Research Report · 2026-06-30
Institutional Registered Investment Advisers in Pennsylvania
SEC-registered investment advisers in Pennsylvania ranked by reported institutional client assets.
Firms
397
Total AUM
$3.55T
Median AUM
$584.3M
Latest Filing
2026-06-30
| Rank↕ | Firm Name | City | CRD↕ | AUM↕ | Employees↕ | Latest Filing | |
|---|---|---|---|---|---|---|---|
| 1 | MELLON INVESTMENTS CORPORATION | PITTSBURGH | 105764 | $873.87B | 98 | 2026-05-31 | → |
| 2 | FEDERATED INVESTMENT COUNSELING | PITTSBURGH | 105325 | $207.21B | 213 | 2026-05-31 | → |
| 3 | HAMILTON LANE ADVISORS, L.L.C. | CONSHOHOCKEN | 107876 | $141.83B | 740 | 2026-06-30 | → |
| 4 | NOMURA INVESTMENT MANAGEMENT BUSINESS TRUST | PHILADELPHIA | 105390 | $144.04B | 778 | 2026-06-30 | → |
| 5 | BRANDYWINE GLOBAL INVESTMENT MANAGEMENT, LLC | PHILADELPHIA | 110783 | $65.44B | 157 | 2026-05-31 | → |
| 6 | PENN MUTUAL ASSET MANAGEMENT, LLC | CONSHOHOCKEN | 107518 | $42.29B | 30 | 2026-04-30 | → |
| 7 | ENVESTNET ASSET MANAGEMENT, INC. | BERWYN | 111694 | $614.93B | 532 | 2026-06-30 | → |
| 8 | XPONANCE LLC | PHILADELPHIA | 111126 | $24.27B | 46 | 2026-04-30 | → |
| 9 | SEI INVESTMENTS MANAGEMENT CORP | OAKS | 105146 | $216.43B | 434 | 2026-03-31 | → |
| 10 | ABRDN INC. | PHILADELPHIA | 111069 | $41.48B | 193 | 2026-03-31 | → |
| 11 | ENVESTNET RETIREMENT SOLUTIONS, LLC | BERWYN | 171570 | $16.30B | 24 | 2026-06-30 | → |
| 12 | JANNEY MONTGOMERY SCOTT LLC | PHILADELPHIA | 463 | $110.11B | 2,404 | 2026-06-30 | → |
| 13 | CSM ADVISORS, LLC | WARRENDALE | 306128 | $11.65B | 44 | 2026-05-31 | → |
| 14 | CHARTWELL INVESTMENT PARTNERS, LLC | BERWYN | 170335 | $12.97B | 31 | 2026-05-31 | → |
| 15 | CENTERSQUARE INVESTMENT MANAGEMENT LLC | CONSHOHOCKEN | 290078 | $13.70B | 100 | 2026-03-31 | → |
| 16 | CONRAD SIEGEL INVESTMENT ADVISORS, INC. | HARRISBURG | 123560 | $10.12B | 23 | 2025-09-30 | → |
| 17 | CORNERSTONE ADVISORS ASSET MANAGEMENT, LLC | BETHLEHEM | 138638 | $9.57B | 34 | 2026-03-31 | → |
| 18 | COOKE & BIELER, L.P. | PHILADELPHIA | 113859 | $10.56B | 32 | 2026-03-31 | → |
| 19 | MORGAN STANLEY AIP GP LP | WEST CONSHOHOCKEN | 117050 | $40.85B | 200 | 2026-03-31 | → |
| 20 | HARVEST FUND ADVISORS LLC | WAYNE | 154425 | $8.13B | 14 | 2026-03-31 | → |
| 21 | CBRE INVESTMENT MANAGEMENT LISTED REAL ASSETS LLC | RADNOR | 106256 | $10.80B | 60 | 2026-03-31 | → |
| 22 | FINANCIAL INTEGRITY ADVISORS, LLC | PHILADELPHIA | 130458 | $3.96B | 2 | 2026-03-31 | → |
| 23 | HIRTLE, CALLAGHAN & CO., LLC | WEST CONSHOHOCKEN | 105403 | $25.41B | 94 | 2026-03-31 | → |
| 24 | CALLAN FAMILY OFFICE, LLC | RADNOR | 317446 | $10.21B | 49 | 2026-03-31 | → |
| 25 | EMERALD ADVISERS, LLC | LEOLA | 107496 | $3.30B | 35 | 2026-03-31 | → |
| 26 | OAKMONT CAPITAL MANAGEMENT, LLC | OAKMONT | 128939 | $3.09B | 19 | 2026-03-31 | → |
| 27 | VALLEY FORGE INVESTMENT CONSULTANTS, INC. | AUDUBON | 123898 | $3.49B | 16 | 2026-03-31 | → |
| 28 | MILL CREEK CAPITAL ADVISORS, LLC | CONSHOHOCKEN | 141470 | $10.47B | 42 | 2026-03-31 | → |
| 29 | FRANKLIN PARK ASSOCIATES, LLC | BALA CYNWYD | 126508 | $10.21B | 29 | 2026-03-31 | → |
| 30 | CLARK CAPITAL MANAGEMENT GROUP INC | PHILADELPHIA | 104796 | $35.69B | 151 | 2026-05-31 | → |
| 31 | GREYCOURT & CO., INC. | PITTSBURGH | 111936 | $6.61B | 37 | 2026-03-31 | → |
| 32 | COPELAND CAPITAL MANAGEMENT, LLC | CONSHOHOCKEN | 135822 | $4.06B | 30 | 2026-02-28 | → |
| 33 | HARTFORD FUNDS MANAGEMENT COMPANY, LLC | WAYNE | 147746 | $152.07B | 368 | 2026-06-30 | → |
| 34 | TIFF ADVISORY SERVICES, LLC | RADNOR | 327436 | $8.62B | 70 | 2026-03-31 | → |
| 35 | INDEPENDENCE ASSET ADVISORS, LLC | WYNNEWOOD | 152963 | $2.19B | 5 | 2026-03-31 | → |
| 36 | LOGAN CAPITAL MANAGEMENT, INC. | NEWTOWN SQUARE | 108893 | $3.10B | 34 | 2026-04-30 | → |
| 37 | GIBSON CAPITAL, LLC | WEXFORD | 148836 | $3.03B | 17 | 2026-03-31 | → |
| 38 | SCHNEIDER DOWNS WEALTH MANAGEMENT ADVISORS, LP | PITTSBURGH | 128591 | $3.31B | 28 | 2026-03-31 | → |
| 39 | CIM INVESTMENT MANAGEMENT INC | PITTSBURGH | 106292 | $1.28B | 7 | 2026-03-31 | → |
| 40 | PENN CAPITAL MANAGEMENT COMPANY, LLC | PHILADELPHIA | 105081 | $1.94B | 16 | 2026-03-31 | → |
| 41 | KATHMERE CAPITAL MANAGEMENT, LLC | WAYNE | 305118 | $3.48B | 24 | 2026-03-31 | → |
| 42 | CONESTOGA CAPITAL ADVISORS, LLC | WAYNE | 111750 | $6.94B | 18 | 2026-03-31 | → |
| 43 | NORDWAND ADVISORS, LLC | RADNOR | 322936 | $3.97B | 10 | 2026-03-31 | → |
| 44 | COHO PARTNERS, LTD. | BERWYN | 111335 | $2.20B | 18 | 2025-03-31 | → |
| 45 | F.N.B. INVESTMENT ADVISORS INC | PITTSBURGH | 109515 | $6.70B | 44 | 2025-03-31 | → |
| 46 | WESCOTT FINANCIAL ADVISORY GROUP LLC | PHILADELPHIA | 105989 | $4.16B | 48 | 2026-04-30 | → |
| 47 | LBC CREDIT MANAGEMENT, L.P. | RADNOR | 157628 | $3.24B | 200 | 2026-05-31 | → |
| 48 | AMERISERV WEALTH ADVISORS INC | JOHNSTOWN | 105846 | $1.11B | 4 | 2026-03-31 | → |
| 49 | RTD FINANCIAL ADVISORS INC | PHILADELPHIA | 110744 | $2.72B | 39 | 2026-02-28 | → |
| 50 | MOUNT LUCAS MANAGEMENT LP | NEWTOWN | 108255 | $1.30B | 15 | 2026-06-30 | → |
| 51 | SEVENONESEVEN CAPITAL MANAGEMENT, LTD | LANCASTER | 305092 | $922.7M | 4 | 2026-03-31 | → |
| 52 | QRG CAPITAL MANAGEMENT, INC. | BERWYN | 305277 | $11.41B | 12 | 2026-06-30 | → |
| 53 | GARDNER RUSSO & QUINN LLC | LANCASTER | 106114 | $9.45B | 47 | 2026-03-31 | → |
| 54 | NORTHEAST FINANCIAL GROUP, INC. | ALLENTOWN | 122609 | $1.44B | 1 | 2026-03-31 | → |
| 55 | PNC WEALTH MANAGEMENT | PITTSBURGH | 129052 | $30.27B | 1,713 | 2026-06-30 | → |
| 56 | WHARTON BUSINESS GROUP, LLC | MALVERN | 133722 | $4.57B | 5 | 2026-03-31 | → |
| 57 | FDX ADVISORS, INC. | BERWYN | 104601 | $832.8M | 17 | 2026-06-30 | → |
| 58 | GIRARD ADVISORY SERVICES, LLC | KING OF PRUSSIA | 39163 | $3.18B | 60 | 2026-03-31 | → |
| 59 | JFS WEALTH ADVISORS, LLC | HERMITAGE | 145051 | $4.01B | 86 | 2026-03-31 | → |
| 60 | HORNOR, TOWNSEND & KENT, LLC | CONSHOHOCKEN | 4031 | $9.01B | 485 | 2026-04-30 | → |
| 61 | EMERALD INVESTMENT ADVISERS, LLC | LEOLA | 338769 | $2.26B | 12 | 2026-01-31 | → |
| 62 | HBK SORCE ADVISORY LLC | ERIE | 112139 | $7.66B | 109 | 2026-02-28 | → |
| 63 | GIRARD PENSION SERVICES, LLC | ALLENTOWN | 117901 | $733.8M | 15 | 2026-03-31 | → |
| 64 | TWIN CAPITAL MANAGEMENT INC | MCMURRAY | 104748 | $837.8M | 8 | 2026-03-31 | → |
| 65 | STONEBRIDGE FINANCIAL GROUP, LLC | WORMLEYSBURG | 327529 | $2.28B | 29 | 2026-03-31 | → |
| 66 | OLD GLORY ASSET MANAGEMENT LLC | MALVERN | 126013 | $655.9M | 2 | 2026-03-31 | → |
| 67 | WEALTHCARE ADVISORY PARTNERS LLC | WEST CHESTER | 171976 | $8.29B | 243 | 2026-06-30 | → |
| 68 | ADDISON CAPITAL, LLC | CONSHOHOCKEN | 144853 | $1.12B | 4 | 2026-03-31 | → |
| 69 | VEERY CAPITAL, LLC | WEST CHESTER | 298465 | $971.4M | 13 | 2026-03-31 | → |
| 70 | MIRAVAST ASSET MANAGEMENT, LLC | NEWTOWN | 168582 | $1.36B | 21 | 2026-03-31 | → |
| 71 | BLB & B ADVISORS, LLC | MONTGOMERYVILLE | 139096 | $3.26B | 32 | 2026-03-31 | → |
| 72 | TOWERCREST CAPITAL MANAGEMENT, LLC | NEWTOWN | 152069 | $717.6M | 1 | 2026-06-30 | → |
| 73 | CONFLUENCE WEALTH SERVICES, INC. | MCMURRAY | 311980 | $6.84B | 70 | 2026-06-30 | → |
| 74 | ETHOS FINANCIAL GROUP, LLC | KING OF PRUSSIA | 321748 | $2.14B | 38 | 2026-03-31 | → |
| 75 | RADCLIFFE CAPITAL MANAGEMENT, L.P. | BALA CYNWYD | 136028 | $5.14B | 22 | 2026-03-31 | → |
| 76 | MMA ASSET MANAGEMENT LLC | CONSHOHOCKEN | 155426 | $787.8M | 19 | 2026-06-30 | → |
| 77 | WEALTH ADVISORY GROUP, INC. | BERWYN | 122269 | $666.9M | 7 | 2025-10-31 | → |
| 78 | MERIDIAN WEALTH PARTNERS, LLC | EAST NORRITON | 287768 | $1.37B | 13 | 2026-04-30 | → |
| 79 | PRIMESOLUTIONS ADVISORS, LLC | PITTSBURGH | 110085 | $440.1M | 2 | 2026-03-31 | → |
| 80 | STALEY CAPITAL ADVISERS INC | PITTSBURGH | 107118 | $3.11B | 15 | 2026-03-31 | → |
| 81 | JANNEY CAPITAL MANAGEMENT LLC | PITTSBURGH | 159506 | $5.31B | 12 | 2025-11-30 | → |
| 82 | COURY FIRM ASSET MANAGEMENT LLC | PITTSBURGH | 289145 | $1.32B | 23 | 2026-03-31 | → |
| 83 | INVESTMENT RESEARCH PARTNERS LLC | LEMONT | 304315 | $512.4M | 6 | 2026-03-31 | → |
| 84 | BIRCH RUN INVESTMENTS, LLC | EXTON | 285285 | $457.5M | 5 | 2026-03-31 | → |
| 85 | RKL WEALTH MANAGEMENT LLC | LANCASTER | 122693 | $2.51B | 38 | 2026-03-31 | → |
| 86 | ALPHA LEONIS PARTNERS, LLC | WAYNE | 314560 | $418.4M | 1 | 2026-03-31 | → |
| 87 | BERKSHIRE ASSET MANAGEMENT, LLC | WILKES-BARRE | 145463 | $2.79B | 11 | 2026-03-31 | → |
| 88 | TRINITY INVESTMENT ADVISORS, LLC | WEST CHESTER | 141039 | $388.2M | 3 | 2026-03-31 | → |
| 89 | ABUNDANCE WEALTH COUNSELORS, LLC | STATE COLLEGE | 111740 | $1.56B | 30 | 2026-02-28 | → |
| 90 | CHATHAM INVESTMENT ADVISORS, LLC | KENNETT SQUARE | 158802 | $383.5M | 2 | 2025-03-31 | → |
| 91 | STONERIDGE PMG ADVISORS, LLC | RADNOR | 107662 | $390.7M | 8 | 2026-04-30 | → |
| 92 | FOREFRONT ANALYTICS, LLC | W. CONSHOHOCKEN | 153016 | $679.0M | 18 | 2026-05-31 | → |
| 93 | BRUTON CHISNELL ADVISORS, LLC | DOWNINGTOWN | 293192 | $772.5M | 3 | 2026-03-31 | → |
| 94 | ENHANCING CAPITAL LLC | HARRISBURG | 290018 | $368.0M | 4 | 2026-03-31 | → |
| 95 | CAPITAL ANALYSTS, LLC | FORT WASHINGTON | 162200 | $8.77B | 679 | 2026-04-30 | → |
| 96 | LINCOLN FINANCIAL INVESTMENTS CORPORATION | RADNOR | 108881 | $102.10B | 86 | 2026-03-31 | → |
| 97 | GLENMEDE INVESTMENT MANAGEMENT, LP | PHILADELPHIA | 108165 | $6.20B | 41 | 2026-03-31 | → |
| 98 | PEIRCE PARK GROUP INC. | WEST CHESTER | 118655 | $315.7M | 6 | 2026-05-31 | → |
| 99 | LEGACY ADVISORS, LLC | PLYMOUTH MEETING | 139830 | $5.17B | 50 | 2026-03-31 | → |
| 100 | US ASSET MANAGEMENT, LLC | PITTSBURGH | 124234 | $358.5M | 6 | 2026-03-31 | → |
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