550-6011adviserinfo.sec.gov
Stoneridge PMG Advisors, LLCRadnor$774.2 million1811Not listed(484) 254-5400srpmga.comadviserinfo.sec.gov
Bruton Chisnell Advisors, LLCDowningtown$772.5 million2,1863Not listed(610) 518-3900bcadvisors.comadviserinfo.sec.gov
MTM Financial Group, LLCBethlehem$771.6 million3,27616Not listed(610) 746-7007morethanmoneyonline.comadviserinfo.sec.gov
Grant Street Asset Management IncCanonsburg$768.9 million1,29718Not listed(412) 257-8060adviserinfo.sec.gov
Ewa, LLCPittsburgh$750.7 million2,60214Not listed(412) 288-2363ewa-llc.comadviserinfo.sec.gov
Interchange Capital PartnersPittsburgh$743.6 million1,28313Not listed(412) 307-4230interchangecp.comadviserinfo.sec.gov
Allegheny InvestmentsPittsburgh$742.1 million3,26121Not listed(412) 367-3880adviserinfo.sec.gov
Girard Pension Services, LLCAllentown$733.8 million12115Not listed(610) 821-1331adviserinfo.sec.gov
Sevenbridge Financial Group, LLCHarrisburg$731.1 million1,1166Not listed(717) 775-8661adviserinfo.sec.gov
Tiller Private Wealth, Inc.Bethlehem$730.3 million1,40911Not listed(610) 954-9940adviserinfo.sec.gov
FS Credit Income Advisor, LLCPhiladelphia$726.2 million1183Not listed(215) 220-6651adviserinfo.sec.gov
Jmac Enterprises LLCNewtown$722.4 million1835Not listed(267) 753-7066brickhousestrategicwealth.comadviserinfo.sec.gov
Towercrest Capital Management, LLCNewtown$717.6 million1,4611Not listed(215) 809-2000adviserinfo.sec.gov
Ventura Wealth ManagementYardley$713.5 million1,78312Not listed(866) 899-0068adviserinfo.sec.gov
Milestone Asset Management, LLCPittsburgh$690.7 million3,22913Not listed(412) 643-3058adviserinfo.sec.gov
Atwater MalickLancaster$687.4 million9476Not listed(717) 400-1505atwatermalick.comadviserinfo.sec.gov
Forefront Analytics, LLCW. Conshohocken$679 million339184(610) 341-3900forefrontanalytics.comadviserinfo.sec.gov
Presilium Private Wealth, LLCRadnor$671.7 million3807Not listed(215) 982-4140presiliumpw.comadviserinfo.sec.gov
Bucks Capital AdvisersNewtown$670.7 million1,1174Not listed(267) 907-6650buckscap.comadviserinfo.sec.gov
Bare Wealth AdvisorsGap$662.3 million2,81519Not listed(717) 407-5200adviserinfo.sec.gov
Quattro Advisors L.L.C.Pittsburgh$661.7 million2,07565(412) 586-5406quattro-advisors.comadviserinfo.sec.gov
Lem Capital, L.P.Philadelphia$661.4 million2213(215) 557-9600lemcapital.comadviserinfo.sec.gov
Northstar Asset Management Company, LLCBlue Bell$659.8 million3796Not listed(484) 342-4200northstarmgt.comadviserinfo.sec.gov
Thrive Capital Management, LLCFort Washington$656.7 million2,24026Not listed(800) 516-5861thrivefinancialservices.comadviserinfo.sec.gov
Old Glory Asset Management LLCMalvern$655.9 million212Not listed(610) 648-3860oldgloryam.comadviserinfo.sec.gov
McGowan & Co LLPBryn Mawr$655.6 million2403Not listed(610) 520-2400mcgowanco.comadviserinfo.sec.gov
Milestone Financial Associates, LLCMacungie$654.5 million1,98812Not listed(610) 421-8777milestonefa.comadviserinfo.sec.gov
PW Nova Financial Services LLCNewtown$654.3 million1,7136Not listed(267) 753-7065jwnova.comadviserinfo.sec.gov
Kitching Partners, LLCConshohocken$645.9 million19419Not listed(267) 209-0830adviserinfo.sec.gov
Riggs Asset Management Co IncDallas$640 million9248Not listed(570) 823-3383riggsadvisors.comadviserinfo.sec.gov
Northeast Advisers, Inc.Paoli$639.1 million3765Not listed(610) 240-7955northeastadvisers.comadviserinfo.sec.gov
Fischer Financial Services IncHarrisburg$636.1 million1,2125Not listed(717) 233-8901adviserinfo.sec.gov
Cordatus Wealth Management LLCYardley$630.4 million9086Not listed(215) 579-5981cordatuswealth.comadviserinfo.sec.gov
Lountzis Asset Management, LLCWyomissing$624.1 million32551(610) 375-2585lountzis.comadviserinfo.sec.gov
Hapanowicz FinancialPittsburgh$622.3 million1,01613Not listed(412) 261-5966hapfinancial.comadviserinfo.sec.gov
H Financial ManagementCanonsburg$621.9 million1,6786Not listed(724) 745-9406hfinancialmanagement.comadviserinfo.sec.gov
Seminal Food and Nutrition Investments, LLCWayne$613.2 million9510(267) 778-4045semcap.comadviserinfo.sec.gov
Capital a Wealth ManagementCranberry TWP.$612.9 million2,83921Not listed(724) 658-4211capitalainvestments.comadviserinfo.sec.gov
Drexel Morgan & Co.Radnor$607 million224Not listed(484) 254-4306drexelmorgan.comadviserinfo.sec.gov
Mfa Wealth Advisors, LLCPittsburgh$605.4 million2,03313Not listed(412) 343-8700adviserinfo.sec.gov
Alliance Wealth Advisors, LLCScranton$601.1 million6778Not listed(570) 961-1516open.spotify.comadviserinfo.sec.gov
MP Next CapitalVillanova$590.7 million131313(610) 526-2700adviserinfo.sec.gov
Master's Wealth Management Inc.Leola$589.5 million1,54012Not listed(717) 581-1323adviserinfo.sec.gov
Fortis Advisors, LLCWayne$584.3 million34456(610) 313-0910adviserinfo.sec.gov
Boden WealthLemoyne$581.8 million2,20017Not listed(717) 657-8878bodenwealth.comadviserinfo.sec.gov
G&H InvestmentsLeola$576 million4634Not listed(717) 295-4425gross-investments.comadviserinfo.sec.gov
Liberty Square Wealth Partners LLCBethlehem$567.8 million1,6686Not listed(610) 865-5803libertysquarewealth.comadviserinfo.sec.gov
Rhino Investment Partners, Inc.West Conshohocken$566.2 million531(610) 234-2203rhinoip.comadviserinfo.sec.gov
Lifeguide Financial Advisors, LLCMechanicsburg$562.9 million2,71525Not listed(717) 796-1700lifeplan.lifeguidefa.comadviserinfo.sec.gov
Continuim Equity Partners, LPPittsburgh$560.4 million9228(412) 586-7651continuim.comadviserinfo.sec.gov
Kooman & AssociatesAltoona$555.6 million1,59610Not listed(814) 941-4800adviserinfo.sec.gov
Lansing Street AdvisorsAmbler$555 million56151(215) 718-2063adviserinfo.sec.gov
Hamel Associates,Inc.Allentown$548.3 million2387Not listed(835) 282-2820hamelassociatesinc.comadviserinfo.sec.gov
Stewardship Advisors, LLCMount Joy$545.2 million2,24715Not listed(717) 492-4787mystewardshipadvisor.comadviserinfo.sec.gov
Marion Wealth ManagementMonroeville$543.4 million1,4726Not listed(412) 372-3849adviserinfo.sec.gov
Common Cents PlanningGlen Mills$542.4 million1,4318Not listed(610) 361-0865adviserinfo.sec.gov
Collective Family Office, LLCYork$533.4 million4783Not listed(717) 893-5055collectivefamilyoffice.comadviserinfo.sec.gov
Archean Capital Partners II, L.L.C.Newtown Square$527.8 million3172(610) 640-9551archeancapital.comadviserinfo.sec.gov
Aurdan Capital Management, LLCWayne$526.2 million4237Not listed(484) 254-1935aurdancapital.comadviserinfo.sec.gov
Northstar Financial Companies, Inc.Conshohocken$519 million1,33810Not listed(610) 629-6100northstarfci.comadviserinfo.sec.gov
Investment Research PartnersLemont$512.4 million79963(814) 966-7206adviserinfo.sec.gov
Venator Management LLCPittsburgh$511.7 million8231(412) 586-3747venatormanagement.comadviserinfo.sec.gov
Taurus Private Markets, LLCWayne$508.7 million393(484) 318-8650adviserinfo.sec.gov
Bluesphere Advisors LLCEast Norriton$506.2 million1,2808Not listed(610) 277-1515adviserinfo.sec.gov
Eab Investment Group, LLCBala Cynwyd$506 million14Not listed(646) 583-0032eabinvestmentgroup.comadviserinfo.sec.gov
Sharp FinancialHorsham$502.1 million5128Not listed(215) 659-2130sharpllc.comadviserinfo.sec.gov
Saothair Capital PartnersWayne$500.7 million484(484) 658-3100adviserinfo.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.