# Investment advisers in Pennsylvania: 630 firms, page 2

Updated November 10, 2026.

Largest advisers by AUM, 301 to 600 of 630, in the same order as page 1.

## The full lists

This record is a row of these lists. Pay by card with no account. Prices exclude VAT. CSV and Excel files with the columns this page does not show (legal name, CRD number, SEC number, registration, SEC status, SEC status effective and 17 more), which open on your screen as soon as the payment clears and come by email.

- [Investment advisers in Pennsylvania](https://specstream.ai/data/investment-advisers/state/pennsylvania): 630 rows, the SEC's Form ADV file of November 2, 2026, $31.50, or the new rows each week for $19 a month. Buy: https://specstream.ai/data/investment-advisers/state/pennsylvania
- [Investment advisers (SEC registered and exempt reporting)](https://specstream.ai/data/investment-advisers): 24,111 rows, the SEC's Form ADV file of November 2, 2026, $321.11, or the new rows each week for $19 a month. Buy: https://specstream.ai/data/investment-advisers

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.

## Largest advisers by AUM, page 2

| Adviser | City | AUM | Accounts | Employees | Private funds | Phone | Website | Source |
| --- | --- | --- | --- | --- | --- | --- | --- | --- |
| [Owls Nest Partners](https://specstream.ai/data/investment-advisers/firm/owls-nest-partners-289811) | Chadds Ford | $441.2 million | 13 | 10 | 2 | (484) 352-1110 |  | [adviserinfo.sec.gov](https://adviserinfo.sec.gov/firm/summary/289811) |
| [Bishop & Company Investment Management, LLC](https://specstream.ai/data/investment-advisers/firm/bishop-company-investment-management-llc-146448) | Erie | $440.8 million | 506 | 3 | Not listed | (814) 314-0344 | bishopinvestmentmanagement.com | [adviserinfo.sec.gov](https://adviserinfo.sec.gov/firm/summary/146448) |
| [Tower Wealth Partners](https://specstream.ai/data/investment-advisers/firm/tower-wealth-partners-310461) | Lewisburg | $440.4 million | 1,842 | 9 | Not listed | (570) 524-7200 |  | [adviserinfo.sec.gov](https://adviserinfo.sec.gov/firm/summary/310461) |
| [Primesolutions Advisors, LLC](https://specstream.ai/data/investment-advisers/firm/primesolutions-advisors-llc-110085) | Pittsburgh | $440.1 million | 3 | 2 | Not listed | (412) 818-5780 | primesolutionsadvisors.com | [adviserinfo.sec.gov](https://adviserinfo.sec.gov/firm/summary/110085) |
| [Vantus Wealth](https://specstream.ai/data/investment-advisers/firm/vantus-wealth-337216) | Lancaster | $439.8 million | 2,368 | 15 | Not listed | (844) 682-6887 |  | [adviserinfo.sec.gov](https://adviserinfo.sec.gov/firm/summary/337216) |
| [Chapel Hill Investment Analysts Inc](https://specstream.ai/data/investment-advisers/firm/chapel-hill-investment-analysts-inc-109511) | Greensburg | $436 million | 3,973 | 3 | Not listed | (724) 830-2600 | chapelhillinvestment.com | [adviserinfo.sec.gov](https://adviserinfo.sec.gov/firm/summary/109511) |
| [Muhlenkamp & Co Inc](https://specstream.ai/data/investment-advisers/firm/muhlenkamp-co-inc-110787) | Wexford | $435.8 million | 69 | 6 | Not listed | (724) 935-5520 | muhlenkamp.com | [adviserinfo.sec.gov](https://adviserinfo.sec.gov/firm/summary/110787) |
| [Comprehensive Financial Planning, Inc.](https://specstream.ai/data/investment-advisers/firm/comprehensive-financial-planning-inc-110937) | East Petersburg | $434.1 million | 592 | 6 | Not listed | (717) 569-6667 |  | [adviserinfo.sec.gov](https://adviserinfo.sec.gov/firm/summary/110937) |
| [Santori & Peters](https://specstream.ai/data/investment-advisers/firm/santori-peters-105978) | Canonsburg | $433.5 million | 679 | 5 | Not listed | (412) 373-6904 |  | [adviserinfo.sec.gov](https://adviserinfo.sec.gov/firm/summary/105978) |
| [Beacon Bridge Wealth Partners, LLC](https://specstream.ai/data/investment-advisers/firm/beacon-bridge-wealth-partners-llc-321705) | Lower Gwynedd | $426.6 million | 1,113 | 11 | Not listed | (484) 533-6600 |  | [adviserinfo.sec.gov](https://adviserinfo.sec.gov/firm/summary/321705) |
| [TGS Financial Advisors](https://specstream.ai/data/investment-advisers/firm/tgs-financial-advisors-107289) | Radnor | $426 million | 1,222 | 13 | Not listed | (610) 892-9900 |  | [adviserinfo.sec.gov](https://adviserinfo.sec.gov/firm/summary/107289) |
| [Macdougall Financial Counseling](https://specstream.ai/data/investment-advisers/firm/macdougall-financial-counseling-104644) | Delmont | $424.8 million | 426 | 4 | Not listed | (724) 468-1300 |  | [adviserinfo.sec.gov](https://adviserinfo.sec.gov/firm/summary/104644) |
| [Capital Wealth Investments](https://specstream.ai/data/investment-advisers/firm/capital-wealth-investments-311698) | Scranton | $423 million | 1,374 | 3 | Not listed | (570) 543-5255 |  | [adviserinfo.sec.gov](https://adviserinfo.sec.gov/firm/summary/311698) |
| [The Estate Planners Group](https://specstream.ai/data/investment-advisers/firm/the-estate-planners-group-124418) | Yardley | $422.1 million | 342 | 5 | Not listed | (215) 321-4410 |  | [adviserinfo.sec.gov](https://adviserinfo.sec.gov/firm/summary/124418) |
| [Odyssey Group Wealth Advisors](https://specstream.ai/data/investment-advisers/firm/odyssey-group-wealth-advisors-336636) | Lancaster | $420.9 million | 760 | 6 | Not listed | (717) 553-4722 |  | [adviserinfo.sec.gov](https://adviserinfo.sec.gov/firm/summary/336636) |
| [Alpha Leonis Partners, LLC](https://specstream.ai/data/investment-advisers/firm/alpha-leonis-partners-llc-314560) | Wayne | $418.4 million | 3 | 1 | 1 | (484) 203-2910 |  | [adviserinfo.sec.gov](https://adviserinfo.sec.gov/firm/summary/314560) |
| [Foundation Wealth Management, LLC](https://specstream.ai/data/investment-advisers/firm/foundation-wealth-management-llc-168270) | Media | $411.9 million | 675 | 5 | Not listed | (610) 548-7170 |  | [adviserinfo.sec.gov](https://adviserinfo.sec.gov/firm/summary/168270) |
| [Grandview Asset Management LLC](https://specstream.ai/data/investment-advisers/firm/grandview-asset-management-llc-172357) | Harrisburg | $411.7 million | 1,372 | 9 | Not listed | (717) 541-1000 | inspiretoretire.com | [adviserinfo.sec.gov](https://adviserinfo.sec.gov/firm/summary/172357) |
| [MB, Levis & Associates,Llc](https://specstream.ai/data/investment-advisers/firm/mb-levis-associates-llc-164197) | Center Valley | $411.6 million | 575 | 4 | Not listed | (610) 419-9690 | mblevis.com | [adviserinfo.sec.gov](https://adviserinfo.sec.gov/firm/summary/164197) |
| [Wealthcare Capital Partners, LLC](https://specstream.ai/data/investment-advisers/firm/wealthcare-capital-partners-llc-330300) | West Chester | $407.4 million | 1,599 | 14 | Not listed | (804) 644-4711 |  | [adviserinfo.sec.gov](https://adviserinfo.sec.gov/firm/summary/330300) |
| [Henderson Brothers Financial Partners LLC](https://specstream.ai/data/investment-advisers/firm/henderson-brothers-financial-partners-llc-333732) | Pittsburgh | $406.8 million | 1,492 | 30 | Not listed | (412) 261-3333 | hendersonbrothersfinancialpartners.com | [adviserinfo.sec.gov](https://adviserinfo.sec.gov/firm/summary/333732) |
| [Borer Denton & Associates, Inc.](https://specstream.ai/data/investment-advisers/firm/borer-denton-associates-inc-135729) | Blue Bell | $403 million | 220 | 4 | Not listed | (610) 238-0888 |  | [adviserinfo.sec.gov](https://adviserinfo.sec.gov/firm/summary/135729) |
| [Trinity Wealth Management, LLC](https://specstream.ai/data/investment-advisers/firm/trinity-wealth-management-llc-169216) | Berwyn | $399.2 million | 682 | 7 | Not listed | (610) 296-2020 | trinity-wealth.com | [adviserinfo.sec.gov](https://adviserinfo.sec.gov/firm/summary/169216) |
| [Mighty Oak Strong America Investment Company](https://specstream.ai/data/investment-advisers/firm/mighty-oak-strong-america-investment-company-123322) | Mechanicsburg | $398.4 million | 715 | 5 | Not listed | (717) 790-9001 | investwithmosaic.com | [adviserinfo.sec.gov](https://adviserinfo.sec.gov/firm/summary/123322) |
| [Prometheus Capital Management Corp.](https://specstream.ai/data/investment-advisers/firm/prometheus-capital-management-corp-121982) | Yardley | $397.8 million | 872 | 4 | Not listed | (215) 321-9312 | procap.net | [adviserinfo.sec.gov](https://adviserinfo.sec.gov/firm/summary/121982) |
| [Oars Capital](https://specstream.ai/data/investment-advisers/firm/oars-capital-153198) | Dillsburg | $397.7 million | 711 | 3 | Not listed | (717) 601-0651 | oarscapital.com | [adviserinfo.sec.gov](https://adviserinfo.sec.gov/firm/summary/153198) |
| [Financial Coach](https://specstream.ai/data/investment-advisers/firm/financial-coach-170478) | West Chester | $397.3 million | 774 | 7 | Not listed | (484) 887-0452 |  | [adviserinfo.sec.gov](https://adviserinfo.sec.gov/firm/summary/170478) |
| [Matterhorn Capital Advisors, LLC](https://specstream.ai/data/investment-advisers/firm/matterhorn-capital-advisors-llc-309960) | West Conshohocken | $396.4 million | 2 | 11 | 2 | (610) 940-5303 | matterhorncapitalpartners.com | [adviserinfo.sec.gov](https://adviserinfo.sec.gov/firm/summary/309960) |
| [Mor Wealth Management, LLC](https://specstream.ai/data/investment-advisers/firm/mor-wealth-management-llc-333022) | Philadelphia | $395.6 million | 813 | 8 | Not listed | (267) 930-8300 | morwm.com | [adviserinfo.sec.gov](https://adviserinfo.sec.gov/firm/summary/333022) |
| [Attinger, LLC](https://specstream.ai/data/investment-advisers/firm/attinger-llc-311772) | Philadelphia | $394.5 million | 8 | 4 | 7 | (215) 600-1296 | attingerllc.com | [adviserinfo.sec.gov](https://adviserinfo.sec.gov/firm/summary/311772) |
| [Equita Financial Network, Inc.](https://specstream.ai/data/investment-advisers/firm/equita-financial-network-inc-277031) | Fort Washington | $391 million | 1,321 | 19 | Not listed | (800) 604-0176 |  | [adviserinfo.sec.gov](https://adviserinfo.sec.gov/firm/summary/277031) |
| [Bluestone Capital Management, LLC](https://specstream.ai/data/investment-advisers/firm/bluestone-capital-management-llc-157841) | Wayne | $390.1 million | 10 | 4 | 1 | (610) 337-6500 | bluestonecm.com | [adviserinfo.sec.gov](https://adviserinfo.sec.gov/firm/summary/157841) |
| [Legend Financial Advisors Inc](https://specstream.ai/data/investment-advisers/firm/legend-financial-advisors-inc-108207) | Pittsburgh | $389.9 million | 219 | 11 | Not listed | (412) 635-9210 | legend-financial.com | [adviserinfo.sec.gov](https://adviserinfo.sec.gov/firm/summary/108207) |
| [Costello Asset Management, Inc.](https://specstream.ai/data/investment-advisers/firm/costello-asset-management-inc-123249) | Feasterville | $388.5 million | 988 | 3 | Not listed | (215) 856-9290 | costelloassetmanagement.com | [adviserinfo.sec.gov](https://adviserinfo.sec.gov/firm/summary/123249) |
| [Trinity Investment Advisors, LLC](https://specstream.ai/data/investment-advisers/firm/trinity-investment-advisors-llc-141039) | West Chester | $388.2 million | 34 | 3 | Not listed | (610) 344-9300 |  | [adviserinfo.sec.gov](https://adviserinfo.sec.gov/firm/summary/141039) |
| [Alden Investment Group](https://specstream.ai/data/investment-advisers/firm/alden-investment-group-317077) | Wayne | $385.7 million | 1,460 | 43 | Not listed | (215) 572-8700 |  | [adviserinfo.sec.gov](https://adviserinfo.sec.gov/firm/summary/317077) |
| [Psi Capital Management](https://specstream.ai/data/investment-advisers/firm/psi-capital-management-117105) | Lancaster | $384.8 million | 1,414 | 11 | Not listed | (717) 207-7123 |  | [adviserinfo.sec.gov](https://adviserinfo.sec.gov/firm/summary/117105) |
| [Rubenstein Partners](https://specstream.ai/data/investment-advisers/firm/rubenstein-partners-156988) | Philadelphia | $378.9 million | 12 | 43 | 8 | (215) 563-3558 |  | [adviserinfo.sec.gov](https://adviserinfo.sec.gov/firm/summary/156988) |
| [Prosperity Advisers, LLC](https://specstream.ai/data/investment-advisers/firm/prosperity-advisers-llc-282998) | Horsham | $375.8 million | 1,021 | 8 | Not listed | (267) 405-6166 | prosperityadvisers.com | [adviserinfo.sec.gov](https://adviserinfo.sec.gov/firm/summary/282998) |
| [Bouvel Investment Partners, LLC](https://specstream.ai/data/investment-advisers/firm/bouvel-investment-partners-llc-108436) | Phoenixville | $374.4 million | 758 | 4 | Not listed | (610) 933-3300 | bouvel.com | [adviserinfo.sec.gov](https://adviserinfo.sec.gov/firm/summary/108436) |
| [Macro Advisors, Inc.](https://specstream.ai/data/investment-advisers/firm/macro-advisors-inc-118832) | York | $370.9 million | 1,649 | 9 | Not listed | (717) 764-4566 | macroadv.com | [adviserinfo.sec.gov](https://adviserinfo.sec.gov/firm/summary/118832) |
| [Enhancing Capital LLC](https://specstream.ai/data/investment-advisers/firm/enhancing-capital-llc-290018) | Harrisburg | $368 million | 58 | 4 | 1 | (717) 561-4491 | enhancingcapital.com | [adviserinfo.sec.gov](https://adviserinfo.sec.gov/firm/summary/290018) |
| [Haverford Financial Services, Inc.](https://specstream.ai/data/investment-advisers/firm/haverford-financial-services-inc-130007) | Radnor | $366.4 million | 25 | 45 | Not listed | (610) 995-8700 |  | [adviserinfo.sec.gov](https://adviserinfo.sec.gov/firm/summary/130007) |
| [US Asset Management, LLC](https://specstream.ai/data/investment-advisers/firm/us-asset-management-llc-124234) | Pittsburgh | $358.5 million | 49 | 6 | Not listed | (412) 231-8209 |  | [adviserinfo.sec.gov](https://adviserinfo.sec.gov/firm/summary/124234) |
| [Ca Adviser, LLC](https://specstream.ai/data/investment-advisers/firm/ca-adviser-llc-300183) | Philadelphia | $357.7 million | 2 | 17 | 2 | (215) 243-7000 |  | [adviserinfo.sec.gov](https://adviserinfo.sec.gov/firm/summary/300183) |
| [Carnegie Wealth Management, LLC](https://specstream.ai/data/investment-advisers/firm/carnegie-wealth-management-llc-290430) | Berwyn | $357.1 million | 919 | 6 | Not listed | (610) 640-4300 |  | [adviserinfo.sec.gov](https://adviserinfo.sec.gov/firm/summary/290430) |
| [Capstone Wealth Management Group, LLC](https://specstream.ai/data/investment-advisers/firm/capstone-wealth-management-group-llc-284547) | Dunmore | $356.1 million | 1,548 | 6 | Not listed | (888) 587-7526 | capstone-wealth.com | [adviserinfo.sec.gov](https://adviserinfo.sec.gov/firm/summary/284547) |
| [Argyle Capital Management, LLC](https://specstream.ai/data/investment-advisers/firm/argyle-capital-management-llc-106576) | Center Valley | $355.7 million | 136 | 3 | Not listed | (610) 997-3777 | argylecapital.net | [adviserinfo.sec.gov](https://adviserinfo.sec.gov/firm/summary/106576) |
| [Entrust Financial LLC](https://specstream.ai/data/investment-advisers/firm/entrust-financial-llc-174694) | Wayne | $350.9 million | 855 | 6 | Not listed | (610) 687-3515 | balancingactbook.com | [adviserinfo.sec.gov](https://adviserinfo.sec.gov/firm/summary/174694) |
| [Cambrian Capital Management, L.L.C.](https://specstream.ai/data/investment-advisers/firm/cambrian-capital-management-l-l-c-324623) | Newtown Square | $343.8 million | 3 | 11 | 2 | (610) 640-9551 | cambrianpe.com | [adviserinfo.sec.gov](https://adviserinfo.sec.gov/firm/summary/324623) |
| [Ballast Financial Advisors, LLC](https://specstream.ai/data/investment-advisers/firm/ballast-financial-advisors-llc-304430) | West Chester | $342.6 million | 1,573 | 5 | Not listed | (484) 266-7281 | anchorcap.net | [adviserinfo.sec.gov](https://adviserinfo.sec.gov/firm/summary/304430) |
| [Matune Basile Advisors](https://specstream.ai/data/investment-advisers/firm/matune-basile-advisors-168073) | Hermitage | $342.6 million | 1,017 | 5 | Not listed | (724) 977-6275 | matunebasile.com | [adviserinfo.sec.gov](https://adviserinfo.sec.gov/firm/summary/168073) |
| [Keyvantage Wealth Advisors](https://specstream.ai/data/investment-advisers/firm/keyvantage-wealth-advisors-331996) | Bethlehem | $339.4 million | 143 | 5 | Not listed | (484) 935-3003 | keyvantagewealth.com | [adviserinfo.sec.gov](https://adviserinfo.sec.gov/firm/summary/331996) |
| [Cresap, Inc.](https://specstream.ai/data/investment-advisers/firm/cresap-inc-25899) | Radnor | $339 million | 604 | 16 | Not listed | (610) 341-1320 | cresap.com | [adviserinfo.sec.gov](https://adviserinfo.sec.gov/firm/summary/25899) |
| [Weik Capital Management](https://specstream.ai/data/investment-advisers/firm/weik-capital-management-107068) | Wyomissing | $334.7 million | 195 | 8 | 2 | (610) 376-2240 | weikinvest.com | [adviserinfo.sec.gov](https://adviserinfo.sec.gov/firm/summary/107068) |
| [Vista Investment Management, LLC](https://specstream.ai/data/investment-advisers/firm/vista-investment-management-llc-116068) | Pittsburgh | $323.9 million | 544 | 4 | Not listed | (412) 824-5940 | vista-im.com | [adviserinfo.sec.gov](https://adviserinfo.sec.gov/firm/summary/116068) |
| [Minerva Advisors LLC](https://specstream.ai/data/investment-advisers/firm/minerva-advisors-llc-161408) | Bala Cynwyd | $321 million | 7 | 4 | 2 | (484) 434-2258 |  | [adviserinfo.sec.gov](https://adviserinfo.sec.gov/firm/summary/161408) |
| [Three Cord True Wealth Management, LLC](https://specstream.ai/data/investment-advisers/firm/three-cord-true-wealth-management-llc-307480) | Beaver | $317.9 million | 1,004 | 9 | Not listed | (724) 683-3456 | 3ctruewealth.com | [adviserinfo.sec.gov](https://adviserinfo.sec.gov/firm/summary/307480) |
| [Matthew 25 Management Corp](https://specstream.ai/data/investment-advisers/firm/matthew-25-management-corp-104566) | Ambler | $315.9 million | 1 | 1 | Not listed | (215) 884-4458 |  | [adviserinfo.sec.gov](https://adviserinfo.sec.gov/firm/summary/104566) |
| [Marquette Associates, Inc.](https://specstream.ai/data/investment-advisers/firm/marquette-associates-inc-118655) | West Chester | $315.7 million | 5 | 6 | Not listed | (610) 719-0300 | peircepark.com | [adviserinfo.sec.gov](https://adviserinfo.sec.gov/firm/summary/118655) |
| [WMS Wealth Planners](https://specstream.ai/data/investment-advisers/firm/wms-wealth-planners-305481) | Pittsburgh | $314.7 million | 732 | 6 | Not listed | (412) 781-7100 | wmswealthplanners.com | [adviserinfo.sec.gov](https://adviserinfo.sec.gov/firm/summary/305481) |
| [PTM Wealth Management, LLC](https://specstream.ai/data/investment-advisers/firm/ptm-wealth-management-llc-308944) | North Wales | $310.2 million | 804 | 7 | Not listed | (267) 317-1515 |  | [adviserinfo.sec.gov](https://adviserinfo.sec.gov/firm/summary/308944) |
| [Invicta Advisors LLC](https://specstream.ai/data/investment-advisers/firm/invicta-advisors-llc-298868) | Oakmont | $310.2 million | 1,163 | 44 | Not listed | (412) 349-8684 | invictacapitaladvisors.com | [adviserinfo.sec.gov](https://adviserinfo.sec.gov/firm/summary/298868) |
| [Trunorth Financial Services, Inc.](https://specstream.ai/data/investment-advisers/firm/trunorth-financial-services-inc-111308) | Chambersburg | $309.5 million | 1,252 | 6 | Not listed | (717) 267-1426 | trunorthfs.com | [adviserinfo.sec.gov](https://adviserinfo.sec.gov/firm/summary/111308) |
| [Chronometer Partners LP](https://specstream.ai/data/investment-advisers/firm/chronometer-partners-lp-339929) | Pittsburgh | $308.4 million | 2 | 10 | Not listed | (917) 468-7879 | chrono-partners.com | [adviserinfo.sec.gov](https://adviserinfo.sec.gov/firm/summary/339929) |
| [Prepared Retirement Institute LLC](https://specstream.ai/data/investment-advisers/firm/prepared-retirement-institute-llc-309663) | Montgomeryville | $307.6 million | 818 | 11 | Not listed | (215) 997-5700 |  | [adviserinfo.sec.gov](https://adviserinfo.sec.gov/firm/summary/309663) |
| [Summit Group Retirement Planners, Inc.](https://specstream.ai/data/investment-advisers/firm/summit-group-retirement-planners-inc-169823) | Exton | $302.3 million | 255 | 4 | Not listed | (484) 467-7899 | sgretirementplanners.com | [adviserinfo.sec.gov](https://adviserinfo.sec.gov/firm/summary/169823) |
| [Stonecrop Wealth Advisors, LLC](https://specstream.ai/data/investment-advisers/firm/stonecrop-wealth-advisors-llc-306486) | West Chester | $299.5 million | 1,230 | 7 | Not listed | (610) 628-0035 |  | [adviserinfo.sec.gov](https://adviserinfo.sec.gov/firm/summary/306486) |
| [Kailasa Capital Management LLC](https://specstream.ai/data/investment-advisers/firm/kailasa-capital-management-llc-286159) | Pittsburgh | $298.3 million | 357 | 3 | 1 | (571) 313-0873 | kailasacm.com | [adviserinfo.sec.gov](https://adviserinfo.sec.gov/firm/summary/286159) |
| [New Rhein Healthcare Investors LLC](https://specstream.ai/data/investment-advisers/firm/new-rhein-healthcare-investors-llc-300842) | Philadelphia | $290.8 million | 6 | 10 | 6 | (201) 674-9387 |  | [adviserinfo.sec.gov](https://adviserinfo.sec.gov/firm/summary/300842) |
| [Godshalk Welsh Capital Management, Inc.](https://specstream.ai/data/investment-advisers/firm/godshalk-welsh-capital-management-inc-106410) | Radnor | $290.5 million | 266 | 2 | Not listed | (610) 971-0202 |  | [adviserinfo.sec.gov](https://adviserinfo.sec.gov/firm/summary/106410) |
| [Aspire Wealth Architects](https://specstream.ai/data/investment-advisers/firm/aspire-wealth-architects-297090) | Wexford | $290.3 million | 457 | 4 | Not listed | (412) 879-0584 | aspirewealtharchitects.com | [adviserinfo.sec.gov](https://adviserinfo.sec.gov/firm/summary/297090) |
| [Arba Credit Management, L.P.](https://specstream.ai/data/investment-advisers/firm/arba-credit-management-l-p-304734) | Conshohocken | $289.1 million | 2 | 9 | 2 | (484) 590-6604 | arbacredit.com | [adviserinfo.sec.gov](https://adviserinfo.sec.gov/firm/summary/304734) |
| [Innova Wealth Partners, LLC](https://specstream.ai/data/investment-advisers/firm/innova-wealth-partners-llc-168500) | Newtown | $288.2 million | 521 | 6 | Not listed | (888) 270-1574 | myinnovawealth.com | [adviserinfo.sec.gov](https://adviserinfo.sec.gov/firm/summary/168500) |
| [Gridiron Partners, LLC](https://specstream.ai/data/investment-advisers/firm/gridiron-partners-llc-300920) | Wexford | $285.8 million | 75 | 2 | Not listed | (724) 759-7848 | gridironpartners.com | [adviserinfo.sec.gov](https://adviserinfo.sec.gov/firm/summary/300920) |
| [Oaktree Advisors LLC](https://specstream.ai/data/investment-advisers/firm/oaktree-advisors-llc-168271) | Coopersburg | $282.8 million | 706 | 6 | Not listed | (610) 882-5670 |  | [adviserinfo.sec.gov](https://adviserinfo.sec.gov/firm/summary/168271) |
| [Members Wealth LLC](https://specstream.ai/data/investment-advisers/firm/members-wealth-llc-323778) | Media | $279.6 million | 625 | 9 | Not listed | (267) 367-5453 | memberswealthllc.com | [adviserinfo.sec.gov](https://adviserinfo.sec.gov/firm/summary/323778) |
| [Eureka Equity Partners](https://specstream.ai/data/investment-advisers/firm/eureka-equity-partners-159236) | Philadelphia | $279.2 million | 3 | 10 | 3 | (267) 238-4200 | eurekaequity.com | [adviserinfo.sec.gov](https://adviserinfo.sec.gov/firm/summary/159236) |
| [FS Tactical Advisor, LLC](https://specstream.ai/data/investment-advisers/firm/fs-tactical-advisor-llc-300214) | Philadelphia | $278.8 million | 2 | 183 | 2 | (215) 220-6651 | music.amazon.com | [adviserinfo.sec.gov](https://adviserinfo.sec.gov/firm/summary/300214) |
| [Vermillion & White Wealth Management Group](https://specstream.ai/data/investment-advisers/firm/vermillion-white-wealth-management-group-168215) | Phoenixville | $278.6 million | 357 | 4 | Not listed | (610) 977-2098 | vwwgroup.com | [adviserinfo.sec.gov](https://adviserinfo.sec.gov/firm/summary/168215) |
| [Guardian Asset Advisors, LLC](https://specstream.ai/data/investment-advisers/firm/guardian-asset-advisors-llc-144958) | Mechanicsburg | $278.3 million | 1,309 | 8 | Not listed | (717) 691-3003 |  | [adviserinfo.sec.gov](https://adviserinfo.sec.gov/firm/summary/144958) |
| [46 Peaks Investment Advisory Group](https://specstream.ai/data/investment-advisers/firm/46-peaks-investment-advisory-group-306902) | Newtown | $272.1 million | 445 | 5 | Not listed | (215) 497-8310 | 46peaks.com | [adviserinfo.sec.gov](https://adviserinfo.sec.gov/firm/summary/306902) |
| [Magnolia Private Wealth, LLC](https://specstream.ai/data/investment-advisers/firm/magnolia-private-wealth-llc-324102) | Philadelphia | $272.1 million | 684 | 4 | Not listed | (571) 477-1375 | magnoliapw.com | [adviserinfo.sec.gov](https://adviserinfo.sec.gov/firm/summary/324102) |
| [Crossgate Wealth Advisors, LLC](https://specstream.ai/data/investment-advisers/firm/crossgate-wealth-advisors-llc-121856) | Newtown | $271.9 million | 758 | 6 | Not listed | (215) 860-2234 |  | [adviserinfo.sec.gov](https://adviserinfo.sec.gov/firm/summary/121856) |
| [Alliance Financial](https://specstream.ai/data/investment-advisers/firm/alliance-financial-319679) | Wyomissing | $271.8 million | 1,006 | 6 | Not listed | (610) 376-5981 | alliancefinancialofpa.com | [adviserinfo.sec.gov](https://adviserinfo.sec.gov/firm/summary/319679) |
| [Invested Advisors](https://specstream.ai/data/investment-advisers/firm/invested-advisors-311243) | State College | $268.3 million | 639 | 5 | Not listed | (814) 235-2703 |  | [adviserinfo.sec.gov](https://adviserinfo.sec.gov/firm/summary/311243) |
| [Arsenal Capital Advisors LLC](https://specstream.ai/data/investment-advisers/firm/arsenal-capital-advisors-llc-325612) | Conshohocken | $267.1 million | 341 | 3 | Not listed | (610) 564-9134 |  | [adviserinfo.sec.gov](https://adviserinfo.sec.gov/firm/summary/325612) |
| [Wyze Wealth Advisors, LLC](https://specstream.ai/data/investment-advisers/firm/wyze-wealth-advisors-llc-329413) | Canonsburg | $264.5 million | 461 | 5 | Not listed | (724) 747-6451 | wyzewealthadvisors.com | [adviserinfo.sec.gov](https://adviserinfo.sec.gov/firm/summary/329413) |
| [Stark Wealth Management LLC](https://specstream.ai/data/investment-advisers/firm/stark-wealth-management-llc-309422) | Bethlehem | $262.5 million | 510 | 4 | Not listed | (610) 419-9894 | starkfinancialgroup.com | [adviserinfo.sec.gov](https://adviserinfo.sec.gov/firm/summary/309422) |
| [Cgi Plan Advisors, Inc.](https://specstream.ai/data/investment-advisers/firm/cgi-plan-advisors-inc-311275) | Frazer | $261 million | 29 | 2 | Not listed | (610) 854-1420 |  | [adviserinfo.sec.gov](https://adviserinfo.sec.gov/firm/summary/311275) |
| [Archetype Advisors, LLC](https://specstream.ai/data/investment-advisers/firm/archetype-advisors-llc-156527) | Doylestown | $260 million | 505 | 4 | Not listed | (215) 558-5500 | archetypeadvisor.com | [adviserinfo.sec.gov](https://adviserinfo.sec.gov/firm/summary/156527) |
| [Steel Tower Investments](https://specstream.ai/data/investment-advisers/firm/steel-tower-investments-166742) | Pittsburgh | $258.7 million | 182 | 5 | Not listed | (412) 586-2060 | upswia.com | [adviserinfo.sec.gov](https://adviserinfo.sec.gov/firm/summary/166742) |
| [Malvern Capital Management](https://specstream.ai/data/investment-advisers/firm/malvern-capital-management-292396) | Malvern | $258.1 million | 356 | 5 | Not listed | (610) 979-1462 | malverncap.com | [adviserinfo.sec.gov](https://adviserinfo.sec.gov/firm/summary/292396) |
| [Red Spruce Capital, LLC](https://specstream.ai/data/investment-advisers/firm/red-spruce-capital-llc-158720) | Berwyn | $256.9 million | 316 | 4 | Not listed | (610) 727-4270 |  | [adviserinfo.sec.gov](https://adviserinfo.sec.gov/firm/summary/158720) |
| [Financial Advisory Services, LLC](https://specstream.ai/data/investment-advisers/firm/financial-advisory-services-llc-122053) | Hanover | $256.9 million | 698 | 2 | Not listed | (717) 633-6844 |  | [adviserinfo.sec.gov](https://adviserinfo.sec.gov/firm/summary/122053) |
| [Stone Pine Financial Partners](https://specstream.ai/data/investment-advisers/firm/stone-pine-financial-partners-175287) | Media | $256.8 million | 689 | 5 | Not listed | (610) 565-9181 | stonepinefinancial.com | [adviserinfo.sec.gov](https://adviserinfo.sec.gov/firm/summary/175287) |
| [CMG Capital Management Group, Inc.](https://specstream.ai/data/investment-advisers/firm/cmg-capital-management-group-inc-110750) | Malvern | $256.5 million | 951 | 10 | 2 | (610) 989-9090 | cmgprivatewealth.com | [adviserinfo.sec.gov](https://adviserinfo.sec.gov/firm/summary/110750) |
| [Addis & Hill, Incorporated](https://specstream.ai/data/investment-advisers/firm/addis-hill-incorporated-117495) | Wayne | $254 million | 412 | 6 | Not listed | (610) 688-9500 |  | [adviserinfo.sec.gov](https://adviserinfo.sec.gov/firm/summary/117495) |
| [Maguire Investments LLC](https://specstream.ai/data/investment-advisers/firm/maguire-investments-llc-164039) | King of Prussia | $253.2 million | 342 | 4 | Not listed | (610) 572-2705 |  | [adviserinfo.sec.gov](https://adviserinfo.sec.gov/firm/summary/164039) |
| [Taylor Securities Services, Inc.](https://specstream.ai/data/investment-advisers/firm/taylor-securities-services-inc-304070) | Harrisburg | $252.5 million | 126 | 11 | Not listed | (717) 232-5808 | taylorretirementservices.com | [adviserinfo.sec.gov](https://adviserinfo.sec.gov/firm/summary/304070) |

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Source: [the SEC's Form ADV data files for investment advisers](https://www.sec.gov/data-research/sec-markets-data/information-about-registered-investment-advisers-exempt-reporting-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](https://creativecommons.org/licenses/by/4.0/).