Data / Investment advisers / Serving pension and profit sharing plans / Pennsylvania

Investment advisers in Pennsylvania serving pension and profit sharing plans: 233 firms

Name: Investment advisers in Pennsylvania serving pension and profit sharing plans: Form ADV data
Creator: SpecStream
License: https://creativecommons.org/licenses/by/4.0/

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

233 SEC registered investment advisers with a main office in Pennsylvania report pension and profit sharing plans among their clients in Form ADV item 5.D, and together they attribute $207 billion of their assets under management to them, in the SEC's file of November 2, 2026. The adviser with the most is Mellon Investments Corporation.

The request: Every investment adviser in Pennsylvania that serves pension and profit sharing plans, with AUM, phone and website. $10 of work on sign-up, no card.

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233Advisers
$207 billionAUM from this client type
231Advisers over $100 million
November 2, 2026File date

Advisers in Pennsylvania serving pension and profit sharing plans

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
Mellon Investments Corporation	Pittsburgh	106	$57.61 billion	$873.87 billion	adviserinfo.sec.gov
Hamilton Lane	Conshohocken	56	$30.84 billion	$141.83 billion	adviserinfo.sec.gov
Envestnet Retirement Solutions, LLC	Berwyn	4,391	$13.89 billion	$16.30 billion	adviserinfo.sec.gov
Conrad Siegel Investment Advisors	Harrisburg	88	$10.08 billion	$12.13 billion	adviserinfo.sec.gov
SEI Investments Management Corp	Oaks	343	$9.56 billion	$216.43 billion	adviserinfo.sec.gov
Abrdn Inc.	Philadelphia	16	$9.29 billion	$41.48 billion	adviserinfo.sec.gov
Retirement and Wealth at Alliant, LLC	Wayne	216	$7.29 billion	$7.37 billion	adviserinfo.sec.gov
Janney Montgomery Scott LLC	Philadelphia	664	$7.04 billion	$110.11 billion	adviserinfo.sec.gov
Brandywine Global Investment Management, LLC	Philadelphia	26	$6.08 billion	$65.44 billion	adviserinfo.sec.gov
Chartwell Investment Partners, LLC	Berwyn	200	$5.53 billion	$12.97 billion	adviserinfo.sec.gov
Centersquare Investment Management LLC	Conshohocken	25	$4.26 billion	$13.70 billion	adviserinfo.sec.gov
Cornerstone Advisors Asset Management, LLC	Bethlehem	96	$4.12 billion	$9.57 billion	adviserinfo.sec.gov
Financial Integrity Advisors, LLC	Philadelphia	2	$3.96 billion	$3.96 billion	adviserinfo.sec.gov
CS McKee	Warrendale	131	$3.74 billion	$11.65 billion	adviserinfo.sec.gov
Valley Forge Investment Consultants, Inc.	Audubon	128	$2.47 billion	$3.49 billion	adviserinfo.sec.gov
Federated Investment Counseling	Pittsburgh	215	$2.30 billion	$207.21 billion	adviserinfo.sec.gov
Nomura Investment Management Business Trust	Philadelphia	14	$1.52 billion	$144.04 billion	adviserinfo.sec.gov
Great Valley Advisor Group, LLC	Berwyn	178	$1.34 billion	$10.60 billion	adviserinfo.sec.gov
Schneider Downs Wealth Management Advisors, LP	Pittsburgh	108	$1.27 billion	$3.31 billion	adviserinfo.sec.gov
Xponance LLC	Philadelphia	19	$1.23 billion	$24.27 billion	adviserinfo.sec.gov
Cooke & Bieler, L.P.	Philadelphia	20	$1.06 billion	$10.56 billion	adviserinfo.sec.gov
Wescott Financial Advisory Group LLC	Philadelphia	4	$1.05 billion	$4.16 billion	adviserinfo.sec.gov
Kathmere Capital Management, LLC	Wayne	66	$936.1 million	$3.48 billion	adviserinfo.sec.gov
Morgan Stanley Aip GP LP	West Conshohocken	4	$832.2 million	$40.85 billion	adviserinfo.sec.gov
CBRE Investment Management Listed Real Assets LLC	Radnor	5	$816.6 million	$10.80 billion	adviserinfo.sec.gov
RTD Financial Advisors Inc	Philadelphia	53	$811 million	$2.72 billion	adviserinfo.sec.gov
Girard Advisory Services, LLC	King of Prussia	88	$785.9 million	$3.18 billion	adviserinfo.sec.gov
Oakmont Capital Management, LLC	Oakmont	5	$762.6 million	$3.09 billion	adviserinfo.sec.gov
Emerald Advisers, LLC	Leola	8	$749.2 million	$3.30 billion	adviserinfo.sec.gov
Copeland Capital Management, LLC	Conshohocken	19	$649.6 million	$4.06 billion	adviserinfo.sec.gov
Stonebridge Financial Group, LLC	Wormleysburg	156	$570 million	$2.28 billion	adviserinfo.sec.gov
Veery Capital, LLC	West Chester	61	$570 million	$971.4 million	adviserinfo.sec.gov
JFS Wealth Advisors, LLC	Hermitage	66	$464.7 million	$4.73 billion	adviserinfo.sec.gov
Old Glory Asset Management LLC	Malvern	17	$462.8 million	$655.9 million	adviserinfo.sec.gov
Wealthcare Advisory Partners LLC	West Chester	174	$462.1 million	$8.29 billion	adviserinfo.sec.gov
PNC Wealth Management	Pittsburgh	2,495	$450 million	$30.27 billion	adviserinfo.sec.gov
Harvest Fund Advisors LLC	Wayne	Fewer than 5	$450 million	$8.13 billion	adviserinfo.sec.gov
Franklin Park	Bala Cynwyd	1	$443.7 million	$10.21 billion	adviserinfo.sec.gov
Primesolutions Advisors, LLC	Pittsburgh	Fewer than 5	$440.1 million	$440.1 million	adviserinfo.sec.gov
Conestoga Capital Advisors, LLC	Wayne	10	$430.8 million	$6.94 billion	adviserinfo.sec.gov
Meridian Wealth Partners, LLC	East Norriton	88	$416.6 million	$1.37 billion	adviserinfo.sec.gov
Mma Asset Management LLC	Conshohocken	8	$416.6 million	$787.8 million	adviserinfo.sec.gov
Clark Capital Management Group Inc	Philadelphia	184	$402.8 million	$35.69 billion	adviserinfo.sec.gov
Northeast Financial Group, Inc.	Allentown	58	$401.1 million	$1.44 billion	adviserinfo.sec.gov
Trinity Investment Advisors, LLC	West Chester	34	$388.2 million	$388.2 million	adviserinfo.sec.gov
Commonwealth Investment Management	Pittsburgh	21	$359.1 million	$1.28 billion	adviserinfo.sec.gov
Bruton Chisnell Advisors, LLC	Downingtown	35	$329.8 million	$772.5 million	adviserinfo.sec.gov
Twin Capital Management Inc	McMurray	10	$321 million	$837.8 million	adviserinfo.sec.gov
RKL Private Wealth	Lancaster	68	$318.6 million	$2.51 billion	adviserinfo.sec.gov
Abundance Wealth Counselors, LLC	State College	57	$296.8 million	$1.56 billion	adviserinfo.sec.gov
Emerald Investment Advisers, LLC	Leola	25	$264 million	$2.26 billion	adviserinfo.sec.gov
Cgi Plan Advisors, Inc.	Frazer	29	$261 million	$261 million	adviserinfo.sec.gov
Ironview Capital Management, LLC	Conshohocken	58	$257 million	$1.39 billion	adviserinfo.sec.gov
Chronometer Partners LP	Pittsburgh	Fewer than 5	$252.8 million	$308.4 million	adviserinfo.sec.gov
Confluence Financial Partners	McMurray	39	$237 million	$7.81 billion	adviserinfo.sec.gov
Summit Group Retirement Planners, Inc.	Exton	58	$234.9 million	$302.3 million	adviserinfo.sec.gov
Gibson Capital, LLC	Wexford	9	$234.1 million	$3.03 billion	adviserinfo.sec.gov
Hirtle & Co., LLC	West Conshohocken	21	$227.5 million	$25.41 billion	adviserinfo.sec.gov
BLBB Advisors	Montgomeryville	55	$222.4 million	$3.26 billion	adviserinfo.sec.gov
Gardner Russo & Quinn LLC	Lancaster	14	$196 million	$9.45 billion	adviserinfo.sec.gov
The Coury Firm	Pittsburgh	17	$174.4 million	$1.32 billion	adviserinfo.sec.gov
Gridiron Partners, LLC	Wexford	10	$173.4 million	$285.8 million	adviserinfo.sec.gov
Northeast Advisers, Inc.	Paoli	40	$164.2 million	$639.1 million	adviserinfo.sec.gov
DT Investment Partners, LLC	Chadds Ford	Fewer than 5	$149.8 million	$1.91 billion	adviserinfo.sec.gov
Compass Ion Advisors, LLC	Conshohocken	27	$134.4 million	$1.59 billion	adviserinfo.sec.gov
Atwater Malick	Lancaster	10	$133 million	$687.4 million	adviserinfo.sec.gov
Vantus Wealth	Lancaster	30	$127.4 million	$439.8 million	adviserinfo.sec.gov
Logan Capital Management, Inc.	Newtown Square	24	$104 million	$3.10 billion	adviserinfo.sec.gov
Capital Analysts	Fort Washington	87	$100.2 million	$8.77 billion	adviserinfo.sec.gov
Wharton Business Group, LLC	Malvern	Fewer than 5	$95.7 million	$4.57 billion	adviserinfo.sec.gov
Trinity Wealth Management, LLC	Berwyn	20	$89.6 million	$399.2 million	adviserinfo.sec.gov
Comprehensive Financial Planning, Inc.	East Petersburg	4	$87.8 million	$434.1 million	adviserinfo.sec.gov
Penn Capital Management Company, LLC	Philadelphia	Fewer than 5	$87.6 million	$1.94 billion	adviserinfo.sec.gov
Ac Wealth Partners	Berwyn	57	$81.7 million	$1.07 billion	adviserinfo.sec.gov
Alliance Wealth Advisors, LLC	Scranton	16	$80.8 million	$601.1 million	adviserinfo.sec.gov
Master's Wealth Management Inc.	Leola	23	$80.3 million	$589.5 million	adviserinfo.sec.gov
Clearview Financial Partners	Radnor	23	$79.2 million	$1.06 billion	adviserinfo.sec.gov
Rockwood Wealth Management, LLC	New Hope	26	$79.2 million	$2.87 billion	adviserinfo.sec.gov
Jacobi Capital Management, LLC	Pittston	36	$77.5 million	$2.64 billion	adviserinfo.sec.gov
Birch Run Investments, LLC	Exton	4	$77.3 million	$457.5 million	adviserinfo.sec.gov
Guyasuta Investment Advisors, Incorporated	Pittsburgh	5	$75.7 million	$2.44 billion	adviserinfo.sec.gov
Berkshire Asset Management, LLC	Wilkes-Barre	63	$70.2 million	$2.79 billion	adviserinfo.sec.gov
Vermillion & White Wealth Management Group	Phoenixville	23	$70 million	$278.6 million	adviserinfo.sec.gov
Obrien Greene & Co Inc	Media	Fewer than 5	$68.4 million	$464.3 million	adviserinfo.sec.gov
Cookson Peirce Wealth Management	Pittsburgh	54	$65.3 million	$2.56 billion	adviserinfo.sec.gov
H Financial Management	Canonsburg	11	$62.7 million	$621.9 million	adviserinfo.sec.gov
Prudent Management Associates	Philadelphia	7	$58.6 million	$1.23 billion	adviserinfo.sec.gov
TLC Group Investment Advisors, LLC	State College	19	$55.8 million	$168.4 million	adviserinfo.sec.gov
Hornor, Townsend & Kent, LLC	Conshohocken	122	$55.4 million	$9.01 billion	adviserinfo.sec.gov
Addison Capital	Conshohocken	7	$55.1 million	$1.12 billion	adviserinfo.sec.gov
Muntz Financial, LLC	Doylestown	Fewer than 5	$55.1 million	$177.6 million	adviserinfo.sec.gov
Ventura Wealth Management	Yardley	17	$52.5 million	$713.5 million	adviserinfo.sec.gov
Ellis Investment Partners, LLC	Berwyn	22	$50.9 million	$986.8 million	adviserinfo.sec.gov
Invested Advisors	State College	15	$44.5 million	$268.3 million	adviserinfo.sec.gov
DVB Private Wealth	Harrisburg	9	$44.1 million	$225.7 million	adviserinfo.sec.gov
Kailasa Capital Management LLC	Pittsburgh	Fewer than 5	$43.2 million	$298.3 million	adviserinfo.sec.gov
Fragasso Wealth Advisors	Sewickley	83	$43 million	$2.83 billion	adviserinfo.sec.gov
Pitcairn	Conshohocken	Fewer than 5	$42.6 million	$5.87 billion	adviserinfo.sec.gov
Dinuzzo Private Wealth, Inc.	Beaver	17	$40.9 million	$1.18 billion	adviserinfo.sec.gov
JMS Capital Group Wealth Services, LLC	Sewickley	3	$38.4 million	$174 million	adviserinfo.sec.gov
Alden Investment Group	Wayne	3	$37.7 million	$385.7 million	adviserinfo.sec.gov
Newsquare Capital, LLC	Newtown Square	40	$37.1 million	$2.39 billion	adviserinfo.sec.gov
Vicus Capital, Inc.	State College	69	$34.5 million	$2.99 billion	adviserinfo.sec.gov
Bill Few Associates, Inc.	Sewickley	13	$34.2 million	$2.72 billion	adviserinfo.sec.gov
D.B. Root & Company, LLC	Pittsburgh	22	$33.9 million	$952.4 million	adviserinfo.sec.gov
Capital a Wealth Management	Cranberry TWP.	14	$33.1 million	$612.9 million	adviserinfo.sec.gov
Covington Investment Advisors, Inc.	Ligonier	5	$32.8 million	$885.9 million	adviserinfo.sec.gov
Staley Capital Advisers Inc	Pittsburgh	5	$32.2 million	$3.11 billion	adviserinfo.sec.gov
Evident Financial	Erie	11	$32.1 million	$149.7 million	adviserinfo.sec.gov
Lincoln Investment	Fort Washington	15	$30.3 million	$21.99 billion	adviserinfo.sec.gov
Malvern Capital Management	Malvern	3	$29.7 million	$258.1 million	adviserinfo.sec.gov
Johnson & White Wealth Management LLC	York	11	$28.3 million	$484.6 million	adviserinfo.sec.gov
Main Street Financial Solutions, LLC	Newtown	60	$24 million	$2.51 billion	adviserinfo.sec.gov
Stark Wealth Management LLC	Bethlehem	48	$24 million	$262.5 million	adviserinfo.sec.gov
Transamerica Financial Advisors, LLC	Philadelphia	68	$23.9 million	$2.11 billion	adviserinfo.sec.gov
Integrated Capital Management, Inc.	Jessup	14	$23.8 million	$232.4 million	adviserinfo.sec.gov
Sage Financial Group Inc.	West Conshohocken	3	$22.2 million	$4.29 billion	adviserinfo.sec.gov
Connors Investor Services Inc	Wyomissing	10	$21.8 million	$1.28 billion	adviserinfo.sec.gov
Valley Brook Capital Group	Venetia	3	$21.4 million	$223.3 million	adviserinfo.sec.gov
Allegheny Investments	Pittsburgh	12	$21.3 million	$742.1 million	adviserinfo.sec.gov
Concentus Wealth Advisors	Newtown Square	1	$21.1 million	$1.08 billion	adviserinfo.sec.gov
Wealthcare Capital Partners, LLC	West Chester	9	$21 million	$407.4 million	adviserinfo.sec.gov
Wedgewood Investors Inc	Erie	10	$20.9 million	$215.8 million	adviserinfo.sec.gov
Villanova Investment Management Company, LLC	Wayne	Fewer than 5	$20.7 million	$143.9 million	adviserinfo.sec.gov
MFG Private Wealth	Canonsburg	13	$19.4 million	$145.5 million	adviserinfo.sec.gov
Atlas Wealth Partners LLC	Wyomissing	17	$19.4 million	$233.8 million	adviserinfo.sec.gov
Ballast Financial Advisors, LLC	West Chester	Fewer than 5	$17.9 million	$342.6 million	adviserinfo.sec.gov
Biondo Investment Advisors LLC	Milford	5	$17.3 million	$1.29 billion	adviserinfo.sec.gov
US Asset Management, LLC	Pittsburgh	11	$16.9 million	$358.5 million	adviserinfo.sec.gov
Bare Wealth Advisors	Gap	14	$16.5 million	$662.3 million	adviserinfo.sec.gov
Allegheny Financial Group	Pittsburgh	5	$16.1 million	$5.59 billion	adviserinfo.sec.gov
Grant Street Asset Management Inc	Canonsburg	3	$15.7 million	$768.9 million	adviserinfo.sec.gov
Lountzis Asset Management, LLC	Wyomissing	Fewer than 5	$14.3 million	$624.1 million	adviserinfo.sec.gov
Invicta Advisors LLC	Oakmont	9	$14.3 million	$310.2 million	adviserinfo.sec.gov
Tower Bridge Advisors	West Conshohocken	11	$14.1 million	$1.49 billion	adviserinfo.sec.gov
Carnegie Wealth Management, LLC	Berwyn	3	$13.7 million	$357.1 million	adviserinfo.sec.gov
Petredis Investment Advisors	Warrendale	5	$13.5 million	$1.69 billion	adviserinfo.sec.gov
Oak Tree Investment Advisors	Pittsburgh	Fewer than 5	$13.3 million	$192.2 million	adviserinfo.sec.gov
Bryn Mawr Trust Advisors, LLC	Philadelphia	16	$13.3 million	$3.51 billion	adviserinfo.sec.gov
Wagner Wealth Management, Corp.	Conyngham	10	$13.1 million	$148.7 million	adviserinfo.sec.gov
Quadrant Private Wealth Management, LLC	Center Valley	8	$12.9 million	$2.10 billion	adviserinfo.sec.gov
Smithbridge Asset Management, Inc.	Chadds Ford	3	$12.9 million	$830.7 million	adviserinfo.sec.gov
Amplius Wealth Advisors	Blue Bell	4	$12.7 million	$1.74 billion	adviserinfo.sec.gov
Pennsylvania Capital Management Inc.	Huntingdon Valley	Fewer than 5	$12.4 million	$848.6 million	adviserinfo.sec.gov
Independence Square Holdings, LLC	King of Prussia	13	$11.7 million	$1.83 billion	adviserinfo.sec.gov
Quattro Advisors L.L.C.	Pittsburgh	7	$11.7 million	$661.7 million	adviserinfo.sec.gov
PW Nova Financial Services LLC	Newtown	6	$11.5 million	$654.3 million	adviserinfo.sec.gov
Legend Financial Advisors Inc	Pittsburgh	2	$11.3 million	$389.9 million	adviserinfo.sec.gov
Conservest Capital Advisors Inc	Wynnewood	4	$10.9 million	$1.92 billion	adviserinfo.sec.gov
Macro Advisors, Inc.	York	5	$10.8 million	$370.9 million	adviserinfo.sec.gov
Stanley-Laman Group LTD.	Berwyn	Fewer than 5	$10.5 million	$1.02 billion	adviserinfo.sec.gov
Bishop & Company Investment Management, LLC	Erie	Fewer than 5	$10.3 million	$440.8 million	adviserinfo.sec.gov
Wealthfd	Conshohocken	44	$10.2 million	$87.8 million	adviserinfo.sec.gov
Fischer Financial Services Inc	Harrisburg	Fewer than 5	$10 million	$636.1 million	adviserinfo.sec.gov
Waldron Private Wealth	Bridgeville	Fewer than 5	$9.2 million	$5.50 billion	adviserinfo.sec.gov
Rodgers Brothers, Inc.	Harmony	1	$9.2 million	$1.04 billion	adviserinfo.sec.gov
Baldwin Investment Management, LLC	West Conshohocken	Fewer than 5	$9.1 million	$1.30 billion	adviserinfo.sec.gov
Bucks Capital Advisers	Newtown	6	$9 million	$670.7 million	adviserinfo.sec.gov
Hoffman Capital Advisors LLC	Cranberry TWP	2	$8.9 million	$185.4 million	adviserinfo.sec.gov
Innova Wealth Partners, LLC	Newtown	9	$8.8 million	$288.2 million	adviserinfo.sec.gov
Alvin Clay Financial Advisors, LLC	Jenkintown	1	$8.8 million	$186.6 million	adviserinfo.sec.gov
Prepared Retirement Institute LLC	Montgomeryville	1	$8.7 million	$307.6 million	adviserinfo.sec.gov
Sevenbridge Financial Group, LLC	Harrisburg	Fewer than 5	$8.6 million	$731.1 million	adviserinfo.sec.gov
Sharp Financial	Horsham	5	$8.5 million	$502.1 million	adviserinfo.sec.gov
Alliance Financial	Wyomissing	2	$8.2 million	$271.8 million	adviserinfo.sec.gov
River Wealth Advisors LLC	Camp Hill	8	$8.2 million	$1.47 billion	adviserinfo.sec.gov
Weik Capital Management	Wyomissing	2	$7.6 million	$334.7 million	adviserinfo.sec.gov
Maguire Investments LLC	King of Prussia	8	$7.5 million	$253.2 million	adviserinfo.sec.gov
Milestone Financial Associates, LLC	Macungie	18	$7.3 million	$654.5 million	adviserinfo.sec.gov
Main Advisory, Inc.	Canonsburg	Fewer than 5	$7.2 million	$162.7 million	adviserinfo.sec.gov
Aeternitas Investment Management, LLC	Yardley	Fewer than 5	$7.1 million	$172.5 million	adviserinfo.sec.gov
Axiom Asset Management	Wayne	10	$6.3 million	$899.6 million	adviserinfo.sec.gov
Walsky Investment Management Inc	Wyomissing	2	$6.1 million	$130.2 million	adviserinfo.sec.gov
Sensenig Capital Advisors, Inc.	Collegeville	6	$5.9 million	$212.9 million	adviserinfo.sec.gov
Duke and Duke Wealth Management LLC	Doylestown	Fewer than 5	$5.8 million	$101.6 million	adviserinfo.sec.gov
Braun-Bostich & Associates Inc.	Canonsburg	Fewer than 5	$5 million	$249.6 million	adviserinfo.sec.gov
Godshalk Welsh Capital Management, Inc.	Radnor	Fewer than 5	$4.9 million	$290.5 million	adviserinfo.sec.gov
River's Edge	Beaver	7	$4.9 million	$157.1 million	adviserinfo.sec.gov
WMS Wealth Planners	Pittsburgh	Fewer than 5	$4.7 million	$314.7 million	adviserinfo.sec.gov
Vericrest Private Wealth, LLC	Newtown	Fewer than 5	$4.4 million	$137.8 million	adviserinfo.sec.gov
Cgi Wealth Advisors, Inc.	Frazer	2	$4.2 million	$129.4 million	adviserinfo.sec.gov
Valley National Advisers Inc	Bethlehem	10	$4.1 million	$1.31 billion	adviserinfo.sec.gov
Diccianni Financial Group, Inc.	East Norriton	5	$4 million	$128.8 million	adviserinfo.sec.gov
Atmos Advisory, LLC	Pittsburgh	3	$3.8 million	$180.9 million	adviserinfo.sec.gov
Absolute Capital Management, LLC	Pittsburgh	26	$3.8 million	$812.1 million	adviserinfo.sec.gov
Bluesphere Advisors LLC	East Norriton	Fewer than 5	$3.7 million	$506.2 million	adviserinfo.sec.gov
Auerbach Investment Services, LLC	Narberth	Fewer than 5	$3.7 million	$150.2 million	adviserinfo.sec.gov
Wharton Wealth Management, LLC	Malvern	4	$3.5 million	$209.2 million	adviserinfo.sec.gov
Aventine Financial Group	Doylestown	Fewer than 5	$3.4 million	$153.1 million	adviserinfo.sec.gov
Jmac Enterprises LLC	Newtown	3	$3.2 million	$722.4 million	adviserinfo.sec.gov
Erickson Financial Group, LLC	Allentown	Fewer than 5	$3.2 million	$198.9 million	adviserinfo.sec.gov
Certior Financial Group, LLC	King of Prussia	1	$3.2 million	$452.3 million	adviserinfo.sec.gov
Northstar Financial Companies, Inc.	Conshohocken	Fewer than 5	$3 million	$519 million	adviserinfo.sec.gov
Key Financial, Inc.	West Chester	Fewer than 5	$3 million	$2.84 billion	adviserinfo.sec.gov
Oaktree Advisors LLC	Coopersburg	Fewer than 5	$2.8 million	$282.8 million	adviserinfo.sec.gov
Insight Advisors, LLC	Newtown	Fewer than 5	$2.8 million	$785.7 million	adviserinfo.sec.gov
Borer Denton & Associates, Inc.	Blue Bell	Fewer than 5	$2.7 million	$403 million	adviserinfo.sec.gov
Asco Financial Group, Inc.	Kingston	Fewer than 5	$2.5 million	$173.2 million	adviserinfo.sec.gov
Fortis Advisors, LLC	Wayne	Fewer than 5	$2.4 million	$584.3 million	adviserinfo.sec.gov
Prometheus Capital Management Corp.	Yardley	1	$2.4 million	$397.8 million	adviserinfo.sec.gov
Hunter Associates LLC	Pittsburgh	6	$2.2 million	$1.34 billion	adviserinfo.sec.gov
Keller Financial Group	Camp Hill	2	$2.1 million	$135.3 million	adviserinfo.sec.gov
46 Peaks Investment Advisory Group	Newtown	Fewer than 5	$1.8 million	$272.1 million	adviserinfo.sec.gov
Kohlhepp Investment Advisors, LTD.	Doylestown	Fewer than 5	$1.7 million	$204.6 million	adviserinfo.sec.gov
Bryan Advisory Services, LLC	Canonsburg	15	$1.6 million	$2.4 million	adviserinfo.sec.gov
DWD Portfolio Solutions, Inc.	Pittsburgh	Fewer than 5	$1.5 million	$248.3 million	adviserinfo.sec.gov
Kooman & Associates	Altoona	Fewer than 5	$1.5 million	$555.6 million	adviserinfo.sec.gov
Harvest Financial Partners	Paoli	Fewer than 5	$1.4 million	$148.8 million	adviserinfo.sec.gov
Ivc Wealth Advisors LLC	Silverdale	40	$1.2 million	$455 million	adviserinfo.sec.gov
Hapanowicz Financial	Pittsburgh	Fewer than 5	$1.2 million	$622.3 million	adviserinfo.sec.gov
McAdam LLC	Radnor	Fewer than 5	$1.2 million	$2.68 billion	adviserinfo.sec.gov
McKinley Financial	Brookville	5	$1.2 million	$117.2 million	adviserinfo.sec.gov
Common Cents Planning	Glen Mills	Fewer than 5	$1.2 million	$542.4 million	adviserinfo.sec.gov
Miller Investment Management, LP	West Conshohocken	Fewer than 5	$1.1 million	$7.10 billion	adviserinfo.sec.gov
Tower Wealth Partners	Lewisburg	Fewer than 5	$1.1 million	$440.4 million	adviserinfo.sec.gov
Sterling Investment Advisors LTD.	Berwyn	Fewer than 5	$781,117	$1.08 billion	adviserinfo.sec.gov
Liberty One Wealth Advisors	Philadelphia	Fewer than 5	$751,565	$178.4 million	adviserinfo.sec.gov
Three Cord True Wealth Management, LLC	Beaver	3	$669,665	$317.9 million	adviserinfo.sec.gov
Stewardship Advisors, LLC	Mount Joy	Fewer than 5	$617,752	$545.2 million	adviserinfo.sec.gov
Santori & Peters	Canonsburg	Fewer than 5	$548,548	$433.5 million	adviserinfo.sec.gov
Hershey Financial Advisers, LLC	Lancaster	2	$449,657	$151.7 million	adviserinfo.sec.gov
Randall & Associates Wealth Management	Butler	Fewer than 5	$347,409	$167.2 million	adviserinfo.sec.gov
Muhlenkamp & Co Inc	Wexford	1	$345,855	$435.8 million	adviserinfo.sec.gov
Marathon Strategic Advisors, LLC	Pittsburgh	Fewer than 5	$218,361	$182.7 million	adviserinfo.sec.gov
Henderson Brothers Financial Partners LLC	Pittsburgh	Fewer than 5	$194,000	$406.8 million	adviserinfo.sec.gov
Omicron Advisors, LLC	Lancaster	Fewer than 5	$138,878	$151.2 million	adviserinfo.sec.gov
Mfa Wealth Advisors, LLC	Pittsburgh	Fewer than 5	$107,610	$605.4 million	adviserinfo.sec.gov
Faithward Advisors, LLC	Lancaster	2	$72,619	$1.05 billion	adviserinfo.sec.gov
Valen Private Capital, LLC.	Paoli	4	$36,215	$482.6 million	adviserinfo.sec.gov
Aurdan Capital Management, LLC	Wayne	1	$32,322	$526.2 million	adviserinfo.sec.gov
Thrive Wealth Management, LLC	Audubon	Fewer than 5	$895	$1.58 billion	adviserinfo.sec.gov
HBKS Wealth Advisors	Erie	161	Not listed	$7.66 billion	adviserinfo.sec.gov
Collective Family Office, LLC	York	1	Not listed	$533.4 million	adviserinfo.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.