Data / Investment advisers / Serving other investment advisers / Pennsylvania
Investment advisers in Pennsylvania serving other investment advisers: 29 firms
Updated November 7, 2026. Source: the SEC's Form ADV data files for investment advisers.
29 SEC registered investment advisers with a main office in Pennsylvania report other investment advisers among their clients in Form ADV item 5.D, and together they attribute $13.5 billion of their assets under management to them, in the SEC's file of November 2, 2026. The adviser with the most is Brandywine Global Investment Management, LLC.
The request: Every investment adviser in Pennsylvania that serves other investment advisers, with AUM, phone and website. $10 of work on sign-up, no card.
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- 29Advisers
- $13.5 billionAUM from this client type
- 27Advisers over $100 million
- November 2, 2026File date
Advisers in Pennsylvania serving other investment advisers
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 |
|---|---|---|---|---|---|
| Brandywine Global Investment Management, LLC | Philadelphia | 25 | $4.16 billion | $65.44 billion | adviserinfo.sec.gov |
| Federated Investment Counseling | Pittsburgh | 1,003 | $3.10 billion | $207.21 billion | adviserinfo.sec.gov |
| Callan Family Office, LLC | Radnor | 7 | $2.05 billion | $10.21 billion | adviserinfo.sec.gov |
| Faithward Capital | Lancaster | Fewer than 5 | $1.10 billion | $1.18 billion | adviserinfo.sec.gov |
| FDX Advisors, Inc. | Berwyn | 1 | $832.8 million | $832.8 million | adviserinfo.sec.gov |
| Towercrest Capital Management, LLC | Newtown | 1 | $517.4 million | $717.6 million | adviserinfo.sec.gov |
| Investment Research Partners | Lemont | Fewer than 5 | $427.3 million | $512.4 million | adviserinfo.sec.gov |
| Emerald Investment Advisers, LLC | Leola | 6 | $392.4 million | $2.26 billion | adviserinfo.sec.gov |
| Arin Risk Advisors LLC | Conshohocken | 10 | $180.8 million | $10.19 billion | adviserinfo.sec.gov |
| Fortis Advisors, LLC | Wayne | Fewer than 5 | $150.2 million | $584.3 million | adviserinfo.sec.gov |
| Centersquare Investment Management LLC | Conshohocken | 2 | $125.1 million | $13.70 billion | adviserinfo.sec.gov |
| Northeast Financial Group, Inc. | Allentown | 1 | $121.1 million | $1.44 billion | adviserinfo.sec.gov |
| Glenmede Investment Management, LP | Philadelphia | 27 | $58.1 million | $6.20 billion | adviserinfo.sec.gov |
| Birch Run Investments, LLC | Exton | 7 | $57.7 million | $457.5 million | adviserinfo.sec.gov |
| Commonwealth Investment Management | Pittsburgh | 1 | $32 million | $1.28 billion | adviserinfo.sec.gov |
| Sharp Financial | Horsham | Fewer than 5 | $31.4 million | $502.1 million | adviserinfo.sec.gov |
| Ethos Financial Group, LLC | King of Prussia | 1 | $28.6 million | $2.42 billion | adviserinfo.sec.gov |
| Owls Nest Partners | Chadds Ford | Fewer than 5 | $24.3 million | $441.2 million | adviserinfo.sec.gov |
| Azarias Capital Management, L.P. | Westchester | Fewer than 5 | $21.1 million | $188.8 million | adviserinfo.sec.gov |
| Bryn Mawr Trust Advisors, LLC | Philadelphia | Fewer than 5 | $14.4 million | $3.51 billion | adviserinfo.sec.gov |
| Morgan Stanley Aip GP LP | West Conshohocken | 2 | $11 million | $40.85 billion | adviserinfo.sec.gov |
| Argosy-Lionbridge Management, LLC | Wayne | Fewer than 5 | $10 million | $189.1 million | adviserinfo.sec.gov |
| Maguire Investments LLC | King of Prussia | Fewer than 5 | $9.4 million | $253.2 million | adviserinfo.sec.gov |
| Hamilton Lane | Conshohocken | 1 | $842,238 | $141.83 billion | adviserinfo.sec.gov |
| Milestone Financial Associates, LLC | Macungie | Fewer than 5 | $562,086 | $654.5 million | adviserinfo.sec.gov |
| Vanguard Advisers, Inc. | Malvern | 21 | Not listed | $344.62 billion | adviserinfo.sec.gov |
| Federated Advisory Services Company | Pittsburgh | 5 | Not listed | Not listed | adviserinfo.sec.gov |
| Stock Snips, Inc. | Pittsburgh | 4 | Not listed | Not listed | adviserinfo.sec.gov |
| V3limited LLC | Radnor | 1 | Not listed | $122.4 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.