Data / Investment advisers / Pennsylvania / Wayne
Investment advisers in Wayne, PA: 33 firms, $199 billion in AUM
33 investment advisers have their main office in Wayne, Pennsylvania: 28 SEC registered and 5 exempt reporting. The registered advisers report $199 billion in regulatory assets under management in the SEC's Form ADV file of November 2, 2026, and the largest is Hartford Funds with $152 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.
- 33Advisers
- 28SEC registered
- 5Exempt reporting
- $199 billionTotal AUM
- 28Advisers over $100 million
- 22Manage 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 |
|---|---|---|---|---|---|---|---|---|
| Hartford Funds | Wayne | $152.07 billion | 91 | 368 | 2 | (610) 386-1801 | adviserinfo.sec.gov | |
| Harvest Fund Advisors LLC | Wayne | $8.13 billion | 202 | 14 | 6 | (610) 293-7800 | adviserinfo.sec.gov | |
| Retirement and Wealth at Alliant, LLC | Wayne | $7.37 billion | 248 | 30 | Not listed | (267) 363-2865 | alliantretirementconsulting.com | adviserinfo.sec.gov |
| Conestoga Capital Advisors, LLC | Wayne | $6.94 billion | 233 | 18 | Not listed | (484) 654-1380 | conestogacapital.com | adviserinfo.sec.gov |
| Argosy Capital | Wayne | $3.73 billion | 51 | 82 | 51 | (610) 971-9685 | adviserinfo.sec.gov | |
| Kathmere Capital Management, LLC | Wayne | $3.48 billion | 2,684 | 24 | 1 | (610) 989-3900 | adviserinfo.sec.gov | |
| Renovus Associates, LLC | Wayne | $2.57 billion | 17 | 45 | 17 | (610) 848-7700 | adviserinfo.sec.gov | |
| Hartford Funds | Wayne | $2.15 billion | 7 | 368 | Not listed | (610) 386-1801 | adviserinfo.sec.gov | |
| Inverness Graham Investments, Inc. | Wayne | $1.57 billion | 29 | 36 | 29 | (610) 722-0300 | invernessgraham.com | adviserinfo.sec.gov |
| Alden Capital | Wayne | $1.52 billion | 2,551 | 23 | 1 | (215) 572-8700 | aldeninvestmentgroup.com | adviserinfo.sec.gov |
| Guardian Capital Partners | Wayne | $1.19 billion | 3 | 17 | 6 | (610) 263-0100 | adviserinfo.sec.gov | |
| Wick Capital Partners, LLC | Wayne | $929.7 million | 1,179 | 11 | Not listed | (215) 302-3535 | wickcapitalpartners.com | adviserinfo.sec.gov |
| Axiom Asset Management | Wayne | $899.6 million | 614 | 5 | Not listed | (610) 688-0050 | axiomasset.com | adviserinfo.sec.gov |
| Radnor Capital Management, LLC | Wayne | $854.8 million | 450 | 8 | Not listed | (610) 674-0400 | adviserinfo.sec.gov | |
| Seminal Food and Nutrition Investments, LLC | Wayne | $613.2 million | 9 | 5 | 10 | (267) 778-4045 | semcap.com | adviserinfo.sec.gov |
| Fortis Advisors, LLC | Wayne | $584.3 million | 344 | 5 | 6 | (610) 313-0910 | adviserinfo.sec.gov | |
| Aurdan Capital Management, LLC | Wayne | $526.2 million | 423 | 7 | Not listed | (484) 254-1935 | aurdancapital.com | adviserinfo.sec.gov |
| Taurus Private Markets, LLC | Wayne | $508.7 million | 3 | 9 | 3 | (484) 318-8650 | adviserinfo.sec.gov | |
| Saothair Capital Partners | Wayne | $500.7 million | 4 | 8 | 4 | (484) 658-3100 | adviserinfo.sec.gov | |
| Alpha Leonis Partners, LLC | Wayne | $418.4 million | 3 | 1 | 1 | (484) 203-2910 | adviserinfo.sec.gov | |
| Bluestone Capital Management, LLC | Wayne | $390.1 million | 10 | 4 | 1 | (610) 337-6500 | bluestonecm.com | adviserinfo.sec.gov |
| Alden Investment Group | Wayne | $385.7 million | 1,460 | 43 | Not listed | (215) 572-8700 | adviserinfo.sec.gov | |
| Entrust Financial LLC | Wayne | $350.9 million | 855 | 6 | Not listed | (610) 687-3515 | balancingactbook.com | adviserinfo.sec.gov |
| Addis & Hill, Incorporated | Wayne | $254 million | 412 | 6 | Not listed | (610) 688-9500 | adviserinfo.sec.gov | |
| Argosy-Lionbridge Management, LLC | Wayne | $189.1 million | 9 | 6 | 3 | (646) 536-7422 | argosylbm.com | adviserinfo.sec.gov |
| Act Capital Management, LLC | Wayne | $163.9 million | 21 | 2 | 5 | (610) 688-2833 | actcapitalmanagement.com | adviserinfo.sec.gov |
| Villanova Investment Management Company, LLC | Wayne | $143.9 million | 6 | 4 | 1 | (267) 923-0004 | villanovainvestco.com | adviserinfo.sec.gov |
| Dewitt Capital Management | Wayne | $123.2 million | 194 | 4 | Not listed | (610) 910-9110 | adviserinfo.sec.gov | |
| Larsen Maccoll Partners | Wayne | Not listed | Not listed | Not listed | 10 | (610) 687-5045 | larsenmaccoll.com | adviserinfo.sec.gov |
| Second Curve Capital, LLC | Wayne | Not listed | Not listed | Not listed | 4 | (646) 563-7600 | adviserinfo.sec.gov | |
| Seminal Capital Investments, LLC | Wayne | Not listed | Not listed | Not listed | 4 | (267) 778-4040 | semcap.com | adviserinfo.sec.gov |
| Camelot Capital Management LTD | Wayne | Not listed | Not listed | Not listed | 2 | (610) 225-3000 | adviserinfo.sec.gov | |
| BHC Topco Management LLC | Wayne | Not listed | Not listed | Not listed | 1 | (267) 342-6555 | boathousecapital.com | adviserinfo.sec.gov |
Advisers in Wayne that manage private funds
22 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 |
|---|---|---|---|---|---|---|---|---|---|---|
| Argosy Capital | Wayne | PA | 51 | Not listed | 22 | Not listed | 28 | $3.73 billion | $3.73 billion | adviserinfo.sec.gov |
| Inverness Graham Investments, Inc. | Wayne | PA | 29 | Not listed | 29 | Not listed | Not listed | $1.57 billion | $1.57 billion | adviserinfo.sec.gov |
| Renovus Associates, LLC | Wayne | PA | 17 | Not listed | 17 | Not listed | Not listed | $1.80 billion | $2.57 billion | adviserinfo.sec.gov |
| Seminal Food and Nutrition Investments, LLC | Wayne | PA | 10 | Not listed | 10 | Not listed | Not listed | $556.5 million | $613.2 million | adviserinfo.sec.gov |
| Larsen Maccoll Partners | Wayne | PA | 10 | Not listed | 9 | Not listed | 1 | $25.6 million | Not listed | adviserinfo.sec.gov |
| Harvest Fund Advisors LLC | Wayne | PA | 6 | 1 | Not listed | Not listed | Not listed | $2.28 billion | $8.13 billion | adviserinfo.sec.gov |
| Guardian Capital Partners | Wayne | PA | 6 | Not listed | 6 | Not listed | Not listed | $1.19 billion | $1.19 billion | adviserinfo.sec.gov |
| Fortis Advisors, LLC | Wayne | PA | 6 | Not listed | Not listed | Not listed | 4 | $163.1 million | $584.3 million | adviserinfo.sec.gov |
| Act Capital Management, LLC | Wayne | PA | 5 | 5 | Not listed | Not listed | Not listed | $148.4 million | $163.9 million | adviserinfo.sec.gov |
| Saothair Capital Partners | Wayne | PA | 4 | Not listed | 4 | Not listed | Not listed | $499.2 million | $500.7 million | adviserinfo.sec.gov |
| Second Curve Capital, LLC | Wayne | PA | 4 | 4 | Not listed | Not listed | Not listed | $52.3 million | Not listed | adviserinfo.sec.gov |
| Seminal Capital Investments, LLC | Wayne | PA | 4 | Not listed | 4 | Not listed | Not listed | $54.8 million | Not listed | adviserinfo.sec.gov |
| Taurus Private Markets, LLC | Wayne | PA | 3 | Not listed | 3 | Not listed | Not listed | $508.7 million | $508.7 million | adviserinfo.sec.gov |
| Argosy-Lionbridge Management, LLC | Wayne | PA | 3 | 3 | Not listed | Not listed | Not listed | $38.5 million | $189.1 million | adviserinfo.sec.gov |
| Hartford Funds | Wayne | PA | 2 | Not listed | Not listed | Not listed | Not listed | $21.3 million | $152.07 billion | adviserinfo.sec.gov |
| Camelot Capital Management LTD | Wayne | PA | 2 | 2 | Not listed | Not listed | Not listed | $85.7 million | Not listed | adviserinfo.sec.gov |
| Kathmere Capital Management, LLC | Wayne | PA | 1 | Not listed | Not listed | Not listed | Not listed | $1.7 million | $3.48 billion | adviserinfo.sec.gov |
| Alden Capital | Wayne | PA | 1 | 1 | Not listed | Not listed | Not listed | $15.8 million | $1.52 billion | adviserinfo.sec.gov |
| Alpha Leonis Partners, LLC | Wayne | PA | 1 | Not listed | Not listed | 1 | Not listed | $8.2 million | $418.4 million | adviserinfo.sec.gov |
| Bluestone Capital Management, LLC | Wayne | PA | 1 | 1 | Not listed | Not listed | Not listed | $31.8 million | $390.1 million | adviserinfo.sec.gov |
| Villanova Investment Management Company, LLC | Wayne | PA | 1 | Not listed | Not listed | Not listed | Not listed | $8.6 million | $143.9 million | adviserinfo.sec.gov |
| BHC Topco Management LLC | Wayne | PA | 1 | Not listed | 1 | Not listed | Not listed | $63.3 million | 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.