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Investment advisers in Pennsylvania serving corporations and other businesses: 260 firms

Name: Investment advisers in Pennsylvania serving corporations and other businesses: Form ADV data
Creator: SpecStream
License: https://creativecommons.org/licenses/by/4.0/

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

260 SEC registered investment advisers with a main office in Pennsylvania report corporations and other businesses among their clients in Form ADV item 5.D, and together they attribute $67.5 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.

The request: Every investment adviser in Pennsylvania that serves corporations and other businesses, with AUM, phone and website. $10 of work on sign-up, no card.

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260Advisers
$67.5 billionAUM from this client type
258Advisers over $100 million
November 2, 2026File date

Advisers in Pennsylvania serving corporations and other businesses

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	15,422	$23.83 billion	$614.93 billion	adviserinfo.sec.gov
Federated Investment Counseling	Pittsburgh	615	$5.05 billion	$207.21 billion	adviserinfo.sec.gov
Nomura Investment Management Business Trust	Philadelphia	45	$4.39 billion	$144.04 billion	adviserinfo.sec.gov
Morgan Stanley Aip GP LP	West Conshohocken	36	$4.01 billion	$40.85 billion	adviserinfo.sec.gov
Mellon Investments Corporation	Pittsburgh	9	$3.58 billion	$873.87 billion	adviserinfo.sec.gov
Janney Montgomery Scott LLC	Philadelphia	1,425	$2.70 billion	$110.11 billion	adviserinfo.sec.gov
Brandywine Global Investment Management, LLC	Philadelphia	6	$2.17 billion	$65.44 billion	adviserinfo.sec.gov
Hirtle & Co., LLC	West Conshohocken	132	$1.84 billion	$25.41 billion	adviserinfo.sec.gov
Independence Asset Advisors, LLC	Wynnewood	5	$1.83 billion	$2.19 billion	adviserinfo.sec.gov
Chartwell Investment Partners, LLC	Berwyn	23	$1.76 billion	$12.97 billion	adviserinfo.sec.gov
Clark Capital Management Group Inc	Philadelphia	390	$1.27 billion	$35.69 billion	adviserinfo.sec.gov
Hamilton Lane	Conshohocken	4	$1.00 billion	$141.83 billion	adviserinfo.sec.gov
CS McKee	Warrendale	19	$927.1 million	$11.65 billion	adviserinfo.sec.gov
HBKS Wealth Advisors	Erie	301	$748.6 million	$7.66 billion	adviserinfo.sec.gov
QRG Capital Management, Inc.	Berwyn	705	$746.5 million	$11.41 billion	adviserinfo.sec.gov
Oakmont Capital Management, LLC	Oakmont	3	$717.8 million	$3.09 billion	adviserinfo.sec.gov
Hornor, Townsend & Kent, LLC	Conshohocken	223	$716.2 million	$9.01 billion	adviserinfo.sec.gov
Xponance LLC	Philadelphia	6	$667 million	$24.27 billion	adviserinfo.sec.gov
Ethos Financial Group, LLC	King of Prussia	96	$531.1 million	$2.42 billion	adviserinfo.sec.gov
SEI Investments Management Corp	Oaks	35	$488.3 million	$216.43 billion	adviserinfo.sec.gov
Alpha Leonis Partners, LLC	Wayne	2	$392.9 million	$418.4 million	adviserinfo.sec.gov
Forefront Analytics, LLC	W. Conshohocken	9	$344.6 million	$679 million	adviserinfo.sec.gov
PNC Wealth Management	Pittsburgh	506	$299.4 million	$30.27 billion	adviserinfo.sec.gov
Radcliffe Capital Management, L.P.	Bala Cynwyd	4	$291.7 million	$5.14 billion	adviserinfo.sec.gov
Envestnet Portfolio Solutions, Inc.	Berwyn	418	$278.8 million	$17.35 billion	adviserinfo.sec.gov
Kathmere Capital Management, LLC	Wayne	19	$271.2 million	$3.48 billion	adviserinfo.sec.gov
The Coury Firm	Pittsburgh	20	$236.1 million	$1.32 billion	adviserinfo.sec.gov
Cooke & Bieler, L.P.	Philadelphia	10	$215.2 million	$10.56 billion	adviserinfo.sec.gov
Rhino Investment Partners, Inc.	West Conshohocken	Fewer than 5	$213.2 million	$566.2 million	adviserinfo.sec.gov
Capital Analysts	Fort Washington	119	$208.1 million	$8.77 billion	adviserinfo.sec.gov
Lincoln Investment	Fort Washington	181	$203 million	$21.99 billion	adviserinfo.sec.gov
Copeland Capital Management, LLC	Conshohocken	24	$185.4 million	$4.06 billion	adviserinfo.sec.gov
Almanack Investment Partners	Newtown Square	15	$172.2 million	$945.9 million	adviserinfo.sec.gov
CBRE Investment Management Listed Real Assets LLC	Radnor	Fewer than 5	$168.8 million	$10.80 billion	adviserinfo.sec.gov
Old Glory Asset Management LLC	Malvern	1	$165.4 million	$655.9 million	adviserinfo.sec.gov
Legacy Advisors, LLC	Plymouth Meeting	5	$163.2 million	$5.17 billion	adviserinfo.sec.gov
JFS Wealth Advisors, LLC	Hermitage	16	$152.4 million	$4.73 billion	adviserinfo.sec.gov
Alpha Architect	Newtown Square	8	$146.9 million	$13.50 billion	adviserinfo.sec.gov
ETF Architect	Newtown Square	8	$146.9 million	$29.74 billion	adviserinfo.sec.gov
Stanley-Laman Group LTD.	Berwyn	75	$142.8 million	$1.02 billion	adviserinfo.sec.gov
Chadds Ford Wealth Partners, LLC	Chadds Ford	Fewer than 5	$140.8 million	$1.33 billion	adviserinfo.sec.gov
Cornerstone Advisors Asset Management, LLC	Bethlehem	16	$129.9 million	$9.57 billion	adviserinfo.sec.gov
RTD Financial Advisors Inc	Philadelphia	63	$125.9 million	$2.72 billion	adviserinfo.sec.gov
Mycio Wealth Partners, LLC	Philadelphia	9	$115.7 million	$15.78 billion	adviserinfo.sec.gov
Jacobi Capital Management, LLC	Pittston	59	$113.9 million	$2.64 billion	adviserinfo.sec.gov
Roffman Miller Associates Inc	Philadelphia	Fewer than 5	$108.8 million	$3.20 billion	adviserinfo.sec.gov
Cookson Peirce Wealth Management	Pittsburgh	26	$108.1 million	$2.56 billion	adviserinfo.sec.gov
Wharton Business Group, LLC	Malvern	Fewer than 5	$103.7 million	$4.57 billion	adviserinfo.sec.gov
Gibson Capital, LLC	Wexford	6	$98.6 million	$3.03 billion	adviserinfo.sec.gov
Tower Bridge Advisors	West Conshohocken	24	$96.2 million	$1.49 billion	adviserinfo.sec.gov
Quattro Advisors L.L.C.	Pittsburgh	10	$96 million	$661.7 million	adviserinfo.sec.gov
Berkshire Asset Management, LLC	Wilkes-Barre	26	$91.7 million	$2.79 billion	adviserinfo.sec.gov
Main Street Financial Solutions, LLC	Newtown	46	$91 million	$2.51 billion	adviserinfo.sec.gov
Wealthcare Advisory Partners LLC	West Chester	37	$90.7 million	$8.29 billion	adviserinfo.sec.gov
Abundance Wealth Counselors, LLC	State College	13	$90.6 million	$1.56 billion	adviserinfo.sec.gov
BLBB Advisors	Montgomeryville	15	$87.3 million	$3.26 billion	adviserinfo.sec.gov
Conrad Siegel Investment Advisors	Harrisburg	4	$83.8 million	$12.13 billion	adviserinfo.sec.gov
Bryn Mawr Trust Advisors, LLC	Philadelphia	30	$83.8 million	$3.51 billion	adviserinfo.sec.gov
Interchange Capital Partners	Pittsburgh	11	$83.1 million	$743.6 million	adviserinfo.sec.gov
Confluence Financial Partners	McMurray	28	$77 million	$7.81 billion	adviserinfo.sec.gov
Allegheny Financial Group	Pittsburgh	13	$72.6 million	$5.59 billion	adviserinfo.sec.gov
Biondo Investment Advisors LLC	Milford	16	$70 million	$1.29 billion	adviserinfo.sec.gov
Vicus Capital, Inc.	State College	37	$67.6 million	$2.99 billion	adviserinfo.sec.gov
Azarias Capital Management, L.P.	Westchester	Fewer than 5	$63.9 million	$188.8 million	adviserinfo.sec.gov
D.B. Root & Company, LLC	Pittsburgh	6	$57.8 million	$952.4 million	adviserinfo.sec.gov
Schneider Downs Wealth Management Advisors, LP	Pittsburgh	8	$57.3 million	$3.31 billion	adviserinfo.sec.gov
Gardner Lewis Asset Management LP	Chadds Ford	Fewer than 5	$50.2 million	$456.5 million	adviserinfo.sec.gov
Gardner Russo & Quinn LLC	Lancaster	4	$48.5 million	$9.45 billion	adviserinfo.sec.gov
RKL Private Wealth	Lancaster	21	$46.3 million	$2.51 billion	adviserinfo.sec.gov
Hunter Associates LLC	Pittsburgh	15	$42.6 million	$1.34 billion	adviserinfo.sec.gov
Logan Capital Management, Inc.	Newtown Square	23	$41 million	$3.10 billion	adviserinfo.sec.gov
Comprehensive Financial Planning, Inc.	East Petersburg	8	$37.5 million	$434.1 million	adviserinfo.sec.gov
Roble, Belko and Company, Inc.	Sewickley	5	$36.6 million	$1.55 billion	adviserinfo.sec.gov
Vista Investment Management, LLC	Pittsburgh	5	$35.9 million	$323.9 million	adviserinfo.sec.gov
Connors Investor Services Inc	Wyomissing	14	$35.8 million	$1.28 billion	adviserinfo.sec.gov
Glenmede Investment Management, LP	Philadelphia	10	$35.3 million	$6.20 billion	adviserinfo.sec.gov
Guyasuta Investment Advisors, Incorporated	Pittsburgh	7	$34.6 million	$2.44 billion	adviserinfo.sec.gov
Emerald Investment Advisers, LLC	Leola	12	$32.7 million	$2.26 billion	adviserinfo.sec.gov
Mma Asset Management LLC	Conshohocken	6	$31.9 million	$787.8 million	adviserinfo.sec.gov
Wedgewood Investors Inc	Erie	5	$31.7 million	$215.8 million	adviserinfo.sec.gov
Enhancing Capital LLC	Harrisburg	7	$30.8 million	$368 million	adviserinfo.sec.gov
Harvest Fund Advisors LLC	Wayne	Fewer than 5	$30 million	$8.13 billion	adviserinfo.sec.gov
Alliance Wealth Advisors, LLC	Scranton	13	$28.7 million	$601.1 million	adviserinfo.sec.gov
Valley Forge Investment Consultants, Inc.	Audubon	7	$28.2 million	$3.49 billion	adviserinfo.sec.gov
Penn Mutual Asset Management, LLC	Conshohocken	1	$27.4 million	$42.29 billion	adviserinfo.sec.gov
Taylor Securities Services, Inc.	Harrisburg	2	$26.5 million	$252.5 million	adviserinfo.sec.gov
Addison Capital	Conshohocken	6	$25.4 million	$1.12 billion	adviserinfo.sec.gov
River Wealth Advisors LLC	Camp Hill	4	$23.9 million	$1.47 billion	adviserinfo.sec.gov
Fischer Financial Services Inc	Harrisburg	6	$23.2 million	$636.1 million	adviserinfo.sec.gov
Weik Capital Management	Wyomissing	2	$22.9 million	$334.7 million	adviserinfo.sec.gov
Newsquare Capital, LLC	Newtown Square	30	$22.6 million	$2.39 billion	adviserinfo.sec.gov
Prowell Financial Management, LLC	Exton	9	$22.3 million	$6.86 billion	adviserinfo.sec.gov
Meridian Wealth Partners, LLC	East Norriton	9	$22.2 million	$1.37 billion	adviserinfo.sec.gov
Staley Capital Advisers Inc	Pittsburgh	3	$21.6 million	$3.11 billion	adviserinfo.sec.gov
Auerbach Investment Services, LLC	Narberth	9	$20.2 million	$150.2 million	adviserinfo.sec.gov
Master's Wealth Management Inc.	Leola	6	$19.8 million	$589.5 million	adviserinfo.sec.gov
Riggs Asset Management Co Inc	Dallas	13	$18.9 million	$640 million	adviserinfo.sec.gov
Northeast Financial Group, Inc.	Allentown	14	$18.9 million	$1.44 billion	adviserinfo.sec.gov
Ellis Investment Partners, LLC	Berwyn	3	$18.5 million	$986.8 million	adviserinfo.sec.gov
Birch Run Investments, LLC	Exton	2	$18.4 million	$457.5 million	adviserinfo.sec.gov
Aurdan Capital Management, LLC	Wayne	4	$17.3 million	$526.2 million	adviserinfo.sec.gov
Centersquare Investment Management LLC	Conshohocken	2	$17.2 million	$13.70 billion	adviserinfo.sec.gov
Owls Nest Partners	Chadds Ford	Fewer than 5	$16.6 million	$441.2 million	adviserinfo.sec.gov
Kooman & Associates	Altoona	16	$16.5 million	$555.6 million	adviserinfo.sec.gov
Ameriserv Wealth Advisors Inc	Johnstown	5	$16.5 million	$1.11 billion	adviserinfo.sec.gov
Wedmont Private Capital	West Chester	1	$16.3 million	$3.44 billion	adviserinfo.sec.gov
Penn Capital Management Company, LLC	Philadelphia	Fewer than 5	$16.2 million	$1.94 billion	adviserinfo.sec.gov
Thrive Wealth Management, LLC	Audubon	5	$15.6 million	$1.58 billion	adviserinfo.sec.gov
Matune Basile Advisors	Hermitage	11	$14.8 million	$342.6 million	adviserinfo.sec.gov
Bare Wealth Advisors	Gap	6	$14.1 million	$662.3 million	adviserinfo.sec.gov
Kissling Financial Services, LLC	New Castle	13	$14.1 million	$165.5 million	adviserinfo.sec.gov
Valley Brook Capital Group	Venetia	5	$13.6 million	$223.3 million	adviserinfo.sec.gov
Pennsylvania Capital Management Inc.	Huntingdon Valley	Fewer than 5	$13.5 million	$848.6 million	adviserinfo.sec.gov
Ivc Wealth Advisors LLC	Silverdale	11	$13.2 million	$455 million	adviserinfo.sec.gov
Transamerica Financial Advisors, LLC	Philadelphia	67	$13.2 million	$2.11 billion	adviserinfo.sec.gov
Conservest Capital Advisors Inc	Wynnewood	7	$12.9 million	$1.92 billion	adviserinfo.sec.gov
Key Financial, Inc.	West Chester	9	$12.9 million	$2.84 billion	adviserinfo.sec.gov
Capital a Wealth Management	Cranberry TWP.	5	$12.8 million	$612.9 million	adviserinfo.sec.gov
Kailasa Capital Management LLC	Pittsburgh	13	$12.8 million	$298.3 million	adviserinfo.sec.gov
McAdam LLC	Radnor	13	$12.6 million	$2.68 billion	adviserinfo.sec.gov
Girard Advisory Services, LLC	King of Prussia	11	$12.4 million	$3.18 billion	adviserinfo.sec.gov
Invariant Investment Management	Camp Hill	Fewer than 5	$11.9 million	$182.7 million	adviserinfo.sec.gov
Stone House Investment Management, LLC	Tunkhannock	16	$11.8 million	$841.7 million	adviserinfo.sec.gov
Trebuchet Consulting, LLC	Pittsburgh	4	$11.7 million	$1.08 billion	adviserinfo.sec.gov
Sevenbridge Financial Group, LLC	Harrisburg	Fewer than 5	$11.4 million	$731.1 million	adviserinfo.sec.gov
Clearview Financial Partners	Radnor	13	$10.3 million	$1.06 billion	adviserinfo.sec.gov
Johnson & White Wealth Management LLC	York	3	$10.3 million	$484.6 million	adviserinfo.sec.gov
Milestone Financial Associates, LLC	Macungie	9	$10.2 million	$654.5 million	adviserinfo.sec.gov
DT Investment Partners, LLC	Chadds Ford	8	$10.2 million	$1.91 billion	adviserinfo.sec.gov
Conestoga Capital Advisors, LLC	Wayne	1	$10.1 million	$6.94 billion	adviserinfo.sec.gov
Financial Advisory Services, LLC	Hanover	6	$10 million	$256.9 million	adviserinfo.sec.gov
Collective Family Office, LLC	York	2	$9.6 million	$533.4 million	adviserinfo.sec.gov
Wellfull	Harleysville	9	$9.3 million	$866.4 million	adviserinfo.sec.gov
Muntz Financial, LLC	Doylestown	5	$9.1 million	$177.6 million	adviserinfo.sec.gov
Stonebridge Financial Group, LLC	Wormleysburg	6	$9 million	$2.28 billion	adviserinfo.sec.gov
Englebert Financial Advisers, LLC	Allentown	5	$8.2 million	$156.6 million	adviserinfo.sec.gov
Odyssey Group Wealth Advisors	Lancaster	Fewer than 5	$8.2 million	$420.9 million	adviserinfo.sec.gov
Rodgers Brothers, Inc.	Harmony	4	$8.2 million	$1.04 billion	adviserinfo.sec.gov
Valen Private Capital, LLC.	Paoli	8	$7.6 million	$482.6 million	adviserinfo.sec.gov
Prudent Management Associates	Philadelphia	Fewer than 5	$7.6 million	$1.23 billion	adviserinfo.sec.gov
Stillwater Private Wealth	Allenton	4	$7 million	$176.8 million	adviserinfo.sec.gov
Fragasso Wealth Advisors	Sewickley	13	$6.6 million	$2.83 billion	adviserinfo.sec.gov
Adare Asset Management, LLC	Lancaster	6	$6.3 million	$159.3 million	adviserinfo.sec.gov
Psi Capital Management	Lancaster	7	$6.2 million	$384.8 million	adviserinfo.sec.gov
Odyssey Capital Advisors Inc.	Bala Cynwyd	2	$6.1 million	$189.2 million	adviserinfo.sec.gov
Covington Investment Advisors, Inc.	Ligonier	3	$6.1 million	$885.9 million	adviserinfo.sec.gov
Sequinox Wealth Management, LLC	Lancaster	2	$6 million	$160 million	adviserinfo.sec.gov
Allegheny Investments	Pittsburgh	Fewer than 5	$6 million	$742.1 million	adviserinfo.sec.gov
Valley National Advisers Inc	Bethlehem	18	$5.8 million	$1.31 billion	adviserinfo.sec.gov
Sharp Financial	Horsham	11	$5.8 million	$502.1 million	adviserinfo.sec.gov
Stewardship Advisors, LLC	Mount Joy	Fewer than 5	$5.2 million	$545.2 million	adviserinfo.sec.gov
Venator Management LLC	Pittsburgh	2	$5.2 million	$511.7 million	adviserinfo.sec.gov
Morton Brown Family Wealth LLC	Allentown	Fewer than 5	$5.1 million	$483.5 million	adviserinfo.sec.gov
Sterling Investment Advisors LTD.	Berwyn	6	$5 million	$1.08 billion	adviserinfo.sec.gov
Hudock Capital Group	Williamsport	6	$5 million	$1.00 billion	adviserinfo.sec.gov
Stoneridge PMG Advisors, LLC	Radnor	2	$4.7 million	$774.2 million	adviserinfo.sec.gov
Callan Family Office, LLC	Radnor	1	$4.6 million	$10.21 billion	adviserinfo.sec.gov
Elm Wealth	Philadelphia	4	$4.3 million	$3.02 billion	adviserinfo.sec.gov
Rockwood Wealth Management, LLC	New Hope	5	$4.2 million	$2.87 billion	adviserinfo.sec.gov
Haverford Financial Services, Inc.	Radnor	Fewer than 5	$4.1 million	$366.4 million	adviserinfo.sec.gov
Integrated Wealth Solutions, LLC	York	6	$4 million	$114 million	adviserinfo.sec.gov
Lifeguide Financial Advisors, LLC	Mechanicsburg	Fewer than 5	$4 million	$562.9 million	adviserinfo.sec.gov
Radnor Capital Management, LLC	Wayne	Fewer than 5	$3.9 million	$854.8 million	adviserinfo.sec.gov
Mor Wealth Management, LLC	Philadelphia	9	$3.9 million	$395.6 million	adviserinfo.sec.gov
Twin Capital Management Inc	McMurray	Fewer than 5	$3.8 million	$837.8 million	adviserinfo.sec.gov
Liberty Square Wealth Partners LLC	Bethlehem	5	$3.8 million	$567.8 million	adviserinfo.sec.gov
Philadelphia Partners Capital Management, LLC	Bala Cynwyd	1	$3.7 million	$61.2 million	adviserinfo.sec.gov
Prepared Retirement Institute LLC	Montgomeryville	1	$3.5 million	$307.6 million	adviserinfo.sec.gov
Liberty Asset Management	Allentown	2	$3.5 million	$141 million	adviserinfo.sec.gov
Insight Advisors, LLC	Newtown	5	$3.4 million	$785.7 million	adviserinfo.sec.gov
Independence Square Holdings, LLC	King of Prussia	7	$3.3 million	$1.83 billion	adviserinfo.sec.gov
Oar Financial	Bryn Mawr	5	$3.2 million	$114.5 million	adviserinfo.sec.gov
Thrive Capital Management, LLC	Fort Washington	3	$3.1 million	$656.7 million	adviserinfo.sec.gov
Sage Financial Group Inc.	West Conshohocken	1	$3.1 million	$4.29 billion	adviserinfo.sec.gov
Costello Asset Management, Inc.	Feasterville	5	$3 million	$388.5 million	adviserinfo.sec.gov
Malvern Capital Management	Malvern	1	$3 million	$258.1 million	adviserinfo.sec.gov
Stark Wealth Management LLC	Bethlehem	5	$2.9 million	$262.5 million	adviserinfo.sec.gov
Muhlenkamp & Co Inc	Wexford	1	$2.8 million	$435.8 million	adviserinfo.sec.gov
MB, Levis & Associates,Llc	Center Valley	Fewer than 5	$2.6 million	$411.6 million	adviserinfo.sec.gov
Wharton Wealth Management, LLC	Malvern	2	$2.5 million	$209.2 million	adviserinfo.sec.gov
Boden Wealth	Lemoyne	4	$2.5 million	$581.8 million	adviserinfo.sec.gov
Invicta Advisors LLC	Oakmont	2	$2.4 million	$310.2 million	adviserinfo.sec.gov
Innova Wealth Partners, LLC	Newtown	4	$2.2 million	$288.2 million	adviserinfo.sec.gov
McKinley Financial	Brookville	4	$2.1 million	$117.2 million	adviserinfo.sec.gov
Arx Private Wealth	Lancaster	1	$2.1 million	$113.6 million	adviserinfo.sec.gov
Wagner Wealth Management, Corp.	Conyngham	Fewer than 5	$2.1 million	$148.7 million	adviserinfo.sec.gov
Steel Tower Investments	Pittsburgh	6	$2 million	$258.7 million	adviserinfo.sec.gov
The Aranda Group Advisors, LLC	Jenkintown	3	$1.9 million	$233.7 million	adviserinfo.sec.gov
Dinuzzo Private Wealth, Inc.	Beaver	Fewer than 5	$1.7 million	$1.18 billion	adviserinfo.sec.gov
Cgi Wealth Advisors, Inc.	Frazer	1	$1.7 million	$129.4 million	adviserinfo.sec.gov
Milestone Asset Management, LLC	Pittsburgh	10	$1.7 million	$690.7 million	adviserinfo.sec.gov
Chancellor Financial Group WB LP	Wilkes-Barre	Fewer than 5	$1.5 million	$249.3 million	adviserinfo.sec.gov
Gibraltar Wealth Management, LLC	Abington	Fewer than 5	$1.4 million	$212.7 million	adviserinfo.sec.gov
Randall & Associates Wealth Management	Butler	Fewer than 5	$1.4 million	$167.2 million	adviserinfo.sec.gov
Bucks Capital Advisers	Newtown	5	$1.4 million	$670.7 million	adviserinfo.sec.gov
V3limited LLC	Radnor	6	$1.4 million	$122.4 million	adviserinfo.sec.gov
Henderson Brothers Financial Partners LLC	Pittsburgh	Fewer than 5	$1.4 million	$406.8 million	adviserinfo.sec.gov
Atwater Malick	Lancaster	Fewer than 5	$1.3 million	$687.4 million	adviserinfo.sec.gov
Cross Border Financial Planning USA LLC	Philadelphia	1	$1.2 million	$147.2 million	adviserinfo.sec.gov
Guardian Asset Advisors, LLC	Mechanicsburg	1	$1.2 million	$278.3 million	adviserinfo.sec.gov
Zenith Wealth Partners	Philadelphia	3	$1.1 million	$151 million	adviserinfo.sec.gov
Walsky Investment Management Inc	Wyomissing	2	$1.1 million	$130.2 million	adviserinfo.sec.gov
Arsenal Capital Advisors LLC	Conshohocken	Fewer than 5	$1.1 million	$267.1 million	adviserinfo.sec.gov
Macro Advisors, Inc.	York	6	$1.1 million	$370.9 million	adviserinfo.sec.gov
Yanni & Associates Investment Advisors, LLC	Wexford	1	$1 million	$172.7 million	adviserinfo.sec.gov
Common Cents Planning	Glen Mills	Fewer than 5	$1 million	$542.4 million	adviserinfo.sec.gov
Addis & Hill, Incorporated	Wayne	Fewer than 5	$966,259	$254 million	adviserinfo.sec.gov
Oaktree Advisors LLC	Coopersburg	Fewer than 5	$962,352	$282.8 million	adviserinfo.sec.gov
Ventura Wealth Management	Yardley	2	$960,198	$713.5 million	adviserinfo.sec.gov
Members Wealth LLC	Media	Fewer than 5	$958,798	$279.6 million	adviserinfo.sec.gov
Success Wealth Management LLC	Wexford	5	$950,000	$110.5 million	adviserinfo.sec.gov
Blue Bell Private Wealth Management, LLC	Blue Bell	7	$947,452	$1.12 billion	adviserinfo.sec.gov
Wescott Financial Advisory Group LLC	Philadelphia	1	$840,013	$4.16 billion	adviserinfo.sec.gov
Fortis Advisors, LLC	Wayne	Fewer than 5	$836,466	$584.3 million	adviserinfo.sec.gov
Petredis Investment Advisors	Warrendale	Fewer than 5	$757,648	$1.69 billion	adviserinfo.sec.gov
Maguire Investments LLC	King of Prussia	8	$686,996	$253.2 million	adviserinfo.sec.gov
Summit Group Retirement Planners, Inc.	Exton	Fewer than 5	$641,269	$302.3 million	adviserinfo.sec.gov
Presilium Private Wealth, LLC	Radnor	5	$582,605	$671.7 million	adviserinfo.sec.gov
DWD Portfolio Solutions, Inc.	Pittsburgh	Fewer than 5	$579,386	$248.3 million	adviserinfo.sec.gov
Capstone Wealth Management Group, LLC	Dunmore	Fewer than 5	$570,158	$356.1 million	adviserinfo.sec.gov
Crossover Capital	Yardley	Fewer than 5	$563,516	$179.5 million	adviserinfo.sec.gov
Grant Street Asset Management Inc	Canonsburg	1	$558,140	$768.9 million	adviserinfo.sec.gov
Trunorth Financial Services, Inc.	Chambersburg	Fewer than 5	$547,004	$309.5 million	adviserinfo.sec.gov
G&H Investments	Leola	1	$541,478	$576 million	adviserinfo.sec.gov
Stonecrop Wealth Advisors, LLC	West Chester	2	$537,655	$299.5 million	adviserinfo.sec.gov
Hershey Financial Advisers, LLC	Lancaster	2	$526,017	$151.7 million	adviserinfo.sec.gov
Cordatus Wealth Management LLC	Yardley	Fewer than 5	$523,520	$630.4 million	adviserinfo.sec.gov
River's Edge	Beaver	1	$466,590	$157.1 million	adviserinfo.sec.gov
Elite Life Management LLC	Erie	5	$422,907	$147 million	adviserinfo.sec.gov
Legend Financial Advisors Inc	Pittsburgh	1	$389,108	$389.9 million	adviserinfo.sec.gov
Bishop & Company Investment Management, LLC	Erie	Fewer than 5	$365,759	$440.8 million	adviserinfo.sec.gov
Legacy Solutions, LLC	Kennett Square	Fewer than 5	$355,472	$243.8 million	adviserinfo.sec.gov
Nest Egg	Conshohocken	7	$315,932	$131.7 million	adviserinfo.sec.gov
Northeast Advisers, Inc.	Paoli	1	$314,000	$639.1 million	adviserinfo.sec.gov
Grandview Asset Management LLC	Harrisburg	Fewer than 5	$306,237	$411.7 million	adviserinfo.sec.gov
Wealthcare Capital Partners, LLC	West Chester	Fewer than 5	$305,222	$407.4 million	adviserinfo.sec.gov
Alvin Clay Financial Advisors, LLC	Jenkintown	1	$296,650	$186.6 million	adviserinfo.sec.gov
Amplius Wealth Advisors	Blue Bell	2	$282,875	$1.74 billion	adviserinfo.sec.gov
Three Cord True Wealth Management, LLC	Beaver	3	$277,255	$317.9 million	adviserinfo.sec.gov
Entrust Financial LLC	Wayne	2	$255,745	$350.9 million	adviserinfo.sec.gov
Marathon Strategic Advisors, LLC	Pittsburgh	Fewer than 5	$253,470	$182.7 million	adviserinfo.sec.gov
Asset Strategy Retirement Plan Consultants, LLC	Camp Hill	3	$250,591	$116.4 million	adviserinfo.sec.gov
Magnolia Private Wealth, LLC	Philadelphia	Fewer than 5	$218,872	$272.1 million	adviserinfo.sec.gov
Emerald Advisers, LLC	Leola	Fewer than 5	$208,128	$3.30 billion	adviserinfo.sec.gov
Omicron Advisors, LLC	Lancaster	Fewer than 5	$202,919	$151.2 million	adviserinfo.sec.gov
Certior Financial Group, LLC	King of Prussia	1	$191,845	$452.3 million	adviserinfo.sec.gov
Compass Investments LLC	Pittsburgh	Fewer than 5	$188,058	$93.2 million	adviserinfo.sec.gov
Alliance Financial	Wyomissing	1	$153,196	$271.8 million	adviserinfo.sec.gov
WMS Wealth Planners	Pittsburgh	Fewer than 5	$131,135	$314.7 million	adviserinfo.sec.gov
Ballast Financial Advisors, LLC	West Chester	5	$130,878	$342.6 million	adviserinfo.sec.gov
Evident Financial	Erie	Fewer than 5	$125,846	$149.7 million	adviserinfo.sec.gov
Prometheus Capital Management Corp.	Yardley	1	$110,505	$397.8 million	adviserinfo.sec.gov
Erickson Financial Group, LLC	Allentown	Fewer than 5	$102,213	$198.9 million	adviserinfo.sec.gov
Liberty One Wealth Advisors	Philadelphia	Fewer than 5	$92,244	$178.4 million	adviserinfo.sec.gov
Wealthkare.Com, Inc.	Mount Union	5	$84,162	$136.7 million	adviserinfo.sec.gov
Market Street Wealth Management	West Chester	Fewer than 5	$83,435	$837 million	adviserinfo.sec.gov
MFG Private Wealth	Canonsburg	2	$59,336	$145.5 million	adviserinfo.sec.gov
Attleboro Wealth Management LLC	Yardley	2	$9,238	$129.3 million	adviserinfo.sec.gov
Santori & Peters	Canonsburg	Fewer than 5	$1,350	$433.5 million	adviserinfo.sec.gov
TLC Group Investment Advisors, LLC	State College	Fewer than 5	$16	$168.4 million	adviserinfo.sec.gov

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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.