Data / Investment advisers / Pennsylvania
Investment advisers in Pennsylvania: 630 firms, $27.2 trillion in AUM
630 investment advisers have their main office in Pennsylvania: 568 SEC registered and 62 exempt reporting. The registered advisers report $27.2 trillion in regulatory assets under management in the SEC's Form ADV file of November 2, 2026, and the largest is Vanguard Group Inc with $11.1 trillion.
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.
Get advisers in Pennsylvania over $100 millionWatch new advisers in PennsylvaniaGet private fund advisers in Pennsylvania
- 630Advisers
- 568SEC registered
- 62Exempt reporting
- $27.2 trillionTotal AUM
- 535Advisers over $100 million
- 193Manage private funds
- November 2, 2026File date
Largest advisers by AUM
Ranked by regulatory AUM, then by private funds. The first 300 of 630 are shown. Each row links to the firm page where it has one, and to its SEC record.
| Adviser | City | AUM | Accounts | Employees | Private funds | Phone | Website | Source |
|---|---|---|---|---|---|---|---|---|
| Vanguard Group Inc | Malvern | $11.09 trillion | 228 | 1,702 | Not listed | (610) 669-1000 | adviserinfo.sec.gov | |
| Vanguard Capital Management, LLC | Malvern | $8.44 trillion | 128 | 235 | Not listed | (610) 669-1000 | adviserinfo.sec.gov | |
| Vanguard Portfolio Management, LLC | Malvern | $2.66 trillion | 101 | 105 | Not listed | (610) 669-1000 | adviserinfo.sec.gov | |
| Mellon Investments Corporation | Pittsburgh | $873.87 billion | 3,942 | 98 | Not listed | (617) 248-3682 | adviserinfo.sec.gov | |
| Envestnet PMC | Berwyn | $614.93 billion | 2,241,364 | 532 | Not listed | (312) 827-2800 | envestnet.com | adviserinfo.sec.gov |
| Federated Investment Management Company | Pittsburgh | $590.10 billion | 71 | 106 | Not listed | (412) 288-1900 | adviserinfo.sec.gov | |
| Vanguard Advisers, Inc. | Malvern | $344.62 billion | 791,528 | 2,208 | Not listed | (610) 669-1000 | adviserinfo.sec.gov | |
| Vanguard Global Advisers, LLC | Malvern | $249.66 billion | 78 | 315 | Not listed | (610) 669-1000 | vanguardoffshore.com | adviserinfo.sec.gov |
| SEI Investments Management Corp | Oaks | $216.43 billion | 112,627 | 434 | 17 | (610) 676-1000 | seic.com | adviserinfo.sec.gov |
| Federated Investment Counseling | Pittsburgh | $207.21 billion | 8,721 | 213 | 3 | (412) 288-1900 | adviserinfo.sec.gov | |
| Hartford Funds | Wayne | $152.07 billion | 91 | 368 | 2 | (610) 386-1801 | adviserinfo.sec.gov | |
| Nomura Investment Management Business Trust | Philadelphia | $144.04 billion | 290 | 778 | 2 | (215) 531-6700 | nomuraassetmanagement.com | adviserinfo.sec.gov |
| Hamilton Lane | Conshohocken | $141.83 billion | 232 | 740 | 553 | (610) 934-2222 | adviserinfo.sec.gov | |
| Janney Montgomery Scott LLC | Philadelphia | $110.11 billion | 243,808 | 2,404 | Not listed | (215) 665-6000 | adviserinfo.sec.gov | |
| Lincoln Financial Investments Corporation | Radnor | $102.10 billion | 129 | 86 | 3 | (484) 583-1404 | lincolnfinancial.com | adviserinfo.sec.gov |
| Brandywine Global Investment Management, LLC | Philadelphia | $65.44 billion | 977 | 157 | 15 | (215) 609-3500 | adviserinfo.sec.gov | |
| Penn Mutual Asset Management, LLC | Conshohocken | $42.29 billion | 35 | 30 | Not listed | (215) 956-8114 | pennmutualam.com | adviserinfo.sec.gov |
| Pacer Advisors, Inc. | Malvern | $41.84 billion | 71 | 24 | Not listed | (855) 780-8100 | paceradvisors.com | adviserinfo.sec.gov |
| Abrdn Inc. | Philadelphia | $41.48 billion | 147 | 193 | 25 | (215) 405-5700 | aberdeeninvestments.com | adviserinfo.sec.gov |
| Morgan Stanley Aip GP LP | West Conshohocken | $40.85 billion | 199 | 200 | 107 | (610) 260-7600 | morganstanley.com | adviserinfo.sec.gov |
| Clark Capital Management Group Inc | Philadelphia | $35.69 billion | 36,013 | 151 | Not listed | (215) 569-2224 | ccmg.com | adviserinfo.sec.gov |
| Exeter Property Group, LLC | Radnor | $35.14 billion | 16 | 222 | 15 | (610) 828-3200 | adviserinfo.sec.gov | |
| PNC Wealth Management | Pittsburgh | $30.27 billion | 164,103 | 1,713 | Not listed | (800) 762-6111 | adviserinfo.sec.gov | |
| ETF Architect | Newtown Square | $29.74 billion | 222 | 44 | Not listed | (215) 330-4476 | etfarchitect.com | adviserinfo.sec.gov |
| Hirtle & Co., LLC | West Conshohocken | $25.41 billion | 1,739 | 94 | 11 | (610) 828-7200 | hirtle.com | adviserinfo.sec.gov |
| Xponance LLC | Philadelphia | $24.27 billion | 131 | 46 | Not listed | (215) 567-1100 | xponance.com | adviserinfo.sec.gov |
| Lincoln Investment | Fort Washington | $21.99 billion | 199,383 | 1,238 | Not listed | (215) 887-8111 | lincolninvestment.com | adviserinfo.sec.gov |
| Envestnet Portfolio Solutions, Inc. | Berwyn | $17.35 billion | 60,663 | 532 | Not listed | (312) 827-2800 | vimeo.com | adviserinfo.sec.gov |
| Envestnet Retirement Solutions, LLC | Berwyn | $16.30 billion | 4,876 | 24 | Not listed | (866) 318-4015 | envestnet.com | adviserinfo.sec.gov |
| Venerable Investment Advisers, LLC | West Chester | $16.27 billion | 21 | 12 | Not listed | (610) 249-2916 | adviserinfo.sec.gov | |
| Fs/Kkr Advisor, LLC | Philadelphia | $16.10 billion | 3 | 736 | Not listed | (215) 220-6651 | adviserinfo.sec.gov | |
| Mycio Wealth Partners, LLC | Philadelphia | $15.78 billion | 8,391 | 67 | 5 | (267) 295-2280 | myciowp.com | adviserinfo.sec.gov |
| Federated Equity Management Company of Pennsylvania | Pittsburgh | $14.25 billion | 14 | 15 | Not listed | (412) 288-1900 | adviserinfo.sec.gov | |
| Centersquare Investment Management LLC | Conshohocken | $13.70 billion | 138 | 100 | 19 | (610) 834-9500 | centersquare.com | adviserinfo.sec.gov |
| Alpha Architect | Newtown Square | $13.50 billion | 135 | 12 | Not listed | (215) 882-9983 | adviserinfo.sec.gov | |
| Chartwell Investment Partners, LLC | Berwyn | $12.97 billion | 340 | 31 | 1 | (610) 296-1400 | adviserinfo.sec.gov | |
| Conrad Siegel Investment Advisors | Harrisburg | $12.13 billion | 1,218 | 29 | Not listed | (717) 652-5633 | adviserinfo.sec.gov | |
| CS McKee | Warrendale | $11.65 billion | 554 | 44 | Not listed | (412) 566-1234 | adviserinfo.sec.gov | |
| QRG Capital Management, Inc. | Berwyn | $11.41 billion | 27,393 | 12 | Not listed | (312) 827-2800 | adviserinfo.sec.gov | |
| CBRE Investment Management Listed Real Assets LLC | Radnor | $10.80 billion | 50 | 60 | Not listed | (610) 995-8900 | cbreim.com | adviserinfo.sec.gov |
| Great Valley Advisor Group, LLC | Berwyn | $10.60 billion | 37,014 | 325 | Not listed | (610) 296-7630 | greatvalleyadvisors.com | adviserinfo.sec.gov |
| Cooke & Bieler, L.P. | Philadelphia | $10.56 billion | 209 | 32 | Not listed | (215) 246-2030 | adviserinfo.sec.gov | |
| Franklin Park | Bala Cynwyd | $10.21 billion | 52 | 29 | 49 | (610) 822-0500 | franklinparkllc.com | adviserinfo.sec.gov |
| Callan Family Office, LLC | Radnor | $10.21 billion | 2,697 | 49 | Not listed | (877) 506-7990 | adviserinfo.sec.gov | |
| Arin Risk Advisors LLC | Conshohocken | $10.19 billion | 21 | 11 | 1 | (610) 822-3400 | arinllc.com | adviserinfo.sec.gov |
| Cornerstone Advisors Asset Management, LLC | Bethlehem | $9.57 billion | 1,912 | 34 | Not listed | (610) 694-0900 | cornerstone-companies.com | adviserinfo.sec.gov |
| Gardner Russo & Quinn LLC | Lancaster | $9.45 billion | 1,346 | 47 | 3 | (717) 299-1385 | adviserinfo.sec.gov | |
| FS REIT Advisor, LLC | Philadelphia | $9.10 billion | 1 | 133 | Not listed | (215) 220-6651 | adviserinfo.sec.gov | |
| Hornor, Townsend & Kent, LLC | Conshohocken | $9.01 billion | 28,369 | 485 | Not listed | (215) 957-7300 | htk.com | adviserinfo.sec.gov |
| Capital Analysts | Fort Washington | $8.77 billion | 23,420 | 679 | Not listed | (800) 242-1421 | lincolninvestment.com | adviserinfo.sec.gov |
| Tiff Investment Management | Radnor | $8.62 billion | 76 | 70 | 37 | (610) 684-8200 | adviserinfo.sec.gov | |
| Wealthcare Advisory Partners LLC | West Chester | $8.29 billion | 24,675 | 243 | Not listed | (804) 644-4711 | miller-richards.com | adviserinfo.sec.gov |
| Harvest Fund Advisors LLC | Wayne | $8.13 billion | 202 | 14 | 6 | (610) 293-7800 | adviserinfo.sec.gov | |
| Confluence Financial Partners | McMurray | $7.81 billion | 14,993 | 71 | Not listed | (724) 271-8801 | confluencefp.com | adviserinfo.sec.gov |
| HBKS Wealth Advisors | Erie | $7.66 billion | 21,190 | 109 | Not listed | (814) 836-5776 | hbkswealth.com | adviserinfo.sec.gov |
| LLR Management HOLDCO, L.P. | Philadelphia | $7.57 billion | 19 | 116 | 19 | (215) 717-2900 | adviserinfo.sec.gov | |
| Retirement and Wealth at Alliant, LLC | Wayne | $7.37 billion | 248 | 30 | Not listed | (267) 363-2865 | alliantretirementconsulting.com | adviserinfo.sec.gov |
| Miller Investment Management, LP | West Conshohocken | $7.10 billion | 308 | 18 | 12 | (610) 834-9820 | millerinv.com | adviserinfo.sec.gov |
| US Innovative Technology Capital Management, LLC | Coraopolis | $7.03 billion | 7 | 14 | 7 | (312) 948-9899 | usitfund.com | adviserinfo.sec.gov |
| Conestoga Capital Advisors, LLC | Wayne | $6.94 billion | 233 | 18 | Not listed | (484) 654-1380 | conestogacapital.com | adviserinfo.sec.gov |
| Prowell Financial Management, LLC | Exton | $6.86 billion | 404 | 4 | Not listed | (484) 359-4057 | prowell-financial.com | adviserinfo.sec.gov |
| Atairos Management, L.P. | Bryn Mawr | $6.79 billion | 3 | 31 | 2 | (484) 381-4144 | adviserinfo.sec.gov | |
| Greycourt & Co., Inc. | Pittsburgh | $6.61 billion | 44 | 37 | Not listed | (412) 361-0100 | adviserinfo.sec.gov | |
| Glenmede Investment Management, LP | Philadelphia | $6.20 billion | 1,025 | 41 | Not listed | (215) 419-6000 | glenmedeim.com | adviserinfo.sec.gov |
| Incline Equity Partners | Pittsburgh | $5.96 billion | 32 | 93 | 32 | (412) 315-7800 | adviserinfo.sec.gov | |
| Pitcairn | Conshohocken | $5.87 billion | 2,133 | 62 | Not listed | (215) 881-6144 | adviserinfo.sec.gov | |
| Fairmount Funds Management LLC | West Conshohocken | $5.80 billion | 4 | 30 | 6 | (267) 262-5300 | fairmountfunds.com | adviserinfo.sec.gov |
| Allegheny Financial Group | Pittsburgh | $5.59 billion | 14,030 | 103 | 13 | (412) 367-3880 | adviserinfo.sec.gov | |
| Waldron Private Wealth | Bridgeville | $5.50 billion | 4,014 | 70 | 1 | (412) 221-1005 | adviserinfo.sec.gov | |
| HC Capital Partners, LLC | West Conshohocken | $5.21 billion | 29 | 0 | 29 | (610) 828-7200 | adviserinfo.sec.gov | |
| Lovell Minnick | Radnor | $5.21 billion | 38 | 33 | 38 | (610) 995-9660 | lovellminnick.com | adviserinfo.sec.gov |
| Legacy Advisors, LLC | Plymouth Meeting | $5.17 billion | 2,297 | 50 | Not listed | (610) 943-3000 | legacyadvice.com | adviserinfo.sec.gov |
| Radcliffe Capital Management, L.P. | Bala Cynwyd | $5.14 billion | 24 | 22 | 7 | (610) 617-5900 | radcliffefunds.com | adviserinfo.sec.gov |
| Graham Partners, LLC | Newtown Square | $5.00 billion | 31 | 96 | 32 | (610) 408-0500 | gci-graham.com | adviserinfo.sec.gov |
| PPB Advisors, LLC | West Conshohocken | $4.75 billion | 119 | 42 | 121 | (484) 278-4017 | ppbcapitalpartners.com | adviserinfo.sec.gov |
| JFS Wealth Advisors, LLC | Hermitage | $4.73 billion | 6,981 | 89 | Not listed | (724) 962-3200 | adviserinfo.sec.gov | |
| Wharton Business Group, LLC | Malvern | $4.57 billion | 337 | 5 | Not listed | (484) 327-8262 | aleragroup.com | adviserinfo.sec.gov |
| Sage Financial Group Inc. | West Conshohocken | $4.29 billion | 4,334 | 28 | 4 | (484) 342-4400 | adviserinfo.sec.gov | |
| Wescott Financial Advisory Group LLC | Philadelphia | $4.16 billion | 3,365 | 48 | Not listed | (215) 979-1619 | adviserinfo.sec.gov | |
| Copeland Capital Management, LLC | Conshohocken | $4.06 billion | 1,983 | 30 | Not listed | (484) 351-3700 | copelandfunds.com | adviserinfo.sec.gov |
| Nordwand Advisors | Radnor | $3.97 billion | 307 | 10 | Not listed | (484) 630-2510 | adviserinfo.sec.gov | |
| Financial Integrity Advisors, LLC | Philadelphia | $3.96 billion | 13 | 3 | Not listed | (215) 557-7622 | firmadvisor.com | adviserinfo.sec.gov |
| Argosy Capital | Wayne | $3.73 billion | 51 | 82 | 51 | (610) 971-9685 | adviserinfo.sec.gov | |
| Stevens Capital Management LP | Radnor | $3.68 billion | 4 | 65 | 2 | (610) 971-5000 | scm-lp.com | adviserinfo.sec.gov |
| Bryn Mawr Trust Advisors, LLC | Philadelphia | $3.51 billion | 3,849 | 87 | Not listed | (215) 731-1820 | bmt.com | adviserinfo.sec.gov |
| Valley Forge Investment Consultants, Inc. | Audubon | $3.49 billion | 1,034 | 16 | Not listed | (610) 783-6650 | adviserinfo.sec.gov | |
| Kathmere Capital Management, LLC | Wayne | $3.48 billion | 2,684 | 24 | 1 | (610) 989-3900 | adviserinfo.sec.gov | |
| Wedmont Private Capital | West Chester | $3.44 billion | 2,437 | 16 | Not listed | (610) 885-8200 | wedmont.com | adviserinfo.sec.gov |
| Newspring Capital | Radnor | $3.34 billion | 27 | 76 | 27 | (610) 567-2387 | adviserinfo.sec.gov | |
| Schneider Downs Wealth Management Advisors, LP | Pittsburgh | $3.31 billion | 1,952 | 28 | Not listed | (412) 697-5200 | adviserinfo.sec.gov | |
| Emerald Advisers, LLC | Leola | $3.30 billion | 43 | 35 | Not listed | (717) 396-1116 | teamemerald.com | adviserinfo.sec.gov |
| BLBB Advisors | Montgomeryville | $3.26 billion | 3,957 | 32 | Not listed | (215) 643-9100 | blbb.com | adviserinfo.sec.gov |
| LBC Credit Partners | Radnor | $3.24 billion | 16 | 200 | 6 | (215) 972-8900 | cifc.com | adviserinfo.sec.gov |
| FS Digital Infrastructure Advisor, LLC | Philadelphia | $3.21 billion | 49 | 52 | 6 | (215) 220-6651 | podcastaddict.com | adviserinfo.sec.gov |
| Roffman Miller Associates Inc | Philadelphia | $3.20 billion | 1,599 | 15 | Not listed | (215) 981-1030 | roffmanmiller.com | adviserinfo.sec.gov |
| Alterra Ios Manager, LLC | Radnor | $3.19 billion | 5 | 44 | 3 | (215) 240-1231 | ios.alterraproperty.com | adviserinfo.sec.gov |
| Girard Advisory Services, LLC | King of Prussia | $3.18 billion | 4,930 | 60 | Not listed | (610) 337-7640 | meetgirard.com | adviserinfo.sec.gov |
| Staley Capital Advisers Inc | Pittsburgh | $3.11 billion | 1,062 | 16 | 1 | (412) 394-1292 | adviserinfo.sec.gov | |
| Logan Capital Management, Inc. | Newtown Square | $3.10 billion | 1,898 | 34 | Not listed | (215) 569-1100 | logancapital.com | adviserinfo.sec.gov |
| Oakmont Capital Management, LLC | Oakmont | $3.09 billion | 994 | 19 | Not listed | (412) 828-5550 | adviserinfo.sec.gov | |
| Gibson Capital, LLC | Wexford | $3.03 billion | 1,264 | 16 | Not listed | (724) 934-3200 | gibsoncapital.com | adviserinfo.sec.gov |
| Elm Wealth | Philadelphia | $3.02 billion | 905 | 9 | 2 | (888) 676-3148 | adviserinfo.sec.gov | |
| FS Global Advisor, LLC | Philadelphia | $3.01 billion | 8 | 184 | 2 | (215) 220-6651 | open.spotify.com | adviserinfo.sec.gov |
| Vicus Capital, Inc. | State College | $2.99 billion | 9,938 | 84 | Not listed | (855) 558-4287 | vicuscapital.com | adviserinfo.sec.gov |
| Rockwood Wealth Management, LLC | New Hope | $2.87 billion | 5,237 | 53 | Not listed | (267) 983-6400 | adviserinfo.sec.gov | |
| Key Financial, Inc. | West Chester | $2.84 billion | 4,448 | 36 | Not listed | (610) 429-9050 | keyfinancialinc.com | adviserinfo.sec.gov |
| Fragasso Wealth Advisors | Sewickley | $2.83 billion | 5,753 | 35 | Not listed | (412) 227-3200 | adviserinfo.sec.gov | |
| Newmarket Investment Management, LP | Philadelphia | $2.82 billion | 28 | 30 | 15 | (215) 701-9690 | newmarketcapital.com | adviserinfo.sec.gov |
| Lubert-Adler Management Company, L.P. | Philadelphia | $2.81 billion | 27 | 24 | 27 | (215) 972-2200 | lubertadler.com | adviserinfo.sec.gov |
| Berkshire Asset Management, LLC | Wilkes-Barre | $2.79 billion | 2,486 | 11 | 2 | (570) 825-2600 | berkshireasset.com | adviserinfo.sec.gov |
| RTD Financial Advisors Inc | Philadelphia | $2.72 billion | 3,093 | 39 | Not listed | (215) 557-3800 | adviserinfo.sec.gov | |
| Bill Few Associates, Inc. | Sewickley | $2.72 billion | 7,702 | 31 | Not listed | (412) 630-6000 | g.co | adviserinfo.sec.gov |
| PNC Steel City Advisors, LLC | Pittsburgh | $2.72 billion | 4 | 12 | Not listed | (312) 454-2922 | adviserinfo.sec.gov | |
| McAdam LLC | Radnor | $2.68 billion | 10,513 | 174 | Not listed | (888) 614-5323 | mcadamfa.com | adviserinfo.sec.gov |
| Berkadia Capital Advisors LLC | Ambler | $2.66 billion | 2 | 2 | 2 | (215) 328-3978 | adviserinfo.sec.gov | |
| Jacobi Capital Management, LLC | Pittston | $2.64 billion | 6,842 | 31 | Not listed | (570) 826-1801 | adviserinfo.sec.gov | |
| LL Funds | Philadelphia | $2.61 billion | 25 | 28 | 20 | (267) 298-5495 | adviserinfo.sec.gov | |
| Sora Investors | Bryn Mawr | $2.60 billion | 4 | 13 | Not listed | (610) 801-2000 | adviserinfo.sec.gov | |
| Renovus Associates, LLC | Wayne | $2.57 billion | 17 | 45 | 17 | (610) 848-7700 | adviserinfo.sec.gov | |
| Cookson Peirce Wealth Management | Pittsburgh | $2.56 billion | 2,505 | 29 | Not listed | (412) 471-5320 | cooksonpeirce.com | adviserinfo.sec.gov |
| RKL Private Wealth | Lancaster | $2.51 billion | 2,675 | 38 | Not listed | (717) 399-1700 | adviserinfo.sec.gov | |
| Main Street Financial Solutions, LLC | Newtown | $2.51 billion | 5,846 | 41 | Not listed | (215) 259-5021 | tblfinancial.com | adviserinfo.sec.gov |
| Tiff Investment Management | Radnor | $2.46 billion | 1 | 0 | 1 | (610) 684-8000 | adviserinfo.sec.gov | |
| Guyasuta Investment Advisors, Incorporated | Pittsburgh | $2.44 billion | 1,389 | 13 | Not listed | (412) 447-4560 | guyasuta.com | adviserinfo.sec.gov |
| Ethos Financial Group, LLC | King of Prussia | $2.42 billion | 5,187 | 48 | Not listed | (610) 822-5246 | adviserinfo.sec.gov | |
| Traynor Capital Management | Malvern | $2.42 billion | 1,660 | 12 | Not listed | (610) 993-9050 | traynorcapital.com | adviserinfo.sec.gov |
| Newsquare Capital, LLC | Newtown Square | $2.39 billion | 4,168 | 21 | Not listed | (610) 325-6117 | newsquarecapital.com | adviserinfo.sec.gov |
| Corient SHC Wealth Management (US) LP | Philadelphia | $2.34 billion | 130 | 36 | 1 | (610) 545-6100 | fftwealth.com | adviserinfo.sec.gov |
| Stonebridge Financial Group, LLC | Wormleysburg | $2.28 billion | 4,548 | 29 | Not listed | (717) 736-7007 | adviserinfo.sec.gov | |
| Emerald Investment Advisers, LLC | Leola | $2.26 billion | 189 | 12 | Not listed | (717) 556-8900 | teamemerald.com | adviserinfo.sec.gov |
| FS Structured Products Advisor, LLC | Philadelphia | $2.20 billion | 6 | 183 | 6 | (215) 220-6651 | adviserinfo.sec.gov | |
| Independence Asset Advisors, LLC | Wynnewood | $2.19 billion | 38 | 5 | Not listed | (484) 433-0848 | adviserinfo.sec.gov | |
| Hartford Funds | Wayne | $2.15 billion | 7 | 368 | Not listed | (610) 386-1801 | adviserinfo.sec.gov | |
| Transamerica Financial Advisors, LLC | Philadelphia | $2.11 billion | 42,735 | 991 | Not listed | (770) 248-3271 | adviserinfo.sec.gov | |
| Quadrant Private Wealth Management, LLC | Center Valley | $2.10 billion | 3,076 | 19 | Not listed | (610) 849-2743 | adviserinfo.sec.gov | |
| Emerald Mutual Fund Advisers Trust | Leola | $2.09 billion | 5 | 10 | Not listed | (717) 396-1116 | emeraldetfs.com | adviserinfo.sec.gov |
| Penn Capital Management Company, LLC | Philadelphia | $1.94 billion | 602 | 16 | Not listed | (215) 302-1500 | adviserinfo.sec.gov | |
| FS Specialty Lending Advisor, LLC | Philadelphia | $1.93 billion | 1 | 177 | Not listed | (215) 220-6651 | adviserinfo.sec.gov | |
| Conservest Capital Advisors Inc | Wynnewood | $1.92 billion | 303 | 7 | Not listed | (610) 642-9588 | conservest.com | adviserinfo.sec.gov |
| DT Investment Partners, LLC | Chadds Ford | $1.91 billion | 1,695 | 8 | Not listed | (484) 778-4425 | dtinvestmentpartners.com | adviserinfo.sec.gov |
| Independence Square Holdings, LLC | King of Prussia | $1.83 billion | 2,648 | 37 | Not listed | (610) 520-1500 | adviserinfo.sec.gov | |
| Cloverlay Investment Management, LLC | Conshohocken | $1.83 billion | 13 | 18 | 11 | (484) 262-5020 | cloverlay.com | adviserinfo.sec.gov |
| Mitchell Sinkler & Starr | Philadelphia | $1.79 billion | 607 | 9 | Not listed | (215) 665-1450 | mitchellsinklerandstarr.com | adviserinfo.sec.gov |
| Amplius Wealth Advisors | Blue Bell | $1.74 billion | 2,847 | 13 | Not listed | (215) 310-7770 | adviserinfo.sec.gov | |
| Equus Capital Partners, LTD. | Newtown Square | $1.74 billion | 9 | 133 | 9 | (610) 355-3200 | equuspartners.com | adviserinfo.sec.gov |
| Corient SHC Partners (US) LP | Philadelphia | $1.71 billion | 68 | 36 | 3 | (610) 545-6100 | corient.com | adviserinfo.sec.gov |
| Petredis Investment Advisors | Warrendale | $1.69 billion | 1,547 | 10 | Not listed | (878) 231-4300 | petredisia.com | adviserinfo.sec.gov |
| Rodgers & Associates | Lancaster | $1.63 billion | 3,544 | 21 | Not listed | (717) 560-3800 | adviserinfo.sec.gov | |
| FS Fund Advisor, LLC | Philadelphia | $1.63 billion | 1 | 118 | Not listed | (215) 220-6651 | fscreit.com | adviserinfo.sec.gov |
| Compass Ion Advisors, LLC | Conshohocken | $1.59 billion | 3,745 | 24 | Not listed | (610) 228-2200 | ionadv.com | adviserinfo.sec.gov |
| Thrive Wealth Management, LLC | Audubon | $1.58 billion | 3,085 | 15 | Not listed | (215) 376-5530 | adviserinfo.sec.gov | |
| Inverness Graham Investments, Inc. | Wayne | $1.57 billion | 29 | 36 | 29 | (610) 722-0300 | invernessgraham.com | adviserinfo.sec.gov |
| Brandywine Oak Private Wealth LLC | Kennett Square | $1.57 billion | 2,836 | 15 | Not listed | (484) 785-0050 | adviserinfo.sec.gov | |
| Abundance Wealth Counselors, LLC | State College | $1.56 billion | 1,711 | 30 | 2 | (814) 861-3810 | adviserinfo.sec.gov | |
| Roble, Belko and Company, Inc. | Sewickley | $1.55 billion | 1,146 | 9 | Not listed | (724) 935-4990 | adviserinfo.sec.gov | |
| Alden Capital | Wayne | $1.52 billion | 2,551 | 23 | 1 | (215) 572-8700 | aldeninvestmentgroup.com | adviserinfo.sec.gov |
| Kintra Wealth, LLC | Williamsport | $1.50 billion | 6,309 | 60 | Not listed | (570) 601-6960 | adviserinfo.sec.gov | |
| Tower Bridge Advisors | West Conshohocken | $1.49 billion | 805 | 14 | 2 | (610) 260-2200 | towerbridgeadvisors.com | adviserinfo.sec.gov |
| River Wealth Advisors LLC | Camp Hill | $1.47 billion | 2,589 | 20 | Not listed | (717) 888-9830 | adviserinfo.sec.gov | |
| Electra Capital | Conshohocken | $1.45 billion | 4 | 11 | Not listed | (610) 977-2000 | adviserinfo.sec.gov | |
| Northeast Financial Group, Inc. | Allentown | $1.44 billion | 1,710 | 1 | 4 | (570) 688-9898 | adviserinfo.sec.gov | |
| Trustmont Advisory Group, Inc. | Greensburg | $1.40 billion | 6,348 | 61 | Not listed | (724) 468-5665 | adviserinfo.sec.gov | |
| Ironview Capital Management, LLC | Conshohocken | $1.39 billion | 445 | 12 | 1 | (215) 793-0111 | ironview.com | adviserinfo.sec.gov |
| Morgan Properties Special Situations II LLC | Conshohocken | $1.37 billion | 10 | 20 | Not listed | (610) 265-2800 | morgan-properties.com | adviserinfo.sec.gov |
| Meridian Wealth Partners, LLC | East Norriton | $1.37 billion | 2,105 | 13 | Not listed | (610) 272-4700 | adviserinfo.sec.gov | |
| Miravast Asset Management, LLC | Newtown | $1.36 billion | 9 | 21 | 3 | (267) 615-6613 | miravast.com | adviserinfo.sec.gov |
| 1315 Capital | Philadelphia | $1.35 billion | 11 | 17 | 11 | (267) 288-8441 | 1315capital.com | adviserinfo.sec.gov |
| Hunter Associates LLC | Pittsburgh | $1.34 billion | 2,624 | 14 | Not listed | (412) 471-4191 | hunterassociates.com | adviserinfo.sec.gov |
| Chadds Ford Wealth Partners, LLC | Chadds Ford | $1.33 billion | 176 | 3 | Not listed | (484) 273-0995 | chaddsfordwealth.com | adviserinfo.sec.gov |
| The Coury Firm | Pittsburgh | $1.32 billion | 1,031 | 23 | 1 | (412) 261-5744 | couryfirm.com | adviserinfo.sec.gov |
| Valley National Advisers Inc | Bethlehem | $1.31 billion | 4,912 | 13 | Not listed | (610) 868-9000 | vimeo.com | adviserinfo.sec.gov |
| Mount Lucas Management LP | Newtown | $1.30 billion | 12 | 15 | 1 | (267) 759-3500 | mtlucas.com | adviserinfo.sec.gov |
| Baldwin Investment Management, LLC | West Conshohocken | $1.30 billion | 707 | 14 | Not listed | (610) 260-1555 | baldwinmgt.com | adviserinfo.sec.gov |
| Biondo Investment Advisors LLC | Milford | $1.29 billion | 2,493 | 17 | Not listed | (570) 296-5525 | thebiondogroup.com | adviserinfo.sec.gov |
| Connors Investor Services Inc | Wyomissing | $1.28 billion | 662 | 10 | 9 | (610) 376-7418 | adviserinfo.sec.gov | |
| Commonwealth Investment Management | Pittsburgh | $1.28 billion | 63 | 7 | Not listed | (412) 765-2771 | ciminvests.com | adviserinfo.sec.gov |
| O'Hagan Group, Inc. | Bethlehem | $1.25 billion | 1,601 | 10 | Not listed | (610) 625-8855 | theohagangroup.net | adviserinfo.sec.gov |
| Henry H. Armstrong Associates, Inc. | Pittsburgh | $1.23 billion | 530 | 5 | Not listed | (412) 471-1551 | henryarmstrong.com | adviserinfo.sec.gov |
| Prudent Management Associates | Philadelphia | $1.23 billion | 601 | 13 | Not listed | (215) 994-1062 | prudentmanagement.com | adviserinfo.sec.gov |
| Guardian Capital Partners | Wayne | $1.19 billion | 3 | 17 | 6 | (610) 263-0100 | adviserinfo.sec.gov | |
| Dinuzzo Private Wealth, Inc. | Beaver | $1.18 billion | 2,592 | 19 | Not listed | (724) 728-6564 | adviserinfo.sec.gov | |
| Faithward Capital | Lancaster | $1.18 billion | 199 | 5 | Not listed | (844) 970-4055 | sevenonesevencapital.com | adviserinfo.sec.gov |
| PSC Manager LLC | Yardley | $1.14 billion | 43 | 17 | 43 | (267) 291-7400 | adviserinfo.sec.gov | |
| Patriot Financial Manager, L.P. | Radnor | $1.13 billion | 5 | 16 | 5 | (215) 399-4650 | patriotfp.com | adviserinfo.sec.gov |
| Addison Capital | Conshohocken | $1.12 billion | 615 | 4 | Not listed | (215) 563-6919 | adviserinfo.sec.gov | |
| Blue Bell Private Wealth Management, LLC | Blue Bell | $1.12 billion | 2,249 | 13 | Not listed | (610) 825-3540 | adviserinfo.sec.gov | |
| Ameriserv Wealth Advisors Inc | Johnstown | $1.11 billion | 1,073 | 4 | Not listed | (814) 533-5338 | ameriserv.com | adviserinfo.sec.gov |
| Arden Fund Management, LLC | Philadelphia | $1.11 billion | 13 | 23 | 10 | (215) 735-1313 | philadelphiaresidences.com | adviserinfo.sec.gov |
| Trebuchet Consulting, LLC | Pittsburgh | $1.08 billion | 1,026 | 7 | Not listed | (412) 388-0715 | trebuchetconsultingllc.com | adviserinfo.sec.gov |
| Concentus Wealth Advisors | Newtown Square | $1.08 billion | 2,778 | 12 | Not listed | (610) 994-9190 | vimeo.com | adviserinfo.sec.gov |
| Sterling Investment Advisors LTD. | Berwyn | $1.08 billion | 1,611 | 7 | Not listed | (610) 560-0400 | adviserinfo.sec.gov | |
| Ac Wealth Partners | Berwyn | $1.07 billion | 3,219 | 13 | Not listed | (800) 461-3205 | acwealthpartners.com | adviserinfo.sec.gov |
| Clearview Financial Partners | Radnor | $1.06 billion | 803 | 8 | Not listed | (610) 293-9211 | cvfpartners.com | adviserinfo.sec.gov |
| Faithward Advisors, LLC | Lancaster | $1.05 billion | 6,477 | 47 | Not listed | (717) 560-8300 | adviserinfo.sec.gov | |
| Rodgers Brothers, Inc. | Harmony | $1.04 billion | 1,070 | 19 | Not listed | (724) 473-4003 | moncapfund.com | adviserinfo.sec.gov |
| Stanley-Laman Group LTD. | Berwyn | $1.02 billion | 787 | 24 | 1 | (610) 993-9100 | adviserinfo.sec.gov | |
| Hudock Capital Group | Williamsport | $1.00 billion | 2,589 | 15 | Not listed | (570) 326-9500 | adviserinfo.sec.gov | |
| Ellis Investment Partners, LLC | Berwyn | $986.8 million | 792 | 23 | Not listed | (484) 320-6300 | ellisinvestmentpartners.com | adviserinfo.sec.gov |
| Barton Investment Management, LLC | W. Conshohocken | $984.7 million | 263 | 7 | Not listed | (610) 226-4040 | bartonim.com | adviserinfo.sec.gov |
| Aufman Associates Inc | Sewickley | $971.5 million | 249 | 7 | Not listed | (724) 934-5600 | aufmanassociates.com | adviserinfo.sec.gov |
| Veery Capital, LLC | West Chester | $971.4 million | 804 | 14 | Not listed | (302) 660-3350 | veerycapital.com | adviserinfo.sec.gov |
| D.B. Root & Company, LLC | Pittsburgh | $952.4 million | 2,654 | 22 | Not listed | (412) 227-2800 | dbroot.com | adviserinfo.sec.gov |
| Almanack Investment Partners | Newtown Square | $945.9 million | 1,700 | 24 | 5 | (484) 580-2277 | whiteknightcapital.net | adviserinfo.sec.gov |
| Wick Capital Partners, LLC | Wayne | $929.7 million | 1,179 | 11 | Not listed | (215) 302-3535 | wickcapitalpartners.com | adviserinfo.sec.gov |
| The Fairman Group, LLC | Chesterbrook | $902.1 million | 1,010 | 17 | Not listed | (610) 889-7300 | fairmanfinancial.com | adviserinfo.sec.gov |
| Axiom Asset Management | Wayne | $899.6 million | 614 | 5 | Not listed | (610) 688-0050 | axiomasset.com | adviserinfo.sec.gov |
| Covington Investment Advisors, Inc. | Ligonier | $885.9 million | 639 | 8 | Not listed | (724) 238-0151 | covingtoninvestment.com | adviserinfo.sec.gov |
| Wellfull | Harleysville | $866.4 million | 2,194 | 14 | 8 | (267) 500-1080 | adviserinfo.sec.gov | |
| Radnor Capital Management, LLC | Wayne | $854.8 million | 450 | 8 | Not listed | (610) 674-0400 | adviserinfo.sec.gov | |
| Pennsylvania Capital Management Inc. | Huntingdon Valley | $848.6 million | 1,045 | 10 | Not listed | (215) 881-7700 | adviserinfo.sec.gov | |
| Stone House Investment Management, LLC | Tunkhannock | $841.7 million | 2,833 | 18 | Not listed | (570) 836-7020 | adviserinfo.sec.gov | |
| Twin Capital Management Inc | McMurray | $837.8 million | 65 | 8 | Not listed | (724) 942-2000 | adviserinfo.sec.gov | |
| Market Street Wealth Management | West Chester | $837 million | 2,717 | 19 | Not listed | (610) 692-3200 | marketstreetwealth.net | adviserinfo.sec.gov |
| FDX Advisors, Inc. | Berwyn | $832.8 million | 3,937 | 17 | Not listed | (312) 827-2800 | adviserinfo.sec.gov | |
| Smithbridge Asset Management, Inc. | Chadds Ford | $830.7 million | 1,096 | 13 | Not listed | (610) 361-9141 | adviserinfo.sec.gov | |
| Absolute Capital Management, LLC | Pittsburgh | $812.1 million | 2,697 | 14 | Not listed | (412) 388-1600 | abscapfunds.com | adviserinfo.sec.gov |
| Hoey Investments, Inc. | Coatesville | $788.3 million | 1,554 | 5 | Not listed | (610) 738-4280 | hoeyinvestments.com | adviserinfo.sec.gov |
| Mma Asset Management LLC | Conshohocken | $787.8 million | 561 | 19 | Not listed | (610) 684-3200 | marshmma.com | adviserinfo.sec.gov |
| Insight Advisors, LLC | Newtown | $785.7 million | 2,487 | 22 | Not listed | (215) 550-6011 | adviserinfo.sec.gov | |
| Stoneridge PMG Advisors, LLC | Radnor | $774.2 million | 18 | 11 | Not listed | (484) 254-5400 | srpmga.com | adviserinfo.sec.gov |
| Bruton Chisnell Advisors, LLC | Downingtown | $772.5 million | 2,186 | 3 | Not listed | (610) 518-3900 | bcadvisors.com | adviserinfo.sec.gov |
| MTM Financial Group, LLC | Bethlehem | $771.6 million | 3,276 | 16 | Not listed | (610) 746-7007 | morethanmoneyonline.com | adviserinfo.sec.gov |
| Grant Street Asset Management Inc | Canonsburg | $768.9 million | 1,297 | 18 | Not listed | (412) 257-8060 | adviserinfo.sec.gov | |
| Ewa, LLC | Pittsburgh | $750.7 million | 2,602 | 14 | Not listed | (412) 288-2363 | ewa-llc.com | adviserinfo.sec.gov |
| Interchange Capital Partners | Pittsburgh | $743.6 million | 1,283 | 13 | Not listed | (412) 307-4230 | interchangecp.com | adviserinfo.sec.gov |
| Allegheny Investments | Pittsburgh | $742.1 million | 3,261 | 21 | Not listed | (412) 367-3880 | adviserinfo.sec.gov | |
| Girard Pension Services, LLC | Allentown | $733.8 million | 121 | 15 | Not listed | (610) 821-1331 | adviserinfo.sec.gov | |
| Sevenbridge Financial Group, LLC | Harrisburg | $731.1 million | 1,116 | 6 | Not listed | (717) 775-8661 | adviserinfo.sec.gov | |
| Tiller Private Wealth, Inc. | Bethlehem | $730.3 million | 1,409 | 11 | Not listed | (610) 954-9940 | adviserinfo.sec.gov | |
| FS Credit Income Advisor, LLC | Philadelphia | $726.2 million | 1 | 183 | Not listed | (215) 220-6651 | adviserinfo.sec.gov | |
| Jmac Enterprises LLC | Newtown | $722.4 million | 183 | 5 | Not listed | (267) 753-7066 | brickhousestrategicwealth.com | adviserinfo.sec.gov |
| Towercrest Capital Management, LLC | Newtown | $717.6 million | 1,461 | 1 | Not listed | (215) 809-2000 | adviserinfo.sec.gov | |
| Ventura Wealth Management | Yardley | $713.5 million | 1,783 | 12 | Not listed | (866) 899-0068 | adviserinfo.sec.gov | |
| Milestone Asset Management, LLC | Pittsburgh | $690.7 million | 3,229 | 13 | Not listed | (412) 643-3058 | adviserinfo.sec.gov | |
| Atwater Malick | Lancaster | $687.4 million | 947 | 6 | Not listed | (717) 400-1505 | atwatermalick.com | adviserinfo.sec.gov |
| Forefront Analytics, LLC | W. Conshohocken | $679 million | 339 | 18 | 4 | (610) 341-3900 | forefrontanalytics.com | adviserinfo.sec.gov |
| Presilium Private Wealth, LLC | Radnor | $671.7 million | 380 | 7 | Not listed | (215) 982-4140 | presiliumpw.com | adviserinfo.sec.gov |
| Bucks Capital Advisers | Newtown | $670.7 million | 1,117 | 4 | Not listed | (267) 907-6650 | buckscap.com | adviserinfo.sec.gov |
| Bare Wealth Advisors | Gap | $662.3 million | 2,815 | 19 | Not listed | (717) 407-5200 | adviserinfo.sec.gov | |
| Quattro Advisors L.L.C. | Pittsburgh | $661.7 million | 2,075 | 6 | 5 | (412) 586-5406 | quattro-advisors.com | adviserinfo.sec.gov |
| Lem Capital, L.P. | Philadelphia | $661.4 million | 2 | 21 | 3 | (215) 557-9600 | lemcapital.com | adviserinfo.sec.gov |
| Northstar Asset Management Company, LLC | Blue Bell | $659.8 million | 379 | 6 | Not listed | (484) 342-4200 | northstarmgt.com | adviserinfo.sec.gov |
| Thrive Capital Management, LLC | Fort Washington | $656.7 million | 2,240 | 26 | Not listed | (800) 516-5861 | thrivefinancialservices.com | adviserinfo.sec.gov |
| Old Glory Asset Management LLC | Malvern | $655.9 million | 21 | 2 | Not listed | (610) 648-3860 | oldgloryam.com | adviserinfo.sec.gov |
| McGowan & Co LLP | Bryn Mawr | $655.6 million | 240 | 3 | Not listed | (610) 520-2400 | mcgowanco.com | adviserinfo.sec.gov |
| Milestone Financial Associates, LLC | Macungie | $654.5 million | 1,988 | 12 | Not listed | (610) 421-8777 | milestonefa.com | adviserinfo.sec.gov |
| PW Nova Financial Services LLC | Newtown | $654.3 million | 1,713 | 6 | Not listed | (267) 753-7065 | jwnova.com | adviserinfo.sec.gov |
| Kitching Partners, LLC | Conshohocken | $645.9 million | 194 | 19 | Not listed | (267) 209-0830 | adviserinfo.sec.gov | |
| Riggs Asset Management Co Inc | Dallas | $640 million | 924 | 8 | Not listed | (570) 823-3383 | riggsadvisors.com | adviserinfo.sec.gov |
| Northeast Advisers, Inc. | Paoli | $639.1 million | 376 | 5 | Not listed | (610) 240-7955 | northeastadvisers.com | adviserinfo.sec.gov |
| Fischer Financial Services Inc | Harrisburg | $636.1 million | 1,212 | 5 | Not listed | (717) 233-8901 | adviserinfo.sec.gov | |
| Cordatus Wealth Management LLC | Yardley | $630.4 million | 908 | 6 | Not listed | (215) 579-5981 | cordatuswealth.com | adviserinfo.sec.gov |
| Lountzis Asset Management, LLC | Wyomissing | $624.1 million | 325 | 5 | 1 | (610) 375-2585 | lountzis.com | adviserinfo.sec.gov |
| Hapanowicz Financial | Pittsburgh | $622.3 million | 1,016 | 13 | Not listed | (412) 261-5966 | hapfinancial.com | adviserinfo.sec.gov |
| H Financial Management | Canonsburg | $621.9 million | 1,678 | 6 | Not listed | (724) 745-9406 | hfinancialmanagement.com | adviserinfo.sec.gov |
| Seminal Food and Nutrition Investments, LLC | Wayne | $613.2 million | 9 | 5 | 10 | (267) 778-4045 | semcap.com | adviserinfo.sec.gov |
| Capital a Wealth Management | Cranberry TWP. | $612.9 million | 2,839 | 21 | Not listed | (724) 658-4211 | capitalainvestments.com | adviserinfo.sec.gov |
| Drexel Morgan & Co. | Radnor | $607 million | 22 | 4 | Not listed | (484) 254-4306 | drexelmorgan.com | adviserinfo.sec.gov |
| Mfa Wealth Advisors, LLC | Pittsburgh | $605.4 million | 2,033 | 13 | Not listed | (412) 343-8700 | adviserinfo.sec.gov | |
| Alliance Wealth Advisors, LLC | Scranton | $601.1 million | 677 | 8 | Not listed | (570) 961-1516 | open.spotify.com | adviserinfo.sec.gov |
| MP Next Capital | Villanova | $590.7 million | 13 | 13 | 13 | (610) 526-2700 | adviserinfo.sec.gov | |
| Master's Wealth Management Inc. | Leola | $589.5 million | 1,540 | 12 | Not listed | (717) 581-1323 | adviserinfo.sec.gov | |
| Fortis Advisors, LLC | Wayne | $584.3 million | 344 | 5 | 6 | (610) 313-0910 | adviserinfo.sec.gov | |
| Boden Wealth | Lemoyne | $581.8 million | 2,200 | 17 | Not listed | (717) 657-8878 | bodenwealth.com | adviserinfo.sec.gov |
| G&H Investments | Leola | $576 million | 463 | 4 | Not listed | (717) 295-4425 | gross-investments.com | adviserinfo.sec.gov |
| Liberty Square Wealth Partners LLC | Bethlehem | $567.8 million | 1,668 | 6 | Not listed | (610) 865-5803 | libertysquarewealth.com | adviserinfo.sec.gov |
| Rhino Investment Partners, Inc. | West Conshohocken | $566.2 million | 5 | 3 | 1 | (610) 234-2203 | rhinoip.com | adviserinfo.sec.gov |
| Lifeguide Financial Advisors, LLC | Mechanicsburg | $562.9 million | 2,715 | 25 | Not listed | (717) 796-1700 | lifeplan.lifeguidefa.com | adviserinfo.sec.gov |
| Continuim Equity Partners, LP | Pittsburgh | $560.4 million | 9 | 22 | 8 | (412) 586-7651 | continuim.com | adviserinfo.sec.gov |
| Kooman & Associates | Altoona | $555.6 million | 1,596 | 10 | Not listed | (814) 941-4800 | adviserinfo.sec.gov | |
| Lansing Street Advisors | Ambler | $555 million | 561 | 5 | 1 | (215) 718-2063 | adviserinfo.sec.gov | |
| Hamel Associates,Inc. | Allentown | $548.3 million | 238 | 7 | Not listed | (835) 282-2820 | hamelassociatesinc.com | adviserinfo.sec.gov |
| Stewardship Advisors, LLC | Mount Joy | $545.2 million | 2,247 | 15 | Not listed | (717) 492-4787 | mystewardshipadvisor.com | adviserinfo.sec.gov |
| Marion Wealth Management | Monroeville | $543.4 million | 1,472 | 6 | Not listed | (412) 372-3849 | adviserinfo.sec.gov | |
| Common Cents Planning | Glen Mills | $542.4 million | 1,431 | 8 | Not listed | (610) 361-0865 | adviserinfo.sec.gov | |
| Collective Family Office, LLC | York | $533.4 million | 478 | 3 | Not listed | (717) 893-5055 | collectivefamilyoffice.com | adviserinfo.sec.gov |
| Archean Capital Partners II, L.L.C. | Newtown Square | $527.8 million | 3 | 17 | 2 | (610) 640-9551 | archeancapital.com | adviserinfo.sec.gov |
| Aurdan Capital Management, LLC | Wayne | $526.2 million | 423 | 7 | Not listed | (484) 254-1935 | aurdancapital.com | adviserinfo.sec.gov |
| Northstar Financial Companies, Inc. | Conshohocken | $519 million | 1,338 | 10 | Not listed | (610) 629-6100 | northstarfci.com | adviserinfo.sec.gov |
| Investment Research Partners | Lemont | $512.4 million | 799 | 6 | 3 | (814) 966-7206 | adviserinfo.sec.gov | |
| Venator Management LLC | Pittsburgh | $511.7 million | 82 | 3 | 1 | (412) 586-3747 | venatormanagement.com | adviserinfo.sec.gov |
| Taurus Private Markets, LLC | Wayne | $508.7 million | 3 | 9 | 3 | (484) 318-8650 | adviserinfo.sec.gov | |
| Bluesphere Advisors LLC | East Norriton | $506.2 million | 1,280 | 8 | Not listed | (610) 277-1515 | adviserinfo.sec.gov | |
| Eab Investment Group, LLC | Bala Cynwyd | $506 million | 1 | 4 | Not listed | (646) 583-0032 | eabinvestmentgroup.com | adviserinfo.sec.gov |
| Sharp Financial | Horsham | $502.1 million | 512 | 8 | Not listed | (215) 659-2130 | sharpllc.com | adviserinfo.sec.gov |
| Saothair Capital Partners | Wayne | $500.7 million | 4 | 8 | 4 | (484) 658-3100 | adviserinfo.sec.gov | |
| Verdis Investment Management, LLC | West Conshohocken | $497 million | 10 | 11 | 7 | (610) 397-1600 | verdisinvestment.com | adviserinfo.sec.gov |
| Brick & Kyle Associates Inc | Newtown | $491.7 million | 427 | 6 | Not listed | (215) 493-8787 | brick-kyle.com | adviserinfo.sec.gov |
| Permit Capital, LLC | West Conshohocken | $491.1 million | 3 | 6 | 3 | (610) 941-5000 | permitcap.com | adviserinfo.sec.gov |
| Peakequity Partners Management Co., L.L.C. | Villanova | $485.5 million | 3 | 3 | 3 | (484) 253-0001 | peakequity.com | adviserinfo.sec.gov |
| Johnson & White Wealth Management LLC | York | $484.6 million | 1,323 | 7 | Not listed | (717) 430-0001 | adviserinfo.sec.gov | |
| Morton Brown Family Wealth LLC | Allentown | $483.5 million | 275 | 10 | Not listed | (610) 709-5072 | adviserinfo.sec.gov | |
| Valen Private Capital, LLC. | Paoli | $482.6 million | 89 | 3 | Not listed | (835) 262-8100 | valenpc.com | adviserinfo.sec.gov |
| Obrien Greene & Co Inc | Media | $464.3 million | 355 | 7 | 1 | (610) 891-7880 | adviserinfo.sec.gov | |
| Birch Run Investments, LLC | Exton | $457.5 million | 55 | 5 | Not listed | (610) 321-3453 | birchruninvestments.com | adviserinfo.sec.gov |
| Corten Real Estate Management LLC | Philadelphia | $457.4 million | 9 | 15 | 9 | (215) 454-7381 | adviserinfo.sec.gov | |
| Gardner Lewis Asset Management LP | Chadds Ford | $456.5 million | 16 | 8 | 5 | (610) 558-2800 | chesapeakefunds.com | adviserinfo.sec.gov |
| Ivc Wealth Advisors LLC | Silverdale | $455 million | 1,275 | 8 | Not listed | (215) 392-6631 | adviserinfo.sec.gov | |
| McClarren Financial Advisors | State College | $453 million | 1,719 | 9 | Not listed | (814) 235-1940 | adviserinfo.sec.gov | |
| Certior Financial Group, LLC | King of Prussia | $452.3 million | 1,698 | 9 | Not listed | (610) 783-7010 | certiorfinancial.com | adviserinfo.sec.gov |
Advisers in Pennsylvania that manage private funds
193 advisers report private funds. The 40 with the most funds.
| Adviser | City | State | Private funds | Hedge | Private equity | Venture capital | Real estate | Fund gross assets | AUM | Source |
|---|---|---|---|---|---|---|---|---|---|---|
| Hamilton Lane | Conshohocken | PA | 553 | Not listed | 534 | Not listed | Not listed | $138.36 billion | $141.83 billion | adviserinfo.sec.gov |
| PPB Advisors, LLC | West Conshohocken | PA | 121 | Not listed | Not listed | Not listed | Not listed | $4.66 billion | $4.75 billion | adviserinfo.sec.gov |
| Morgan Stanley Aip GP LP | West Conshohocken | PA | 107 | Not listed | 4 | Not listed | Not listed | $28.08 billion | $40.85 billion | adviserinfo.sec.gov |
| Argosy Capital | Wayne | PA | 51 | Not listed | 22 | Not listed | 28 | $3.73 billion | $3.73 billion | adviserinfo.sec.gov |
| Franklin Park | Bala Cynwyd | PA | 49 | Not listed | 31 | 18 | Not listed | $5.97 billion | $10.21 billion | adviserinfo.sec.gov |
| PSC Manager LLC | Yardley | PA | 43 | Not listed | Not listed | Not listed | 43 | $1.14 billion | $1.14 billion | adviserinfo.sec.gov |
| Lovell Minnick | Radnor | PA | 38 | Not listed | 38 | Not listed | Not listed | $6.02 billion | $5.21 billion | adviserinfo.sec.gov |
| Tiff Investment Management | Radnor | PA | 37 | 37 | Not listed | Not listed | Not listed | $5.31 billion | $8.62 billion | adviserinfo.sec.gov |
| Incline Equity Partners | Pittsburgh | PA | 32 | Not listed | 32 | Not listed | Not listed | $5.99 billion | $5.96 billion | adviserinfo.sec.gov |
| Graham Partners, LLC | Newtown Square | PA | 32 | Not listed | 32 | Not listed | Not listed | $5.15 billion | $5.00 billion | adviserinfo.sec.gov |
| HC Capital Partners, LLC | West Conshohocken | PA | 29 | 4 | 24 | Not listed | Not listed | $4.98 billion | $5.21 billion | adviserinfo.sec.gov |
| Inverness Graham Investments, Inc. | Wayne | PA | 29 | Not listed | 29 | Not listed | Not listed | $1.57 billion | $1.57 billion | adviserinfo.sec.gov |
| Newspring Capital | Radnor | PA | 27 | Not listed | 27 | Not listed | Not listed | $3.34 billion | $3.34 billion | adviserinfo.sec.gov |
| Lubert-Adler Management Company, L.P. | Philadelphia | PA | 27 | Not listed | Not listed | Not listed | 27 | $2.81 billion | $2.81 billion | adviserinfo.sec.gov |
| Abrdn Inc. | Philadelphia | PA | 25 | 2 | Not listed | Not listed | 1 | $3.73 billion | $41.48 billion | adviserinfo.sec.gov |
| FR Capital Holdings, LP | Philadelphia | PA | 22 | Not listed | Not listed | 22 | Not listed | $3.84 billion | Not listed | adviserinfo.sec.gov |
| LL Funds | Philadelphia | PA | 20 | 4 | 13 | Not listed | Not listed | $2.72 billion | $2.61 billion | adviserinfo.sec.gov |
| Centersquare Investment Management LLC | Conshohocken | PA | 19 | Not listed | Not listed | Not listed | 17 | $1.15 billion | $13.70 billion | adviserinfo.sec.gov |
| LLR Management HOLDCO, L.P. | Philadelphia | PA | 19 | Not listed | 19 | Not listed | Not listed | $7.57 billion | $7.57 billion | adviserinfo.sec.gov |
| SEI Investments Management Corp | Oaks | PA | 17 | 3 | Not listed | Not listed | Not listed | $13.24 billion | $216.43 billion | adviserinfo.sec.gov |
| Renovus Associates, LLC | Wayne | PA | 17 | Not listed | 17 | Not listed | Not listed | $1.80 billion | $2.57 billion | adviserinfo.sec.gov |
| Capital Solutions | Blue Bell | PA | 16 | Not listed | 2 | Not listed | 14 | $109.1 million | Not listed | adviserinfo.sec.gov |
| Brandywine Global Investment Management, LLC | Philadelphia | PA | 15 | 1 | Not listed | Not listed | Not listed | $3.85 billion | $65.44 billion | adviserinfo.sec.gov |
| Exeter Property Group, LLC | Radnor | PA | 15 | Not listed | Not listed | Not listed | 15 | $31.47 billion | $35.14 billion | adviserinfo.sec.gov |
| Newmarket Investment Management, LP | Philadelphia | PA | 15 | 9 | 6 | Not listed | Not listed | $2.82 billion | $2.82 billion | adviserinfo.sec.gov |
| Heroic Ventures Management, LLC | Gladwyne | PA | 14 | Not listed | Not listed | 14 | Not listed | $160.1 million | Not listed | adviserinfo.sec.gov |
| Allegheny Financial Group | Pittsburgh | PA | 13 | 6 | 6 | Not listed | 1 | $176.8 million | $5.59 billion | adviserinfo.sec.gov |
| MP Next Capital | Villanova | PA | 13 | Not listed | 13 | Not listed | Not listed | $590.7 million | $590.7 million | adviserinfo.sec.gov |
| Vfpe Advisors LLC | Audubon | PA | 13 | Not listed | 8 | Not listed | 5 | $198.4 million | $195.6 million | adviserinfo.sec.gov |
| Miller Investment Management, LP | West Conshohocken | PA | 12 | 1 | 8 | Not listed | 2 | $564.6 million | $7.10 billion | adviserinfo.sec.gov |
| Hirtle & Co., LLC | West Conshohocken | PA | 11 | 3 | 8 | Not listed | Not listed | $117.9 million | $25.41 billion | adviserinfo.sec.gov |
| Cloverlay Investment Management, LLC | Conshohocken | PA | 11 | Not listed | 11 | Not listed | Not listed | $1.82 billion | $1.83 billion | adviserinfo.sec.gov |
| 1315 Capital | Philadelphia | PA | 11 | Not listed | 11 | Not listed | Not listed | $1.35 billion | $1.35 billion | adviserinfo.sec.gov |
| Agility Equity Partners | Pittsburgh | PA | 11 | Not listed | 11 | Not listed | Not listed | $177.1 million | $173.1 million | adviserinfo.sec.gov |
| MVP Management Company | Radnor | PA | 11 | Not listed | Not listed | 11 | Not listed | $212.9 million | Not listed | adviserinfo.sec.gov |
| Tecum Capital Management, LLC | Wexford | PA | 11 | Not listed | 11 | Not listed | Not listed | $56.9 million | Not listed | adviserinfo.sec.gov |
| Arden Fund Management, LLC | Philadelphia | PA | 10 | Not listed | 2 | Not listed | 8 | $197.8 million | $1.11 billion | adviserinfo.sec.gov |
| Seminal Food and Nutrition Investments, LLC | Wayne | PA | 10 | Not listed | 10 | Not listed | Not listed | $556.5 million | $613.2 million | adviserinfo.sec.gov |
| Larsen Maccoll Partners | Wayne | PA | 10 | Not listed | 9 | Not listed | 1 | $25.6 million | Not listed | adviserinfo.sec.gov |
| Equus Capital Partners, LTD. | Newtown Square | PA | 9 | Not listed | Not listed | Not listed | 9 | $1.74 billion | $1.74 billion | adviserinfo.sec.gov |
Newest SEC registrations in Pennsylvania
9 advisers with an SEC status effective in the 90 days to November 2, 2026.
| Adviser | City | State | SEC status effective | AUM | Website | Source |
|---|---|---|---|---|---|---|
| Frontier Capital, LLC | Pittsburgh | PA | October 15, 2026 | Not listed | adviserinfo.sec.gov | |
| A-Linx Advisors, LLC | Berwyn | PA | October 15, 2026 | Not listed | adviserinfo.sec.gov | |
| Valence Financial | Bethlehem | PA | October 7, 2026 | Not listed | valence.financial | adviserinfo.sec.gov |
| Duke and Duke Wealth Management LLC | Doylestown | PA | October 2, 2026 | $101.6 million | dukeanddukewealthmanagement.com | adviserinfo.sec.gov |
| Lr3 Partners | Conshohocken | PA | September 14, 2026 | Not listed | lr3partners.com | adviserinfo.sec.gov |
| Integrated Wealth Solutions, LLC | York | PA | September 11, 2026 | $114 million | buildffwealth.com | adviserinfo.sec.gov |
| Excorde Capital LLC | Conshohocken | PA | August 14, 2026 | Not listed | excordecapital.com | adviserinfo.sec.gov |
| Bucks Capital Advisers | Newtown | PA | August 6, 2026 | $670.7 million | buckscap.com | adviserinfo.sec.gov |
| Conifer Infrastructure Partners | Sewickley | PA | August 5, 2026 | $164.8 million | conifer-infra.com | adviserinfo.sec.gov |
Cities in Pennsylvania
| City | Advisers | AUM |
|---|---|---|
| Philadelphia | 68 | $546.25 billion |
| Pittsburgh | 62 | $1.77 trillion |
| Wayne | 33 | $198.55 billion |
| Radnor | 31 | $200.56 billion |
| Conshohocken | 23 | $238.44 billion |
| Berwyn | 19 | $690.15 billion |
| West Conshohocken | 17 | $98.28 billion |
| Newtown | 17 | $10.53 billion |
| Lancaster | 15 | $18.60 billion |
| Malvern | 15 | $22.83 trillion |
| West Chester | 13 | $34.83 billion |
| Newtown Square | 12 | $58.66 billion |
| Bethlehem | 10 | $14.80 billion |
| Yardley | 10 | $4.01 billion |
| Blue Bell | 10 | $4.49 billion |
More ways to read Pennsylvania
- Advisers in Pennsylvania with Over $100 billion in AUM
- Advisers in Pennsylvania with $10 billion to $100 billion in AUM
- Advisers in Pennsylvania with $1 billion to $10 billion in AUM
- Advisers in Pennsylvania with $500 million to $1 billion in AUM
- Advisers in Pennsylvania with $100 million to $500 million in AUM
- Advisers in Pennsylvania serving individuals
- Advisers in Pennsylvania serving high net worth individuals
- Advisers in Pennsylvania serving investment companies
- Advisers in Pennsylvania serving pooled investment vehicles
- Advisers in Pennsylvania serving pension and profit sharing plans
- Advisers in Pennsylvania serving charitable organizations
- Advisers in Pennsylvania serving state and municipal governments
- Advisers in Pennsylvania serving other investment advisers
- Advisers in Pennsylvania serving insurance companies
- Advisers in Pennsylvania serving sovereign wealth funds and foreign official institutions
- Advisers in Pennsylvania serving corporations and other businesses
- Private fund advisers in Pennsylvania
Updated November 7, 2026. Read from the SEC's Form ADV data files for investment advisers. 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.