Data / Investment advisers / Serving charitable organizations / Pennsylvania

Investment advisers in Pennsylvania serving charitable organizations: 271 firms

Name: Investment advisers in Pennsylvania serving charitable organizations: Form ADV data
Creator: SpecStream
License: https://creativecommons.org/licenses/by/4.0/

271 SEC registered investment advisers with a main office in Pennsylvania report charitable organizations among their clients in Form ADV item 5.D, and together they attribute $49 billion of their assets under management to them, in the SEC's file of November 2, 2026. The adviser with the most is Envestnet PMC.

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.

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271Advisers
$49 billionAUM from this client type
269Advisers over $100 million
November 2, 2026File date

Advisers in Pennsylvania serving charitable organizations

Ranked by the AUM the adviser attributes to this client type. Each row links to the firm page where it has one, and to its SEC record.

Adviser	City	Clients of this type	AUM from this type	Total AUM	Source
Envestnet PMC	Berwyn	5,162	$7.19 billion	$614.93 billion	adviserinfo.sec.gov
Mellon Investments Corporation	Pittsburgh	26	$5.12 billion	$873.87 billion	adviserinfo.sec.gov
SEI Investments Management Corp	Oaks	465	$3.87 billion	$216.43 billion	adviserinfo.sec.gov
Brandywine Global Investment Management, LLC	Philadelphia	12	$2.45 billion	$65.44 billion	adviserinfo.sec.gov
Xponance LLC	Philadelphia	52	$2.40 billion	$24.27 billion	adviserinfo.sec.gov
Janney Montgomery Scott LLC	Philadelphia	1,810	$2.13 billion	$110.11 billion	adviserinfo.sec.gov
Greycourt & Co., Inc.	Pittsburgh	8	$2.00 billion	$6.61 billion	adviserinfo.sec.gov
Cornerstone Advisors Asset Management, LLC	Bethlehem	97	$1.95 billion	$9.57 billion	adviserinfo.sec.gov
Tiff Investment Management	Radnor	37	$1.84 billion	$8.62 billion	adviserinfo.sec.gov
Hirtle & Co., LLC	West Conshohocken	123	$1.54 billion	$25.41 billion	adviserinfo.sec.gov
Nordwand Advisors	Radnor	10	$1.21 billion	$3.97 billion	adviserinfo.sec.gov
Gibson Capital, LLC	Wexford	10	$1.14 billion	$3.03 billion	adviserinfo.sec.gov
Federated Investment Counseling	Pittsburgh	210	$1.09 billion	$207.21 billion	adviserinfo.sec.gov
Oakmont Capital Management, LLC	Oakmont	8	$1.06 billion	$3.09 billion	adviserinfo.sec.gov
Callan Family Office, LLC	Radnor	12	$1.01 billion	$10.21 billion	adviserinfo.sec.gov
Gardner Russo & Quinn LLC	Lancaster	72	$659.8 million	$9.45 billion	adviserinfo.sec.gov
Wharton Business Group, LLC	Malvern	19	$638.3 million	$4.57 billion	adviserinfo.sec.gov
Franklin Park	Bala Cynwyd	1	$543.9 million	$10.21 billion	adviserinfo.sec.gov
Cooke & Bieler, L.P.	Philadelphia	37	$507.6 million	$10.56 billion	adviserinfo.sec.gov
Conestoga Capital Advisors, LLC	Wayne	22	$489.9 million	$6.94 billion	adviserinfo.sec.gov
Hamilton Lane	Conshohocken	2	$482.3 million	$141.83 billion	adviserinfo.sec.gov
Centersquare Investment Management LLC	Conshohocken	3	$480.2 million	$13.70 billion	adviserinfo.sec.gov
Clark Capital Management Group Inc	Philadelphia	145	$402 million	$35.69 billion	adviserinfo.sec.gov
Conrad Siegel Investment Advisors	Harrisburg	18	$390.9 million	$12.13 billion	adviserinfo.sec.gov
Staley Capital Advisers Inc	Pittsburgh	21	$374.5 million	$3.11 billion	adviserinfo.sec.gov
Harvest Fund Advisors LLC	Wayne	Fewer than 5	$345 million	$8.13 billion	adviserinfo.sec.gov
CS McKee	Warrendale	24	$306.2 million	$11.65 billion	adviserinfo.sec.gov
Copeland Capital Management, LLC	Conshohocken	13	$255.3 million	$4.06 billion	adviserinfo.sec.gov
Morgan Stanley Aip GP LP	West Conshohocken	8	$248.6 million	$40.85 billion	adviserinfo.sec.gov
BLBB Advisors	Montgomeryville	42	$242.6 million	$3.26 billion	adviserinfo.sec.gov
G&H Investments	Leola	6	$242.5 million	$576 million	adviserinfo.sec.gov
Covington Investment Advisors, Inc.	Ligonier	13	$216.4 million	$885.9 million	adviserinfo.sec.gov
Berkshire Asset Management, LLC	Wilkes-Barre	64	$206.4 million	$2.79 billion	adviserinfo.sec.gov
Chartwell Investment Partners, LLC	Berwyn	15	$181.4 million	$12.97 billion	adviserinfo.sec.gov
Glenmede Investment Management, LP	Philadelphia	49	$171.7 million	$6.20 billion	adviserinfo.sec.gov
Roble, Belko and Company, Inc.	Sewickley	10	$170.8 million	$1.55 billion	adviserinfo.sec.gov
Prowell Financial Management, LLC	Exton	8	$165.8 million	$6.86 billion	adviserinfo.sec.gov
QRG Capital Management, Inc.	Berwyn	65	$163.5 million	$11.41 billion	adviserinfo.sec.gov
Mycio Wealth Partners, LLC	Philadelphia	11	$162.2 million	$15.78 billion	adviserinfo.sec.gov
Miller Investment Management, LP	West Conshohocken	10	$158.9 million	$7.10 billion	adviserinfo.sec.gov
JFS Wealth Advisors, LLC	Hermitage	36	$158 million	$4.73 billion	adviserinfo.sec.gov
Prudent Management Associates	Philadelphia	14	$157.8 million	$1.23 billion	adviserinfo.sec.gov
Logan Capital Management, Inc.	Newtown Square	21	$147.4 million	$3.10 billion	adviserinfo.sec.gov
Legacy Advisors, LLC	Plymouth Meeting	6	$144.4 million	$5.17 billion	adviserinfo.sec.gov
Connors Investor Services Inc	Wyomissing	28	$131.6 million	$1.28 billion	adviserinfo.sec.gov
Penn Capital Management Company, LLC	Philadelphia	Fewer than 5	$121.4 million	$1.94 billion	adviserinfo.sec.gov
Guyasuta Investment Advisors, Incorporated	Pittsburgh	14	$120.2 million	$2.44 billion	adviserinfo.sec.gov
CBRE Investment Management Listed Real Assets LLC	Radnor	5	$115.8 million	$10.80 billion	adviserinfo.sec.gov
Wescott Financial Advisory Group LLC	Philadelphia	13	$108 million	$4.16 billion	adviserinfo.sec.gov
Cookson Peirce Wealth Management	Pittsburgh	23	$105.7 million	$2.56 billion	adviserinfo.sec.gov
PNC Wealth Management	Pittsburgh	174	$105.5 million	$30.27 billion	adviserinfo.sec.gov
Oar Financial	Bryn Mawr	10	$102.8 million	$114.5 million	adviserinfo.sec.gov
Baldwin Investment Management, LLC	West Conshohocken	10	$95.5 million	$1.30 billion	adviserinfo.sec.gov
Emerald Advisers, LLC	Leola	Fewer than 5	$91.5 million	$3.30 billion	adviserinfo.sec.gov
Argosy-Lionbridge Management, LLC	Wayne	Fewer than 5	$86.8 million	$189.1 million	adviserinfo.sec.gov
Grant Street Asset Management Inc	Canonsburg	16	$82.6 million	$768.9 million	adviserinfo.sec.gov
Chadds Ford Wealth Partners, LLC	Chadds Ford	6	$82.4 million	$1.33 billion	adviserinfo.sec.gov
Jmac Enterprises LLC	Newtown	3	$82 million	$722.4 million	adviserinfo.sec.gov
Northeast Financial Group, Inc.	Allentown	17	$76.8 million	$1.44 billion	adviserinfo.sec.gov
Hunter Associates LLC	Pittsburgh	26	$75.4 million	$1.34 billion	adviserinfo.sec.gov
Allegheny Investments	Pittsburgh	55	$71.4 million	$742.1 million	adviserinfo.sec.gov
Emerald Investment Advisers, LLC	Leola	32	$69.2 million	$2.26 billion	adviserinfo.sec.gov
Jacobi Capital Management, LLC	Pittston	29	$68.1 million	$2.64 billion	adviserinfo.sec.gov
Bryn Mawr Trust Advisors, LLC	Philadelphia	28	$67.5 million	$3.51 billion	adviserinfo.sec.gov
Azarias Capital Management, L.P.	Westchester	Fewer than 5	$66.2 million	$188.8 million	adviserinfo.sec.gov
Schneider Downs Wealth Management Advisors, LP	Pittsburgh	5	$63.2 million	$3.31 billion	adviserinfo.sec.gov
Rodgers Brothers, Inc.	Harmony	5	$62 million	$1.04 billion	adviserinfo.sec.gov
Zenith Wealth Partners	Philadelphia	24	$61.6 million	$151 million	adviserinfo.sec.gov
Stonecrop Wealth Advisors, LLC	West Chester	42	$61.5 million	$299.5 million	adviserinfo.sec.gov
Twin Capital Management Inc	McMurray	5	$60.3 million	$837.8 million	adviserinfo.sec.gov
Borer Denton & Associates, Inc.	Blue Bell	9	$59.2 million	$403 million	adviserinfo.sec.gov
Addison Capital	Conshohocken	19	$57.7 million	$1.12 billion	adviserinfo.sec.gov
Fragasso Wealth Advisors	Sewickley	36	$56.7 million	$2.83 billion	adviserinfo.sec.gov
Confluence Financial Partners	McMurray	7	$53.4 million	$7.81 billion	adviserinfo.sec.gov
Allegheny Financial Group	Pittsburgh	20	$47.3 million	$5.59 billion	adviserinfo.sec.gov
Pitcairn	Conshohocken	Fewer than 5	$45.6 million	$5.87 billion	adviserinfo.sec.gov
Sage Financial Group Inc.	West Conshohocken	7	$44.5 million	$4.29 billion	adviserinfo.sec.gov
Wealthcare Advisory Partners LLC	West Chester	41	$42.7 million	$8.29 billion	adviserinfo.sec.gov
Master's Wealth Management Inc.	Leola	Fewer than 5	$42.7 million	$589.5 million	adviserinfo.sec.gov
Faithward Advisors, LLC	Lancaster	76	$41.4 million	$1.05 billion	adviserinfo.sec.gov
DT Investment Partners, LLC	Chadds Ford	12	$40.5 million	$1.91 billion	adviserinfo.sec.gov
Northeast Advisers, Inc.	Paoli	2	$40.1 million	$639.1 million	adviserinfo.sec.gov
Owls Nest Partners	Chadds Ford	Fewer than 5	$39 million	$441.2 million	adviserinfo.sec.gov
Lincoln Investment	Fort Washington	41	$38.1 million	$21.99 billion	adviserinfo.sec.gov
Moralis Technologies, LLC	Pittsburgh	7	$36.2 million	$103 million	adviserinfo.sec.gov
Mitchell Sinkler & Starr	Philadelphia	7	$36.1 million	$1.79 billion	adviserinfo.sec.gov
Obrien Greene & Co Inc	Media	11	$36.1 million	$464.3 million	adviserinfo.sec.gov
Ethos Financial Group, LLC	King of Prussia	14	$34.7 million	$2.42 billion	adviserinfo.sec.gov
Hudock Capital Group	Williamsport	39	$31.7 million	$1.00 billion	adviserinfo.sec.gov
Girard Advisory Services, LLC	King of Prussia	17	$30.8 million	$3.18 billion	adviserinfo.sec.gov
Clearview Financial Partners	Radnor	6	$30.7 million	$1.06 billion	adviserinfo.sec.gov
Smithbridge Asset Management, Inc.	Chadds Ford	7	$30.6 million	$830.7 million	adviserinfo.sec.gov
Valley Forge Investment Consultants, Inc.	Audubon	9	$30 million	$3.49 billion	adviserinfo.sec.gov
Aurdan Capital Management, LLC	Wayne	8	$29.9 million	$526.2 million	adviserinfo.sec.gov
Capital Analysts	Fort Washington	23	$29.5 million	$8.77 billion	adviserinfo.sec.gov
Stewardship Advisors, LLC	Mount Joy	13	$28.8 million	$545.2 million	adviserinfo.sec.gov
Elm Wealth	Philadelphia	3	$27.8 million	$3.02 billion	adviserinfo.sec.gov
RKL Private Wealth	Lancaster	13	$26.6 million	$2.51 billion	adviserinfo.sec.gov
Kathmere Capital Management, LLC	Wayne	6	$25.5 million	$3.48 billion	adviserinfo.sec.gov
Hamel Associates,Inc.	Allentown	4	$24 million	$548.3 million	adviserinfo.sec.gov
Macdougall Financial Counseling	Delmont	8	$23.2 million	$424.8 million	adviserinfo.sec.gov
Forefront Analytics, LLC	W. Conshohocken	12	$23.1 million	$679 million	adviserinfo.sec.gov
Bucks Capital Advisers	Newtown	3	$23 million	$670.7 million	adviserinfo.sec.gov
River Wealth Advisors LLC	Camp Hill	12	$22.8 million	$1.47 billion	adviserinfo.sec.gov
The Coury Firm	Pittsburgh	7	$20.3 million	$1.32 billion	adviserinfo.sec.gov
Bishop & Company Investment Management, LLC	Erie	5	$20.1 million	$440.8 million	adviserinfo.sec.gov
Ventura Wealth Management	Yardley	9	$19.4 million	$713.5 million	adviserinfo.sec.gov
Stonebridge Financial Group, LLC	Wormleysburg	7	$19.2 million	$2.28 billion	adviserinfo.sec.gov
Gridiron Partners, LLC	Wexford	3	$18.6 million	$285.8 million	adviserinfo.sec.gov
Barnstone Advisors LLC	Phoenixville	Fewer than 5	$17.8 million	$241.1 million	adviserinfo.sec.gov
Maguire Investments LLC	King of Prussia	5	$16.6 million	$253.2 million	adviserinfo.sec.gov
Chancellor Financial Group WB LP	Wilkes-Barre	Fewer than 5	$16.6 million	$249.3 million	adviserinfo.sec.gov
Fischer Financial Services Inc	Harrisburg	Fewer than 5	$15.3 million	$636.1 million	adviserinfo.sec.gov
Nestlerode & Loy, Inc.	State College	8	$15.3 million	$199.1 million	adviserinfo.sec.gov
Venator Management LLC	Pittsburgh	1	$14.2 million	$511.7 million	adviserinfo.sec.gov
Tower Bridge Advisors	West Conshohocken	9	$13.5 million	$1.49 billion	adviserinfo.sec.gov
Ameriserv Wealth Advisors Inc	Johnstown	Fewer than 5	$12 million	$1.11 billion	adviserinfo.sec.gov
Bruton Chisnell Advisors, LLC	Downingtown	14	$11.9 million	$772.5 million	adviserinfo.sec.gov
Henry H. Armstrong Associates, Inc.	Pittsburgh	Fewer than 5	$11.9 million	$1.23 billion	adviserinfo.sec.gov
Rockwood Wealth Management, LLC	New Hope	10	$11.9 million	$2.87 billion	adviserinfo.sec.gov
Ellis Investment Partners, LLC	Berwyn	5	$11.6 million	$986.8 million	adviserinfo.sec.gov
Interchange Capital Partners	Pittsburgh	11	$11.4 million	$743.6 million	adviserinfo.sec.gov
Aufman Associates Inc	Sewickley	Fewer than 5	$11.1 million	$971.5 million	adviserinfo.sec.gov
Sevenbridge Financial Group, LLC	Harrisburg	Fewer than 5	$10.8 million	$731.1 million	adviserinfo.sec.gov
Tiller Private Wealth, Inc.	Bethlehem	5	$10.7 million	$730.3 million	adviserinfo.sec.gov
Oak Tree Investment Advisors	Pittsburgh	Fewer than 5	$10.7 million	$192.2 million	adviserinfo.sec.gov
Alvin Clay Financial Advisors, LLC	Jenkintown	4	$10.6 million	$186.6 million	adviserinfo.sec.gov
Newsquare Capital, LLC	Newtown Square	21	$10.1 million	$2.39 billion	adviserinfo.sec.gov
Marathon Strategic Advisors, LLC	Pittsburgh	10	$10.1 million	$182.7 million	adviserinfo.sec.gov
Weik Capital Management	Wyomissing	8	$9.9 million	$334.7 million	adviserinfo.sec.gov
Hornor, Townsend & Kent, LLC	Conshohocken	25	$9.9 million	$9.01 billion	adviserinfo.sec.gov
Foundation Capital Management, LLC	East Norriton	6	$9.6 million	$243.8 million	adviserinfo.sec.gov
Rodgers & Associates	Lancaster	3	$9.4 million	$1.63 billion	adviserinfo.sec.gov
Mma Asset Management LLC	Conshohocken	5	$9.4 million	$787.8 million	adviserinfo.sec.gov
RTD Financial Advisors Inc	Philadelphia	2	$9.2 million	$2.72 billion	adviserinfo.sec.gov
Malvern Capital Management	Malvern	3	$8.9 million	$258.1 million	adviserinfo.sec.gov
Lifeguide Financial Advisors, LLC	Mechanicsburg	12	$8.8 million	$562.9 million	adviserinfo.sec.gov
Odyssey Capital Advisors Inc.	Bala Cynwyd	5	$8.3 million	$189.2 million	adviserinfo.sec.gov
Conservest Capital Advisors Inc	Wynnewood	14	$8.2 million	$1.92 billion	adviserinfo.sec.gov
Trunorth Financial Services, Inc.	Chambersburg	6	$8.1 million	$309.5 million	adviserinfo.sec.gov
D.B. Root & Company, LLC	Pittsburgh	5	$7.8 million	$952.4 million	adviserinfo.sec.gov
Almanack Investment Partners	Newtown Square	20	$7.8 million	$945.9 million	adviserinfo.sec.gov
WMS Wealth Planners	Pittsburgh	Fewer than 5	$7.7 million	$314.7 million	adviserinfo.sec.gov
Pennsylvania Capital Management Inc.	Huntingdon Valley	Fewer than 5	$7.2 million	$848.6 million	adviserinfo.sec.gov
Bare Wealth Advisors	Gap	8	$7.2 million	$662.3 million	adviserinfo.sec.gov
Kooman & Associates	Altoona	6	$7 million	$555.6 million	adviserinfo.sec.gov
Santori & Peters	Canonsburg	Fewer than 5	$6.9 million	$433.5 million	adviserinfo.sec.gov
Evident Financial	Erie	Fewer than 5	$6.9 million	$149.7 million	adviserinfo.sec.gov
Costello Asset Management, Inc.	Feasterville	3	$6.7 million	$388.5 million	adviserinfo.sec.gov
Blue Bell Private Wealth Management, LLC	Blue Bell	Fewer than 5	$6.5 million	$1.12 billion	adviserinfo.sec.gov
Magnolia Private Wealth, LLC	Philadelphia	Fewer than 5	$6.4 million	$272.1 million	adviserinfo.sec.gov
Muhlenkamp & Co Inc	Wexford	4	$6.2 million	$435.8 million	adviserinfo.sec.gov
Main Street Financial Solutions, LLC	Newtown	24	$6 million	$2.51 billion	adviserinfo.sec.gov
Ivc Wealth Advisors LLC	Silverdale	11	$6 million	$455 million	adviserinfo.sec.gov
Beacon Bridge Wealth Partners, LLC	Lower Gwynedd	6	$5.8 million	$426.6 million	adviserinfo.sec.gov
Vista Investment Management, LLC	Pittsburgh	4	$5.2 million	$323.9 million	adviserinfo.sec.gov
Riggs Asset Management Co Inc	Dallas	7	$5.2 million	$640 million	adviserinfo.sec.gov
Matune Basile Advisors	Hermitage	8	$5.2 million	$342.6 million	adviserinfo.sec.gov
Independence Square Holdings, LLC	King of Prussia	7	$5.1 million	$1.83 billion	adviserinfo.sec.gov
Bill Few Associates, Inc.	Sewickley	5	$5 million	$2.72 billion	adviserinfo.sec.gov
Boden Wealth	Lemoyne	15	$4.9 million	$581.8 million	adviserinfo.sec.gov
MB, Levis & Associates,Llc	Center Valley	Fewer than 5	$4.7 million	$411.6 million	adviserinfo.sec.gov
Valley National Advisers Inc	Bethlehem	10	$4.7 million	$1.31 billion	adviserinfo.sec.gov
Radnor Capital Management, LLC	Wayne	Fewer than 5	$4.4 million	$854.8 million	adviserinfo.sec.gov
Sensenig Capital Advisors, Inc.	Collegeville	5	$4.3 million	$212.9 million	adviserinfo.sec.gov
Meridian Wealth Partners, LLC	East Norriton	6	$4.3 million	$1.37 billion	adviserinfo.sec.gov
Guardian Asset Advisors, LLC	Mechanicsburg	4	$4.2 million	$278.3 million	adviserinfo.sec.gov
Atmos Advisory, LLC	Pittsburgh	2	$4.2 million	$180.9 million	adviserinfo.sec.gov
MTM Financial Group, LLC	Bethlehem	3	$4.2 million	$771.6 million	adviserinfo.sec.gov
Wedgewood Investors Inc	Erie	5	$4.2 million	$215.8 million	adviserinfo.sec.gov
Foundation Wealth Management, LLC	Media	Fewer than 5	$3.8 million	$411.9 million	adviserinfo.sec.gov
Mighty Oak Strong America Investment Company	Mechanicsburg	1	$3.8 million	$398.4 million	adviserinfo.sec.gov
Haverford Financial Services, Inc.	Radnor	6	$3.7 million	$366.4 million	adviserinfo.sec.gov
Financial Advisory Services, LLC	Hanover	6	$3.6 million	$256.9 million	adviserinfo.sec.gov
H Financial Management	Canonsburg	2	$3.1 million	$621.9 million	adviserinfo.sec.gov
Comprehensive Financial Planning, Inc.	East Petersburg	3	$3 million	$434.1 million	adviserinfo.sec.gov
Wyze Wealth Advisors, LLC	Canonsburg	Fewer than 5	$3 million	$264.5 million	adviserinfo.sec.gov
Lountzis Asset Management, LLC	Wyomissing	Fewer than 5	$3 million	$624.1 million	adviserinfo.sec.gov
Stanley-Laman Group LTD.	Berwyn	Fewer than 5	$2.9 million	$1.02 billion	adviserinfo.sec.gov
Members Wealth LLC	Media	Fewer than 5	$2.8 million	$279.6 million	adviserinfo.sec.gov
Capstone Wealth Management Group, LLC	Dunmore	Fewer than 5	$2.8 million	$356.1 million	adviserinfo.sec.gov
Kissling Financial Services, LLC	New Castle	2	$2.8 million	$165.5 million	adviserinfo.sec.gov
MFG Private Wealth	Canonsburg	3	$2.7 million	$145.5 million	adviserinfo.sec.gov
Transamerica Financial Advisors, LLC	Philadelphia	11	$2.5 million	$2.11 billion	adviserinfo.sec.gov
Harvest Financial Partners	Paoli	Fewer than 5	$2.5 million	$148.8 million	adviserinfo.sec.gov
Econ Wealth Management	Harrisburg	Fewer than 5	$2.5 million	$232.1 million	adviserinfo.sec.gov
Psi Capital Management	Lancaster	4	$2.5 million	$384.8 million	adviserinfo.sec.gov
Presilium Private Wealth, LLC	Radnor	2	$2.5 million	$671.7 million	adviserinfo.sec.gov
Omicron Advisors, LLC	Lancaster	8	$2.3 million	$151.2 million	adviserinfo.sec.gov
Petredis Investment Advisors	Warrendale	Fewer than 5	$2.3 million	$1.69 billion	adviserinfo.sec.gov
Sterling Investment Advisors LTD.	Berwyn	Fewer than 5	$2.2 million	$1.08 billion	adviserinfo.sec.gov
Mor Wealth Management, LLC	Philadelphia	Fewer than 5	$2 million	$395.6 million	adviserinfo.sec.gov
Johnson & White Wealth Management LLC	York	Fewer than 5	$2 million	$484.6 million	adviserinfo.sec.gov
Macro Advisors, Inc.	York	3	$1.9 million	$370.9 million	adviserinfo.sec.gov
Invested Advisors	State College	2	$1.9 million	$268.3 million	adviserinfo.sec.gov
Stark Wealth Management LLC	Bethlehem	2	$1.8 million	$262.5 million	adviserinfo.sec.gov
Integrated Capital Management, Inc.	Jessup	6	$1.8 million	$232.4 million	adviserinfo.sec.gov
PW Nova Financial Services LLC	Newtown	5	$1.8 million	$654.3 million	adviserinfo.sec.gov
Godshalk Welsh Capital Management, Inc.	Radnor	Fewer than 5	$1.8 million	$290.5 million	adviserinfo.sec.gov
Walsky Investment Management Inc	Wyomissing	2	$1.7 million	$130.2 million	adviserinfo.sec.gov
Atwater Malick	Lancaster	2	$1.7 million	$687.4 million	adviserinfo.sec.gov
Entrust Financial LLC	Wayne	2	$1.6 million	$350.9 million	adviserinfo.sec.gov
Lynch Investment Planning, LLC	Newtown Square	Fewer than 5	$1.6 million	$143.3 million	adviserinfo.sec.gov
Biondo Investment Advisors LLC	Milford	8	$1.5 million	$1.29 billion	adviserinfo.sec.gov
Main Advisory, Inc.	Canonsburg	Fewer than 5	$1.5 million	$162.7 million	adviserinfo.sec.gov
Mfa Wealth Advisors, LLC	Pittsburgh	Fewer than 5	$1.4 million	$605.4 million	adviserinfo.sec.gov
Arx Private Wealth	Lancaster	3	$1.4 million	$113.6 million	adviserinfo.sec.gov
Odyssey Group Wealth Advisors	Lancaster	Fewer than 5	$1.4 million	$420.9 million	adviserinfo.sec.gov
Enhancing Capital LLC	Harrisburg	Fewer than 5	$1.3 million	$368 million	adviserinfo.sec.gov
Auerbach Investment Services, LLC	Narberth	Fewer than 5	$1.3 million	$150.2 million	adviserinfo.sec.gov
JMS Capital Group Wealth Services, LLC	Sewickley	1	$1.3 million	$174 million	adviserinfo.sec.gov
Market Street Wealth Management	West Chester	Fewer than 5	$1.2 million	$837 million	adviserinfo.sec.gov
Faithward Capital	Lancaster	Fewer than 5	$1.2 million	$1.18 billion	adviserinfo.sec.gov
Stone House Investment Management, LLC	Tunkhannock	2	$1.2 million	$841.7 million	adviserinfo.sec.gov
One-Up Financial	Erie	1	$1.2 million	$107.5 million	adviserinfo.sec.gov
Verdis Investment Management, LLC	West Conshohocken	1	$1.1 million	$497 million	adviserinfo.sec.gov
Dinuzzo Private Wealth, Inc.	Beaver	Fewer than 5	$1 million	$1.18 billion	adviserinfo.sec.gov
Nest Egg	Conshohocken	6	$999,527	$131.7 million	adviserinfo.sec.gov
Liberty One Wealth Advisors	Philadelphia	Fewer than 5	$990,416	$178.4 million	adviserinfo.sec.gov
Liberty Square Wealth Partners LLC	Bethlehem	Fewer than 5	$978,697	$567.8 million	adviserinfo.sec.gov
Summit Group Retirement Planners, Inc.	Exton	Fewer than 5	$974,523	$302.3 million	adviserinfo.sec.gov
Three Cord True Wealth Management, LLC	Beaver	1	$955,772	$317.9 million	adviserinfo.sec.gov
Keller Financial Group	Camp Hill	3	$912,929	$135.3 million	adviserinfo.sec.gov
Vicus Capital, Inc.	State College	1	$792,076	$2.99 billion	adviserinfo.sec.gov
Wagner Wealth Management, Corp.	Conyngham	5	$737,930	$148.7 million	adviserinfo.sec.gov
TLC Group Investment Advisors, LLC	State College	Fewer than 5	$735,596	$168.4 million	adviserinfo.sec.gov
Englebert Financial Advisers, LLC	Allentown	5	$717,832	$156.6 million	adviserinfo.sec.gov
Atlas Wealth Partners LLC	Wyomissing	Fewer than 5	$697,765	$233.8 million	adviserinfo.sec.gov
Wedmont Private Capital	West Chester	1	$670,601	$3.44 billion	adviserinfo.sec.gov
River's Edge	Beaver	11	$670,149	$157.1 million	adviserinfo.sec.gov
Oaktree Advisors LLC	Coopersburg	Fewer than 5	$591,970	$282.8 million	adviserinfo.sec.gov
Asset Strategy Retirement Plan Consultants, LLC	Camp Hill	1	$571,084	$116.4 million	adviserinfo.sec.gov
Henderson Brothers Financial Partners LLC	Pittsburgh	Fewer than 5	$568,000	$406.8 million	adviserinfo.sec.gov
Philadelphia Partners Capital Management, LLC	Bala Cynwyd	1	$541,046	$61.2 million	adviserinfo.sec.gov
Success Wealth Management LLC	Wexford	2	$500,000	$110.5 million	adviserinfo.sec.gov
Concentus Wealth Advisors	Newtown Square	2	$497,023	$1.08 billion	adviserinfo.sec.gov
Troutman Wealth	Malvern	2	$443,902	$152.5 million	adviserinfo.sec.gov
Thrive Wealth Management, LLC	Audubon	Fewer than 5	$418,544	$1.58 billion	adviserinfo.sec.gov
Trident Advisors Inc	Doylestown	1	$395,703	$116.9 million	adviserinfo.sec.gov
Quattro Advisors L.L.C.	Pittsburgh	Fewer than 5	$382,861	$661.7 million	adviserinfo.sec.gov
McKinley Financial	Brookville	3	$378,603	$117.2 million	adviserinfo.sec.gov
The Estate Planners Group	Yardley	2	$342,000	$422.1 million	adviserinfo.sec.gov
Crossgate Wealth Advisors, LLC	Newtown	Fewer than 5	$295,228	$271.9 million	adviserinfo.sec.gov
Milestone Asset Management, LLC	Pittsburgh	2	$275,946	$690.7 million	adviserinfo.sec.gov
Compass Investments LLC	Pittsburgh	Fewer than 5	$257,667	$93.2 million	adviserinfo.sec.gov
Liberty Asset Management	Allentown	1	$243,691	$141 million	adviserinfo.sec.gov
Steel Tower Investments	Pittsburgh	1	$235,775	$258.7 million	adviserinfo.sec.gov
Sequinox Wealth Management, LLC	Lancaster	2	$200,000	$160 million	adviserinfo.sec.gov
Wealthcare Capital Partners, LLC	West Chester	Fewer than 5	$180,256	$407.4 million	adviserinfo.sec.gov
Hershey Financial Advisers, LLC	Lancaster	4	$176,433	$151.7 million	adviserinfo.sec.gov
Capital a Wealth Management	Cranberry TWP.	Fewer than 5	$174,215	$612.9 million	adviserinfo.sec.gov
Hoffman Capital Advisors LLC	Cranberry TWP	3	$172,000	$185.4 million	adviserinfo.sec.gov
Legend Financial Advisors Inc	Pittsburgh	1	$166,529	$389.9 million	adviserinfo.sec.gov
Equita Financial Network, Inc.	Fort Washington	Fewer than 5	$162,522	$391 million	adviserinfo.sec.gov
Kailasa Capital Management LLC	Pittsburgh	Fewer than 5	$161,497	$298.3 million	adviserinfo.sec.gov
Alliance Financial	Wyomissing	1	$142,508	$271.8 million	adviserinfo.sec.gov
Flagship Capital Management Inc	Media	3	$135,000	$199.9 million	adviserinfo.sec.gov
Cordatus Wealth Management LLC	Yardley	Fewer than 5	$114,194	$630.4 million	adviserinfo.sec.gov
Muntz Financial, LLC	Doylestown	Fewer than 5	$109,170	$177.6 million	adviserinfo.sec.gov
Red Spruce Capital, LLC	Berwyn	Fewer than 5	$99,421	$256.9 million	adviserinfo.sec.gov
Yanni & Associates Investment Advisors, LLC	Wexford	1	$92,947	$172.7 million	adviserinfo.sec.gov
Kapusta Financial Group	Pittsburgh	2	$69,409	$199.6 million	adviserinfo.sec.gov
Braun-Bostich & Associates Inc.	Canonsburg	Fewer than 5	$58,483	$249.6 million	adviserinfo.sec.gov
Marion Wealth Management	Monroeville	Fewer than 5	$53,788	$543.4 million	adviserinfo.sec.gov
Yoffe Investment Management, LLC	Lemoyne	1	$51,258	$174.9 million	adviserinfo.sec.gov
Common Cents Planning	Glen Mills	Fewer than 5	$44,004	$542.4 million	adviserinfo.sec.gov
Holos Integrated Wealth	Kennett Square	Fewer than 5	$29,000	$233.1 million	adviserinfo.sec.gov
Grandview Asset Management LLC	Harrisburg	Fewer than 5	$10,361	$411.7 million	adviserinfo.sec.gov
Veery Capital, LLC	West Chester	1	$6,880	$971.4 million	adviserinfo.sec.gov
HBKS Wealth Advisors	Erie	18	Not listed	$7.66 billion	adviserinfo.sec.gov
Abrdn Inc.	Philadelphia	1	Not listed	$41.48 billion	adviserinfo.sec.gov

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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.