Research Report · 2026-06-30
Largest Registered Investment Advisers in Pennsylvania
Pennsylvania SEC-registered investment advisers ranked by latest reported regulatory assets under management from ADV Part 1 filings.
Firms
574
Total AUM
$27.21T
Median AUM
$510.2M
Latest Filing
2026-06-30
| Rank↕ | Firm Name | City | CRD↕ | AUM↕ | Employees↕ | Latest Filing | |
|---|---|---|---|---|---|---|---|
| 1 | THE VANGUARD GROUP, INC. | MALVERN | 105958 | $11.09T | 1,702 | 2026-05-31 | → |
| 2 | VANGUARD CAPITAL MANAGEMENT, LLC | MALVERN | 338002 | $8.44T | 235 | 2026-05-31 | → |
| 3 | VANGUARD PORTFOLIO MANAGEMENT, LLC | MALVERN | 338003 | $2.66T | 105 | 2026-05-31 | → |
| 4 | MELLON INVESTMENTS CORPORATION | PITTSBURGH | 105764 | $873.87B | 98 | 2026-05-31 | → |
| 5 | ENVESTNET ASSET MANAGEMENT, INC. | BERWYN | 111694 | $614.93B | 532 | 2026-06-30 | → |
| 6 | FEDERATED INVESTMENT MANAGEMENT COMPANY | PITTSBURGH | 105138 | $590.10B | 106 | 2026-05-31 | → |
| 7 | VANGUARD ADVISERS, INC. | MALVERN | 106715 | $344.62B | 2,208 | 2026-05-31 | → |
| 8 | VANGUARD GLOBAL ADVISERS, LLC | MALVERN | 164593 | $249.66B | 315 | 2026-05-31 | → |
| 9 | SEI INVESTMENTS MANAGEMENT CORP | OAKS | 105146 | $216.43B | 434 | 2026-03-31 | → |
| 10 | FEDERATED INVESTMENT COUNSELING | PITTSBURGH | 105325 | $207.21B | 213 | 2026-05-31 | → |
| 11 | HARTFORD FUNDS MANAGEMENT COMPANY, LLC | WAYNE | 147746 | $152.07B | 368 | 2026-06-30 | → |
| 12 | NOMURA INVESTMENT MANAGEMENT BUSINESS TRUST | PHILADELPHIA | 105390 | $144.04B | 778 | 2026-06-30 | → |
| 13 | HAMILTON LANE ADVISORS, L.L.C. | CONSHOHOCKEN | 107876 | $141.83B | 740 | 2026-06-30 | → |
| 14 | JANNEY MONTGOMERY SCOTT LLC | PHILADELPHIA | 463 | $110.11B | 2,404 | 2026-06-30 | → |
| 15 | LINCOLN FINANCIAL INVESTMENTS CORPORATION | RADNOR | 108881 | $102.10B | 86 | 2026-03-31 | → |
| 16 | BRANDYWINE GLOBAL INVESTMENT MANAGEMENT, LLC | PHILADELPHIA | 110783 | $65.44B | 157 | 2026-05-31 | → |
| 17 | PENN MUTUAL ASSET MANAGEMENT, LLC | CONSHOHOCKEN | 107518 | $42.29B | 30 | 2026-04-30 | → |
| 18 | ABRDN INC. | PHILADELPHIA | 111069 | $41.48B | 193 | 2026-03-31 | → |
| 19 | MORGAN STANLEY AIP GP LP | WEST CONSHOHOCKEN | 117050 | $40.85B | 200 | 2026-03-31 | → |
| 20 | PACER ADVISORS, INC. | MALVERN | 137381 | $38.64B | 24 | 2026-03-31 | → |
| 21 | CLARK CAPITAL MANAGEMENT GROUP INC | PHILADELPHIA | 104796 | $35.69B | 151 | 2026-05-31 | → |
| 22 | EQT REAL ESTATE, LLC | RADNOR | 161935 | $35.14B | 222 | 2026-03-31 | → |
| 23 | PNC WEALTH MANAGEMENT | PITTSBURGH | 129052 | $30.27B | 1,713 | 2026-06-30 | → |
| 24 | EMPOWERED FUNDS, LLC | NEWTOWN SQUARE | 171412 | $29.74B | 44 | 2026-03-31 | → |
| 25 | HIRTLE, CALLAGHAN & CO., LLC | WEST CONSHOHOCKEN | 105403 | $25.41B | 94 | 2026-03-31 | → |
| 26 | XPONANCE LLC | PHILADELPHIA | 111126 | $24.27B | 46 | 2026-04-30 | → |
| 27 | LINCOLN INVESTMENT PLANNING, LLC | FORT WASHINGTON | 519 | $21.99B | 1,238 | 2026-04-30 | → |
| 28 | ENVESTNET PORTFOLIO SOLUTIONS, INC. | BERWYN | 109662 | $17.35B | 532 | 2026-06-30 | → |
| 29 | ENVESTNET RETIREMENT SOLUTIONS, LLC | BERWYN | 171570 | $16.30B | 24 | 2026-06-30 | → |
| 30 | VENERABLE INVESTMENT ADVISERS, LLC | WEST CHESTER | 330755 | $16.27B | 12 | 2026-05-31 | → |
| 31 | FS/KKR ADVISOR, LLC | PHILADELPHIA | 292803 | $16.10B | 736 | 2026-06-30 | → |
| 32 | MYCIO WEALTH PARTNERS, LLC | PHILADELPHIA | 134436 | $15.78B | 67 | 2026-03-31 | → |
| 33 | FEDERATED EQUITY MANAGEMENT COMPANY OF PENNSYLVANIA | PITTSBURGH | 128610 | $14.25B | 15 | 2026-06-30 | → |
| 34 | CENTERSQUARE INVESTMENT MANAGEMENT LLC | CONSHOHOCKEN | 290078 | $13.70B | 100 | 2026-03-31 | → |
| 35 | ALPHA ARCHITECT, LLC | NEWTOWN SQUARE | 153905 | $13.50B | 12 | 2026-06-30 | → |
| 36 | CHARTWELL INVESTMENT PARTNERS, LLC | BERWYN | 170335 | $12.97B | 31 | 2026-05-31 | → |
| 37 | CSM ADVISORS, LLC | WARRENDALE | 306128 | $11.65B | 44 | 2026-05-31 | → |
| 38 | QRG CAPITAL MANAGEMENT, INC. | BERWYN | 305277 | $11.41B | 12 | 2026-06-30 | → |
| 39 | CBRE INVESTMENT MANAGEMENT LISTED REAL ASSETS LLC | RADNOR | 106256 | $10.80B | 60 | 2026-03-31 | → |
| 40 | COOKE & BIELER, L.P. | PHILADELPHIA | 113859 | $10.56B | 32 | 2026-03-31 | → |
| 41 | MILL CREEK CAPITAL ADVISORS, LLC | CONSHOHOCKEN | 141470 | $10.47B | 42 | 2026-03-31 | → |
| 42 | FRANKLIN PARK ASSOCIATES, LLC | BALA CYNWYD | 126508 | $10.21B | 29 | 2026-03-31 | → |
| 43 | CALLAN FAMILY OFFICE, LLC | RADNOR | 317446 | $10.21B | 49 | 2026-03-31 | → |
| 44 | ARIN RISK ADVISORS LLC | CONSHOHOCKEN | 151491 | $10.19B | 11 | 2026-03-31 | → |
| 45 | CONRAD SIEGEL INVESTMENT ADVISORS, INC. | HARRISBURG | 123560 | $10.12B | 23 | 2025-09-30 | → |
| 46 | CORNERSTONE ADVISORS ASSET MANAGEMENT, LLC | BETHLEHEM | 138638 | $9.57B | 34 | 2026-03-31 | → |
| 47 | GARDNER RUSSO & QUINN LLC | LANCASTER | 106114 | $9.45B | 47 | 2026-03-31 | → |
| 48 | FS REAL ESTATE ADVISOR, LLC | PHILADELPHIA | 306352 | $9.10B | 133 | 2026-06-30 | → |
| 49 | HORNOR, TOWNSEND & KENT, LLC | CONSHOHOCKEN | 4031 | $9.01B | 485 | 2026-04-30 | → |
| 50 | CAPITAL ANALYSTS, LLC | FORT WASHINGTON | 162200 | $8.77B | 679 | 2026-04-30 | → |
| 51 | TIFF ADVISORY SERVICES, LLC | RADNOR | 327436 | $8.62B | 70 | 2026-03-31 | → |
| 52 | WEALTHCARE ADVISORY PARTNERS LLC | WEST CHESTER | 171976 | $8.29B | 243 | 2026-06-30 | → |
| 53 | HARVEST FUND ADVISORS LLC | WAYNE | 154425 | $8.13B | 14 | 2026-03-31 | → |
| 54 | HBK SORCE ADVISORY LLC | ERIE | 112139 | $7.66B | 109 | 2026-02-28 | → |
| 55 | LLR MANAGEMENT HOLDCO, L.P. | PHILADELPHIA | 323438 | $7.57B | 116 | 2026-03-31 | → |
| 56 | MILLER INVESTMENT MANAGEMENT, LP | WEST CONSHOHOCKEN | 108380 | $7.10B | 18 | 2026-03-31 | → |
| 57 | US INNOVATIVE TECHNOLOGY CAPITAL MANAGEMENT, LLC | MOON TOWNSHIP | 323370 | $7.03B | 14 | 2026-03-31 | → |
| 58 | CONESTOGA CAPITAL ADVISORS, LLC | WAYNE | 111750 | $6.94B | 18 | 2026-03-31 | → |
| 59 | PROWELL FINANCIAL MANAGEMENT, LLC | EXTON | 281762 | $6.86B | 4 | 2026-03-31 | → |
| 60 | CONFLUENCE WEALTH SERVICES, INC. | MCMURRAY | 311980 | $6.84B | 70 | 2026-06-30 | → |
| 61 | ATAIROS MANAGEMENT, L.P. | BRYN MAWR | 281947 | $6.79B | 31 | 2026-03-31 | → |
| 62 | F.N.B. INVESTMENT ADVISORS INC | PITTSBURGH | 109515 | $6.70B | 44 | 2025-03-31 | → |
| 63 | GREYCOURT & CO., INC. | PITTSBURGH | 111936 | $6.61B | 37 | 2026-03-31 | → |
| 64 | GLENMEDE INVESTMENT MANAGEMENT, LP | PHILADELPHIA | 108165 | $6.20B | 41 | 2026-03-31 | → |
| 65 | INCLINE MANAGEMENT, L.P. | PITTSBURGH | 158858 | $5.96B | 93 | 2026-04-30 | → |
| 66 | PITCAIRN WEALTH ADVISORS LLC | CONSHOHOCKEN | 333260 | $5.87B | 62 | 2026-03-31 | → |
| 67 | FAIRMOUNT FUNDS MANAGEMENT LLC | WEST CONSHOHOCKEN | 284844 | $5.80B | 30 | 2026-03-31 | → |
| 68 | ALLEGHENY FINANCIAL GROUP | PITTSBURGH | 104690 | $5.59B | 103 | 2026-05-31 | → |
| 69 | WALDRON PRIVATE WEALTH, LLC | BRIDGEVILLE | 131063 | $5.50B | 70 | 2026-03-31 | → |
| 70 | JANNEY CAPITAL MANAGEMENT LLC | PITTSBURGH | 159506 | $5.31B | 12 | 2025-11-30 | → |
| 71 | HC CAPITAL PARTNERS, LLC | WEST CONSHOHOCKEN | 160737 | $5.21B | 0 | 2026-03-31 | → |
| 72 | LOVELL MINNICK PARTNERS LLC | RADNOR | 156494 | $5.21B | 33 | 2026-05-31 | → |
| 73 | LEGACY ADVISORS, LLC | PLYMOUTH MEETING | 139830 | $5.17B | 50 | 2026-03-31 | → |
| 74 | RADCLIFFE CAPITAL MANAGEMENT, L.P. | BALA CYNWYD | 136028 | $5.14B | 22 | 2026-03-31 | → |
| 75 | GRAHAM PARTNERS, LLC | NEWTOWN SQUARE | 157049 | $4.90B | 101 | 2026-03-31 | → |
| 76 | PPB ADVISORS, LLC | WEST CONSHOHOCKEN | 152303 | $4.75B | 42 | 2026-03-31 | → |
| 77 | WHARTON BUSINESS GROUP, LLC | MALVERN | 133722 | $4.57B | 5 | 2026-03-31 | → |
| 78 | SAGE FINANCIAL GROUP INC. | WEST CONSHOHOCKEN | 116574 | $4.29B | 28 | 2026-06-30 | → |
| 79 | WESCOTT FINANCIAL ADVISORY GROUP LLC | PHILADELPHIA | 105989 | $4.16B | 48 | 2026-04-30 | → |
| 80 | COPELAND CAPITAL MANAGEMENT, LLC | CONSHOHOCKEN | 135822 | $4.06B | 30 | 2026-02-28 | → |
| 81 | JFS WEALTH ADVISORS, LLC | HERMITAGE | 145051 | $4.01B | 86 | 2026-03-31 | → |
| 82 | NORDWAND ADVISORS, LLC | RADNOR | 322936 | $3.97B | 10 | 2026-03-31 | → |
| 83 | FINANCIAL INTEGRITY ADVISORS, LLC | PHILADELPHIA | 130458 | $3.96B | 2 | 2026-03-31 | → |
| 84 | ARGOSY CAPITAL GROUP, LLC | WAYNE | 160212 | $3.73B | 82 | 2026-06-30 | → |
| 85 | STEVENS CAPITAL MANAGEMENT LP | RADNOR | 161202 | $3.68B | 65 | 2026-03-31 | → |
| 86 | BRYN MAWR TRUST ADVISORS, LLC | PHILADELPHIA | 285359 | $3.51B | 87 | 2026-04-30 | → |
| 87 | VALLEY FORGE INVESTMENT CONSULTANTS, INC. | AUDUBON | 123898 | $3.49B | 16 | 2026-03-31 | → |
| 88 | KATHMERE CAPITAL MANAGEMENT, LLC | WAYNE | 305118 | $3.48B | 24 | 2026-03-31 | → |
| 89 | WEDMONT PRIVATE CAPITAL, LLC | WEST CHESTER | 305815 | $3.44B | 14 | 2026-05-31 | → |
| 90 | NSV II MANAGEMENT COMPANY, LLC | RADNOR | 160608 | $3.34B | 76 | 2026-03-31 | → |
| 91 | SCHNEIDER DOWNS WEALTH MANAGEMENT ADVISORS, LP | PITTSBURGH | 128591 | $3.31B | 28 | 2026-03-31 | → |
| 92 | EMERALD ADVISERS, LLC | LEOLA | 107496 | $3.30B | 35 | 2026-03-31 | → |
| 93 | BLB & B ADVISORS, LLC | MONTGOMERYVILLE | 139096 | $3.26B | 32 | 2026-03-31 | → |
| 94 | LBC CREDIT MANAGEMENT, L.P. | RADNOR | 157628 | $3.24B | 200 | 2026-05-31 | → |
| 95 | FS DIGITAL INFRASTRUCTURE ADVISOR, LLC | PHILADELPHIA | 338274 | $3.21B | 52 | 2026-03-31 | → |
| 96 | ROFFMAN MILLLER ASSOCIATES INC | PHILADELPHIA | 106019 | $3.20B | 15 | 2026-03-31 | → |
| 97 | ALTERRA IOS MANAGER, LLC | RADNOR | 324445 | $3.19B | 44 | 2026-03-31 | → |
| 98 | GIRARD ADVISORY SERVICES, LLC | KING OF PRUSSIA | 39163 | $3.18B | 60 | 2026-03-31 | → |
| 99 | STALEY CAPITAL ADVISERS INC | PITTSBURGH | 107118 | $3.11B | 15 | 2026-03-31 | → |
| 100 | LOGAN CAPITAL MANAGEMENT, INC. | NEWTOWN SQUARE | 108893 | $3.10B | 34 | 2026-04-30 | → |
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