Data / Investment advisers / Pennsylvania / Connors Investor Services Inc
Connors Investor Services Inc, Wyomissing, PA: $1.3 billion AUM, SEC registered investment adviser
Updated November 7, 2026. Source: the SEC's Form ADV data files for investment advisers.
Connors Investor Services Inc is an SEC registered investment adviser with its main office in Wyomissing, Pennsylvania and reports $1.3 billion in regulatory assets under management in its Form ADV filed September 9, 2026. Its clients include high net worth individuals, charitable organizations and pooled investment vehicles. It is paid through a percentage of assets under management. It advises 9 private funds.
The request: Watch Connors Investor Services Inc (CRD number 106993): each new Form ADV amendment, with AUM, clients and private funds. $10 of work on sign-up, no card.
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- Registration
- SEC registered investment adviser
- CRD number
- 106993
- SEC file number
- 801-6211
- SEC status
- Approved, effective December 25, 1969
- Main office
- 1210 Broadcasting Road Suite 200, Wyomissing, PA 19610
- Phone
- (610) 376-7418
- Regulatory AUM
- $1,281,082,279 in the Form ADV filed September 9, 2026
- Discretionary AUM
- $1,281,082,279
- Accounts
- 662
- Employees
- 10, of which 10 give investment advice
- Form of organization
- Corporation
- Paid through
- a percentage of assets under management
- Private funds
- 9: 6 other private funds, 2 venture capital funds, 1 hedge fund
- Gross assets of private funds
- $146,743,192
- Form ADV Item 11 disclosures
- None reported
- Latest Form ADV filing
- September 9, 2026
- SEC record
- Investment Adviser Public Disclosure
Clients
Client types the adviser reports in Form ADV item 5.D, with the AUM it attributes to each.
| Client type | Clients | AUM |
|---|---|---|
| High net worth individuals | 367 | $777.3 million |
| Charitable organizations | 28 | $131.6 million |
| Pooled investment vehicles | 7 | $116.2 million |
| Individuals (other than high net worth individuals) | 224 | $89 million |
| Investment companies | 1 | $57.2 million |
| State or municipal government entities | 11 | $52.2 million |
| Corporations or other businesses | 14 | $35.8 million |
| Pension and profit sharing plans | 10 | $21.8 million |
AUM in the SEC's monthly files
Each change in the AUM the adviser reported across the monthly SEC files held here, with the first file that shows the new value.
| First in the file of | AUM | Form ADV filed |
|---|---|---|
| April 1, 2026 | $1.28 billion | March 31, 2026 |
| December 1, 2025 | $1.20 billion | March 31, 2025 |
Other advisers in Pennsylvania
| Adviser | City | AUM | Private funds | Source |
|---|---|---|---|---|
| The Coury Firm | Pittsburgh | $1.32 billion | 1 | adviserinfo.sec.gov |
| Valley National Advisers Inc | Bethlehem | $1.31 billion | Not listed | adviserinfo.sec.gov |
| Mount Lucas Management LP | Newtown | $1.30 billion | 1 | adviserinfo.sec.gov |
| Baldwin Investment Management, LLC | West Conshohocken | $1.30 billion | Not listed | adviserinfo.sec.gov |
| Biondo Investment Advisors LLC | Milford | $1.29 billion | Not listed | adviserinfo.sec.gov |
| Commonwealth Investment Management | Pittsburgh | $1.28 billion | Not listed | adviserinfo.sec.gov |
| O'Hagan Group, Inc. | Bethlehem | $1.25 billion | Not listed | adviserinfo.sec.gov |
| Henry H. Armstrong Associates, Inc. | Pittsburgh | $1.23 billion | Not listed | adviserinfo.sec.gov |
Also on SpecStream
- Investment advisers in Pennsylvania
- Advisers with $1 billion to $10 billion in AUM
- Advisers serving high net worth individuals
- Advisers serving charitable organizations
- Advisers that manage private funds
- Connors Investor Services Inc on the SEC's adviser search
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.