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 | |
|---|---|---|---|---|---|---|---|
| 301 | HOFFMAN CAPITAL ADVISORS LLC | CRANBERRY TWP | 287766 | $159.5M | 7 | 2026-02-28 | → |
| 302 | MB, LEVIS & ASSOCIATES,LLC | CENTER VALLEY | 164197 | $411.6M | 4 | 2026-03-31 | → |
| 303 | AETERNITAS INVESTMENT MANAGEMENT, LLC | YARDLEY | 338936 | $172.5M | 3 | 2026-06-30 | → |
| 304 | GODSHALK WELSH CAPITAL MANAGEMENT, INC. | RADNOR | 106410 | $290.5M | 2 | 2026-03-31 | → |
| 305 | GOLDEN WEALTH MANAGEMENT LLC | PITTSTON | 299522 | $137.5M | 4 | 2025-09-30 | → |
| 306 | MAGNOLIA PRIVATE WEALTH, LLC | PHILADELPHIA | 324102 | $272.1M | 4 | 2026-03-31 | → |
| 307 | WEALTHTRUST AXIOM, LLC | WAYNE | 145186 | $899.6M | 5 | 2026-03-31 | → |
| 308 | SEQUINOX WEALTH MANAGEMENT, LLC | LANCASTER | 335246 | $160.0M | 7 | 2026-02-28 | → |
| 309 | INSIGHT ADVISORS, LLC | NEWTOWN | 168057 | $785.6M | 22 | 2026-05-31 | → |
| 310 | RIVER'S EDGE WEALTH MANAGEMENT LLC | BEAVER | 313711 | $157.1M | 5 | 2026-04-30 | → |
| 311 | WHARTON WEALTH MANAGEMENT, LLC | MALVERN | 281348 | $209.2M | 2 | 2026-04-30 | → |
| 312 | MOR WEALTH MANAGEMENT, LLC | PHILADELPHIA | 333022 | $395.6M | 8 | 2026-03-31 | → |
| 313 | CGI WEALTH ADVISORS, INC. | FRAZER | 311273 | $129.4M | 2 | 2026-03-31 | → |
| 314 | VALLEY FINANCIAL GROUP, INC. | AMBLER | 312254 | $287.2M | 6 | 2026-03-31 | → |
| 315 | APEX FINANCIAL ADVISORS, INC | YARDLEY | 155210 | $505.1M | 10 | 2025-03-31 | → |
| 316 | GUARDIAN ASSET ADVISORS, LLC | MECHANICSBURG | 144958 | $278.3M | 8 | 2026-03-31 | → |
| 317 | ASSET STRATEGY RETIREMENT PLAN CONSULTANTS, LLC | CAMP HILL | 147982 | $116.4M | 5 | 2026-03-31 | → |
| 318 | MORTON BROWN FAMILY WEALTH LLC | ALLENTOWN | 292278 | $483.5M | 10 | 2026-05-31 | → |
| 319 | BRAUN-BOSTICH & ASSOCIATES INC. | CANONSBURG | 288336 | $249.6M | 7 | 2026-04-30 | → |
| 320 | LIBERTY SQUARE WEALTH PARTNERS LLC | BETHLEHEM | 332476 | $567.8M | 6 | 2026-05-31 | → |
| 321 | OAKTREE ADVISORS LLC | COOPERSBURG | 168271 | $282.8M | 6 | 2026-04-30 | → |
| 322 | VERICREST PRIVATE WEALTH, LLC | NEWTOWN | 311111 | $137.8M | 2 | 2026-03-31 | → |
| 323 | CHB INVESTMENT GROUP, LLC | NEW HOPE | 313354 | $214.2M | 3 | 2025-02-28 | → |
| 324 | PHILADELPHIA PARTNERS CAPITAL MANAGEMENT, LLC | BALA CYNWYD | 294016 | $61.2M | 2 | 2026-03-31 | → |
| 325 | MTM FINANCIAL GROUP, LLC | BETHLEHEM | 147221 | $771.6M | 16 | 2026-03-31 | → |
| 326 | DICCIANNI FINANCIAL GROUP, INC. | EAST NORRITON | 149332 | $128.8M | 4 | 2026-03-31 | → |
| 327 | HARVEST FINANCIAL PARTNERS, LLC | PAOLI | 146162 | $148.8M | 2 | 2026-03-31 | → |
| 328 | FOUNDATION WEALTH MANAGEMENT, LLC | MEDIA | 168270 | $411.9M | 5 | 2026-06-30 | → |
| 329 | MEMBERS WEALTH LLC | MEDIA | 323778 | $279.6M | 9 | 2026-03-31 | → |
| 330 | MIGHTY OAK STRONG AMERICA INVESTMENT COMPANY | MECHANICSBURG | 123322 | $398.4M | 4 | 2026-03-31 | → |
| 331 | LIBERTY ASSET MANAGEMENT, LLC | ALLENTOWN | 142094 | $141.0M | 8 | 2026-02-28 | → |
| 332 | BLUESPHERE ADVISORS LLC | EAST NORRITON | 283972 | $506.2M | 8 | 2026-03-31 | → |
| 333 | MCKINLEY FINANCIAL ADVISORS INC | BROOKVILLE | 282443 | $117.2M | 4 | 2026-05-31 | → |
| 334 | ABSOLUTE CAPITAL MANAGEMENT, LLC | PITTSBURGH | 121484 | $742.5M | 12 | 2026-06-30 | → |
| 335 | ARX PRIVATE WEALTH | LANCASTER | 338631 | $113.6M | 6 | 2026-02-28 | → |
| 336 | AVENTINE FINANCIAL GROUP LLC | DOYLESTOWN | 292390 | $153.1M | 3 | 2026-03-31 | → |
| 337 | CAPSTONE WEALTH MANAGEMENT GROUP, LLC | DUNMORE | 284547 | $356.1M | 6 | 2026-04-30 | → |
| 338 | CERTIOR FINANCIAL GROUP, LLC | KING OF PRUSSIA | 285502 | $452.3M | 9 | 2026-03-31 | → |
| 339 | ERICKSON FINANCIAL GROUP, LLC | ALLENTOWN | 299818 | $198.9M | 6 | 2026-02-28 | → |
| 340 | THRIVE CAPITAL MANAGEMENT, LLC | FORT WASHINGTON | 281347 | $656.7M | 26 | 2026-06-30 | → |
| 341 | PRESILIUM PRIVATE WEALTH, LLC | RADNOR | 318345 | $671.7M | 7 | 2026-03-31 | → |
| 342 | KELLER FINANCIAL GROUP, INC. | CAMP HILL | 328195 | $135.3M | 2 | 2026-04-30 | → |
| 343 | NORTHSTAR FINANCIAL COMPANIES, INC. | CONSHOHOCKEN | 119396 | $519.0M | 10 | 2026-03-31 | → |
| 344 | WYZE WEALTH ADVISORS, LLC | CANONSBURG | 329413 | $264.5M | 5 | 2026-06-30 | → |
| 345 | OMICRON ADVISORS, LLC | LANCASTER | 165250 | $151.2M | 2 | 2026-03-31 | → |
| 346 | PROMETHEUS CAPITAL MANAGEMENT CORP. | YARDLEY | 121982 | $397.8M | 4 | 2026-03-31 | → |
| 347 | ECON FINANCIAL SERVICES CORPORATION | HARRISBURG | 226774 | $232.1M | 7 | 2026-03-31 | → |
| 348 | PLANNING DIRECTIONS, INC. | GLEN MILLS | 120131 | $542.4M | 8 | 2026-02-28 | → |
| 349 | HENDERSON BROTHERS FINANCIAL PARTNERS LLC | PITTSBURGH | 333732 | $406.8M | 30 | 2026-06-30 | → |
| 350 | DWD PORTFOLIO SOLUTIONS, INC. | PITTSBURGH | 121435 | $248.3M | 6 | 2026-03-31 | → |
| 351 | BASSETT HARGROVE INVESTMENT COUNSEL, LLC | CHADDS FORD | 133580 | $114.9M | 3 | 2025-03-31 | → |
| 352 | MILESTONE ASSET MANAGEMENT, LLC | PITTSBURGH | 310441 | $690.7M | 13 | 2026-02-28 | → |
| 353 | THREE CORD TRUE WEALTH MANAGEMENT, LLC | BEAVER | 307480 | $317.9M | 9 | 2026-05-31 | → |
| 354 | THE ARANDA GROUP ADVISORS, LLC | JENKINTOWN | 302100 | $233.7M | 8 | 2026-03-31 | → |
| 355 | LIBERTY ONE WEALTH ADVISORS | PHILADELPHIA | 315675 | $178.4M | 5 | 2026-01-31 | → |
| 356 | ENTRUST FINANCIAL LLC | WAYNE | 174694 | $350.9M | 6 | 2026-03-31 | → |
| 357 | 46 PEAKS LLC | NEWTOWN | 306902 | $272.1M | 5 | 2026-04-30 | → |
| 358 | RANDALL & ASSOCIATES WEALTH MANAGEMENT, INC. | BUTLER | 323846 | $167.2M | 3 | 2026-01-31 | → |
| 359 | KOHLHEPP INVESTMENT ADVISORS, LTD. | DOYLESTOWN | 113989 | $204.6M | 6 | 2026-03-31 | → |
| 360 | BRYAN ADVISORY SERVICES, LLC | CANONSBURG | 153659 | $2.4M | 1 | 2026-06-30 | → |
| 361 | LYNCH INVESTMENT PLANNING, LLC | NEWTOWN SQUARE | 115956 | $143.3M | 3 | 2026-05-31 | → |
| 362 | MFA WEALTH ADVISORS, LLC | PITTSBURGH | 171984 | $605.4M | 13 | 2026-04-30 | → |
| 363 | SUCCESS WEALTH MANAGEMENT LLC | WEXFORD | 299094 | $110.5M | 15 | 2026-06-30 | → |
| 364 | GIBRALTAR WEALTH MANAGEMENT, LLC | ABINGTON | 124128 | $212.7M | 5 | 2026-03-31 | → |
| 365 | V3LIMITED LLC | RADNOR | 169624 | $122.4M | 2 | 2026-03-31 | → |
| 366 | NEST INVESTMENTS LLC | CONSHOHOCKEN | 286024 | $131.7M | 14 | 2026-03-31 | → |
| 367 | MARKET STREET WEALTH MANAGEMENT, LLC | WEST CHESTER | 155157 | $837.0M | 19 | 2026-03-31 | → |
| 368 | CROSS BORDER FINANCIAL PLANNING USA LLC | PHILADELPHIA | 317154 | $147.2M | 3 | 2026-03-31 | → |
| 369 | HAPANOWICZ & ASSOCIATES FINANCIAL SERVICES, INC. | PITTSBURGH | 157523 | $622.3M | 13 | 2026-06-30 | → |
| 370 | HERSHEY FINANCIAL ADVISERS, LLC | LANCASTER | 149907 | $151.7M | 6 | 2026-03-31 | → |
| 371 | SKM WEALTH ADVISORS LLC | ERIE | 333778 | $107.5M | 9 | 2026-05-31 | → |
| 372 | VERDIS INVESTMENT MANAGEMENT, LLC | WEST CONSHOHOCKEN | 134445 | $497.0M | 11 | 2026-04-30 | → |
| 373 | YANNI & ASSOCIATES INVESTMENT ADVISORS, LLC | WEXFORD | 142913 | $172.7M | 2 | 2026-01-31 | → |
| 374 | TOWER WEALTH PARTNERS, INC. | LEWISBURG | 310461 | $440.4M | 9 | 2026-03-31 | → |
| 375 | ARSENAL CAPITAL ADVISORS LLC | CONSHOHOCKEN | 325612 | $267.1M | 3 | 2026-06-30 | → |
| 376 | ADDIS & HILL, INCORPORATED | WAYNE | 117495 | $254.0M | 6 | 2026-04-30 | → |
| 377 | CORDATUS WEALTH MANAGEMENT LLC | YARDLEY | 282871 | $630.4M | 6 | 2026-03-31 | → |
| 378 | CROSSOVER CAPITAL BRANDS LLC | YARDLEY | 326625 | $179.5M | 3 | 2026-06-30 | → |
| 379 | COMPASS INVESTMENTS LLC | PITTSBURGH | 141323 | $93.2M | 5 | 2026-03-31 | → |
| 380 | TROUTMAN WEALTH MANAGEMENT, LLC | MALVERN | 301107 | $152.5M | 2 | 2026-03-31 | → |
| 381 | ELITE LIFE MANAGEMENT LLC | ERIE | 310917 | $147.0M | 4 | 2025-11-30 | → |
| 382 | TOUCHSTONE CAPITAL, INC. | PITTSBURGH | 282537 | $101.9M | 18 | 2025-11-30 | → |
| 383 | TRIDENT ADVISORS INC | DOYLESTOWN | 108920 | $116.9M | 3 | 2026-01-31 | → |
| 384 | LEGACY SOLUTIONS, LLC | KENNETT SQUARE | 323360 | $243.8M | 6 | 2026-03-31 | → |
| 385 | THE ESTATE PLANNERS GROUP LLC | YARDLEY | 124418 | $422.1M | 5 | 2026-03-31 | → |
| 386 | GRANDVIEW ASSET MANAGEMENT LLC | HARRISBURG | 172357 | $411.7M | 9 | 2026-06-30 | → |
| 387 | CROSSGATE WEALTH ADVISORS, LLC | NEWTOWN | 121856 | $271.9M | 6 | 2026-03-31 | → |
| 388 | EQUITA FINANCIAL NETWORK, INC. | FORT WASHINGTON | 277031 | $391.0M | 19 | 2026-04-30 | → |
| 389 | FLAGSHIP CAPITAL MANAGEMENT INC | MEDIA | 108354 | $199.9M | 4 | 2026-03-31 | → |
| 390 | RED SPRUCE CAPITAL, LLC | BERWYN | 158720 | $256.9M | 4 | 2026-02-28 | → |
| 391 | WEALTHKARE.COM, INC. | MOUNT UNION | 115111 | $136.7M | 7 | 2026-06-30 | → |
| 392 | QUINN WEALTH ADVISORS, A SERIES OF INDEPEN. WEALTH PARTNERS, LLC | CHADDS FORD | 166144 | $52.0M | 1 | 2025-02-28 | → |
| 393 | KAPUSTA FINANCIAL GROUP, INC. | PITTSBURGH | 123349 | $199.6M | 4 | 2026-01-31 | → |
| 394 | MARION WEALTH MANAGEMENT, LLC | MONROEVILLE | 315730 | $543.4M | 6 | 2026-05-31 | → |
| 395 | YOFFE INVESTMENT MANAGEMENT, LLC | LEMOYNE | 173454 | $174.9M | 1 | 2026-02-28 | → |
| 396 | HOLOS INTEGRATED WEALTH, LLC | KENNETT SQUARE | 329884 | $233.1M | 5 | 2026-02-28 | → |
| 397 | ATTLEBORO WEALTH MANAGEMENT LLC | YARDLEY | 318056 | $129.3M | 6 | 2026-05-31 | → |
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