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 | |
|---|---|---|---|---|---|---|---|
| 101 | FS DIGITAL INFRASTRUCTURE ADVISOR, LLC | PHILADELPHIA | 338274 | $3.21B | 52 | 2026-03-31 | → |
| 102 | COOKSON PEIRCE & CO INC | PITTSBURGH | 110729 | $2.56B | 29 | 2026-05-31 | → |
| 103 | ENVESTNET PORTFOLIO SOLUTIONS, INC. | BERWYN | 109662 | $17.35B | 532 | 2026-06-30 | → |
| 104 | MYCIO WEALTH PARTNERS, LLC | PHILADELPHIA | 134436 | $15.78B | 67 | 2026-03-31 | → |
| 105 | LINCOLN INVESTMENT PLANNING, LLC | FORT WASHINGTON | 519 | $21.99B | 1,238 | 2026-04-30 | → |
| 106 | CGI PLAN ADVISORS, INC. | FRAZER | 311275 | $261.0M | 2 | 2026-03-31 | → |
| 107 | JACOBI CAPITAL MANAGEMENT, LLC | PITTSTON | 147663 | $2.64B | 31 | 2026-06-30 | → |
| 108 | IRONVIEW CAPITAL MANAGEMENT, LLC | CONSHOHOCKEN | 150250 | $1.39B | 12 | 2026-03-31 | → |
| 109 | COVINGTON INVESTMENT ADVISORS, INC. | LIGONIER | 127270 | $885.9M | 8 | 2026-02-28 | → |
| 110 | CHRONOMETER PARTNERS LP | PITTSBURGH | 339929 | $308.4M | 10 | 2026-05-31 | → |
| 111 | GRIDIRON PARTNERS, LLC | WEXFORD | 300920 | $285.8M | 2 | 2026-03-31 | → |
| 112 | GROSS & HARTMAN INVESTMENTS, LLC | LEOLA | 317722 | $576.0M | 4 | 2026-03-31 | → |
| 113 | CONNORS INVESTOR SERVICES INC | WYOMISSING | 106993 | $1.28B | 10 | 2026-03-31 | → |
| 114 | GUYASUTA INVESTMENT ADVISORS, INCORPORATED | PITTSBURGH | 108400 | $2.44B | 13 | 2026-02-28 | → |
| 115 | SUMMIT GROUP RETIREMENT PLANNERS, INC. | EXTON | 169823 | $302.3M | 4 | 2026-02-28 | → |
| 116 | PRUDENT MANAGEMENT ASSOCIATES | PHILADELPHIA | 16691 | $1.23B | 13 | 2026-03-31 | → |
| 117 | CHADDS FORD WEALTH PARTNERS, LLC | CHADDS FORD | 304159 | $1.33B | 3 | 2026-03-31 | → |
| 118 | DT INVESTMENT PARTNERS, LLC | CHADDS FORD | 157646 | $1.91B | 8 | 2026-03-31 | → |
| 119 | RHINO INVESTMENT PARTNERS, INC. | WEST CONSHOHOCKEN | 283692 | $566.2M | 3 | 2026-03-31 | → |
| 120 | ROBLE, BELKO AND COMPANY, INC. | SEWICKLEY | 123286 | $1.55B | 9 | 2026-03-31 | → |
| 121 | BRYN MAWR TRUST ADVISORS, LLC | PHILADELPHIA | 285359 | $3.51B | 87 | 2026-04-30 | → |
| 122 | NORTHEAST ADVISERS INC | PAOLI | 108835 | $639.1M | 5 | 2026-03-31 | → |
| 123 | ARIN RISK ADVISORS LLC | CONSHOHOCKEN | 151491 | $10.19B | 11 | 2026-03-31 | → |
| 124 | PROWELL FINANCIAL MANAGEMENT, LLC | EXTON | 281762 | $6.86B | 4 | 2026-03-31 | → |
| 125 | ALMANACK INVESTMENT PARTNERS, LLC | WAYNE | 282428 | $945.9M | 24 | 2026-04-30 | → |
| 126 | ASCO FINANCIAL GROUP, INC. | KINGSTON | 124395 | $173.2M | 2 | 2026-03-31 | → |
| 127 | BEACH INVESTMENT COUNSEL INC | WEST CONSHOHOCKEN | 107615 | $981.7M | 10 | 2025-03-31 | → |
| 128 | MILLER INVESTMENT MANAGEMENT, LP | WEST CONSHOHOCKEN | 108380 | $7.10B | 18 | 2026-03-31 | → |
| 129 | STANLEY-LAMAN GROUP LTD. | BERWYN | 112112 | $1.02B | 24 | 2026-04-30 | → |
| 130 | FORTIS ADVISORS, LLC | WAYNE | 164498 | $584.3M | 5 | 2026-03-31 | → |
| 131 | STONERIDGE INVESTMENT PARTNERS LLC | RADNOR | 109261 | $152.3M | 10 | 2026-04-30 | → |
| 132 | AZARIAS CAPITAL MANAGEMENT, L.P. | WESTCHESTER | 174466 | $188.8M | 6 | 2026-06-30 | → |
| 133 | EMPOWERED FUNDS, LLC | NEWTOWN SQUARE | 171412 | $29.74B | 44 | 2026-03-31 | → |
| 134 | ALPHA ARCHITECT, LLC | NEWTOWN SQUARE | 153905 | $13.50B | 12 | 2026-06-30 | → |
| 135 | MASTER'S WEALTH MANAGEMENT INC. | LEOLA | 328693 | $589.5M | 12 | 2026-04-30 | → |
| 136 | BIONDO INVESTMENT ADVISORS LLC | MILFORD | 130105 | $1.29B | 17 | 2026-03-31 | → |
| 137 | TWENTY ACRE CAPITAL LP | NEWTOWN | 306381 | $198.5M | 8 | 2025-03-31 | → |
| 138 | ATWATER MALICK, LLC | LANCASTER | 147972 | $687.4M | 6 | 2026-04-30 | → |
| 139 | ALLEGHENY FINANCIAL GROUP | PITTSBURGH | 104690 | $5.59B | 103 | 2026-05-31 | → |
| 140 | VILLANOVA INVESTMENT MANAGEMENT COMPANY, LLC | WAYNE | 287809 | $143.9M | 4 | 2026-03-31 | → |
| 141 | COMPASS ION ADVISORS, LLC | CONSHOHOCKEN | 166418 | $1.59B | 24 | 2026-03-31 | → |
| 142 | COMPREHENSIVE FINANCIAL PLANNING, INC. | EAST PETERSBURG | 110937 | $434.1M | 6 | 2026-05-31 | → |
| 143 | VANTUS WEALTH LLC | LANCASTER | 337216 | $439.8M | 15 | 2026-02-28 | → |
| 144 | TOWER BRIDGE ADVISORS, INC. | WEST CONSHOHOCKEN | 115700 | $1.49B | 14 | 2026-01-31 | → |
| 145 | MAIN STREET FINANCIAL SOLUTIONS, LLC | NEWTOWN | 305834 | $2.51B | 41 | 2026-03-31 | → |
| 146 | CLEARVIEW FINANCIAL PARTNERS, LLC | RADNOR | 286168 | $1.06B | 8 | 2026-06-30 | → |
| 147 | OWLS NEST PARTNERS IA, LLC | CHADDS FORD | 289811 | $441.2M | 10 | 2026-03-31 | → |
| 148 | HUNTER ASSOCIATES INVESTMENT MANAGEMENT LLC | PITTSBURGH | 30177 | $1.34B | 14 | 2026-03-31 | → |
| 149 | ALLIANCE WEALTH ADVISORS, LLC | SCRANTON | 288394 | $601.1M | 8 | 2026-03-31 | → |
| 150 | ROFFMAN MILLLER ASSOCIATES INC | PHILADELPHIA | 106019 | $3.20B | 15 | 2026-03-31 | → |
| 151 | QUATTRO ADVISORS L.L.C. | PITTSBURGH | 146438 | $661.7M | 6 | 2026-03-31 | → |
| 152 | PALLADIEM LLC | BRYN MAWR | 158989 | $114.5M | 10 | 2026-03-31 | → |
| 153 | FRAGASSO FINANCIAL ADVISORS INC. | SEWICKLEY | 123255 | $2.83B | 35 | 2026-02-28 | → |
| 154 | BALDWIN INVESTMENT MANAGEMENT, LLC | WEST CONSHOHOCKEN | 108922 | $1.30B | 14 | 2026-03-31 | → |
| 155 | OBRIEN GREENE & CO INC | MEDIA | 110281 | $464.3M | 7 | 2026-06-30 | → |
| 156 | VICUS CAPITAL, INC. | STATE COLLEGE | 116021 | $2.99B | 84 | 2026-03-31 | → |
| 157 | ARGOSY-LIONBRIDGE MANAGEMENT, LLC | WAYNE | 325413 | $189.1M | 6 | 2026-03-31 | → |
| 158 | D.B. ROOT & COMPANY, LLC | PITTSBURGH | 188512 | $952.4M | 22 | 2026-06-30 | → |
| 159 | GRANT STREET ASSET MANAGEMENT INC | CANONSBURG | 106980 | $768.9M | 17 | 2026-04-30 | → |
| 160 | ALLEGHENY INVESTMENTS | PITTSBURGH | 7597 | $742.1M | 21 | 2026-05-31 | → |
| 161 | INTERCHANGE CAPITAL PARTNERS, LLC | PITTSBURGH | 309314 | $743.6M | 13 | 2026-06-30 | → |
| 162 | TRINITY WEALTH MANAGEMENT, LLC | BERWYN | 169216 | $399.2M | 7 | 2026-03-31 | → |
| 163 | ROCKWOOD WEALTH MANAGEMENT, LLC | NEW HOPE | 137481 | $2.87B | 54 | 2026-05-31 | → |
| 164 | PITCAIRN WEALTH ADVISORS LLC | CONSHOHOCKEN | 333260 | $5.87B | 62 | 2026-03-31 | → |
| 165 | ELLIS INVESTMENT PARTNERS, LLC | BERWYN | 157669 | $986.8M | 23 | 2026-03-31 | → |
| 166 | INTEGRATED CAPITAL MANAGEMENT, INC. | JESSUP | 149489 | $232.4M | 7 | 2026-03-31 | → |
| 167 | JMAC ENTERPRISES LLC | NEWTOWN | 312710 | $722.4M | 5 | 2026-05-31 | → |
| 168 | ATEGENOS CAPITAL, LLC | BERWYN | 326708 | $1.07B | 13 | 2026-03-31 | → |
| 169 | RODGERS BROTHERS, INC. | HARMONY | 16197 | $1.04B | 19 | 2026-06-30 | → |
| 170 | NVWM LLC | YARDLEY | 152301 | $713.5M | 12 | 2026-04-30 | → |
| 171 | VERMILLION & WHITE WEALTH MANAGEMENT GROUP LLC | PHOENIXVILLE | 168215 | $278.6M | 4 | 2026-03-31 | → |
| 172 | NEWSQUARE CAPITAL, LLC | NEWTOWN SQUARE | 152430 | $2.39B | 21 | 2026-02-28 | → |
| 173 | SAGE FINANCIAL GROUP INC. | WEST CONSHOHOCKEN | 116574 | $4.29B | 28 | 2026-06-30 | → |
| 174 | HOGE FINANCIAL SERVICES, LLC | CANONSBURG | 148209 | $621.9M | 6 | 2026-03-31 | → |
| 175 | MUNTZ FINANCIAL, LLC | DOYLESTOWN | 145971 | $177.6M | 3 | 2026-03-31 | → |
| 176 | ZENITH SOLUTIONS, INC. | PHILADELPHIA | 304732 | $151.0M | 11 | 2026-05-31 | → |
| 177 | STONECROP WEALTH ADVISORS, LLC | WEST CHESTER | 306486 | $299.5M | 7 | 2026-03-31 | → |
| 178 | BORER DENTON & ASSOCIATES, INC. | BLUE BELL | 135729 | $403.0M | 4 | 2026-03-31 | → |
| 179 | BISHOP & ASSOCIATES INC | PHILADELPHIA | 105257 | $106.1M | 3 | 2025-05-31 | → |
| 180 | LINDENWOLD ADVISORS INC. | READING | 308454 | $278.6M | 4 | 2025-03-31 | → |
| 181 | WEDGEWOOD INVESTORS INC | ERIE | 104834 | $215.8M | 4 | 2026-03-31 | → |
| 182 | TLC GROUP INVESTMENT ADVISORS, LLC | STATE COLLEGE | 137814 | $168.4M | 6 | 2026-03-31 | → |
| 183 | KAILASA CAPITAL MANAGEMENT LLC | PITTSBURGH | 286159 | $298.3M | 3 | 2026-03-31 | → |
| 184 | RIVER WEALTH ADVISORS LLC | CAMP HILL | 173767 | $1.47B | 20 | 2026-06-30 | → |
| 185 | GARDNER LEWIS ASSET MANAGEMENT LP | CHADDS FORD | 105033 | $456.5M | 8 | 2026-03-31 | → |
| 186 | FISCHER FINANCIAL SERVICES INC | HARRISBURG | 104616 | $636.1M | 5 | 2026-02-28 | → |
| 187 | AURDAN CAPITAL MANAGEMENT, LLC | WAYNE | 330304 | $526.2M | 7 | 2026-03-31 | → |
| 188 | KRISTEN E. COOMBS LLC | STATE COLLEGE | 311243 | $268.3M | 5 | 2026-05-31 | → |
| 189 | CAPITAL A WEALTH MANAGEMENT, LLC | CRANBERRY TWP. | 328863 | $612.9M | 21 | 2026-04-30 | → |
| 190 | SHARP WEALTH ADVISORY, LLC | HORSHAM | 289325 | $502.1M | 9 | 2026-03-31 | → |
| 191 | DINUZZO PRIVATE WEALTH, INC. | BEAVER | 112778 | $1.18B | 19 | 2026-03-31 | → |
| 192 | SMITHBRIDGE ASSET MANAGEMENT, INC. | CHADDS FORD | 106261 | $830.7M | 12 | 2026-03-31 | → |
| 193 | STILLWATER CAPITAL ADVISORS, LLC | DEVON | 149946 | $1.34B | 6 | 2026-05-31 | → |
| 194 | MALVERN CAPITAL MANAGEMENT, LLC | MALVERN | 292396 | $258.1M | 5 | 2026-02-28 | → |
| 195 | ENGLEBERT FINANCIAL ADVISERS, LLC | ALLENTOWN | 300568 | $156.6M | 3 | 2026-06-30 | → |
| 196 | FAITHWARD ADVISORS, LLC | LANCASTER | 116978 | $1.05B | 47 | 2026-03-31 | → |
| 197 | VISTA INVESTMENT MANAGEMENT, LLC | PITTSBURGH | 116068 | $323.9M | 4 | 2026-03-31 | → |
| 198 | JOHNSON & WHITE WEALTH MANAGEMENT LLC | YORK | 169795 | $484.6M | 7 | 2026-02-28 | → |
| 199 | WEIK CAPITAL MANAGEMENT, INC | WYOMISSING | 107068 | $334.7M | 8 | 2026-03-31 | → |
| 200 | JMS CAPITAL GROUP WEALTH SERVICES, LLC | SEWICKLEY | 281325 | $174.0M | 4 | 2026-03-31 | → |
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