Data / Investment advisers / Serving pooled investment vehicles / Pennsylvania

Investment advisers in Pennsylvania serving pooled investment vehicles: 151 firms

Name: Investment advisers in Pennsylvania serving pooled investment vehicles: Form ADV data
Creator: SpecStream
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Updated November 7, 2026. Source: the SEC's Form ADV data files for investment advisers.

151 SEC registered investment advisers with a main office in Pennsylvania report pooled investment vehicles among their clients in Form ADV item 5.D, and together they attribute $671 billion of their assets under management to them, in the SEC's file of November 2, 2026. The adviser with the most is Vanguard Global Advisers, LLC.

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

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151Advisers
$671 billionAUM from this client type
145Advisers over $100 million
November 2, 2026File date

Advisers in Pennsylvania serving pooled investment vehicles

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 Global Advisers, LLC	Malvern	78	$249.66 billion	$249.66 billion	adviserinfo.sec.gov
SEI Investments Management Corp	Oaks	18	$45.16 billion	$216.43 billion	adviserinfo.sec.gov
Hamilton Lane	Conshohocken	87	$44.89 billion	$141.83 billion	adviserinfo.sec.gov
Exeter Property Group, LLC	Radnor	16	$35.14 billion	$35.14 billion	adviserinfo.sec.gov
Morgan Stanley Aip GP LP	West Conshohocken	124	$32.36 billion	$40.85 billion	adviserinfo.sec.gov
Mellon Investments Corporation	Pittsburgh	6	$28.63 billion	$873.87 billion	adviserinfo.sec.gov
Federated Investment Counseling	Pittsburgh	25	$15.93 billion	$207.21 billion	adviserinfo.sec.gov
Abrdn Inc.	Philadelphia	90	$15.67 billion	$41.48 billion	adviserinfo.sec.gov
Vanguard Advisers, Inc.	Malvern	12	$15.30 billion	$344.62 billion	adviserinfo.sec.gov
Brandywine Global Investment Management, LLC	Philadelphia	69	$11.94 billion	$65.44 billion	adviserinfo.sec.gov
FS REIT Advisor, LLC	Philadelphia	1	$9.10 billion	$9.10 billion	adviserinfo.sec.gov
Franklin Park	Bala Cynwyd	49	$8.12 billion	$10.21 billion	adviserinfo.sec.gov
LLR Management HOLDCO, L.P.	Philadelphia	19	$7.57 billion	$7.57 billion	adviserinfo.sec.gov
US Innovative Technology Capital Management, LLC	Coraopolis	7	$7.03 billion	$7.03 billion	adviserinfo.sec.gov
Atairos Management, L.P.	Bryn Mawr	2	$6.79 billion	$6.79 billion	adviserinfo.sec.gov
Incline Equity Partners	Pittsburgh	32	$5.96 billion	$5.96 billion	adviserinfo.sec.gov
Fairmount Funds Management LLC	West Conshohocken	4	$5.80 billion	$5.80 billion	adviserinfo.sec.gov
Hirtle & Co., LLC	West Conshohocken	38	$5.43 billion	$25.41 billion	adviserinfo.sec.gov
Tiff Investment Management	Radnor	38	$5.31 billion	$8.62 billion	adviserinfo.sec.gov
HC Capital Partners, LLC	West Conshohocken	29	$5.21 billion	$5.21 billion	adviserinfo.sec.gov
Lovell Minnick	Radnor	38	$5.21 billion	$5.21 billion	adviserinfo.sec.gov
Graham Partners, LLC	Newtown Square	31	$5.00 billion	$5.00 billion	adviserinfo.sec.gov
Nomura Investment Management Business Trust	Philadelphia	51	$4.96 billion	$144.04 billion	adviserinfo.sec.gov
PPB Advisors, LLC	West Conshohocken	119	$4.75 billion	$4.75 billion	adviserinfo.sec.gov
Radcliffe Capital Management, L.P.	Bala Cynwyd	15	$4.15 billion	$5.14 billion	adviserinfo.sec.gov
Argosy Capital	Wayne	51	$3.73 billion	$3.73 billion	adviserinfo.sec.gov
Stevens Capital Management LP	Radnor	4	$3.68 billion	$3.68 billion	adviserinfo.sec.gov
Newspring Capital	Radnor	27	$3.34 billion	$3.34 billion	adviserinfo.sec.gov
Alterra Ios Manager, LLC	Radnor	5	$3.19 billion	$3.19 billion	adviserinfo.sec.gov
FS Digital Infrastructure Advisor, LLC	Philadelphia	39	$2.85 billion	$3.21 billion	adviserinfo.sec.gov
Newmarket Investment Management, LP	Philadelphia	28	$2.82 billion	$2.82 billion	adviserinfo.sec.gov
Lubert-Adler Management Company, L.P.	Philadelphia	27	$2.81 billion	$2.81 billion	adviserinfo.sec.gov
Berkadia Capital Advisors LLC	Ambler	2	$2.66 billion	$2.66 billion	adviserinfo.sec.gov
Sora Investors	Bryn Mawr	4	$2.60 billion	$2.60 billion	adviserinfo.sec.gov
Gardner Russo & Quinn LLC	Lancaster	11	$2.59 billion	$9.45 billion	adviserinfo.sec.gov
Renovus Associates, LLC	Wayne	17	$2.57 billion	$2.57 billion	adviserinfo.sec.gov
LL Funds	Philadelphia	24	$2.51 billion	$2.61 billion	adviserinfo.sec.gov
Tiff Investment Management	Radnor	1	$2.46 billion	$2.46 billion	adviserinfo.sec.gov
Harvest Fund Advisors LLC	Wayne	6	$2.28 billion	$8.13 billion	adviserinfo.sec.gov
CBRE Investment Management Listed Real Assets LLC	Radnor	13	$2.23 billion	$10.80 billion	adviserinfo.sec.gov
FS Structured Products Advisor, LLC	Philadelphia	6	$2.20 billion	$2.20 billion	adviserinfo.sec.gov
LBC Credit Partners	Radnor	11	$2.11 billion	$3.24 billion	adviserinfo.sec.gov
Envestnet Retirement Solutions, LLC	Berwyn	420	$2.10 billion	$16.30 billion	adviserinfo.sec.gov
PNC Steel City Advisors, LLC	Pittsburgh	3	$2.05 billion	$2.72 billion	adviserinfo.sec.gov
Centersquare Investment Management LLC	Conshohocken	30	$1.89 billion	$13.70 billion	adviserinfo.sec.gov
Cloverlay Investment Management, LLC	Conshohocken	13	$1.83 billion	$1.83 billion	adviserinfo.sec.gov
Equus Capital Partners, LTD.	Newtown Square	9	$1.74 billion	$1.74 billion	adviserinfo.sec.gov
Inverness Graham Investments, Inc.	Wayne	29	$1.57 billion	$1.57 billion	adviserinfo.sec.gov
Electra Capital	Conshohocken	4	$1.45 billion	$1.45 billion	adviserinfo.sec.gov
1315 Capital	Philadelphia	11	$1.35 billion	$1.35 billion	adviserinfo.sec.gov
Guardian Capital Partners	Wayne	3	$1.19 billion	$1.19 billion	adviserinfo.sec.gov
Xponance LLC	Philadelphia	2	$1.16 billion	$24.27 billion	adviserinfo.sec.gov
PSC Manager LLC	Yardley	43	$1.14 billion	$1.14 billion	adviserinfo.sec.gov
Patriot Financial Manager, L.P.	Radnor	5	$1.13 billion	$1.13 billion	adviserinfo.sec.gov
Arden Fund Management, LLC	Philadelphia	13	$1.11 billion	$1.11 billion	adviserinfo.sec.gov
Miravast Asset Management, LLC	Newtown	4	$806.8 million	$1.36 billion	adviserinfo.sec.gov
Conestoga Capital Advisors, LLC	Wayne	3	$794.6 million	$6.94 billion	adviserinfo.sec.gov
Lem Capital, L.P.	Philadelphia	2	$661.4 million	$661.4 million	adviserinfo.sec.gov
FS Global Advisor, LLC	Philadelphia	3	$651.6 million	$3.01 billion	adviserinfo.sec.gov
Miller Investment Management, LP	West Conshohocken	18	$637.8 million	$7.10 billion	adviserinfo.sec.gov
Seminal Food and Nutrition Investments, LLC	Wayne	9	$613.2 million	$613.2 million	adviserinfo.sec.gov
MP Next Capital	Villanova	13	$590.7 million	$590.7 million	adviserinfo.sec.gov
Continuim Equity Partners, LP	Pittsburgh	9	$560.4 million	$560.4 million	adviserinfo.sec.gov
Archean Capital Partners II, L.L.C.	Newtown Square	3	$527.8 million	$527.8 million	adviserinfo.sec.gov
Taurus Private Markets, LLC	Wayne	3	$508.7 million	$508.7 million	adviserinfo.sec.gov
Saothair Capital Partners	Wayne	4	$500.7 million	$500.7 million	adviserinfo.sec.gov
Permit Capital, LLC	West Conshohocken	3	$491.1 million	$491.1 million	adviserinfo.sec.gov
Peakequity Partners Management Co., L.L.C.	Villanova	3	$485.5 million	$485.5 million	adviserinfo.sec.gov
Corten Real Estate Management LLC	Philadelphia	9	$457.4 million	$457.4 million	adviserinfo.sec.gov
Glenmede Investment Management, LP	Philadelphia	3	$422 million	$6.20 billion	adviserinfo.sec.gov
Verdis Investment Management, LLC	West Conshohocken	7	$413.6 million	$497 million	adviserinfo.sec.gov
Matterhorn Capital Advisors, LLC	West Conshohocken	2	$396.4 million	$396.4 million	adviserinfo.sec.gov
Attinger, LLC	Philadelphia	7	$391.4 million	$394.5 million	adviserinfo.sec.gov
Elm Wealth	Philadelphia	3	$382.6 million	$3.02 billion	adviserinfo.sec.gov
Ca Adviser, LLC	Philadelphia	2	$357.7 million	$357.7 million	adviserinfo.sec.gov
Gardner Lewis Asset Management LP	Chadds Ford	11	$355.2 million	$456.5 million	adviserinfo.sec.gov
Cambrian Capital Management, L.L.C.	Newtown Square	3	$343.8 million	$343.8 million	adviserinfo.sec.gov
Rubenstein Partners	Philadelphia	8	$328 million	$378.9 million	adviserinfo.sec.gov
Mount Lucas Management LP	Newtown	4	$320.6 million	$1.30 billion	adviserinfo.sec.gov
Lincoln Financial Investments Corporation	Radnor	3	$301.2 million	$102.10 billion	adviserinfo.sec.gov
New Rhein Healthcare Investors LLC	Philadelphia	6	$290.8 million	$290.8 million	adviserinfo.sec.gov
Arba Credit Management, L.P.	Conshohocken	2	$289.1 million	$289.1 million	adviserinfo.sec.gov
Eureka Equity Partners	Philadelphia	3	$279.2 million	$279.2 million	adviserinfo.sec.gov
FS Tactical Advisor, LLC	Philadelphia	2	$278.8 million	$278.8 million	adviserinfo.sec.gov
Owls Nest Partners	Chadds Ford	6	$276.3 million	$441.2 million	adviserinfo.sec.gov
Corient SHC Partners (US) LP	Philadelphia	3	$270.6 million	$1.71 billion	adviserinfo.sec.gov
Cooke & Bieler, L.P.	Philadelphia	4	$263.8 million	$10.56 billion	adviserinfo.sec.gov
Rhino Investment Partners, Inc.	West Conshohocken	2	$254.5 million	$566.2 million	adviserinfo.sec.gov
Emerald Advisers, LLC	Leola	1	$245 million	$3.30 billion	adviserinfo.sec.gov
Minerva Advisors LLC	Bala Cynwyd	2	$234.2 million	$321 million	adviserinfo.sec.gov
Venator Management LLC	Pittsburgh	1	$209 million	$511.7 million	adviserinfo.sec.gov
Quattro Advisors L.L.C.	Pittsburgh	5	$203.1 million	$661.7 million	adviserinfo.sec.gov
Vfpe Advisors LLC	Audubon	13	$195.6 million	$195.6 million	adviserinfo.sec.gov
Versa Capital	Philadelphia	7	$180.1 million	$180.1 million	adviserinfo.sec.gov
Versa Capital	Philadelphia	7	$180.1 million	$180.1 million	adviserinfo.sec.gov
Agility Equity Partners	Pittsburgh	11	$173.1 million	$173.1 million	adviserinfo.sec.gov
The Coury Firm	Pittsburgh	2	$167.4 million	$1.32 billion	adviserinfo.sec.gov
Conifer Infrastructure Partners	Sewickley	2	$164.8 million	$164.8 million	adviserinfo.sec.gov
Fortis Advisors, LLC	Wayne	6	$163.1 million	$584.3 million	adviserinfo.sec.gov
Brandywine Asset Management	Thornton	2	$156 million	$156 million	adviserinfo.sec.gov
Allegheny Financial Group	Pittsburgh	13	$155.6 million	$5.59 billion	adviserinfo.sec.gov
Act Capital Management, LLC	Wayne	5	$148.4 million	$163.9 million	adviserinfo.sec.gov
Bucks Capital Advisers	Newtown	2	$126.4 million	$670.7 million	adviserinfo.sec.gov
Stanley-Laman Group LTD.	Berwyn	1	$125.3 million	$1.02 billion	adviserinfo.sec.gov
Fournorth Capital LLC	West Conshohocken	1	$117.7 million	$117.7 million	adviserinfo.sec.gov
Oxford Real Estate Advisors Inc	Pittsburgh	2	$116.9 million	$116.9 million	adviserinfo.sec.gov
Connors Investor Services Inc	Wyomissing	7	$116.2 million	$1.28 billion	adviserinfo.sec.gov
Park Shore Partners LLC	Erie	5	$109.9 million	$109.9 million	adviserinfo.sec.gov
Mainline Investment Advisers, LLC	Wynnewood	9	$107.9 million	$109.9 million	adviserinfo.sec.gov
Copeland Capital Management, LLC	Conshohocken	2	$107.9 million	$4.06 billion	adviserinfo.sec.gov
Merion Realty Advisers, LLC	Wynnewood	3	$99.3 million	$99.3 million	adviserinfo.sec.gov
Xalts	Philadelphia	1	$92.3 million	$92.3 million	adviserinfo.sec.gov
Forefront Analytics, LLC	W. Conshohocken	7	$91.6 million	$679 million	adviserinfo.sec.gov
Penn Capital Management Company, LLC	Philadelphia	2	$89.3 million	$1.94 billion	adviserinfo.sec.gov
Retirement and Wealth at Alliant, LLC	Wayne	6	$87.8 million	$7.37 billion	adviserinfo.sec.gov
Sage Financial Group Inc.	West Conshohocken	4	$87 million	$4.29 billion	adviserinfo.sec.gov
Investment Research Partners	Lemont	3	$85.1 million	$512.4 million	adviserinfo.sec.gov
Staley Capital Advisers Inc	Pittsburgh	1	$81.8 million	$3.11 billion	adviserinfo.sec.gov
Abundance Wealth Counselors, LLC	State College	2	$77.6 million	$1.56 billion	adviserinfo.sec.gov
Wellfull	Harleysville	8	$76.5 million	$866.4 million	adviserinfo.sec.gov
Almanack Investment Partners	Newtown Square	5	$59.8 million	$945.9 million	adviserinfo.sec.gov
Chronometer Partners LP	Pittsburgh	1	$55.6 million	$308.4 million	adviserinfo.sec.gov
Weik Capital Management	Wyomissing	2	$51.4 million	$334.7 million	adviserinfo.sec.gov
Nordwand Investments, LLC	Radnor	4	$44.7 million	$44.7 million	adviserinfo.sec.gov
Acme Credit Partners	Berwyn	1	$43.8 million	$43.8 million	adviserinfo.sec.gov
Argosy-Lionbridge Management, LLC	Wayne	5	$38.5 million	$189.1 million	adviserinfo.sec.gov
Lansing Street Advisors	Ambler	1	$38.3 million	$555 million	adviserinfo.sec.gov
Azarias Capital Management, L.P.	Westchester	2	$37.6 million	$188.8 million	adviserinfo.sec.gov
Bluestone Capital Management, LLC	Wayne	1	$31.8 million	$390.1 million	adviserinfo.sec.gov
Berkshire Asset Management, LLC	Wilkes-Barre	2	$28.3 million	$2.79 billion	adviserinfo.sec.gov
Alpha Leonis Partners, LLC	Wayne	1	$25.5 million	$418.4 million	adviserinfo.sec.gov
Northeast Financial Group, Inc.	Allentown	4	$22.4 million	$1.44 billion	adviserinfo.sec.gov
Enhancing Capital LLC	Harrisburg	1	$21.7 million	$368 million	adviserinfo.sec.gov
Emerald Separate Account Management LLC	Leola	1	$21.3 million	$21.3 million	adviserinfo.sec.gov
Hartford Funds	Wayne	2	$21.3 million	$152.07 billion	adviserinfo.sec.gov
CMG Capital Management Group, Inc.	Malvern	2	$20.6 million	$256.5 million	adviserinfo.sec.gov
Obrien Greene & Co Inc	Media	1	$19.8 million	$464.3 million	adviserinfo.sec.gov
Hunter Private Capital Advisors, LLC	Pittsburgh	2	$16.4 million	$16.4 million	adviserinfo.sec.gov
Alden Capital	Wayne	1	$15.8 million	$1.52 billion	adviserinfo.sec.gov
Ironview Capital Management, LLC	Conshohocken	1	$13.7 million	$1.39 billion	adviserinfo.sec.gov
Lountzis Asset Management, LLC	Wyomissing	1	$10.1 million	$624.1 million	adviserinfo.sec.gov
Villanova Investment Management Company, LLC	Wayne	1	$8.6 million	$143.9 million	adviserinfo.sec.gov
Gibraltar Wealth Management, LLC	Abington	1	$4.3 million	$212.7 million	adviserinfo.sec.gov
Kailasa Capital Management LLC	Pittsburgh	1	$4 million	$298.3 million	adviserinfo.sec.gov
Newbridge Wealth Management	Bryn Mawr	4	$2 million	$219.5 million	adviserinfo.sec.gov
Chartwell Investment Partners, LLC	Berwyn	2	$1.8 million	$12.97 billion	adviserinfo.sec.gov
Arin Risk Advisors LLC	Conshohocken	1	$1.4 million	$10.19 billion	adviserinfo.sec.gov
Smithbridge Asset Management, Inc.	Chadds Ford	2	$799,588	$830.7 million	adviserinfo.sec.gov
Muntz Financial, LLC	Doylestown	1	$267,110	$177.6 million	adviserinfo.sec.gov
Kathmere Capital Management, LLC	Wayne	1	$748	$3.48 billion	adviserinfo.sec.gov
Tower Bridge Advisors	West Conshohocken	2	Not listed	$1.49 billion	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.