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Investment advisers in Pennsylvania serving individuals: 395 firms

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

395 SEC registered investment advisers with a main office in Pennsylvania report individuals among their clients in Form ADV item 5.D, and together they attribute $767 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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395Advisers
$767 billionAUM from this client type
385Advisers over $100 million
November 2, 2026File date

Advisers in Pennsylvania serving 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 395 are shown.

Adviser	City	Clients of this type	AUM from this type	Total AUM	Source
Envestnet PMC	Berwyn	2,125,667	$387.57 billion	$614.93 billion	adviserinfo.sec.gov
Vanguard Advisers, Inc.	Malvern	711,336	$164.80 billion	$344.62 billion	adviserinfo.sec.gov
SEI Investments Management Corp	Oaks	110,959	$47.68 billion	$216.43 billion	adviserinfo.sec.gov
PNC Wealth Management	Pittsburgh	157,700	$24.04 billion	$30.27 billion	adviserinfo.sec.gov
Janney Montgomery Scott LLC	Philadelphia	139,021	$21.06 billion	$110.11 billion	adviserinfo.sec.gov
Lincoln Investment	Fort Washington	133,528	$17.42 billion	$21.99 billion	adviserinfo.sec.gov
Envestnet Portfolio Solutions, Inc.	Berwyn	57,665	$12.71 billion	$17.35 billion	adviserinfo.sec.gov
Clark Capital Management Group Inc	Philadelphia	28,584	$11.15 billion	$35.69 billion	adviserinfo.sec.gov
Hornor, Townsend & Kent, LLC	Conshohocken	27,446	$7.23 billion	$9.01 billion	adviserinfo.sec.gov
QRG Capital Management, Inc.	Berwyn	24,822	$6.26 billion	$11.41 billion	adviserinfo.sec.gov
Great Valley Advisor Group, LLC	Berwyn	35,067	$5.40 billion	$10.60 billion	adviserinfo.sec.gov
Capital Analysts	Fort Washington	12,569	$3.82 billion	$8.77 billion	adviserinfo.sec.gov
Federated Investment Counseling	Pittsburgh	6,466	$3.62 billion	$207.21 billion	adviserinfo.sec.gov
Wealthcare Advisory Partners LLC	West Chester	8,512	$2.37 billion	$8.29 billion	adviserinfo.sec.gov
Bill Few Associates, Inc.	Sewickley	2,871	$1.99 billion	$2.72 billion	adviserinfo.sec.gov
Transamerica Financial Advisors, LLC	Philadelphia	41,279	$1.64 billion	$2.11 billion	adviserinfo.sec.gov
Cookson Peirce Wealth Management	Pittsburgh	1,414	$1.46 billion	$2.56 billion	adviserinfo.sec.gov
Traynor Capital Management	Malvern	1,180	$1.46 billion	$2.42 billion	adviserinfo.sec.gov
McAdam LLC	Radnor	4,954	$1.33 billion	$2.68 billion	adviserinfo.sec.gov
HBKS Wealth Advisors	Erie	5,747	$1.22 billion	$7.66 billion	adviserinfo.sec.gov
Confluence Financial Partners	McMurray	3,238	$1.08 billion	$7.81 billion	adviserinfo.sec.gov
Newsquare Capital, LLC	Newtown Square	1,900	$911.1 million	$2.39 billion	adviserinfo.sec.gov
Trustmont Advisory Group, Inc.	Greensburg	4,061	$889.7 million	$1.40 billion	adviserinfo.sec.gov
Vicus Capital, Inc.	State College	3,952	$822.8 million	$2.99 billion	adviserinfo.sec.gov
Allegheny Financial Group	Pittsburgh	2,583	$802.9 million	$5.59 billion	adviserinfo.sec.gov
Axiom Asset Management	Wayne	354	$800.7 million	$899.6 million	adviserinfo.sec.gov
Alden Capital	Wayne	2,321	$748.7 million	$1.52 billion	adviserinfo.sec.gov
Nomura Investment Management Business Trust	Philadelphia	7	$715.1 million	$144.04 billion	adviserinfo.sec.gov
MTM Financial Group, LLC	Bethlehem	3,259	$689.1 million	$771.6 million	adviserinfo.sec.gov
Ewa, LLC	Pittsburgh	194	$655.6 million	$750.7 million	adviserinfo.sec.gov
Schneider Downs Wealth Management Advisors, LP	Pittsburgh	569	$640.1 million	$3.31 billion	adviserinfo.sec.gov
Kintra Wealth, LLC	Williamsport	1,610	$585.7 million	$1.50 billion	adviserinfo.sec.gov
Logan Capital Management, Inc.	Newtown Square	1,419	$546.9 million	$3.10 billion	adviserinfo.sec.gov
JFS Wealth Advisors, LLC	Hermitage	1,339	$494.5 million	$4.73 billion	adviserinfo.sec.gov
Fragasso Wealth Advisors	Sewickley	1,315	$469.3 million	$2.83 billion	adviserinfo.sec.gov
Girard Advisory Services, LLC	King of Prussia	1,629	$462.9 million	$3.18 billion	adviserinfo.sec.gov
Kathmere Capital Management, LLC	Wayne	472	$453.4 million	$3.48 billion	adviserinfo.sec.gov
Milestone Asset Management, LLC	Pittsburgh	335	$425.2 million	$690.7 million	adviserinfo.sec.gov
Ethos Financial Group, LLC	King of Prussia	1,577	$421.3 million	$2.42 billion	adviserinfo.sec.gov
Chapel Hill Investment Analysts Inc	Greensburg	1,408	$407.9 million	$436 million	adviserinfo.sec.gov
D.B. Root & Company, LLC	Pittsburgh	648	$395.6 million	$952.4 million	adviserinfo.sec.gov
Rockwood Wealth Management, LLC	New Hope	438	$381.7 million	$2.87 billion	adviserinfo.sec.gov
Faithward Advisors, LLC	Lancaster	2,732	$379.5 million	$1.05 billion	adviserinfo.sec.gov
Jacobi Capital Management, LLC	Pittston	1,813	$371.8 million	$2.64 billion	adviserinfo.sec.gov
Independence Square Holdings, LLC	King of Prussia	1,541	$363.2 million	$1.83 billion	adviserinfo.sec.gov
Stonebridge Financial Group, LLC	Wormleysburg	896	$343.3 million	$2.28 billion	adviserinfo.sec.gov
Thrive Wealth Management, LLC	Audubon	568	$342.2 million	$1.58 billion	adviserinfo.sec.gov
Cresap, Inc.	Radnor	604	$339 million	$339 million	adviserinfo.sec.gov
Market Street Wealth Management	West Chester	850	$337.1 million	$837 million	adviserinfo.sec.gov
Alden Investment Group	Wayne	1,350	$322.6 million	$385.7 million	adviserinfo.sec.gov
Stone House Investment Management, LLC	Tunkhannock	900	$322.1 million	$841.7 million	adviserinfo.sec.gov
Compass Ion Advisors, LLC	Conshohocken	844	$310.3 million	$1.59 billion	adviserinfo.sec.gov
Main Street Financial Solutions, LLC	Newtown	1,275	$301 million	$2.51 billion	adviserinfo.sec.gov
DT Investment Partners, LLC	Chadds Ford	981	$298.2 million	$1.91 billion	adviserinfo.sec.gov
Allegheny Investments	Pittsburgh	1,185	$276.2 million	$742.1 million	adviserinfo.sec.gov
Absolute Capital Management, LLC	Pittsburgh	1,985	$276.1 million	$812.1 million	adviserinfo.sec.gov
Key Financial, Inc.	West Chester	722	$266.8 million	$2.84 billion	adviserinfo.sec.gov
Rodgers & Associates	Lancaster	445	$265.8 million	$1.63 billion	adviserinfo.sec.gov
Capital a Wealth Management	Cranberry TWP.	1,004	$264.9 million	$612.9 million	adviserinfo.sec.gov
BLBB Advisors	Montgomeryville	842	$261 million	$3.26 billion	adviserinfo.sec.gov
Copeland Capital Management, LLC	Conshohocken	964	$249.3 million	$4.06 billion	adviserinfo.sec.gov
Hunter Associates LLC	Pittsburgh	930	$247.2 million	$1.34 billion	adviserinfo.sec.gov
Blue Bell Private Wealth Management, LLC	Blue Bell	595	$247.2 million	$1.12 billion	adviserinfo.sec.gov
Grandview Asset Management LLC	Harrisburg	575	$246 million	$411.7 million	adviserinfo.sec.gov
Hirtle & Co., LLC	West Conshohocken	895	$232.9 million	$25.41 billion	adviserinfo.sec.gov
Valley National Advisers Inc	Bethlehem	943	$229 million	$1.31 billion	adviserinfo.sec.gov
River Wealth Advisors LLC	Camp Hill	504	$228.3 million	$1.47 billion	adviserinfo.sec.gov
Bryn Mawr Trust Advisors, LLC	Philadelphia	736	$227.5 million	$3.51 billion	adviserinfo.sec.gov
Brandywine Global Investment Management, LLC	Philadelphia	752	$223.3 million	$65.44 billion	adviserinfo.sec.gov
Bare Wealth Advisors	Gap	573	$218.6 million	$662.3 million	adviserinfo.sec.gov
Thrive Capital Management, LLC	Fort Washington	584	$218.3 million	$656.7 million	adviserinfo.sec.gov
Alliance Wealth Advisors, LLC	Scranton	588	$210.8 million	$601.1 million	adviserinfo.sec.gov
Stewardship Advisors, LLC	Mount Joy	528	$208.7 million	$545.2 million	adviserinfo.sec.gov
Lifeguide Financial Advisors, LLC	Mechanicsburg	616	$208.1 million	$562.9 million	adviserinfo.sec.gov
Invicta Advisors LLC	Oakmont	1,117	$205.8 million	$310.2 million	adviserinfo.sec.gov
Biondo Investment Advisors LLC	Milford	842	$204.2 million	$1.29 billion	adviserinfo.sec.gov
Tower Bridge Advisors	West Conshohocken	375	$198.2 million	$1.49 billion	adviserinfo.sec.gov
Dinuzzo Private Wealth, Inc.	Beaver	440	$191.7 million	$1.18 billion	adviserinfo.sec.gov
RKL Private Wealth	Lancaster	486	$191.4 million	$2.51 billion	adviserinfo.sec.gov
Roffman Miller Associates Inc	Philadelphia	466	$187.5 million	$3.20 billion	adviserinfo.sec.gov
Eagle Investment Advisors	Downingtown	132	$186.1 million	$186.1 million	adviserinfo.sec.gov
Hudock Capital Group	Williamsport	612	$185.1 million	$1.00 billion	adviserinfo.sec.gov
Ellis Investment Partners, LLC	Berwyn	495	$181.4 million	$986.8 million	adviserinfo.sec.gov
Conrad Siegel Investment Advisors	Harrisburg	225	$178 million	$12.13 billion	adviserinfo.sec.gov
Christine Messmer, P.C.	Collegeville	199	$177 million	$240.6 million	adviserinfo.sec.gov
Milestone Financial Associates, LLC	Macungie	433	$175.4 million	$654.5 million	adviserinfo.sec.gov
Beacon Bridge Wealth Partners, LLC	Lower Gwynedd	623	$170.5 million	$426.6 million	adviserinfo.sec.gov
Mfa Wealth Advisors, LLC	Pittsburgh	664	$170.5 million	$605.4 million	adviserinfo.sec.gov
Insight Advisors, LLC	Newtown	667	$169.6 million	$785.7 million	adviserinfo.sec.gov
Guardian Asset Advisors, LLC	Mechanicsburg	1,099	$166.6 million	$278.3 million	adviserinfo.sec.gov
DWD Portfolio Solutions, Inc.	Pittsburgh	289	$162.6 million	$248.3 million	adviserinfo.sec.gov
Networth Advisors, LLC	Canonsburg	349	$159.8 million	$185.4 million	adviserinfo.sec.gov
Sage Financial Group Inc.	West Conshohocken	386	$158.2 million	$4.29 billion	adviserinfo.sec.gov
Liberty Square Wealth Partners LLC	Bethlehem	475	$155.4 million	$567.8 million	adviserinfo.sec.gov
PW Nova Financial Services LLC	Newtown	581	$154.7 million	$654.3 million	adviserinfo.sec.gov
Ivc Wealth Advisors LLC	Silverdale	431	$154.2 million	$455 million	adviserinfo.sec.gov
Northstar Financial Companies, Inc.	Conshohocken	394	$153 million	$519 million	adviserinfo.sec.gov
Quadrant Private Wealth Management, LLC	Center Valley	481	$152.8 million	$2.10 billion	adviserinfo.sec.gov
Macro Advisors, Inc.	York	603	$151.5 million	$370.9 million	adviserinfo.sec.gov
Wealthcare Capital Partners, LLC	West Chester	616	$150.6 million	$407.4 million	adviserinfo.sec.gov
Northeast Financial Group, Inc.	Allentown	393	$148.6 million	$1.44 billion	adviserinfo.sec.gov
Amplius Wealth Advisors	Blue Bell	369	$147.5 million	$1.74 billion	adviserinfo.sec.gov
Psi Capital Management	Lancaster	409	$146.4 million	$384.8 million	adviserinfo.sec.gov
Henderson Brothers Financial Partners LLC	Pittsburgh	702	$146.4 million	$406.8 million	adviserinfo.sec.gov
Sevenbridge Financial Group, LLC	Harrisburg	262	$143 million	$731.1 million	adviserinfo.sec.gov
Guyasuta Investment Advisors, Incorporated	Pittsburgh	141	$143 million	$2.44 billion	adviserinfo.sec.gov
Hapanowicz Financial	Pittsburgh	462	$140.3 million	$622.3 million	adviserinfo.sec.gov
Taylor Securities Services, Inc.	Harrisburg	730	$139.5 million	$252.5 million	adviserinfo.sec.gov
Alliance Financial	Wyomissing	528	$139.3 million	$271.8 million	adviserinfo.sec.gov
Common Cents Planning	Glen Mills	308	$134.4 million	$542.4 million	adviserinfo.sec.gov
Tower Wealth Partners	Lewisburg	774	$133.3 million	$440.4 million	adviserinfo.sec.gov
Hoey Investments, Inc.	Coatesville	404	$131.7 million	$788.3 million	adviserinfo.sec.gov
Nest Egg	Conshohocken	2,819	$130.4 million	$131.7 million	adviserinfo.sec.gov
Integrated Capital Management, Inc.	Jessup	872	$129.6 million	$232.4 million	adviserinfo.sec.gov
Ifs Group	Mechanicsburg	195	$125 million	$240 million	adviserinfo.sec.gov
H Financial Management	Canonsburg	378	$121.9 million	$621.9 million	adviserinfo.sec.gov
O'Hagan Group, Inc.	Bethlehem	506	$121.8 million	$1.25 billion	adviserinfo.sec.gov
Foundation Capital Management, LLC	East Norriton	494	$121.3 million	$243.8 million	adviserinfo.sec.gov
Smithbridge Asset Management, Inc.	Chadds Ford	339	$118.8 million	$830.7 million	adviserinfo.sec.gov
Wellfull	Harleysville	495	$118.3 million	$866.4 million	adviserinfo.sec.gov
Ballast Financial Advisors, LLC	West Chester	482	$117 million	$342.6 million	adviserinfo.sec.gov
Boden Wealth	Lemoyne	848	$116.5 million	$581.8 million	adviserinfo.sec.gov
Johnson & White Wealth Management LLC	York	367	$115 million	$484.6 million	adviserinfo.sec.gov
Econ Wealth Management	Harrisburg	290	$112.7 million	$232.1 million	adviserinfo.sec.gov
Capstone Wealth Management Group, LLC	Dunmore	442	$112.7 million	$356.1 million	adviserinfo.sec.gov
Financial Coach	West Chester	172	$112.5 million	$397.3 million	adviserinfo.sec.gov
Sector Analysts LLC	Allentown	562	$112.1 million	$238.2 million	adviserinfo.sec.gov
Trunorth Financial Services, Inc.	Chambersburg	351	$110.4 million	$309.5 million	adviserinfo.sec.gov
Cornerstone Advisors Asset Management, LLC	Bethlehem	282	$110.1 million	$9.57 billion	adviserinfo.sec.gov
Rodgers Brothers, Inc.	Harmony	267	$110 million	$1.04 billion	adviserinfo.sec.gov
Ventura Wealth Management	Yardley	389	$108.3 million	$713.5 million	adviserinfo.sec.gov
Sequinox Wealth Management, LLC	Lancaster	727	$107.8 million	$160 million	adviserinfo.sec.gov
Hershey Financial Advisers, LLC	Lancaster	475	$106.3 million	$151.7 million	adviserinfo.sec.gov
Brick & Kyle Associates Inc	Newtown	113	$105.6 million	$491.7 million	adviserinfo.sec.gov
Liberty One Wealth Advisors	Philadelphia	210	$104.5 million	$178.4 million	adviserinfo.sec.gov
Marion Wealth Management	Monroeville	292	$103.6 million	$543.4 million	adviserinfo.sec.gov
Fischer Financial Services Inc	Harrisburg	455	$103.3 million	$636.1 million	adviserinfo.sec.gov
Gardner Russo & Quinn LLC	Lancaster	131	$103 million	$9.45 billion	adviserinfo.sec.gov
Capital Wealth Investments	Scranton	359	$102.9 million	$423 million	adviserinfo.sec.gov
Certior Financial Group, LLC	King of Prussia	311	$102.7 million	$452.3 million	adviserinfo.sec.gov
Aurdan Capital Management, LLC	Wayne	296	$102.6 million	$526.2 million	adviserinfo.sec.gov
Vantus Wealth	Lancaster	843	$102.4 million	$439.8 million	adviserinfo.sec.gov
Ac Wealth Partners	Berwyn	271	$101.9 million	$1.07 billion	adviserinfo.sec.gov
Radnor Capital Management, LLC	Wayne	112	$100 million	$854.8 million	adviserinfo.sec.gov
Master's Wealth Management Inc.	Leola	219	$98.8 million	$589.5 million	adviserinfo.sec.gov
Chartered Advisory Group	Chadds Ford	263	$97.9 million	$127.7 million	adviserinfo.sec.gov
Stark Wealth Management LLC	Bethlehem	384	$97.3 million	$262.5 million	adviserinfo.sec.gov
Riggs Asset Management Co Inc	Dallas	268	$96.4 million	$640 million	adviserinfo.sec.gov
Entrust Financial LLC	Wayne	175	$95.5 million	$350.9 million	adviserinfo.sec.gov
Prepared Retirement Institute LLC	Montgomeryville	171	$94 million	$307.6 million	adviserinfo.sec.gov
Legacy Advisors, LLC	Plymouth Meeting	24	$93 million	$5.17 billion	adviserinfo.sec.gov
Equita Financial Network, Inc.	Fort Washington	124	$91.4 million	$391 million	adviserinfo.sec.gov
Financial Advisory Services, LLC	Hanover	215	$91.2 million	$256.9 million	adviserinfo.sec.gov
Bluesphere Advisors LLC	East Norriton	314	$91.1 million	$506.2 million	adviserinfo.sec.gov
A Better Way Financial, LLC	Allentown	339	$90.7 million	$109 million	adviserinfo.sec.gov
Costello Asset Management, Inc.	Feasterville	275	$89 million	$388.5 million	adviserinfo.sec.gov
Connors Investor Services Inc	Wyomissing	224	$89 million	$1.28 billion	adviserinfo.sec.gov
Northeast Advisers, Inc.	Paoli	228	$88.4 million	$639.1 million	adviserinfo.sec.gov
Success Wealth Management LLC	Wexford	803	$87.9 million	$110.5 million	adviserinfo.sec.gov
Prosperity Advisers, LLC	Horsham	171	$86.2 million	$375.8 million	adviserinfo.sec.gov
Chancellor Financial Group WB LP	Wilkes-Barre	1,252	$86.1 million	$249.3 million	adviserinfo.sec.gov
Retire Ready Wealth Management	Radnor	524	$83 million	$100.1 million	adviserinfo.sec.gov
Wescott Financial Advisory Group LLC	Philadelphia	188	$82.5 million	$4.16 billion	adviserinfo.sec.gov
Grant Street Asset Management Inc	Canonsburg	257	$81.8 million	$768.9 million	adviserinfo.sec.gov
Comprehensive Financial Planning, Inc.	East Petersburg	464	$80.6 million	$434.1 million	adviserinfo.sec.gov
Kooman & Associates	Altoona	151	$79.9 million	$555.6 million	adviserinfo.sec.gov
Matune Basile Advisors	Hermitage	169	$78.8 million	$342.6 million	adviserinfo.sec.gov
Kissling Financial Services, LLC	New Castle	620	$78.6 million	$165.5 million	adviserinfo.sec.gov
CMG Capital Management Group, Inc.	Malvern	470	$78.6 million	$256.5 million	adviserinfo.sec.gov
Meridian Wealth Partners, LLC	East Norriton	405	$78.6 million	$1.37 billion	adviserinfo.sec.gov
Oars Capital	Dillsburg	94	$77.4 million	$397.7 million	adviserinfo.sec.gov
Odyssey Group Wealth Advisors	Lancaster	145	$76.6 million	$420.9 million	adviserinfo.sec.gov
Carnegie Wealth Management, LLC	Berwyn	133	$76.3 million	$357.1 million	adviserinfo.sec.gov
Kohlhepp Investment Advisors, LTD.	Doylestown	170	$76.2 million	$204.6 million	adviserinfo.sec.gov
Hoffman Capital Advisors LLC	Cranberry TWP	317	$75.6 million	$185.4 million	adviserinfo.sec.gov
Petredis Investment Advisors	Warrendale	229	$74.4 million	$1.69 billion	adviserinfo.sec.gov
Liberty Asset Management	Allentown	302	$74 million	$141 million	adviserinfo.sec.gov
Invariant Investment Management	Camp Hill	268	$73.7 million	$182.7 million	adviserinfo.sec.gov
Advice & Planning Services LLC	Youngwood	275	$73.3 million	$187.1 million	adviserinfo.sec.gov
Guardian Capital, LLC	Wexford	209	$73 million	$128.1 million	adviserinfo.sec.gov
Abundance Wealth Counselors, LLC	State College	230	$71.9 million	$1.56 billion	adviserinfo.sec.gov
Brandywine Oak Private Wealth LLC	Kennett Square	156	$71.9 million	$1.57 billion	adviserinfo.sec.gov
Snavely Associates Financial Services	Lemoyne	227	$71.8 million	$182.6 million	adviserinfo.sec.gov
Elm Wealth	Philadelphia	107	$71.8 million	$3.02 billion	adviserinfo.sec.gov
Almanack Investment Partners	Newtown Square	272	$71.8 million	$945.9 million	adviserinfo.sec.gov
Nestlerode & Loy, Inc.	State College	215	$69.1 million	$199.1 million	adviserinfo.sec.gov
Diccianni Financial Group, Inc.	East Norriton	272	$68.8 million	$128.8 million	adviserinfo.sec.gov
Clearview Financial Partners	Radnor	278	$68.5 million	$1.06 billion	adviserinfo.sec.gov
Baldwin Investment Management, LLC	West Conshohocken	111	$68.3 million	$1.30 billion	adviserinfo.sec.gov
Cordatus Wealth Management LLC	Yardley	105	$68.2 million	$630.4 million	adviserinfo.sec.gov
Bruton Chisnell Advisors, LLC	Downingtown	393	$68 million	$772.5 million	adviserinfo.sec.gov
Three Cord True Wealth Management, LLC	Beaver	323	$66.5 million	$317.9 million	adviserinfo.sec.gov
River's Edge	Beaver	161	$66.5 million	$157.1 million	adviserinfo.sec.gov
Wagner Wealth Management, Corp.	Conyngham	210	$66.4 million	$148.7 million	adviserinfo.sec.gov
Innova Wealth Partners, LLC	Newtown	371	$65.1 million	$288.2 million	adviserinfo.sec.gov
Wharton Wealth Management, LLC	Malvern	250	$65 million	$209.2 million	adviserinfo.sec.gov
RTD Financial Advisors Inc	Philadelphia	225	$64.6 million	$2.72 billion	adviserinfo.sec.gov
Odyssey Capital Advisors Inc.	Bala Cynwyd	205	$64.4 million	$189.2 million	adviserinfo.sec.gov
DVB Private Wealth	Harrisburg	200	$64 million	$225.7 million	adviserinfo.sec.gov
The Estate Planners Group	Yardley	167	$63.3 million	$422.1 million	adviserinfo.sec.gov
Legacy Solutions, LLC	Kennett Square	170	$62.9 million	$243.8 million	adviserinfo.sec.gov
Alpha Architect	Newtown Square	28	$62.8 million	$13.50 billion	adviserinfo.sec.gov
ETF Architect	Newtown Square	28	$62.8 million	$29.74 billion	adviserinfo.sec.gov
McClarren Financial Advisors	State College	108	$62.6 million	$453 million	adviserinfo.sec.gov
Bucks Capital Advisers	Newtown	279	$62.6 million	$670.7 million	adviserinfo.sec.gov
Waldron Private Wealth	Bridgeville	168	$62.4 million	$5.50 billion	adviserinfo.sec.gov
Elm Capital Management LLC	Pittsburgh	536	$62.2 million	$133.4 million	adviserinfo.sec.gov
Vermillion & White Wealth Management Group	Phoenixville	255	$62.1 million	$278.6 million	adviserinfo.sec.gov
Morton Brown Family Wealth LLC	Allentown	147	$61.5 million	$483.5 million	adviserinfo.sec.gov
Tiller Private Wealth, Inc.	Bethlehem	166	$61 million	$730.3 million	adviserinfo.sec.gov
WMS Wealth Planners	Pittsburgh	212	$60.9 million	$314.7 million	adviserinfo.sec.gov
Atlas Wealth Partners LLC	Wyomissing	229	$60.8 million	$233.8 million	adviserinfo.sec.gov
Rolek Retirement Planning	Berwyn	129	$60.1 million	$239.2 million	adviserinfo.sec.gov
Kapusta Financial Group	Pittsburgh	140	$58.6 million	$199.6 million	adviserinfo.sec.gov
TGS Financial Advisors	Radnor	159	$58.4 million	$426 million	adviserinfo.sec.gov
Sterling Investment Advisors LTD.	Berwyn	242	$58 million	$1.08 billion	adviserinfo.sec.gov
Covington Investment Advisors, Inc.	Ligonier	141	$58 million	$885.9 million	adviserinfo.sec.gov
Braun-Bostich & Associates Inc.	Canonsburg	179	$56.4 million	$249.6 million	adviserinfo.sec.gov
Englebert Financial Advisers, LLC	Allentown	235	$56.2 million	$156.6 million	adviserinfo.sec.gov
Berkshire Advisors, Inc.	Wyomissing	235	$56.2 million	$97.1 million	adviserinfo.sec.gov
Randall & Associates Wealth Management	Butler	119	$55.7 million	$167.2 million	adviserinfo.sec.gov
Robbins Wealth Management	Erie	78	$55.5 million	$241.7 million	adviserinfo.sec.gov
Trebuchet Consulting, LLC	Pittsburgh	190	$55.3 million	$1.08 billion	adviserinfo.sec.gov
Integrated Wealth Solutions, LLC	York	250	$55 million	$114 million	adviserinfo.sec.gov
Concentus Wealth Advisors	Newtown Square	158	$53.8 million	$1.08 billion	adviserinfo.sec.gov
Oaktree Advisors LLC	Coopersburg	242	$53.5 million	$282.8 million	adviserinfo.sec.gov
Atwater Malick	Lancaster	122	$52.7 million	$687.4 million	adviserinfo.sec.gov
Wealthkare.Com, Inc.	Mount Union	282	$50.7 million	$136.7 million	adviserinfo.sec.gov
Duke and Duke Wealth Management LLC	Doylestown	213	$50 million	$101.6 million	adviserinfo.sec.gov
Stonecrop Wealth Advisors, LLC	West Chester	721	$49.2 million	$299.5 million	adviserinfo.sec.gov
Legend Financial Advisors Inc	Pittsburgh	98	$48.9 million	$389.9 million	adviserinfo.sec.gov
Wealthfd	Conshohocken	393	$48.9 million	$87.8 million	adviserinfo.sec.gov
Presilium Private Wealth, LLC	Radnor	145	$48.1 million	$671.7 million	adviserinfo.sec.gov
TLC Group Investment Advisors, LLC	State College	159	$48.1 million	$168.4 million	adviserinfo.sec.gov
JMS Capital Group Wealth Services, LLC	Sewickley	265	$48.1 million	$174 million	adviserinfo.sec.gov
Trident Advisors Inc	Doylestown	196	$48 million	$116.9 million	adviserinfo.sec.gov
Veery Capital, LLC	West Chester	165	$47.8 million	$971.4 million	adviserinfo.sec.gov
Holos Integrated Wealth	Kennett Square	144	$47.7 million	$233.1 million	adviserinfo.sec.gov
Avantra Family Wealth, Inc.	Mechanicsburg	158	$47.1 million	$221.6 million	adviserinfo.sec.gov
Addis & Hill, Incorporated	Wayne	86	$46.5 million	$254 million	adviserinfo.sec.gov
Trinity Wealth Management, LLC	Berwyn	106	$46.1 million	$399.2 million	adviserinfo.sec.gov
Invested Advisors	State College	204	$46.1 million	$268.3 million	adviserinfo.sec.gov
Oakmont Capital Management, LLC	Oakmont	169	$45.8 million	$3.09 billion	adviserinfo.sec.gov
Faithward Capital	Lancaster	147	$45.6 million	$1.18 billion	adviserinfo.sec.gov
Main Advisory, Inc.	Canonsburg	184	$44.7 million	$162.7 million	adviserinfo.sec.gov
Prowell Financial Management, LLC	Exton	23	$44.3 million	$6.86 billion	adviserinfo.sec.gov
Mighty Oak Strong America Investment Company	Mechanicsburg	88	$42.9 million	$398.4 million	adviserinfo.sec.gov
Asset Strategy Retirement Plan Consultants, LLC	Camp Hill	212	$41.3 million	$116.4 million	adviserinfo.sec.gov
Lynch Investment Planning, LLC	Newtown Square	94	$40.8 million	$143.3 million	adviserinfo.sec.gov
Quattro Advisors L.L.C.	Pittsburgh	196	$40.6 million	$661.7 million	adviserinfo.sec.gov
Santori & Peters	Canonsburg	128	$40.4 million	$433.5 million	adviserinfo.sec.gov
Bouvel Investment Partners, LLC	Phoenixville	110	$40.1 million	$374.4 million	adviserinfo.sec.gov
MB, Levis & Associates,Llc	Center Valley	92	$39.9 million	$411.6 million	adviserinfo.sec.gov
Summit Group Retirement Planners, Inc.	Exton	177	$39.6 million	$302.3 million	adviserinfo.sec.gov
Mma Asset Management LLC	Conshohocken	134	$39.3 million	$787.8 million	adviserinfo.sec.gov
Vista Investment Management, LLC	Pittsburgh	102	$39.3 million	$323.9 million	adviserinfo.sec.gov
Chartwell Investment Partners, LLC	Berwyn	49	$39.2 million	$12.97 billion	adviserinfo.sec.gov
Valley Forge Investment Consultants, Inc.	Audubon	82	$39.1 million	$3.49 billion	adviserinfo.sec.gov
Ehb Financial Resources Managemnt, Inc.	Exton	55	$39 million	$164 million	adviserinfo.sec.gov
Sharp Financial	Horsham	110	$38.9 million	$502.1 million	adviserinfo.sec.gov
Aufman Associates Inc	Sewickley	79	$38.8 million	$971.5 million	adviserinfo.sec.gov
Pennsylvania Capital Management Inc.	Huntingdon Valley	91	$38.2 million	$848.6 million	adviserinfo.sec.gov
Compass Investments LLC	Pittsburgh	150	$38.1 million	$93.2 million	adviserinfo.sec.gov
Opulus	Doylestown	147	$37.8 million	$104.9 million	adviserinfo.sec.gov
Cross Border Financial Planning USA LLC	Philadelphia	102	$37.7 million	$147.2 million	adviserinfo.sec.gov
Schuylkill Financial, LLC	Wyomissing	77	$37.4 million	$123.6 million	adviserinfo.sec.gov
Ethos Capital Management, Inc.	Newtown	85	$36.6 million	$155.4 million	adviserinfo.sec.gov
Stillwater Private Wealth	Allenton	110	$36.6 million	$176.8 million	adviserinfo.sec.gov
The Coury Firm	Pittsburgh	89	$36.4 million	$1.32 billion	adviserinfo.sec.gov
Archetype Advisors, LLC	Doylestown	170	$36.4 million	$260 million	adviserinfo.sec.gov
Crossgate Wealth Advisors, LLC	Newtown	113	$36 million	$271.9 million	adviserinfo.sec.gov
Jmac Enterprises LLC	Newtown	86	$35.9 million	$722.4 million	adviserinfo.sec.gov
MFG Private Wealth	Canonsburg	648	$35.9 million	$145.5 million	adviserinfo.sec.gov
Sensenig Capital Advisors, Inc.	Collegeville	73	$35.8 million	$212.9 million	adviserinfo.sec.gov
Flagship Capital Management Inc	Media	110	$35.2 million	$199.9 million	adviserinfo.sec.gov
Interchange Capital Partners	Pittsburgh	110	$35.1 million	$743.6 million	adviserinfo.sec.gov
Yardley Wealth Management LLC	Yardley	78	$35 million	$231.6 million	adviserinfo.sec.gov
G&H Investments	Leola	91	$34.9 million	$576 million	adviserinfo.sec.gov
Alvin Clay Financial Advisors, LLC	Jenkintown	124	$34.1 million	$186.6 million	adviserinfo.sec.gov
Erickson Financial Group, LLC	Allentown	171	$33.8 million	$198.9 million	adviserinfo.sec.gov
Prudent Management Associates	Philadelphia	52	$33.6 million	$1.23 billion	adviserinfo.sec.gov
Omicron Advisors, LLC	Lancaster	45	$33.1 million	$151.2 million	adviserinfo.sec.gov
Stone Pine Financial Partners	Media	100	$32.6 million	$256.8 million	adviserinfo.sec.gov
Zenith Wealth Partners	Philadelphia	267	$32.5 million	$151 million	adviserinfo.sec.gov
McKinley Financial	Brookville	174	$31.8 million	$117.2 million	adviserinfo.sec.gov
Bishop & Company Investment Management, LLC	Erie	99	$31.8 million	$440.8 million	adviserinfo.sec.gov
Vericrest Private Wealth, LLC	Newtown	72	$31.5 million	$137.8 million	adviserinfo.sec.gov
Addison Capital	Conshohocken	112	$31.4 million	$1.12 billion	adviserinfo.sec.gov
Staley Capital Advisers Inc	Pittsburgh	102	$31.2 million	$3.11 billion	adviserinfo.sec.gov
Penn Capital Management Company, LLC	Philadelphia	60	$30.5 million	$1.94 billion	adviserinfo.sec.gov
Conservest Capital Advisors Inc	Wynnewood	74	$30.3 million	$1.92 billion	adviserinfo.sec.gov
Aspire Wealth Architects	Wexford	83	$30.2 million	$290.3 million	adviserinfo.sec.gov
Harvest Financial Partners	Paoli	98	$30.1 million	$148.8 million	adviserinfo.sec.gov
Lansing Street Advisors	Ambler	81	$30 million	$555 million	adviserinfo.sec.gov
Marathon Strategic Advisors, LLC	Pittsburgh	120	$30 million	$182.7 million	adviserinfo.sec.gov
Mor Wealth Management, LLC	Philadelphia	57	$30 million	$395.6 million	adviserinfo.sec.gov
Keyvantage Wealth Advisors	Bethlehem	81	$29.5 million	$339.4 million	adviserinfo.sec.gov
Oak Tree Investment Advisors	Pittsburgh	113	$29.4 million	$192.2 million	adviserinfo.sec.gov
Valley Brook Capital Group	Venetia	137	$29.3 million	$223.3 million	adviserinfo.sec.gov
Legacy Advisory Services, LLC	Exton	75	$28.8 million	$156.9 million	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.