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Data / Investment advisers / Serving high net worth individuals / Pennsylvania

Investment advisers in Pennsylvania serving high net worth individuals: 419 firms

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

419 SEC registered investment advisers with a main office in Pennsylvania report high net worth individuals among their clients in Form ADV item 5.D, and together they attribute $785 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 high net worth individuals, with AUM, phone and website. $10 of work on sign-up, no card.

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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.

  • 419Advisers
  • $785 billionAUM from this client type
  • 414Advisers over $100 million
  • November 2, 2026File date

Advisers in Pennsylvania serving high net worth individuals

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. The first 300 of 419 are shown.

AdviserCityClients of this typeAUM from this typeTotal AUMSource
Envestnet PMCBerwyn93,557$191.22 billion$614.93 billionadviserinfo.sec.gov
Vanguard Advisers, Inc.Malvern80,159$164.53 billion$344.62 billionadviserinfo.sec.gov
Janney Montgomery Scott LLCPhiladelphia100,743$76.46 billion$110.11 billionadviserinfo.sec.gov
Mellon Investments CorporationPittsburgh3,492$19.63 billion$873.87 billionadviserinfo.sec.gov
Mycio Wealth Partners, LLCPhiladelphia923$15.50 billion$15.78 billionadviserinfo.sec.gov
Clark Capital Management Group IncPhiladelphia6,706$13.75 billion$35.69 billionadviserinfo.sec.gov
Callan Family Office, LLCRadnor170$7.14 billion$10.21 billionadviserinfo.sec.gov
Prowell Financial Management, LLCExton34$6.63 billion$6.86 billionadviserinfo.sec.gov
Confluence Financial PartnersMcMurray1,910$6.34 billion$7.81 billionadviserinfo.sec.gov
Miller Investment Management, LPWest Conshohocken127$6.30 billion$7.10 billionadviserinfo.sec.gov
PitcairnConshohocken330$5.78 billion$5.87 billionadviserinfo.sec.gov
HBKS Wealth AdvisorsErie1,597$5.70 billion$7.66 billionadviserinfo.sec.gov
Waldron Private WealthBridgeville349$5.43 billion$5.50 billionadviserinfo.sec.gov
PNC Wealth ManagementPittsburgh3,185$5.36 billion$30.27 billionadviserinfo.sec.gov
Wealthcare Advisory Partners LLCWest Chester2,184$5.32 billion$8.29 billionadviserinfo.sec.gov
SEI Investments Management CorpOaks726$5.00 billion$216.43 billionadviserinfo.sec.gov
Hirtle & Co., LLCWest Conshohocken559$4.79 billion$25.41 billionadviserinfo.sec.gov
Legacy Advisors, LLCPlymouth Meeting282$4.77 billion$5.17 billionadviserinfo.sec.gov
Capital AnalystsFort Washington3,042$4.61 billion$8.77 billionadviserinfo.sec.gov
Greycourt & Co., Inc.Pittsburgh36$4.61 billion$6.61 billionadviserinfo.sec.gov
Gardner Russo & Quinn LLCLancaster1,012$4.52 billion$9.45 billionadviserinfo.sec.gov
Allegheny Financial GroupPittsburgh1,337$4.50 billion$5.59 billionadviserinfo.sec.gov
Envestnet Portfolio Solutions, Inc.Berwyn2,557$4.36 billion$17.35 billionadviserinfo.sec.gov
Lincoln InvestmentFort Washington4,604$4.30 billion$21.99 billionadviserinfo.sec.gov
QRG Capital Management, Inc.Berwyn1,783$4.23 billion$11.41 billionadviserinfo.sec.gov
Sage Financial Group Inc.West Conshohocken715$3.98 billion$4.29 billionadviserinfo.sec.gov
Great Valley Advisor Group, LLCBerwyn1,769$3.86 billion$10.60 billionadviserinfo.sec.gov
Wharton Business Group, LLCMalvern78$3.72 billion$4.57 billionadviserinfo.sec.gov
Wedmont Private CapitalWest Chester491$3.42 billion$3.44 billionadviserinfo.sec.gov
JFS Wealth Advisors, LLCHermitage877$3.29 billion$4.73 billionadviserinfo.sec.gov
Bryn Mawr Trust Advisors, LLCPhiladelphia599$3.08 billion$3.51 billionadviserinfo.sec.gov
Wescott Financial Advisory Group LLCPhiladelphia581$2.91 billion$4.16 billionadviserinfo.sec.gov
Roffman Miller Associates IncPhiladelphia1,132$2.90 billion$3.20 billionadviserinfo.sec.gov
Nordwand AdvisorsRadnor52$2.75 billion$3.97 billionadviserinfo.sec.gov
Staley Capital Advisers IncPittsburgh314$2.56 billion$3.11 billionadviserinfo.sec.gov
Key Financial, Inc.West Chester687$2.55 billion$2.84 billionadviserinfo.sec.gov
BLBB AdvisorsMontgomeryville678$2.44 billion$3.26 billionadviserinfo.sec.gov
Rockwood Wealth Management, LLCNew Hope480$2.39 billion$2.87 billionadviserinfo.sec.gov
Berkshire Asset Management, LLCWilkes-Barre2,318$2.36 billion$2.79 billionadviserinfo.sec.gov
Corient SHC Wealth Management (US) LPPhiladelphia73$2.33 billion$2.34 billionadviserinfo.sec.gov
Fragasso Wealth AdvisorsSewickley758$2.26 billion$2.83 billionadviserinfo.sec.gov
Main Street Financial Solutions, LLCNewtown706$2.09 billion$2.51 billionadviserinfo.sec.gov
Vicus Capital, Inc.State College2,218$2.07 billion$2.99 billionadviserinfo.sec.gov
Guyasuta Investment Advisors, IncorporatedPittsburgh310$2.06 billion$2.44 billionadviserinfo.sec.gov
Elm WealthPhiladelphia537$2.03 billion$3.02 billionadviserinfo.sec.gov
Jacobi Capital Management, LLCPittston1,087$2.01 billion$2.64 billionadviserinfo.sec.gov
Quadrant Private Wealth Management, LLCCenter Valley394$1.93 billion$2.10 billionadviserinfo.sec.gov
RKL Private WealthLancaster462$1.91 billion$2.51 billionadviserinfo.sec.gov
Girard Advisory Services, LLCKing of Prussia721$1.89 billion$3.18 billionadviserinfo.sec.gov
Conservest Capital Advisors IncWynnewood204$1.86 billion$1.92 billionadviserinfo.sec.gov
Kathmere Capital Management, LLCWayne278$1.79 billion$3.48 billionadviserinfo.sec.gov
Glenmede Investment Management, LPPhiladelphia915$1.75 billion$6.20 billionadviserinfo.sec.gov
Mitchell Sinkler & StarrPhiladelphia240$1.75 billion$1.79 billionadviserinfo.sec.gov
RTD Financial Advisors IncPhiladelphia494$1.71 billion$2.72 billionadviserinfo.sec.gov
Petredis Investment AdvisorsWarrendale301$1.60 billion$1.69 billionadviserinfo.sec.gov
Amplius Wealth AdvisorsBlue Bell406$1.58 billion$1.74 billionadviserinfo.sec.gov
Gibson Capital, LLCWexford175$1.54 billion$3.03 billionadviserinfo.sec.gov
Brandywine Oak Private Wealth LLCKennett Square351$1.50 billion$1.57 billionadviserinfo.sec.gov
Independence Square Holdings, LLCKing of Prussia1,080$1.45 billion$1.83 billionadviserinfo.sec.gov
Corient SHC Partners (US) LPPhiladelphia36$1.44 billion$1.71 billionadviserinfo.sec.gov
Newsquare Capital, LLCNewtown Square205$1.41 billion$2.39 billionadviserinfo.sec.gov
Ethos Financial Group, LLCKing of Prussia419$1.41 billion$2.42 billionadviserinfo.sec.gov
Nomura Investment Management Business TrustPhiladelphia25$1.40 billion$144.04 billionadviserinfo.sec.gov
DT Investment Partners, LLCChadds Ford315$1.40 billion$1.91 billionadviserinfo.sec.gov
Cornerstone Advisors Asset Management, LLCBethlehem252$1.38 billion$9.57 billionadviserinfo.sec.gov
Rodgers & AssociatesLancaster549$1.36 billion$1.63 billionadviserinfo.sec.gov
McAdam LLCRadnor584$1.34 billion$2.68 billionadviserinfo.sec.gov
Roble, Belko and Company, Inc.Sewickley150$1.33 billion$1.55 billionadviserinfo.sec.gov
Stonebridge Financial Group, LLCWormleysburg391$1.29 billion$2.28 billionadviserinfo.sec.gov
Schneider Downs Wealth Management Advisors, LPPittsburgh94$1.24 billion$3.31 billionadviserinfo.sec.gov
Thrive Wealth Management, LLCAudubon297$1.22 billion$1.58 billionadviserinfo.sec.gov
Henry H. Armstrong Associates, Inc.Pittsburgh113$1.21 billion$1.23 billionadviserinfo.sec.gov
River Wealth Advisors LLCCamp Hill372$1.19 billion$1.47 billionadviserinfo.sec.gov
Tower Bridge AdvisorsWest Conshohocken386$1.17 billion$1.49 billionadviserinfo.sec.gov
Compass Ion Advisors, LLCConshohocken333$1.14 billion$1.59 billionadviserinfo.sec.gov
Copeland Capital Management, LLCConshohocken943$1.14 billion$4.06 billionadviserinfo.sec.gov
O'Hagan Group, Inc.Bethlehem394$1.13 billion$1.25 billionadviserinfo.sec.gov
Baldwin Investment Management, LLCWest Conshohocken157$1.12 billion$1.30 billionadviserinfo.sec.gov
Ironview Capital Management, LLCConshohocken307$1.11 billion$1.39 billionadviserinfo.sec.gov
Chadds Ford Wealth Partners, LLCChadds Ford49$1.10 billion$1.33 billionadviserinfo.sec.gov
Valley National Advisers IncBethlehem410$1.07 billion$1.31 billionadviserinfo.sec.gov
Abundance Wealth Counselors, LLCState College209$1.03 billion$1.56 billionadviserinfo.sec.gov
Trebuchet Consulting, LLCPittsburgh220$1.01 billion$1.08 billionadviserinfo.sec.gov
Sterling Investment Advisors LTD.Berwyn194$1.01 billion$1.08 billionadviserinfo.sec.gov
Hornor, Townsend & Kent, LLCConshohocken553$1.01 billion$9.01 billionadviserinfo.sec.gov
Concentus Wealth AdvisorsNewtown Square183$1.00 billion$1.08 billionadviserinfo.sec.gov
Hunter Associates LLCPittsburgh263$971.6 million$1.34 billionadviserinfo.sec.gov
Prudent Management AssociatesPhiladelphia158$971.1 million$1.23 billionadviserinfo.sec.gov
Barton Investment Management, LLCW. Conshohocken73$967.6 million$984.7 millionadviserinfo.sec.gov
Traynor Capital ManagementMalvern410$964.5 million$2.42 billionadviserinfo.sec.gov
Dinuzzo Private Wealth, Inc.Beaver339$942 million$1.18 billionadviserinfo.sec.gov
Valley Forge Investment Consultants, Inc.Audubon158$927.1 million$3.49 billionadviserinfo.sec.gov
Aufman Associates IncSewickley166$921.6 million$971.5 millionadviserinfo.sec.gov
Kintra Wealth, LLCWilliamsport1,304$915.3 million$1.50 billionadviserinfo.sec.gov
Wick Capital Partners, LLCWayne241$902.9 million$929.7 millionadviserinfo.sec.gov
Biondo Investment Advisors LLCMilford266$893.8 million$1.29 billionadviserinfo.sec.gov
The Fairman Group, LLCChesterbrook123$889.3 million$902.1 millionadviserinfo.sec.gov
Clearview Financial PartnersRadnor349$869.4 million$1.06 billionadviserinfo.sec.gov
Blue Bell Private Wealth Management, LLCBlue Bell209$866.6 million$1.12 billionadviserinfo.sec.gov
Logan Capital Management, Inc.Newtown Square379$855.9 million$3.10 billionadviserinfo.sec.gov
Meridian Wealth Partners, LLCEast Norriton302$847.3 million$1.37 billionadviserinfo.sec.gov
Rodgers Brothers, Inc.Harmony228$808.8 million$1.04 billionadviserinfo.sec.gov
Alpha ArchitectNewtown Square88$789.4 million$13.50 billionadviserinfo.sec.gov
ETF ArchitectNewtown Square88$789.4 million$29.74 billionadviserinfo.sec.gov
Hudock Capital GroupWilliamsport264$781.4 million$1.00 billionadviserinfo.sec.gov
Pennsylvania Capital Management Inc.Huntingdon Valley109$777.3 million$848.6 millionadviserinfo.sec.gov
Connors Investor Services IncWyomissing367$777.3 million$1.28 billionadviserinfo.sec.gov
Conrad Siegel Investment AdvisorsHarrisburg170$773.2 million$12.13 billionadviserinfo.sec.gov
Radnor Capital Management, LLCWayne80$746.6 million$854.8 millionadviserinfo.sec.gov
Stanley-Laman Group LTD.Berwyn200$739.3 million$1.02 billionadviserinfo.sec.gov
Ellis Investment Partners, LLCBerwyn291$704.6 million$986.8 millionadviserinfo.sec.gov
Cookson Peirce Wealth ManagementPittsburgh130$693.6 million$2.56 billionadviserinfo.sec.gov
Bill Few Associates, Inc.Sewickley83$691.8 million$2.72 billionadviserinfo.sec.gov
The Coury FirmPittsburgh117$690.2 million$1.32 billionadviserinfo.sec.gov
WellfullHarleysville289$662.2 million$866.4 millionadviserinfo.sec.gov
Tiller Private Wealth, Inc.Bethlehem177$658.5 million$730.3 millionadviserinfo.sec.gov
Hoey Investments, Inc.Coatesville185$656.6 million$788.3 millionadviserinfo.sec.gov
Kitching Partners, LLCConshohocken110$643.8 million$645.9 millionadviserinfo.sec.gov
McGowan & Co LLPBryn Mawr187$637 million$655.6 millionadviserinfo.sec.gov
Almanack Investment PartnersNewtown Square114$634.3 million$945.9 millionadviserinfo.sec.gov
Smithbridge Asset Management, Inc.Chadds Ford161$634.3 million$830.7 millionadviserinfo.sec.gov
Northstar Asset Management Company, LLCBlue Bell99$633.5 million$659.8 millionadviserinfo.sec.gov
Faithward Advisors, LLCLancaster304$631.6 million$1.05 billionadviserinfo.sec.gov
Presilium Private Wealth, LLCRadnor228$620.5 million$671.7 millionadviserinfo.sec.gov
Interchange Capital PartnersPittsburgh86$614 million$743.6 millionadviserinfo.sec.gov
Insight Advisors, LLCNewtown227$609.9 million$785.7 millionadviserinfo.sec.gov
Drexel Morgan & Co.Radnor12$607 million$607 millionadviserinfo.sec.gov
Jmac Enterprises LLCNewtown91$601.3 million$722.4 millionadviserinfo.sec.gov
Grant Street Asset Management IncCanonsburg168$588.3 million$768.9 millionadviserinfo.sec.gov
Lountzis Asset Management, LLCWyomissing99$580.8 million$624.1 millionadviserinfo.sec.gov
Covington Investment Advisors, Inc.Ligonier74$572.6 million$885.9 millionadviserinfo.sec.gov
Cordatus Wealth Management LLCYardley203$561.5 million$630.4 millionadviserinfo.sec.gov
Sevenbridge Financial Group, LLCHarrisburg139$557.2 million$731.1 millionadviserinfo.sec.gov
Ventura Wealth ManagementYardley173$532.2 million$713.5 millionadviserinfo.sec.gov
Riggs Asset Management Co IncDallas142$519.4 million$640 millionadviserinfo.sec.gov
Addison CapitalConshohocken137$508 million$1.12 billionadviserinfo.sec.gov
Hamel Associates,Inc.Allentown68$507.4 million$548.3 millionadviserinfo.sec.gov
Stone House Investment Management, LLCTunkhannock253$506.6 million$841.7 millionadviserinfo.sec.gov
Trustmont Advisory Group, Inc.Greensburg261$505.6 million$1.40 billionadviserinfo.sec.gov
Collective Family Office, LLCYork80$499.9 million$533.4 millionadviserinfo.sec.gov
Market Street Wealth ManagementWest Chester202$498.7 million$837 millionadviserinfo.sec.gov
Atwater MalickLancaster163$498.6 million$687.4 millionadviserinfo.sec.gov
Lansing Street AdvisorsAmbler69$486.7 million$555 millionadviserinfo.sec.gov
Fischer Financial Services IncHarrisburg154$484.3 million$636.1 millionadviserinfo.sec.gov
Valen Private Capital, LLC.Paoli77$475 million$482.6 millionadviserinfo.sec.gov
PW Nova Financial Services LLCNewtown140$474.3 million$654.3 millionadviserinfo.sec.gov
Morgan Stanley Aip GP LPWest Conshohocken16$468.5 million$40.85 billionadviserinfo.sec.gov
Conestoga Capital Advisors, LLCWayne137$465.8 million$6.94 billionadviserinfo.sec.gov
Milestone Financial Associates, LLCMacungie185$458.7 million$654.5 millionadviserinfo.sec.gov
Boden WealthLemoyne345$458 million$581.8 millionadviserinfo.sec.gov
D.B. Root & Company, LLCPittsburgh95$457.1 million$952.4 millionadviserinfo.sec.gov
Oakmont Capital Management, LLCOakmont117$453 million$3.09 billionadviserinfo.sec.gov
Kooman & AssociatesAltoona158$450.7 million$555.6 millionadviserinfo.sec.gov
Bucks Capital AdvisersNewtown65$448.4 million$670.7 millionadviserinfo.sec.gov
Marion Wealth ManagementMonroeville164$439.8 million$543.4 millionadviserinfo.sec.gov
Thrive Capital Management, LLCFort Washington199$435.3 million$656.7 millionadviserinfo.sec.gov
H Financial ManagementCanonsburg166$434.2 million$621.9 millionadviserinfo.sec.gov
Mfa Wealth Advisors, LLCPittsburgh137$433.4 million$605.4 millionadviserinfo.sec.gov
Transamerica Financial Advisors, LLCPhiladelphia1,218$420.3 million$2.11 billionadviserinfo.sec.gov
Sharp FinancialHorsham68$417.4 million$502.1 millionadviserinfo.sec.gov
Morton Brown Family Wealth LLCAllentown125$416.8 million$483.5 millionadviserinfo.sec.gov
Cooke & Bieler, L.P.Philadelphia86$413 million$10.56 billionadviserinfo.sec.gov
Bluesphere Advisors LLCEast Norriton168$411.4 million$506.2 millionadviserinfo.sec.gov
Liberty Square Wealth Partners LLCBethlehem145$407.7 million$567.8 millionadviserinfo.sec.gov
Bare Wealth AdvisorsGap240$405.8 million$662.3 millionadviserinfo.sec.gov
McClarren Financial AdvisorsState College159$390.4 million$453 millionadviserinfo.sec.gov
Brick & Kyle Associates IncNewtown314$386.1 million$491.7 millionadviserinfo.sec.gov
Santori & PetersCanonsburg71$385.7 million$433.5 millionadviserinfo.sec.gov
Macdougall Financial CounselingDelmont73$384.8 million$424.8 millionadviserinfo.sec.gov
Northeast Financial Group, Inc.Allentown160$383.6 million$1.44 billionadviserinfo.sec.gov
Foundation Wealth Management, LLCMedia127$382.8 million$411.9 millionadviserinfo.sec.gov
Bishop & Company Investment Management, LLCErie105$378.2 million$440.8 millionadviserinfo.sec.gov
Hapanowicz FinancialPittsburgh178$378 million$622.3 millionadviserinfo.sec.gov
Aurdan Capital Management, LLCWayne114$376.5 million$526.2 millionadviserinfo.sec.gov
Harvest Fund Advisors LLCWayne170$370 million$8.13 billionadviserinfo.sec.gov
Prometheus Capital Management Corp.Yardley177$368.5 million$397.8 millionadviserinfo.sec.gov
TGS Financial AdvisorsRadnor100$367.6 million$426 millionadviserinfo.sec.gov
Allegheny InvestmentsPittsburgh175$367.2 million$742.1 millionadviserinfo.sec.gov
MB, Levis & Associates,LlcCenter Valley78$364.4 million$411.6 millionadviserinfo.sec.gov
Northstar Financial Companies, Inc.Conshohocken113$363 million$519 millionadviserinfo.sec.gov
Common Cents PlanningGlen Mills144$363 million$542.4 millionadviserinfo.sec.gov
Mor Wealth Management, LLCPhiladelphia86$359.7 million$395.6 millionadviserinfo.sec.gov
The Estate Planners GroupYardley173$358.5 million$422.1 millionadviserinfo.sec.gov
Independence Asset Advisors, LLCWynnewood26$354.8 million$2.19 billionadviserinfo.sec.gov
Veery Capital, LLCWest Chester87$353.6 million$971.4 millionadviserinfo.sec.gov
Mighty Oak Strong America Investment CompanyMechanicsburg87$351.7 million$398.4 millionadviserinfo.sec.gov
Argyle Capital Management, LLCCenter Valley47$351 million$355.7 millionadviserinfo.sec.gov
Master's Wealth Management Inc.Leola186$347.9 million$589.5 millionadviserinfo.sec.gov
Certior Financial Group, LLCKing of Prussia165$346.2 million$452.3 millionadviserinfo.sec.gov
Northeast Advisers, Inc.Paoli105$346 million$639.1 millionadviserinfo.sec.gov
Lifeguide Financial Advisors, LLCMechanicsburg150$342 million$562.9 millionadviserinfo.sec.gov
Bruton Chisnell Advisors, LLCDowningtown184$338.1 million$772.5 millionadviserinfo.sec.gov
Odyssey Group Wealth AdvisorsLancaster100$334.7 million$420.9 millionadviserinfo.sec.gov
Bouvel Investment Partners, LLCPhoenixville96$334.4 million$374.4 millionadviserinfo.sec.gov
Legend Financial Advisors IncPittsburgh117$329.1 million$389.9 millionadviserinfo.sec.gov
Johnson & White Wealth Management LLCYork99$329 million$484.6 millionadviserinfo.sec.gov
Borer Denton & Associates, Inc.Blue Bell136$326.3 million$403 millionadviserinfo.sec.gov
Oars CapitalDillsburg64$320.4 million$397.7 millionadviserinfo.sec.gov
Capital Wealth InvestmentsScranton110$320 million$423 millionadviserinfo.sec.gov
Quattro Advisors L.L.C.Pittsburgh196$309.9 million$661.7 millionadviserinfo.sec.gov
Keyvantage Wealth AdvisorsBethlehem62$309.9 million$339.4 millionadviserinfo.sec.gov
Obrien Greene & Co IncMedia89$307.6 million$464.3 millionadviserinfo.sec.gov
Tower Wealth PartnersLewisburg146$306 million$440.4 millionadviserinfo.sec.gov
Stewardship Advisors, LLCMount Joy146$301.9 million$545.2 millionadviserinfo.sec.gov
Capital a Wealth ManagementCranberry TWP.139$301.8 million$612.9 millionadviserinfo.sec.gov
Equita Financial Network, Inc.Fort Washington310$299.4 million$391 millionadviserinfo.sec.gov
G&H InvestmentsLeola38$298.1 million$576 millionadviserinfo.sec.gov
Mma Asset Management LLCConshohocken148$290.6 million$787.8 millionadviserinfo.sec.gov
Prosperity Advisers, LLCHorsham118$289.6 million$375.8 millionadviserinfo.sec.gov
Financial CoachWest Chester81$284.9 million$397.3 millionadviserinfo.sec.gov
PTM Wealth Management, LLCNorth Wales113$283.3 million$310.2 millionadviserinfo.sec.gov
Alliance Wealth Advisors, LLCScranton60$280.9 million$601.1 millionadviserinfo.sec.gov
Ivc Wealth Advisors LLCSilverdale87$280.4 million$455 millionadviserinfo.sec.gov
Venator Management LLCPittsburgh65$275.5 million$511.7 millionadviserinfo.sec.gov
Absolute Capital Management, LLCPittsburgh213$268.7 million$812.1 millionadviserinfo.sec.gov
Carnegie Wealth Management, LLCBerwyn93$267.1 million$357.1 millionadviserinfo.sec.gov
Arsenal Capital Advisors LLCConshohocken97$266 million$267.1 millionadviserinfo.sec.gov
Ac Wealth PartnersBerwyn98$265.8 million$1.07 billionadviserinfo.sec.gov
Godshalk Welsh Capital Management, Inc.Radnor72$265.7 million$290.5 millionadviserinfo.sec.gov
Milestone Asset Management, LLCPittsburgh1,012$263.5 million$690.7 millionadviserinfo.sec.gov
Trinity Wealth Management, LLCBerwyn114$263.5 million$399.2 millionadviserinfo.sec.gov
Aspire Wealth ArchitectsWexford54$260.1 million$290.3 millionadviserinfo.sec.gov
Henderson Brothers Financial Partners LLCPittsburgh342$258.3 million$406.8 millionadviserinfo.sec.gov
Costello Asset Management, Inc.Feasterville81$257.1 million$388.5 millionadviserinfo.sec.gov
Entrust Financial LLCWayne89$253.6 million$350.9 millionadviserinfo.sec.gov
Wyze Wealth Advisors, LLCCanonsburg100$251.9 million$264.5 millionadviserinfo.sec.gov
Three Cord True Wealth Management, LLCBeaver254$249.5 million$317.9 millionadviserinfo.sec.gov
46 Peaks Investment Advisory GroupNewtown91$249.3 million$272.1 millionadviserinfo.sec.gov
Members Wealth LLCMedia81$247.1 million$279.6 millionadviserinfo.sec.gov
Beacon Bridge Wealth Partners, LLCLower Gwynedd75$245.5 million$426.6 millionadviserinfo.sec.gov
Matune Basile AdvisorsHermitage76$243.8 million$342.6 millionadviserinfo.sec.gov
Vista Investment Management, LLCPittsburgh78$243.5 million$323.9 millionadviserinfo.sec.gov
Capstone Wealth Management Group, LLCDunmore82$240.1 million$356.1 millionadviserinfo.sec.gov
PF AdvisorsChadds Ford1$238.4 million$238.4 millionadviserinfo.sec.gov
Magnolia Private Wealth, LLCPhiladelphia87$237 million$272.1 millionadviserinfo.sec.gov
Crossgate Wealth Advisors, LLCNewtown70$235.6 million$271.9 millionadviserinfo.sec.gov
Wealthcare Capital Partners, LLCWest Chester92$235.3 million$407.4 millionadviserinfo.sec.gov
WMS Wealth PlannersPittsburgh80$234.2 million$314.7 millionadviserinfo.sec.gov
Red Spruce Capital, LLCBerwyn64$230.5 million$256.9 millionadviserinfo.sec.gov
Psi Capital ManagementLancaster94$229.7 million$384.8 millionadviserinfo.sec.gov
Comprehensive Financial Planning, Inc.East Petersburg113$225.2 million$434.1 millionadviserinfo.sec.gov
Oaktree Advisors LLCCoopersburg144$224.9 million$282.8 millionadviserinfo.sec.gov
Lighthouse Wealth Management, LLCCamp Hill57$224.5 million$246.8 millionadviserinfo.sec.gov
Stone Pine Financial PartnersMedia102$224.1 million$256.8 millionadviserinfo.sec.gov
Federated Investment CounselingPittsburgh146$223.7 million$207.21 billionadviserinfo.sec.gov
Archetype Advisors, LLCDoylestown105$223.6 million$260 millionadviserinfo.sec.gov
Kailasa Capital Management LLCPittsburgh44$218.6 million$298.3 millionadviserinfo.sec.gov
Newbridge Wealth ManagementBryn Mawr135$217.5 million$219.5 millionadviserinfo.sec.gov
Weik Capital ManagementWyomissing97$215 million$334.7 millionadviserinfo.sec.gov
Steel Tower InvestmentsPittsburgh18$212.1 million$258.7 millionadviserinfo.sec.gov
Innova Wealth Partners, LLCNewtown137$212 million$288.2 millionadviserinfo.sec.gov
Vantus WealthLancaster137$210 million$439.8 millionadviserinfo.sec.gov
Forefront Analytics, LLCW. Conshohocken102$209.9 million$679 millionadviserinfo.sec.gov
Barnstone Advisors LLCPhoenixville33$208.8 million$241.1 millionadviserinfo.sec.gov
Ballast Financial Advisors, LLCWest Chester120$207.6 million$342.6 millionadviserinfo.sec.gov
Addis & Hill, IncorporatedWayne73$206.5 million$254 millionadviserinfo.sec.gov
Macro Advisors, Inc.York66$205.6 million$370.9 millionadviserinfo.sec.gov
Maguire Investments LLCKing of Prussia57$205.1 million$253.2 millionadviserinfo.sec.gov
The Aranda Group Advisors, LLCJenkintown42$204.9 million$233.7 millionadviserinfo.sec.gov
Prepared Retirement Institute LLCMontgomeryville81$199.8 million$307.6 millionadviserinfo.sec.gov
Fortis Advisors, LLCWayne28$198.9 million$584.3 millionadviserinfo.sec.gov
Yardley Wealth Management LLCYardley91$196.6 million$231.6 millionadviserinfo.sec.gov
Malvern Capital ManagementMalvern62$191.8 million$258.1 millionadviserinfo.sec.gov
Trunorth Financial Services, Inc.Chambersburg88$190.5 million$309.5 millionadviserinfo.sec.gov
Braun-Bostich & Associates Inc.Canonsburg90$188.2 million$249.6 millionadviserinfo.sec.gov
Stonecrop Wealth Advisors, LLCWest Chester464$187.8 million$299.5 millionadviserinfo.sec.gov
Robbins Wealth ManagementErie61$186.1 million$241.7 millionadviserinfo.sec.gov
Holos Integrated WealthKennett Square81$185.3 million$233.1 millionadviserinfo.sec.gov
Gibraltar Wealth Management, LLCAbington51$183.9 million$212.7 millionadviserinfo.sec.gov
Towercrest Capital Management, LLCNewtown42$183.1 million$717.6 millionadviserinfo.sec.gov
Legacy Solutions, LLCKennett Square79$180.6 million$243.8 millionadviserinfo.sec.gov
Rolek Retirement PlanningBerwyn133$179.1 million$239.2 millionadviserinfo.sec.gov
Invested AdvisorsState College62$175.9 million$268.3 millionadviserinfo.sec.gov
Avantra Family Wealth, Inc.Mechanicsburg65$174.5 million$221.6 millionadviserinfo.sec.gov
Yoffe Investment Management, LLCLemoyne10$173.2 million$174.9 millionadviserinfo.sec.gov
Steven G. Blum and Associates, LLCSwarthmore51$172.9 million$180.2 millionadviserinfo.sec.gov
Crossover CapitalYardley64$171.5 million$179.5 millionadviserinfo.sec.gov
Sensenig Capital Advisors, Inc.Collegeville61$166.9 million$212.9 millionadviserinfo.sec.gov
Grandview Asset Management LLCHarrisburg31$165.3 million$411.7 millionadviserinfo.sec.gov
Flagship Capital Management IncMedia63$164.6 million$199.9 millionadviserinfo.sec.gov
Erickson Financial Group, LLCAllentown89$161.8 million$198.9 millionadviserinfo.sec.gov
Golden Ratio Wealth Management LLCBerwyn56$161.2 million$180.8 millionadviserinfo.sec.gov
Avail Investment Partners, LLCLemont57$160.2 million$184.5 millionadviserinfo.sec.gov
Valley Brook Capital GroupVenetia59$159 million$223.3 millionadviserinfo.sec.gov
Aeternitas Investment Management, LLCYardley51$157.9 million$172.5 millionadviserinfo.sec.gov
CMG Capital Management Group, Inc.Malvern66$157.3 million$256.5 millionadviserinfo.sec.gov
Muhlenkamp & Co IncWexford29$154.2 million$435.8 millionadviserinfo.sec.gov
Atlas Wealth Partners LLCWyomissing68$152.8 million$233.8 millionadviserinfo.sec.gov
Atmos Advisory, LLCPittsburgh42$152.4 million$180.9 millionadviserinfo.sec.gov
Financial Advisory Services, LLCHanover71$152.1 million$256.9 millionadviserinfo.sec.gov
Pinnacle Strategic Wealth Management, LLC.King of Prussia501$146.5 million$146.5 millionadviserinfo.sec.gov
Vermillion & White Wealth Management GroupPhoenixville79$146.5 million$278.6 millionadviserinfo.sec.gov
Chancellor Financial Group WB LPWilkes-Barre46$145.1 million$249.3 millionadviserinfo.sec.gov
Yanni & Associates Investment Advisors, LLCWexford46$144.6 million$172.7 millionadviserinfo.sec.gov
Adare Asset Management, LLCLancaster63$144.6 million$159.3 millionadviserinfo.sec.gov
Marathon Strategic Advisors, LLCPittsburgh75$142.2 million$182.7 millionadviserinfo.sec.gov
Wedgewood Investors IncErie144$141.3 million$215.8 millionadviserinfo.sec.gov
Kapusta Financial GroupPittsburgh65$141 million$199.6 millionadviserinfo.sec.gov
Oak Tree Investment AdvisorsPittsburgh17$138.8 million$192.2 millionadviserinfo.sec.gov
Wharton Wealth Management, LLCMalvern77$138.2 million$209.2 millionadviserinfo.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.