Data / Investment advisers / Serving insurance companies / Pennsylvania
Investment advisers in Pennsylvania serving insurance companies: 31 firms
Updated November 7, 2026. Source: the SEC's Form ADV data files for investment advisers.
31 SEC registered investment advisers with a main office in Pennsylvania report insurance companies among their clients in Form ADV item 5.D, and together they attribute $107 billion of their assets under management to them, in the SEC's file of November 2, 2026. The adviser with the most is Nomura Investment Management Business Trust.
The request: Every investment adviser in Pennsylvania that serves insurance companies, with AUM, phone and website. $10 of work on sign-up, no card.
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.
- 31Advisers
- $107 billionAUM from this client type
- 31Advisers over $100 million
- November 2, 2026File date
Advisers in Pennsylvania serving insurance companies
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 |
|---|
| Nomura Investment Management Business Trust | Philadelphia | 6 | $34.95 billion | $144.04 billion | adviserinfo.sec.gov |
| Penn Mutual Asset Management, LLC | Conshohocken | 5 | $32.98 billion | $42.29 billion | adviserinfo.sec.gov |
| Federated Investment Counseling | Pittsburgh | 15 | $15.23 billion | $207.21 billion | adviserinfo.sec.gov |
| Hamilton Lane | Conshohocken | 20 | $11.82 billion | $141.83 billion | adviserinfo.sec.gov |
| Abrdn Inc. | Philadelphia | 13 | $2.00 billion | $41.48 billion | adviserinfo.sec.gov |
| Mellon Investments Corporation | Pittsburgh | 6 | $1.85 billion | $873.87 billion | adviserinfo.sec.gov |
| CS McKee | Warrendale | 17 | $1.16 billion | $11.65 billion | adviserinfo.sec.gov |
| CBRE Investment Management Listed Real Assets LLC | Radnor | Fewer than 5 | $1.12 billion | $10.80 billion | adviserinfo.sec.gov |
| Logan Capital Management, Inc. | Newtown Square | 15 | $1.02 billion | $3.10 billion | adviserinfo.sec.gov |
| Brandywine Global Investment Management, LLC | Philadelphia | 5 | $759.6 million | $65.44 billion | adviserinfo.sec.gov |
| Morgan Stanley Aip GP LP | West Conshohocken | 1 | $685.3 million | $40.85 billion | adviserinfo.sec.gov |
| Miravast Asset Management, LLC | Newtown | Fewer than 5 | $557.6 million | $1.36 billion | adviserinfo.sec.gov |
| Centersquare Investment Management LLC | Conshohocken | 3 | $495.6 million | $13.70 billion | adviserinfo.sec.gov |
| Lincoln Financial Investments Corporation | Radnor | 12 | $330.1 million | $102.10 billion | adviserinfo.sec.gov |
| Enhancing Capital LLC | Harrisburg | Fewer than 5 | $306.8 million | $368 million | adviserinfo.sec.gov |
| FS Digital Infrastructure Advisor, LLC | Philadelphia | 6 | $293.3 million | $3.21 billion | adviserinfo.sec.gov |
| Cornerstone Advisors Asset Management, LLC | Bethlehem | Fewer than 5 | $264.2 million | $9.57 billion | adviserinfo.sec.gov |
| Emerald Advisers, LLC | Leola | Fewer than 5 | $157.4 million | $3.30 billion | adviserinfo.sec.gov |
| Commonwealth Investment Management | Pittsburgh | 4 | $113.7 million | $1.28 billion | adviserinfo.sec.gov |
| Hirtle & Co., LLC | West Conshohocken | 2 | $88 million | $25.41 billion | adviserinfo.sec.gov |
| Stoneridge PMG Advisors, LLC | Radnor | 2 | $80.2 million | $774.2 million | adviserinfo.sec.gov |
| Conrad Siegel Investment Advisors | Harrisburg | 2 | $55.3 million | $12.13 billion | adviserinfo.sec.gov |
| Glenmede Investment Management, LP | Philadelphia | 1 | $49.9 million | $6.20 billion | adviserinfo.sec.gov |
| Xponance LLC | Philadelphia | 3 | $47.1 million | $24.27 billion | adviserinfo.sec.gov |
| Steel Tower Investments | Pittsburgh | 17 | $36.3 million | $258.7 million | adviserinfo.sec.gov |
| Penn Capital Management Company, LLC | Philadelphia | Fewer than 5 | $26.7 million | $1.94 billion | adviserinfo.sec.gov |
| Berkshire Asset Management, LLC | Wilkes-Barre | 1 | $20.8 million | $2.79 billion | adviserinfo.sec.gov |
| Arin Risk Advisors LLC | Conshohocken | 1 | $14.2 million | $10.19 billion | adviserinfo.sec.gov |
| Staley Capital Advisers Inc | Pittsburgh | 2 | $10.2 million | $3.11 billion | adviserinfo.sec.gov |
| Adare Asset Management, LLC | Lancaster | 1 | $3.9 million | $159.3 million | adviserinfo.sec.gov |
| Argosy-Lionbridge Management, LLC | Wayne | Fewer than 5 | $3.2 million | $189.1 million | adviserinfo.sec.gov |
Also on SpecStream
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.