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 | |
|---|---|---|---|---|---|---|---|
| 301 | BIRCH RUN INVESTMENTS, LLC | EXTON | 285285 | $457.5M | 5 | 2026-03-31 | → |
| 302 | CORTEN REAL ESTATE MANAGEMENT LLC | PHILADELPHIA | 321897 | $457.4M | 15 | 2026-03-31 | → |
| 303 | GARDNER LEWIS ASSET MANAGEMENT LP | CHADDS FORD | 105033 | $456.5M | 8 | 2026-03-31 | → |
| 304 | IVC WEALTH ADVISORS LLC | SILVERDALE | 301127 | $455.0M | 8 | 2026-01-31 | → |
| 305 | MCCLARREN FINANCIAL ADVISORS, INC. | STATE COLLEGE | 122147 | $453.0M | 9 | 2026-04-30 | → |
| 306 | CERTIOR FINANCIAL GROUP, LLC | KING OF PRUSSIA | 285502 | $452.3M | 9 | 2026-03-31 | → |
| 307 | OWLS NEST PARTNERS IA, LLC | CHADDS FORD | 289811 | $441.2M | 10 | 2026-03-31 | → |
| 308 | BISHOP & COMPANY INVESTMENT MANAGEMENT, LLC | ERIE | 146448 | $440.8M | 3 | 2026-03-31 | → |
| 309 | TOWER WEALTH PARTNERS, INC. | LEWISBURG | 310461 | $440.4M | 9 | 2026-03-31 | → |
| 310 | PRIMESOLUTIONS ADVISORS, LLC | PITTSBURGH | 110085 | $440.1M | 2 | 2026-03-31 | → |
| 311 | VANTUS WEALTH LLC | LANCASTER | 337216 | $439.8M | 15 | 2026-02-28 | → |
| 312 | CHAPEL HILL INVESTMENT ANALYSTS INC | GREENSBURG | 109511 | $436.0M | 3 | 2026-03-31 | → |
| 313 | MUHLENKAMP & CO INC | WEXFORD | 110787 | $435.8M | 6 | 2025-12-31 | → |
| 314 | COMPREHENSIVE FINANCIAL PLANNING, INC. | EAST PETERSBURG | 110937 | $434.1M | 6 | 2026-05-31 | → |
| 315 | SANTORI & PETERS, INC. | CANONSBURG | 105978 | $433.5M | 5 | 2026-03-31 | → |
| 316 | BEACON BRIDGE WEALTH PARTNERS, LLC | LOWER GWYNEDD | 321705 | $426.6M | 11 | 2026-04-30 | → |
| 317 | PROFESSIONAL FINANCIAL ADVISORS INC | RADNOR | 107289 | $426.0M | 13 | 2026-03-31 | → |
| 318 | MACDOUGALL FINANCIAL COUNSELING | DELMONT | 104644 | $424.8M | 3 | 2026-02-28 | → |
| 319 | ZULLO INVESTMENT GROUP, INC. | SCRANTON | 311698 | $423.0M | 3 | 2026-02-28 | → |
| 320 | THE ESTATE PLANNERS GROUP LLC | YARDLEY | 124418 | $422.1M | 5 | 2026-03-31 | → |
| 321 | ODYSSEY GROUP LLC | LANCASTER | 336636 | $420.9M | 6 | 2026-03-31 | → |
| 322 | ALPHA LEONIS PARTNERS, LLC | WAYNE | 314560 | $418.4M | 1 | 2026-03-31 | → |
| 323 | FOUNDATION WEALTH MANAGEMENT, LLC | MEDIA | 168270 | $411.9M | 5 | 2026-06-30 | → |
| 324 | GRANDVIEW ASSET MANAGEMENT LLC | HARRISBURG | 172357 | $411.7M | 9 | 2026-06-30 | → |
| 325 | MB, LEVIS & ASSOCIATES,LLC | CENTER VALLEY | 164197 | $411.6M | 4 | 2026-03-31 | → |
| 326 | WEALTHCARE CAPITAL PARTNERS, LLC | WEST CHESTER | 330300 | $407.4M | 14 | 2026-05-31 | → |
| 327 | HENDERSON BROTHERS FINANCIAL PARTNERS LLC | PITTSBURGH | 333732 | $406.8M | 30 | 2026-06-30 | → |
| 328 | BORER DENTON & ASSOCIATES, INC. | BLUE BELL | 135729 | $403.0M | 4 | 2026-03-31 | → |
| 329 | TRINITY WEALTH MANAGEMENT, LLC | BERWYN | 169216 | $399.2M | 7 | 2026-03-31 | → |
| 330 | MIGHTY OAK STRONG AMERICA INVESTMENT COMPANY | MECHANICSBURG | 123322 | $398.4M | 4 | 2026-03-31 | → |
| 331 | PROMETHEUS CAPITAL MANAGEMENT CORP. | YARDLEY | 121982 | $397.8M | 4 | 2026-03-31 | → |
| 332 | RED WAVE INVESTMENTS LLC | DILLSBURG | 153198 | $397.7M | 3 | 2026-03-31 | → |
| 333 | FC ADVISORY, LLC | WEST CHESTER | 170478 | $397.3M | 7 | 2026-03-31 | → |
| 334 | CAPITAL MANAGEMENT SERVICES INC | WAYNE | 105903 | $396.9M | 8 | 2025-06-30 | → |
| 335 | MATTERHORN CAPITAL ADVISORS, LLC | WEST CONSHOHOCKEN | 309960 | $396.4M | 11 | 2026-03-31 | → |
| 336 | MOR WEALTH MANAGEMENT, LLC | PHILADELPHIA | 333022 | $395.6M | 8 | 2026-03-31 | → |
| 337 | ATTINGER, LLC | PHILADELPHIA | 311772 | $394.5M | 4 | 2026-06-30 | → |
| 338 | EQUITA FINANCIAL NETWORK, INC. | FORT WASHINGTON | 277031 | $391.0M | 19 | 2026-04-30 | → |
| 339 | STONERIDGE PMG ADVISORS, LLC | RADNOR | 107662 | $390.7M | 8 | 2026-04-30 | → |
| 340 | BLUESTONE CAPITAL MANAGEMENT, LLC | WAYNE | 157841 | $390.1M | 4 | 2026-03-31 | → |
| 341 | LEGEND FINANCIAL ADVISORS INC | PITTSBURGH | 108207 | $389.9M | 11 | 2026-03-31 | → |
| 342 | COSTELLO ASSET MANAGEMENT, INC. | FEASTERVILLE | 123249 | $388.5M | 3 | 2026-03-31 | → |
| 343 | TRINITY INVESTMENT ADVISORS, LLC | WEST CHESTER | 141039 | $388.2M | 3 | 2026-03-31 | → |
| 344 | KATHLEEN S. WRIGHT ASSOCIATES INC. | PITTSBURGH | 121300 | $388.1M | 7 | 2025-10-31 | → |
| 345 | ALDEN INVESTMENT ADVISORS, LLC | WAYNE | 317077 | $385.7M | 43 | 2026-03-31 | → |
| 346 | PLANNING STRATEGIES, INC. | LANCASTER | 117105 | $384.8M | 11 | 2026-03-31 | → |
| 347 | CHATHAM INVESTMENT ADVISORS, LLC | KENNETT SQUARE | 158802 | $383.5M | 2 | 2025-03-31 | → |
| 348 | RUBENSTEIN PARTNERS, L.P. | PHILADELPHIA | 156988 | $378.9M | 43 | 2026-04-30 | → |
| 349 | PROSPERITY ADVISERS, LLC | HORSHAM | 282998 | $375.8M | 8 | 2026-02-28 | → |
| 350 | BOUVEL INVESTMENT PARTNERS, LLC | PHOENIXVILLE | 108436 | $374.4M | 4 | 2026-05-31 | → |
| 351 | MACRO ADVISORS, INC. | YORK | 118832 | $370.9M | 9 | 2026-05-31 | → |
| 352 | PERSIMMON CAPITAL MANAGEMENT, LP | BLUE BELL | 334563 | $368.5M | 3 | 2026-03-31 | → |
| 353 | ENHANCING CAPITAL LLC | HARRISBURG | 290018 | $368.0M | 4 | 2026-03-31 | → |
| 354 | HAVERFORD FINANCIAL SERVICES, INC. | RADNOR | 130007 | $366.4M | 45 | 2026-03-31 | → |
| 355 | US ASSET MANAGEMENT, LLC | PITTSBURGH | 124234 | $358.5M | 6 | 2026-03-31 | → |
| 356 | CA ADVISER, LLC | PHILADELPHIA | 300183 | $357.7M | 17 | 2026-06-30 | → |
| 357 | CARNEGIE WEALTH MANAGEMENT, LLC | BERWYN | 290430 | $357.1M | 6 | 2026-01-31 | → |
| 358 | CAPSTONE WEALTH MANAGEMENT GROUP, LLC | DUNMORE | 284547 | $356.1M | 6 | 2026-04-30 | → |
| 359 | ARGYLE CAPITAL MANAGEMENT, LLC | CENTER VALLEY | 106576 | $355.7M | 3 | 2026-03-31 | → |
| 360 | ENTRUST FINANCIAL LLC | WAYNE | 174694 | $350.9M | 6 | 2026-03-31 | → |
| 361 | CAMBRIAN CAPITAL MANAGEMENT, L.L.C. | NEWTOWN SQUARE | 324623 | $343.8M | 11 | 2026-03-31 | → |
| 362 | BALLAST FINANCIAL ADVISORS, LLC | WEST CHESTER | 304430 | $342.6M | 5 | 2026-03-31 | → |
| 363 | MBA ADVISORS LLC | HERMITAGE | 168073 | $342.6M | 5 | 2026-02-28 | → |
| 364 | KEYVANTAGE WEALTH, LLC | BETHLEHEM | 331996 | $339.4M | 5 | 2026-03-31 | → |
| 365 | CRESAP, INC. | RADNOR | 25899 | $339.0M | 16 | 2026-03-31 | → |
| 366 | WEIK CAPITAL MANAGEMENT, INC | WYOMISSING | 107068 | $334.7M | 8 | 2026-03-31 | → |
| 367 | VISTA INVESTMENT MANAGEMENT, LLC | PITTSBURGH | 116068 | $323.9M | 4 | 2026-03-31 | → |
| 368 | MINERVA ADVISORS LLC | BALA CYNWYD | 161408 | $321.0M | 4 | 2026-03-31 | → |
| 369 | THREE CORD TRUE WEALTH MANAGEMENT, LLC | BEAVER | 307480 | $317.9M | 9 | 2026-05-31 | → |
| 370 | MATTHEW 25 MANAGEMENT CORP | AMBLER | 104566 | $315.9M | 1 | 2026-03-31 | → |
| 371 | PEIRCE PARK GROUP INC. | WEST CHESTER | 118655 | $315.7M | 6 | 2026-05-31 | → |
| 372 | WEALTH MANAGEMENT STRATEGIES, INC. | PITTSBURGH | 305481 | $314.7M | 6 | 2026-02-28 | → |
| 373 | PTM WEALTH MANAGEMENT, LLC | NORTH WALES | 308944 | $310.2M | 7 | 2026-03-31 | → |
| 374 | INVICTA ADVISORS LLC | OAKMONT | 298868 | $310.2M | 44 | 2026-03-31 | → |
| 375 | TRUNORTH FINANCIAL SERVICES, INC. | CHAMBERSBURG | 111308 | $309.5M | 6 | 2026-03-31 | → |
| 376 | CHRONOMETER PARTNERS LP | PITTSBURGH | 339929 | $308.4M | 10 | 2026-05-31 | → |
| 377 | PREPARED RETIREMENT INSTITUTE LLC | MONTGOMERYVILLE | 309663 | $307.6M | 11 | 2026-05-31 | → |
| 378 | SUMMIT GROUP RETIREMENT PLANNERS, INC. | EXTON | 169823 | $302.3M | 4 | 2026-02-28 | → |
| 379 | STONECROP WEALTH ADVISORS, LLC | WEST CHESTER | 306486 | $299.5M | 7 | 2026-03-31 | → |
| 380 | KAILASA CAPITAL MANAGEMENT LLC | PITTSBURGH | 286159 | $298.3M | 3 | 2026-03-31 | → |
| 381 | NEW RHEIN HEALTHCARE INVESTORS LLC | PHILADELPHIA | 300842 | $290.8M | 10 | 2026-03-31 | → |
| 382 | GODSHALK WELSH CAPITAL MANAGEMENT, INC. | RADNOR | 106410 | $290.5M | 2 | 2026-03-31 | → |
| 383 | AVALON ADVISORY GROUP LLC | WEXFORD | 297090 | $290.3M | 4 | 2026-03-31 | → |
| 384 | ARBA CREDIT MANAGEMENT, L.P. | CONSHOHOCKEN | 304734 | $289.1M | 9 | 2026-03-31 | → |
| 385 | INNOVA WEALTH PARTNERS, LLC | NEWTOWN | 168500 | $288.2M | 6 | 2026-02-28 | → |
| 386 | VALLEY FINANCIAL GROUP, INC. | AMBLER | 312254 | $287.2M | 6 | 2026-03-31 | → |
| 387 | GRIDIRON PARTNERS, LLC | WEXFORD | 300920 | $285.8M | 2 | 2026-03-31 | → |
| 388 | OAKTREE ADVISORS LLC | COOPERSBURG | 168271 | $282.8M | 6 | 2026-04-30 | → |
| 389 | MEMBERS WEALTH LLC | MEDIA | 323778 | $279.6M | 9 | 2026-03-31 | → |
| 390 | EUREKA EQUITY PARTNERS, L.P. | PHILADELPHIA | 159236 | $279.2M | 10 | 2026-03-31 | → |
| 391 | FS TACTICAL ADVISOR, LLC | PHILADELPHIA | 300214 | $278.8M | 183 | 2026-06-30 | → |
| 392 | VERMILLION & WHITE WEALTH MANAGEMENT GROUP LLC | PHOENIXVILLE | 168215 | $278.6M | 4 | 2026-03-31 | → |
| 393 | LINDENWOLD ADVISORS INC. | READING | 308454 | $278.6M | 4 | 2025-03-31 | → |
| 394 | GUARDIAN ASSET ADVISORS, LLC | MECHANICSBURG | 144958 | $278.3M | 8 | 2026-03-31 | → |
| 395 | 46 PEAKS LLC | NEWTOWN | 306902 | $272.1M | 5 | 2026-04-30 | → |
| 396 | MAGNOLIA PRIVATE WEALTH, LLC | PHILADELPHIA | 324102 | $272.1M | 4 | 2026-03-31 | → |
| 397 | CROSSGATE WEALTH ADVISORS, LLC | NEWTOWN | 121856 | $271.9M | 6 | 2026-03-31 | → |
| 398 | FOX FINANCIAL, INC. | WYOMISSING | 319679 | $271.8M | 6 | 2026-06-30 | → |
| 399 | KRISTEN E. COOMBS LLC | STATE COLLEGE | 311243 | $268.3M | 5 | 2026-05-31 | → |
| 400 | PWA FINANCIAL | NEWTOWN | 165369 | $267.9M | 4 | 2025-01-31 | → |
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