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 | |
|---|---|---|---|---|---|---|---|
| 201 | BARTON INVESTMENT MANAGEMENT, LLC | W. CONSHOHOCKEN | 141084 | $984.7M | 7 | 2026-02-28 | → |
| 202 | BEACH INVESTMENT COUNSEL INC | WEST CONSHOHOCKEN | 107615 | $981.7M | 10 | 2025-03-31 | → |
| 203 | AUFMAN ASSOCIATES INC | SEWICKLEY | 104622 | $971.5M | 7 | 2026-03-31 | → |
| 204 | VEERY CAPITAL, LLC | WEST CHESTER | 298465 | $971.4M | 13 | 2026-03-31 | → |
| 205 | D.B. ROOT & COMPANY, LLC | PITTSBURGH | 188512 | $952.4M | 22 | 2026-06-30 | → |
| 206 | ALMANACK INVESTMENT PARTNERS, LLC | WAYNE | 282428 | $945.9M | 24 | 2026-04-30 | → |
| 207 | WICK CAPITAL PARTNERS, LLC | WAYNE | 299194 | $929.7M | 11 | 2026-03-31 | → |
| 208 | SEVENONESEVEN CAPITAL MANAGEMENT, LTD | LANCASTER | 305092 | $922.7M | 4 | 2026-03-31 | → |
| 209 | THE FAIRMAN GROUP, LLC | CHESTERBROOK | 121492 | $902.1M | 17 | 2026-03-31 | → |
| 210 | WEALTHTRUST AXIOM, LLC | WAYNE | 145186 | $899.6M | 5 | 2026-03-31 | → |
| 211 | COVINGTON INVESTMENT ADVISORS, INC. | LIGONIER | 127270 | $885.9M | 8 | 2026-02-28 | → |
| 212 | THE MARSHALL FINANCIAL GROUP, INC | DOYLESTOWN | 110935 | $866.4M | 20 | 2025-03-31 | → |
| 213 | BERNARDO WEALTH PLANNING, LLC | HARLEYSVILLE | 288705 | $866.4M | 14 | 2026-03-31 | → |
| 214 | RADNOR CAPITAL MANAGEMENT, LLC | WAYNE | 159559 | $854.8M | 8 | 2026-03-31 | → |
| 215 | PENNSYLVANIA CAPITAL MANAGEMENT INC. | HUNTINGDON VALLEY | 107648 | $848.6M | 10 | 2026-03-31 | → |
| 216 | STONE HOUSE INVESTMENT MANAGEMENT, LLC | TUNKHANNOCK | 139410 | $841.7M | 18 | 2026-03-31 | → |
| 217 | TWIN CAPITAL MANAGEMENT INC | MCMURRAY | 104748 | $837.8M | 8 | 2026-03-31 | → |
| 218 | MARKET STREET WEALTH MANAGEMENT, LLC | WEST CHESTER | 155157 | $837.0M | 19 | 2026-03-31 | → |
| 219 | FDX ADVISORS, INC. | BERWYN | 104601 | $832.8M | 17 | 2026-06-30 | → |
| 220 | SMITHBRIDGE ASSET MANAGEMENT, INC. | CHADDS FORD | 106261 | $830.7M | 12 | 2026-03-31 | → |
| 221 | PARSONS CAPITAL MANAGEMENT, LLC | NEW HOPE | 114494 | $803.8M | 6 | 2025-03-31 | → |
| 222 | HOEY INVESTMENTS, INC. | COATESVILLE | 152103 | $788.3M | 5 | 2026-03-31 | → |
| 223 | MMA ASSET MANAGEMENT LLC | CONSHOHOCKEN | 155426 | $787.8M | 19 | 2026-06-30 | → |
| 224 | INSIGHT ADVISORS, LLC | NEWTOWN | 168057 | $785.6M | 22 | 2026-05-31 | → |
| 225 | BRUTON CHISNELL ADVISORS, LLC | DOWNINGTOWN | 293192 | $772.5M | 3 | 2026-03-31 | → |
| 226 | MTM FINANCIAL GROUP, LLC | BETHLEHEM | 147221 | $771.6M | 16 | 2026-03-31 | → |
| 227 | GRANT STREET ASSET MANAGEMENT INC | CANONSBURG | 106980 | $768.9M | 17 | 2026-04-30 | → |
| 228 | EWA, LLC | PITTSBURGH | 308977 | $750.7M | 14 | 2026-02-28 | → |
| 229 | INTERCHANGE CAPITAL PARTNERS, LLC | PITTSBURGH | 309314 | $743.6M | 13 | 2026-06-30 | → |
| 230 | ABSOLUTE CAPITAL MANAGEMENT, LLC | PITTSBURGH | 121484 | $742.5M | 12 | 2026-06-30 | → |
| 231 | ALLEGHENY INVESTMENTS | PITTSBURGH | 7597 | $742.1M | 21 | 2026-05-31 | → |
| 232 | GIRARD PENSION SERVICES, LLC | ALLENTOWN | 117901 | $733.8M | 15 | 2026-03-31 | → |
| 233 | SEVENBRIDGE FINANCIAL GROUP, LLC | HARRISBURG | 281037 | $731.1M | 6 | 2026-02-28 | → |
| 234 | TILLER PRIVATE WEALTH, INC. | BETHLEHEM | 111268 | $730.3M | 11 | 2026-05-31 | → |
| 235 | FS CREDIT INCOME ADVISOR, LLC | PHILADELPHIA | 289579 | $726.2M | 183 | 2026-06-30 | → |
| 236 | JMAC ENTERPRISES LLC | NEWTOWN | 312710 | $722.4M | 5 | 2026-05-31 | → |
| 237 | TOWERCREST CAPITAL MANAGEMENT, LLC | NEWTOWN | 152069 | $717.6M | 1 | 2026-06-30 | → |
| 238 | NVWM LLC | YARDLEY | 152301 | $713.5M | 12 | 2026-04-30 | → |
| 239 | IAM ADVISORY LLC | EASTON | 305492 | $699.4M | 14 | 2026-06-30 | → |
| 240 | MILESTONE ASSET MANAGEMENT, LLC | PITTSBURGH | 310441 | $690.7M | 13 | 2026-02-28 | → |
| 241 | ATWATER MALICK, LLC | LANCASTER | 147972 | $687.4M | 6 | 2026-04-30 | → |
| 242 | FOREFRONT ANALYTICS, LLC | W. CONSHOHOCKEN | 153016 | $679.0M | 18 | 2026-05-31 | → |
| 243 | PRESILIUM PRIVATE WEALTH, LLC | RADNOR | 318345 | $671.7M | 7 | 2026-03-31 | → |
| 244 | WEALTH ADVISORY GROUP, INC. | BERWYN | 122269 | $666.9M | 7 | 2025-10-31 | → |
| 245 | BARE FINANCIAL SERVICES INC. | GAP | 328043 | $662.3M | 19 | 2026-03-31 | → |
| 246 | QUATTRO ADVISORS L.L.C. | PITTSBURGH | 146438 | $661.7M | 6 | 2026-03-31 | → |
| 247 | LEM CAPITAL, L.P. | PHILADELPHIA | 159817 | $661.4M | 21 | 2026-06-30 | → |
| 248 | NORTHSTAR ASSET MANAGEMENT COMPANY, LLC | BLUE BELL | 328279 | $659.8M | 6 | 2026-03-31 | → |
| 249 | THRIVE CAPITAL MANAGEMENT, LLC | FORT WASHINGTON | 281347 | $656.7M | 26 | 2026-06-30 | → |
| 250 | OLD GLORY ASSET MANAGEMENT LLC | MALVERN | 126013 | $655.9M | 2 | 2026-03-31 | → |
| 251 | MCGOWAN & CO LLP | BRYN MAWR | 108736 | $655.6M | 3 | 2026-04-30 | → |
| 252 | MILESTONE FINANCIAL ASSOCIATES, LLC | MACUNGIE | 336684 | $654.5M | 12 | 2026-03-31 | → |
| 253 | PW NOVA FINANCIAL SERVICES LLC | NEWTOWN | 333595 | $654.3M | 6 | 2026-04-30 | → |
| 254 | KITCHING PARTNERS, LLC | CONSHOHOCKEN | 325042 | $645.9M | 19 | 2026-03-31 | → |
| 255 | RIGGS ASSET MANAGEMENT CO INC | DALLAS | 107233 | $640.0M | 8 | 2026-02-28 | → |
| 256 | NORTHEAST ADVISERS INC | PAOLI | 108835 | $639.1M | 5 | 2026-03-31 | → |
| 257 | FISCHER FINANCIAL SERVICES INC | HARRISBURG | 104616 | $636.1M | 5 | 2026-02-28 | → |
| 258 | CORDATUS WEALTH MANAGEMENT LLC | YARDLEY | 282871 | $630.4M | 6 | 2026-03-31 | → |
| 259 | LOUNTZIS ASSET MANAGEMENT, LLC | WYOMISSING | 118923 | $624.1M | 5 | 2026-03-31 | → |
| 260 | HAPANOWICZ & ASSOCIATES FINANCIAL SERVICES, INC. | PITTSBURGH | 157523 | $622.3M | 13 | 2026-06-30 | → |
| 261 | HOGE FINANCIAL SERVICES, LLC | CANONSBURG | 148209 | $621.9M | 6 | 2026-03-31 | → |
| 262 | SEMINAL FOOD AND NUTRITION INVESTMENTS, LLC | WAYNE | 317836 | $613.2M | 5 | 2026-03-31 | → |
| 263 | CAPITAL A WEALTH MANAGEMENT, LLC | CRANBERRY TWP. | 328863 | $612.9M | 21 | 2026-04-30 | → |
| 264 | DREXEL MORGAN & CO. | RADNOR | 151053 | $607.0M | 4 | 2026-03-31 | → |
| 265 | MFA WEALTH ADVISORS, LLC | PITTSBURGH | 171984 | $605.4M | 13 | 2026-04-30 | → |
| 266 | ALLIANCE WEALTH ADVISORS, LLC | SCRANTON | 288394 | $601.1M | 8 | 2026-03-31 | → |
| 267 | MILESTONE PARTNERS MANAGEMENT CO., L.P. | VILLANOVA | 159904 | $590.7M | 13 | 2026-03-31 | → |
| 268 | MASTER'S WEALTH MANAGEMENT INC. | LEOLA | 328693 | $589.5M | 12 | 2026-04-30 | → |
| 269 | FORTIS ADVISORS, LLC | WAYNE | 164498 | $584.3M | 5 | 2026-03-31 | → |
| 270 | GROSS & HARTMAN INVESTMENTS, LLC | LEOLA | 317722 | $576.0M | 4 | 2026-03-31 | → |
| 271 | LIBERTY SQUARE WEALTH PARTNERS LLC | BETHLEHEM | 332476 | $567.8M | 6 | 2026-05-31 | → |
| 272 | RHINO INVESTMENT PARTNERS, INC. | WEST CONSHOHOCKEN | 283692 | $566.2M | 3 | 2026-03-31 | → |
| 273 | LIFEGUIDE FINANCIAL ADVISORS, LLC | MECHANICSBURG | 284842 | $562.9M | 25 | 2026-06-30 | → |
| 274 | CONTINUIM EQUITY PARTNERS, LP | PITTSBURGH | 328788 | $560.4M | 22 | 2026-04-30 | → |
| 275 | KOOMAN & ASSOCIATES | ALTOONA | 322163 | $555.6M | 10 | 2026-03-31 | → |
| 276 | LANSING STREET ADVISORS LLC | AMBLER | 306882 | $555.0M | 5 | 2026-05-31 | → |
| 277 | HAMEL ASSOCIATES INC | CENTER VALLEY | 107128 | $548.3M | 7 | 2026-03-31 | → |
| 278 | STEWARDSHIP ADVISORS, LLC | MOUNT JOY | 277099 | $545.2M | 15 | 2026-03-31 | → |
| 279 | MARION WEALTH MANAGEMENT, LLC | MONROEVILLE | 315730 | $543.4M | 6 | 2026-05-31 | → |
| 280 | PLANNING DIRECTIONS, INC. | GLEN MILLS | 120131 | $542.4M | 8 | 2026-02-28 | → |
| 281 | COLLECTIVE FAMILY OFFICE, LLC | YORK | 301274 | $533.4M | 3 | 2026-03-31 | → |
| 282 | ARCHEAN CAPITAL PARTNERS II, L.L.C. | NEWTOWN SQUARE | 294346 | $527.8M | 17 | 2026-03-31 | → |
| 283 | AURDAN CAPITAL MANAGEMENT, LLC | WAYNE | 330304 | $526.2M | 7 | 2026-03-31 | → |
| 284 | NORTHSTAR FINANCIAL COMPANIES, INC. | CONSHOHOCKEN | 119396 | $519.0M | 10 | 2026-03-31 | → |
| 285 | MARRELLA PRIVATE WEALTH, LLC | WYOMISSING | 327397 | $513.6M | 7 | 2025-03-31 | → |
| 286 | INVESTMENT RESEARCH PARTNERS LLC | LEMONT | 304315 | $512.4M | 6 | 2026-03-31 | → |
| 287 | VENATOR MANAGEMENT LLC | PITTSBURGH | 310406 | $511.7M | 3 | 2026-03-31 | → |
| 288 | TAURUS PRIVATE MARKETS, LLC | MALVERN | 300786 | $508.7M | 9 | 2026-03-31 | → |
| 289 | BLUESPHERE ADVISORS LLC | EAST NORRITON | 283972 | $506.2M | 8 | 2026-03-31 | → |
| 290 | EAB INVESTMENT GROUP, LLC | BALA CYNWYD | 165865 | $506.0M | 4 | 2026-03-31 | → |
| 291 | APEX FINANCIAL ADVISORS, INC | YARDLEY | 155210 | $505.1M | 10 | 2025-03-31 | → |
| 292 | SHARP WEALTH ADVISORY, LLC | HORSHAM | 289325 | $502.1M | 9 | 2026-03-31 | → |
| 293 | SAOTHAIR CAPITAL PARTNERS, LLC | WAYNE | 328192 | $500.7M | 8 | 2026-04-30 | → |
| 294 | VERDIS INVESTMENT MANAGEMENT, LLC | WEST CONSHOHOCKEN | 134445 | $497.0M | 11 | 2026-04-30 | → |
| 295 | BRICK & KYLE ASSOCIATES INC | NEWTOWN | 107771 | $491.7M | 6 | 2026-04-30 | → |
| 296 | PERMIT CAPITAL, LLC | WEST CONSHOHOCKEN | 138436 | $491.1M | 6 | 2026-03-31 | → |
| 297 | PEAKEQUITY PARTNERS MANAGEMENT CO., L.L.C. | VILLANOVA | 281131 | $485.5M | 3 | 2026-03-31 | → |
| 298 | JOHNSON & WHITE WEALTH MANAGEMENT LLC | YORK | 169795 | $484.6M | 7 | 2026-02-28 | → |
| 299 | MORTON BROWN FAMILY WEALTH LLC | ALLENTOWN | 292278 | $483.5M | 10 | 2026-05-31 | → |
| 300 | OBRIEN GREENE & CO INC | MEDIA | 110281 | $464.3M | 7 | 2026-06-30 | → |
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