Data / Investment advisers / Serving investment companies / Pennsylvania
Investment advisers in Pennsylvania serving investment companies: 75 firms
Updated November 7, 2026. Source: the SEC's Form ADV data files for investment advisers.
75 SEC registered investment advisers with a main office in Pennsylvania report investment companies among their clients in Form ADV item 5.D, and together they attribute $24 trillion of their assets under management to them, in the SEC's file of November 2, 2026. The adviser with the most is Vanguard Group Inc.
The request: Every investment adviser in Pennsylvania that serves investment 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.
- 75Advisers
- $24 trillionAUM from this client type
- 71Advisers over $100 million
- November 2, 2026File date
Advisers in Pennsylvania serving investment 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 |
|---|
| Vanguard Group Inc | Malvern | 228 | $11.09 trillion | $11.09 trillion | adviserinfo.sec.gov |
| Vanguard Capital Management, LLC | Malvern | 128 | $8.44 trillion | $8.44 trillion | adviserinfo.sec.gov |
| Vanguard Portfolio Management, LLC | Malvern | 101 | $2.66 trillion | $2.66 trillion | adviserinfo.sec.gov |
| Mellon Investments Corporation | Pittsburgh | 176 | $590.62 billion | $873.87 billion | adviserinfo.sec.gov |
| Federated Investment Management Company | Pittsburgh | 71 | $590.10 billion | $590.10 billion | adviserinfo.sec.gov |
| Hartford Funds | Wayne | 73 | $150.18 billion | $152.07 billion | adviserinfo.sec.gov |
| Lincoln Financial Investments Corporation | Radnor | 114 | $101.47 billion | $102.10 billion | adviserinfo.sec.gov |
| SEI Investments Management Corp | Oaks | 1 | $100.73 billion | $216.43 billion | adviserinfo.sec.gov |
| Nomura Investment Management Business Trust | Philadelphia | 112 | $91.54 billion | $144.04 billion | adviserinfo.sec.gov |
| Pacer Advisors, Inc. | Malvern | 71 | $41.84 billion | $41.84 billion | adviserinfo.sec.gov |
| ETF Architect | Newtown Square | 98 | $28.74 billion | $29.74 billion | adviserinfo.sec.gov |
| Brandywine Global Investment Management, LLC | Philadelphia | 25 | $17.62 billion | $65.44 billion | adviserinfo.sec.gov |
| Venerable Investment Advisers, LLC | West Chester | 21 | $16.27 billion | $16.27 billion | adviserinfo.sec.gov |
| Federated Equity Management Company of Pennsylvania | Pittsburgh | 14 | $14.25 billion | $14.25 billion | adviserinfo.sec.gov |
| Alpha Architect | Newtown Square | 11 | $12.50 billion | $13.50 billion | adviserinfo.sec.gov |
| Hirtle & Co., LLC | West Conshohocken | 14 | $10.56 billion | $25.41 billion | adviserinfo.sec.gov |
| Arin Risk Advisors LLC | Conshohocken | 4 | $9.98 billion | $10.19 billion | adviserinfo.sec.gov |
| Penn Mutual Asset Management, LLC | Conshohocken | 29 | $9.28 billion | $42.29 billion | adviserinfo.sec.gov |
| Abrdn Inc. | Philadelphia | 23 | $8.74 billion | $41.48 billion | adviserinfo.sec.gov |
| Clark Capital Management Group Inc | Philadelphia | 4 | $8.73 billion | $35.69 billion | adviserinfo.sec.gov |
| Hamilton Lane | Conshohocken | 6 | $6.60 billion | $141.83 billion | adviserinfo.sec.gov |
| Envestnet PMC | Berwyn | 4 | $4.22 billion | $614.93 billion | adviserinfo.sec.gov |
| Conestoga Capital Advisors, LLC | Wayne | 6 | $3.89 billion | $6.94 billion | adviserinfo.sec.gov |
| CBRE Investment Management Listed Real Assets LLC | Radnor | 6 | $3.77 billion | $10.80 billion | adviserinfo.sec.gov |
| Glenmede Investment Management, LP | Philadelphia | 14 | $3.33 billion | $6.20 billion | adviserinfo.sec.gov |
| Cooke & Bieler, L.P. | Philadelphia | 3 | $2.97 billion | $10.56 billion | adviserinfo.sec.gov |
| FS Global Advisor, LLC | Philadelphia | 1 | $2.16 billion | $3.01 billion | adviserinfo.sec.gov |
| Hartford Funds | Wayne | 7 | $2.15 billion | $2.15 billion | adviserinfo.sec.gov |
| Chartwell Investment Partners, LLC | Berwyn | 10 | $2.09 billion | $12.97 billion | adviserinfo.sec.gov |
| Emerald Mutual Fund Advisers Trust | Leola | 3 | $2.09 billion | $2.09 billion | adviserinfo.sec.gov |
| Morgan Stanley Aip GP LP | West Conshohocken | 4 | $1.98 billion | $40.85 billion | adviserinfo.sec.gov |
| FS Specialty Lending Advisor, LLC | Philadelphia | 1 | $1.93 billion | $1.93 billion | adviserinfo.sec.gov |
| Centersquare Investment Management LLC | Conshohocken | 6 | $1.66 billion | $13.70 billion | adviserinfo.sec.gov |
| FS Fund Advisor, LLC | Philadelphia | 1 | $1.63 billion | $1.63 billion | adviserinfo.sec.gov |
| Tiff Investment Management | Radnor | 1 | $1.47 billion | $8.62 billion | adviserinfo.sec.gov |
| CS McKee | Warrendale | 7 | $1.13 billion | $11.65 billion | adviserinfo.sec.gov |
| FS Credit Income Advisor, LLC | Philadelphia | 1 | $726.2 million | $726.2 million | adviserinfo.sec.gov |
| Copeland Capital Management, LLC | Conshohocken | 7 | $632.4 million | $4.06 billion | adviserinfo.sec.gov |
| Eab Investment Group, LLC | Bala Cynwyd | 1 | $506 million | $506 million | adviserinfo.sec.gov |
| Elm Wealth | Philadelphia | 1 | $502 million | $3.02 billion | adviserinfo.sec.gov |
| Bluestone Capital Management, LLC | Wayne | 1 | $352.7 million | $390.1 million | adviserinfo.sec.gov |
| Haverford Financial Services, Inc. | Radnor | 1 | $321 million | $366.4 million | adviserinfo.sec.gov |
| Matthew 25 Management Corp | Ambler | 1 | $315.9 million | $315.9 million | adviserinfo.sec.gov |
| Muhlenkamp & Co Inc | Wexford | 1 | $253.6 million | $435.8 million | adviserinfo.sec.gov |
| Absolute Capital Management, LLC | Pittsburgh | 3 | $253.4 million | $812.1 million | adviserinfo.sec.gov |
| Amplius Asset Management, LLC | Blue Bell | 1 | $247.3 million | $247.3 million | adviserinfo.sec.gov |
| Thor Financial Technologies | Greensburg | 2 | $217 million | $217 million | adviserinfo.sec.gov |
| Union Square Capital Partners, LLC | Kennett Square | 1 | $188.7 million | $188.7 million | adviserinfo.sec.gov |
| Mount Lucas Index Advisers LLC | Newtown | 1 | $170.3 million | $170.3 million | adviserinfo.sec.gov |
| Gadsden | Newtown Square | 1 | $161.8 million | $161.8 million | adviserinfo.sec.gov |
| Dakota Investments, LLC | Bryn Mawr | 1 | $124.8 million | $124.8 million | adviserinfo.sec.gov |
| Harvest Fund Advisors LLC | Wayne | 1 | $120 million | $8.13 billion | adviserinfo.sec.gov |
| Cookson Peirce Wealth Management | Pittsburgh | 1 | $116.1 million | $2.56 billion | adviserinfo.sec.gov |
| SRN Advisors, LLC | Huntingdon Valley | 1 | $108 million | $108 million | adviserinfo.sec.gov |
| Penn Capital Management Company, LLC | Philadelphia | 2 | $96.8 million | $1.94 billion | adviserinfo.sec.gov |
| Logan Capital Management, Inc. | Newtown Square | 1 | $94.9 million | $3.10 billion | adviserinfo.sec.gov |
| Emerald Investment Advisers, LLC | Leola | 1 | $85.8 million | $2.26 billion | adviserinfo.sec.gov |
| Connors Investor Services Inc | Wyomissing | 1 | $57.2 million | $1.28 billion | adviserinfo.sec.gov |
| Biondo Investment Advisors LLC | Milford | 1 | $52.7 million | $1.29 billion | adviserinfo.sec.gov |
| Persimmon Capital Management | Blue Bell | 1 | $50.1 million | $50.1 million | adviserinfo.sec.gov |
| Mount Lucas Management LP | Newtown | 1 | $48.9 million | $1.30 billion | adviserinfo.sec.gov |
| Gardner Lewis Asset Management LP | Chadds Ford | 1 | $47.9 million | $456.5 million | adviserinfo.sec.gov |
| Rodgers Brothers, Inc. | Harmony | 1 | $39.3 million | $1.04 billion | adviserinfo.sec.gov |
| Smithbridge Asset Management, Inc. | Chadds Ford | 1 | $33.3 million | $830.7 million | adviserinfo.sec.gov |
| Precidian Funds LLC | Newtown | 11 | $17 million | $17 million | adviserinfo.sec.gov |
| FS Digital Infrastructure Advisor, LLC | Philadelphia | 1 | $16 million | $3.21 billion | adviserinfo.sec.gov |
| Corient SHC Wealth Management (US) LP | Philadelphia | 1 | $12.1 million | $2.34 billion | adviserinfo.sec.gov |
| Berkshire Asset Management, LLC | Wilkes-Barre | 1 | $8.7 million | $2.79 billion | adviserinfo.sec.gov |
| Stonecrop Wealth Advisors, LLC | West Chester | 1 | $555,738 | $299.5 million | adviserinfo.sec.gov |
| Confluence Financial Partners | McMurray | 1 | $541,330 | $7.81 billion | adviserinfo.sec.gov |
| Avail Investment Partners, LLC | Lemont | 1 | $429,477 | $184.5 million | adviserinfo.sec.gov |
| Guardian Capital, LLC | Wexford | 1 | $100,000 | $128.1 million | adviserinfo.sec.gov |
| Schuylkill Financial, LLC | Wyomissing | 1 | $11,566 | $123.6 million | adviserinfo.sec.gov |
| A-Linx Advisors, LLC | Berwyn | 1 | Not listed | Not listed | adviserinfo.sec.gov |
| Stock Snips, Inc. | Pittsburgh | 1 | Not listed | Not listed | 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.