Data / Investment advisers / Pennsylvania / Berwyn
Investment advisers in Berwyn, PA: 19 firms, $690 billion in AUM
19 investment advisers have their main office in Berwyn, Pennsylvania: 19 SEC registered and 0 exempt reporting. The registered advisers report $690 billion in regulatory assets under management in the SEC's Form ADV file of November 2, 2026, and the largest is Envestnet PMC with $615 billion.
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.
- 19Advisers
- 19SEC registered
- $690 billionTotal AUM
- 17Advisers over $100 million
- 3Manage 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 |
|---|---|---|---|---|---|---|---|---|
| Envestnet PMC | Berwyn | $614.93 billion | 2,241,364 | 532 | Not listed | (312) 827-2800 | envestnet.com | adviserinfo.sec.gov |
| Envestnet Portfolio Solutions, Inc. | Berwyn | $17.35 billion | 60,663 | 532 | Not listed | (312) 827-2800 | vimeo.com | adviserinfo.sec.gov |
| Envestnet Retirement Solutions, LLC | Berwyn | $16.30 billion | 4,876 | 24 | Not listed | (866) 318-4015 | envestnet.com | adviserinfo.sec.gov |
| Chartwell Investment Partners, LLC | Berwyn | $12.97 billion | 340 | 31 | 1 | (610) 296-1400 | adviserinfo.sec.gov | |
| QRG Capital Management, Inc. | Berwyn | $11.41 billion | 27,393 | 12 | Not listed | (312) 827-2800 | adviserinfo.sec.gov | |
| Great Valley Advisor Group, LLC | Berwyn | $10.60 billion | 37,014 | 325 | Not listed | (610) 296-7630 | greatvalleyadvisors.com | adviserinfo.sec.gov |
| Sterling Investment Advisors LTD. | Berwyn | $1.08 billion | 1,611 | 7 | Not listed | (610) 560-0400 | adviserinfo.sec.gov | |
| Ac Wealth Partners | Berwyn | $1.07 billion | 3,219 | 13 | Not listed | (800) 461-3205 | acwealthpartners.com | adviserinfo.sec.gov |
| Stanley-Laman Group LTD. | Berwyn | $1.02 billion | 787 | 24 | 1 | (610) 993-9100 | adviserinfo.sec.gov | |
| Ellis Investment Partners, LLC | Berwyn | $986.8 million | 792 | 23 | Not listed | (484) 320-6300 | ellisinvestmentpartners.com | adviserinfo.sec.gov |
| FDX Advisors, Inc. | Berwyn | $832.8 million | 3,937 | 17 | Not listed | (312) 827-2800 | adviserinfo.sec.gov | |
| Trinity Wealth Management, LLC | Berwyn | $399.2 million | 682 | 7 | Not listed | (610) 296-2020 | trinity-wealth.com | adviserinfo.sec.gov |
| Carnegie Wealth Management, LLC | Berwyn | $357.1 million | 919 | 6 | Not listed | (610) 640-4300 | adviserinfo.sec.gov | |
| Red Spruce Capital, LLC | Berwyn | $256.9 million | 316 | 4 | Not listed | (610) 727-4270 | adviserinfo.sec.gov | |
| Rolek Retirement Planning | Berwyn | $239.2 million | 669 | 1 | Not listed | (267) 427-5667 | adviserinfo.sec.gov | |
| Golden Ratio Wealth Management LLC | Berwyn | $180.8 million | 307 | 3 | Not listed | (610) 910-4797 | goldenratiowm.com | adviserinfo.sec.gov |
| Watkinson Capital Advisors LLC | Berwyn | $124.2 million | 124 | 3 | Not listed | (484) 588-0112 | watkinsoncap.com | adviserinfo.sec.gov |
| Acme Credit Partners | Berwyn | $43.8 million | 1 | 5 | 1 | (646) 357-8385 | adviserinfo.sec.gov | |
| A-Linx Advisors, LLC | Berwyn | Not listed | 0 | 2 | Not listed | (267) 525-6862 | adviserinfo.sec.gov |
Advisers in Berwyn that manage private funds
3 advisers report private funds. The 30 with the most funds.
| Adviser | City | State | Private funds | Hedge | Private equity | Venture capital | Real estate | Fund gross assets | AUM | Source |
|---|---|---|---|---|---|---|---|---|---|---|
| Chartwell Investment Partners, LLC | Berwyn | PA | 1 | 1 | Not listed | Not listed | Not listed | $525,786 | $12.97 billion | adviserinfo.sec.gov |
| Stanley-Laman Group LTD. | Berwyn | PA | 1 | 1 | Not listed | Not listed | Not listed | $125.3 million | $1.02 billion | adviserinfo.sec.gov |
| Acme Credit Partners | Berwyn | PA | 1 | Not listed | 1 | Not listed | Not listed | $43.8 million | $43.8 million | adviserinfo.sec.gov |
Newest SEC registrations in Berwyn
1 adviser with an SEC status effective in the 90 days to November 2, 2026.
| Adviser | City | State | SEC status effective | AUM | Website | Source |
|---|---|---|---|---|---|---|
| A-Linx Advisors, LLC | Berwyn | PA | October 15, 2026 | Not listed | adviserinfo.sec.gov |
Also on SpecStream
Updated November 7, 2026. Read from the SEC's Form ADV data files for investment advisers. 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.