Registered investment advisers in Pennsylvania

AUM: $11.1T
Per adviser: $583.8B
Advisers: 19

Vanguard Capital Management, LLC

Malvern, PA · Est. 2025

AUM: $8.4T
Per adviser: $35.9B
Advisers: 235

No reported disclosures

Vanguard Portfolio Management, LLC

Malvern, PA · Est. 2025

AUM: $2.7T
Per adviser: $25.3B
Advisers: 105

No reported disclosures

Mellon Investments Corporation

Pittsburgh, PA · Est. 1983

AUM: $873.9B
Per adviser: $14.3B
Advisers: 61

No reported disclosures

Envestnet Pmc

Berwyn, PA · Est. 2000

AUM: $614.9B
Per adviser: $3.5B
Advisers: 178

No reported disclosures

Federated Investment Management Company

Pittsburgh, PA · Est. 1989

AUM: $590.1B
Per adviser: $5.6B
Advisers: 106

No reported disclosures

Vanguard Advisers, INC.

Malvern, PA · Est. 1995

AUM: $344.6B
Per adviser: $181M
Advisers: 1,903

Vanguard Global Advisers, LLC

Malvern, PA · Est. 2012

AUM: $249.7B
Per adviser: $795M
Advisers: 314

No reported disclosures

Sei Investments Management Corp

Oaks, PA · Est. 1985

AUM: $216.4B
Per adviser: $958M
Advisers: 226

Federated Investment Counseling

Pittsburgh, PA · Est. 1989

AUM: $207.2B
Per adviser: $1.5B
Advisers: 141

No reported disclosures

Hartford Funds

Wayne, PA · Est. 2012

AUM: $152.1B
Per adviser: $4.5B
Advisers: 34

No reported disclosures

Nomura Investment Management Business Trust

Philadelphia, PA · Est. 1988

AUM: $144.0B
Per adviser: $658M
Advisers: 219

Hamilton Lane

Conshohocken, PA · Est. 1998

AUM: $141.8B
Per adviser: $552M
Advisers: 257

No reported disclosures

Janney Montgomery Scott LLC

Philadelphia, PA · Est. 1971

AUM: $110.1B
Per adviser: $68M
Advisers: 1,614

Lincoln Financial Investments Corporation

Radnor, PA · Est. 1985

AUM: $102.1B
Per adviser: $5.7B
Advisers: 18

No reported disclosures

Brandywine Global Investment Management, LLC

Philadelphia, PA · Est. 1986

AUM: $65.4B
Per adviser: $1.2B
Advisers: 56

No reported disclosures

Penn Mutual Asset Management, LLC

Conshohocken, PA · Est. 1990

AUM: $42.3B
Per adviser: $1.4B
Advisers: 30

No reported disclosures

Abrdn INC.

Philadelphia, PA · Est. 1995

AUM: $41.5B
Per adviser: $754M
Advisers: 55

No reported disclosures

Morgan Stanley Aip Gp LP

West Conshohocken, PA · Est. 2001

AUM: $40.9B
Per adviser: $242M
Advisers: 169

Pacer Advisors, INC.

Malvern, PA · Est. 2014

AUM: $38.6B
Per adviser: $7.7B
Advisers: 5

No reported disclosures

Clark Capital Management Group INC

Philadelphia, PA · Est. 1986

AUM: $35.7B
Per adviser: $1.8B
Advisers: 20

No reported disclosures

Exeter Property Group, LLC

Radnor, PA · Est. 2012

AUM: $35.1B
Per adviser: $348M
Advisers: 101

No reported disclosures

Pnc Wealth Management

Pittsburgh, PA · Est. 2003

AUM: $30.3B
Per adviser: $37M
Advisers: 825

Etf Architect

Newtown Square, PA · Est. 2014

AUM: $29.7B
Per adviser: $5.0B
Advisers: 6

No reported disclosures

Hirtle & Co., LLC

West Conshohocken, PA · Est. 1988

AUM: $25.4B
Per adviser: $529M
Advisers: 48

No reported disclosures

Xponance LLC

Philadelphia, PA · Est. 1996

AUM: $24.3B
Per adviser: $1.6B
Advisers: 15

No reported disclosures

Lincoln Investment

Fort Washington, PA · Est. 1978

AUM: $22.0B
Per adviser: $25M
Advisers: 874

Envestnet Portfolio Solutions, INC.

Berwyn, PA · Est. 1993

AUM: $17.3B
Per adviser: $97M
Advisers: 178

No reported disclosures

Envestnet Retirement Solutions, LLC

Berwyn, PA · Est. 2014

AUM: $16.3B
Per adviser: $1.1B
Advisers: 15

No reported disclosures

Venerable Investment Advisers, LLC

West Chester, PA · Est. 2024

AUM: $16.3B
Per adviser: $5.4B
Advisers: 3

No reported disclosures

Fs/Kkr Advisor, LLC

Philadelphia, PA · Est. 2018

AUM: $16.1B
Per adviser: $84M
Advisers: 192

No reported disclosures

Mycio Wealth Partners, LLC

Philadelphia, PA · Est. 2005

AUM: $15.8B
Per adviser: $343M
Advisers: 46

No reported disclosures

Federated Equity Management Company Of Pennsylvania

Pittsburgh, PA · Est. 2003

AUM: $14.3B
Per adviser: $950M
Advisers: 15

No reported disclosures

Centersquare Investment Management LLC

Conshohocken, PA · Est. 2017

AUM: $13.7B
Per adviser: $240M
Advisers: 57

No reported disclosures

Alpha Architect

Newtown Square, PA · Est. 2010

AUM: $13.5B
Per adviser: $2.7B
Advisers: 5

No reported disclosures

Chartwell Investment Partners, LLC

Berwyn, PA · Est. 2014

AUM: $13.0B
Per adviser: $683M
Advisers: 19

No reported disclosures

Cs Mckee

Warrendale, PA · Est. 2019

AUM: $11.7B
Per adviser: $613M
Advisers: 19

No reported disclosures

Qrg Capital Management, INC.

Berwyn, PA · Est. 2020

AUM: $11.4B
Per adviser: $951M
Advisers: 12

No reported disclosures

Cbre Investment Management Listed Real Assets LLC

Radnor, PA · Est. 1995

AUM: $10.8B
Per adviser: $360M
Advisers: 30

No reported disclosures

Cooke & Bieler, L.P.

Philadelphia, PA · Est. 2001

AUM: $10.6B
Per adviser: $754M
Advisers: 14

No reported disclosures

Franklin Park

Bala Cynwyd, PA · Est. 2003

AUM: $10.2B
Per adviser: $352M
Advisers: 29

No reported disclosures

Callan Family Office, LLC

Radnor, PA · Est. 2022

AUM: $10.2B
Per adviser: $681M
Advisers: 15

No reported disclosures

Arin Risk Advisors LLC

Conshohocken, PA · Est. 2009

AUM: $10.2B
Per adviser: $2.0B
Advisers: 5

No reported disclosures

Conrad Siegel Investment Advisors

Harrisburg, PA · Est. 2003

AUM: $10.1B
Per adviser: $460M
Advisers: 22

No reported disclosures

Cornerstone Advisors Asset Management, LLC

Bethlehem, PA · Est. 2006

AUM: $9.6B
Per adviser: $368M
Advisers: 26

No reported disclosures

Gardner Russo & Quinn LLC

Lancaster, PA · Est. 1992

AUM: $9.4B
Per adviser: $1.2B
Advisers: 8

No reported disclosures

Fs Reit Advisor, LLC

Philadelphia, PA · Est. 2019

AUM: $9.1B
Per adviser: $3.0B
Advisers: 3

No reported disclosures

Hornor, Townsend & Kent, LLC

Conshohocken, PA · Est. 1999

AUM: $9.0B
Per adviser: $21M
Advisers: 426

Capital Analysts

Fort Washington, PA · Est. 2012

AUM: $8.8B
Per adviser: $13M
Advisers: 667

Tiff Investment Management

Radnor, PA · Est. 2023

AUM: $8.6B
Per adviser: $507M
Advisers: 17

No reported disclosures

Wealthcare Advisory Partners LLC

West Chester, PA · Est. 2014

AUM: $8.3B
Per adviser: $48M
Advisers: 173

Harvest Fund Advisors LLC

Wayne, PA · Est. 2010

AUM: $8.1B
Per adviser: $1.0B
Advisers: 8

No reported disclosures

Hbks Wealth Advisors

Erie, PA · Est. 2001

AUM: $7.7B
Per adviser: $105M
Advisers: 73

No reported disclosures

Llr Management Holdco, L.P.

Philadelphia, PA · Est. 2022

AUM: $7.6B
Per adviser: $148M
Advisers: 51

No reported disclosures

Miller Investment Management, LP

West Conshohocken, PA · Est. 1998

AUM: $7.1B
Per adviser: $1.0B
Advisers: 7

No reported disclosures

US Innovative Technology Capital Management, LLC

Moon Township, PA · Est. 2022

AUM: $7.0B
Per adviser: $586M
Advisers: 12

No reported disclosures

Conestoga Capital Advisors, LLC

Wayne, PA · Est. 2001

AUM: $6.9B
Per adviser: $771M
Advisers: 9

No reported disclosures

Prowell Financial Management, LLC

Exton, PA · Est. 2016

AUM: $6.9B
Per adviser: $2.3B
Advisers: 3

No reported disclosures

Confluence Financial Partners

Mcmurray, PA · Est. 2021

AUM: $6.8B
Per adviser: $180M
Advisers: 38

No reported disclosures

Atairos Management, L.P.

Bryn Mawr, PA · Est. 2015

AUM: $6.8B
Per adviser: $295M
Advisers: 23

No reported disclosures

Greycourt & Co., INC.

Pittsburgh, PA · Est. 2001

AUM: $6.6B
Per adviser: $348M
Advisers: 19

No reported disclosures

Glenmede Investment Management, LP

Philadelphia, PA · Est. 2000

AUM: $6.2B
Per adviser: $295M
Advisers: 21

No reported disclosures

Incline Equity Partners

Pittsburgh, PA · Est. 2011

AUM: $6.0B
Per adviser: $88M
Advisers: 68

No reported disclosures

Pitcairn

Conshohocken, PA · Est. 2024

AUM: $5.9B
Per adviser: $159M
Advisers: 37

No reported disclosures

Fairmount Funds Management LLC

West Conshohocken, PA · Est. 2019

AUM: $5.8B
Per adviser: $483M
Advisers: 12

No reported disclosures

Allegheny Financial Group

Pittsburgh, PA · Est. 1977

AUM: $5.6B
Per adviser: $200M
Advisers: 28

No reported disclosures

Waldron Private Wealth

Bridgeville, PA · Est. 2013

AUM: $5.5B
Per adviser: $117M
Advisers: 47

No reported disclosures

Hc Capital Partners, LLC

West Conshohocken, PA · Est. 2012

AUM: $5.2B
Per adviser: —
Advisers: —

No reported disclosures

Lovell Minnick

Radnor, PA · Est. 2012

AUM: $5.2B
Per adviser: $227M
Advisers: 23

No reported disclosures

Legacy Advisors, LLC

Plymouth Meeting, PA · Est. 2006

AUM: $5.2B
Per adviser: $207M
Advisers: 25

No reported disclosures

Radcliffe Capital Management, L.P.

Bala Cynwyd, PA · Est. 2006

AUM: $5.1B
Per adviser: $468M
Advisers: 11

No reported disclosures

Graham Partners, LLC

Newtown Square, PA · Est. 2012

AUM: $4.9B
Per adviser: $57M
Advisers: 86

No reported disclosures

Ppb Advisors, LLC

West Conshohocken, PA · Est. 2015

AUM: $4.8B
Per adviser: —
Advisers: —

No reported disclosures

Jfs Wealth Advisors, LLC

Hermitage, PA · Est. 2007

AUM: $4.7B
Per adviser: $148M
Advisers: 32

No reported disclosures

Wharton Business Group, LLC

Malvern, PA · Est. 2009

AUM: $4.6B
Per adviser: $1.5B
Advisers: 3

No reported disclosures

Sage Financial Group INC.

West Conshohocken, PA · Est. 2002

AUM: $4.3B
Per adviser: $204M
Advisers: 21

No reported disclosures

Wescott Financial Advisory Group LLC

Philadelphia, PA · Est. 1987

AUM: $4.2B
Per adviser: $154M
Advisers: 27

No reported disclosures

Copeland Capital Management, LLC

Conshohocken, PA · Est. 2007

AUM: $4.1B
Per adviser: $254M
Advisers: 16

No reported disclosures

Nordwand Advisors

Radnor, PA · Est. 2022

AUM: $4.0B
Per adviser: $661M
Advisers: 6

No reported disclosures

Financial Integrity Advisors, LLC

Philadelphia, PA · Est. 2023

AUM: $4.0B
Per adviser: $4.0B
Advisers: 1

No reported disclosures

Argosy Capital

Wayne, PA · Est. 2012

AUM: $3.7B
Per adviser: $62M
Advisers: 60

No reported disclosures

Stevens Capital Management LP

Radnor, PA · Est. 2012

AUM: $3.7B
Per adviser: $141M
Advisers: 26

No reported disclosures

Bryn Mawr Trust Advisors, LLC

Philadelphia, PA · Est. 2016

AUM: $3.5B
Per adviser: $64M
Advisers: 55

No reported disclosures

Valley Forge Investment Consultants, INC.

Audubon, PA · Est. 2016

AUM: $3.5B
Per adviser: $317M
Advisers: 11

No reported disclosures

Kathmere Capital Management, LLC

Wayne, PA · Est. 2019

AUM: $3.5B
Per adviser: $232M
Advisers: 15

No reported disclosures

Wedmont Private Capital

West Chester, PA · Est. 2021

AUM: $3.4B
Per adviser: $287M
Advisers: 12

No reported disclosures

Newspring Capital

Radnor, PA · Est. 2012

AUM: $3.3B
Per adviser: $62M
Advisers: 54

No reported disclosures

Schneider Downs Wealth Management Advisors, LP

Pittsburgh, PA · Est. 2003

AUM: $3.3B
Per adviser: $150M
Advisers: 22

No reported disclosures

Emerald Advisers, LLC

Leola, PA · Est. 1991

AUM: $3.3B
Per adviser: $194M
Advisers: 17

No reported disclosures

Blbb Advisors

Montgomeryville, PA · Est. 2006

AUM: $3.3B
Per adviser: $271M
Advisers: 12

No reported disclosures

Lbc Credit Partners

Radnor, PA · Est. 2012

AUM: $3.2B
Per adviser: $36M
Advisers: 89

No reported disclosures

Fs Digital Infrastructure Advisor, LLC

Philadelphia, PA · Est. 2026

AUM: $3.2B
Per adviser: $321M
Advisers: 10

No reported disclosures

Roffman Miller Associates INC

Philadelphia, PA · Est. 1991

AUM: $3.2B
Per adviser: $228M
Advisers: 14

No reported disclosures

Alterra Ios Manager, LLC

Radnor, PA · Est. 2023

AUM: $3.2B
Per adviser: $159M
Advisers: 20

No reported disclosures

Girard Advisory Services, LLC

King Of Prussia, PA · Est. 2001

AUM: $3.2B
Per adviser: $80M
Advisers: 40

No reported disclosures

Staley Capital Advisers INC

Pittsburgh, PA · Est. 1996

AUM: $3.1B
Per adviser: $345M
Advisers: 9

No reported disclosures

Logan Capital Management, INC.

Newtown Square, PA · Est. 1994

AUM: $3.1B
Per adviser: $206M
Advisers: 15

No reported disclosures

Oakmont Capital Management, LLC

Oakmont, PA · Est. 2010

AUM: $3.1B
Per adviser: $193M
Advisers: 16

No reported disclosures

Gibson Capital, LLC

Wexford, PA · Est. 2009

AUM: $3.0B
Per adviser: $433M
Advisers: 7

No reported disclosures

Elm Wealth

Philadelphia, PA · Est. 2013

AUM: $3.0B
Per adviser: $431M
Advisers: 7

Fs Global Advisor, LLC

Philadelphia, PA · Est. 2013

AUM: $3.0B
Per adviser: $120M
Advisers: 25

No reported disclosures

Vicus Capital, INC.

State College, PA · Est. 2001

AUM: $3.0B
Per adviser: $36M
Advisers: 84

Rockwood Wealth Management, LLC

New Hope, PA · Est. 2009

AUM: $2.9B
Per adviser: $60M
Advisers: 48

No reported disclosures

Key Financial, INC.

West Chester, PA · Est. 2016

AUM: $2.8B
Per adviser: $284M
Advisers: 10

No reported disclosures

Fragasso Financial Advisors

Sewickley, PA · Est. 2012

AUM: $2.8B
Per adviser: $101M
Advisers: 28

No reported disclosures

Newmarket Investment Management, LP

Philadelphia, PA · Est. 2020

AUM: $2.8B
Per adviser: $176M
Advisers: 16

No reported disclosures

Lubert-Adler Management Company, L.P.

Philadelphia, PA · Est. 2010

AUM: $2.8B
Per adviser: $281M
Advisers: 10

No reported disclosures

Berkshire Asset Management, LLC

Wilkes-Barre, PA · Est. 2007

AUM: $2.8B
Per adviser: $465M
Advisers: 6

No reported disclosures

Rtd Financial Advisors INC

Philadelphia, PA · Est. 1983

AUM: $2.7B
Per adviser: $124M
Advisers: 22

No reported disclosures

Bill Few Associates, INC.

Sewickley, PA · Est. 1987

AUM: $2.7B
Per adviser: $94M
Advisers: 29

Pnc Steel City Advisors, LLC

Pittsburgh, PA · Est. 2014

AUM: $2.7B
Per adviser: $226M
Advisers: 12

Mcadam LLC

Radnor, PA · Est. 2014

AUM: $2.7B
Per adviser: $19M
Advisers: 138

No reported disclosures

Berkadia Capital Advisors LLC

Ambler, PA · Est. 2021

AUM: $2.7B
Per adviser: $1.3B
Advisers: 2

No reported disclosures

Jacobi Capital Management, LLC

Pittston, PA · Est. 2008

AUM: $2.6B
Per adviser: $85M
Advisers: 31

No reported disclosures

Ll Funds

Philadelphia, PA · Est. 2012

AUM: $2.6B
Per adviser: $163M
Advisers: 16

No reported disclosures

Sora Investors

Bryn Mawr, PA · Est. 2021

AUM: $2.6B
Per adviser: $237M
Advisers: 11

No reported disclosures

Renovus Associates, LLC

Wayne, PA · Est. 2021

AUM: $2.6B
Per adviser: $95M
Advisers: 27

No reported disclosures

Cookson Peirce Wealth Management

Pittsburgh, PA · Est. 1984

AUM: $2.6B
Per adviser: $142M
Advisers: 18

No reported disclosures

Rkl Private Wealth

Lancaster, PA · Est. 2006

AUM: $2.5B
Per adviser: $109M
Advisers: 23

No reported disclosures

Main Street Financial Solutions, LLC

Newtown, PA · Est. 2020

AUM: $2.5B
Per adviser: $72M
Advisers: 35

No reported disclosures

Tiff Investment Management

Radnor, PA · Est. 2012

AUM: $2.5B
Per adviser: —
Advisers: —

No reported disclosures

Guyasuta Investment Advisors, Incorporated

Pittsburgh, PA · Est. 1994

AUM: $2.4B
Per adviser: $305M
Advisers: 8

No reported disclosures

Traynor Capital Management

Malvern, PA · Est. 2013

AUM: $2.4B
Per adviser: $403M
Advisers: 6

No reported disclosures

Newsquare Capital, LLC

Newtown Square, PA · Est. 2010

AUM: $2.4B
Per adviser: $399M
Advisers: 6

No reported disclosures

Fft Wealth Management

Philadelphia, PA · Est. 2009

AUM: $2.3B
Per adviser: $107M
Advisers: 22

No reported disclosures

Stonebridge Financial Group, LLC

Wormleysburg, PA · Est. 2023

AUM: $2.3B
Per adviser: $108M
Advisers: 21

No reported disclosures

Emerald Investment Advisers, LLC

Leola, PA · Est. 2025

AUM: $2.3B
Per adviser: $189M
Advisers: 12

No reported disclosures

Fs Structured Products Advisor, LLC

Philadelphia, PA · Est. 2020

AUM: $2.2B
Per adviser: $73M
Advisers: 30

No reported disclosures

Independence Asset Advisors, LLC

Wynnewood, PA · Est. 2010

AUM: $2.2B
Per adviser: $438M
Advisers: 5

No reported disclosures

Hartford Funds

Wayne, PA · Est. 2004

AUM: $2.2B
Per adviser: $63M
Advisers: 34

No reported disclosures

Ethos Financial Group, LLC

King Of Prussia, PA · Est. 2022

AUM: $2.1B
Per adviser: $79M
Advisers: 27

No reported disclosures

Transamerica Financial Advisors, LLC

Philadelphia, PA · Est. 1991

AUM: $2.1B
Per adviser: $2M
Advisers: 991

Quadrant Private Wealth Management, LLC

Center Valley, PA · Est. 2015

AUM: $2.1B
Per adviser: $175M
Advisers: 12

No reported disclosures

Emerald Mutual Fund Advisers Trust

Leola, PA · Est. 2005

AUM: $2.1B
Per adviser: $417M
Advisers: 5

No reported disclosures

Penn Capital Management Company, LLC

Philadelphia, PA · Est. 1988

AUM: $1.9B
Per adviser: $162M
Advisers: 12

No reported disclosures

Fs Specialty Lending Advisor, LLC

Philadelphia, PA · Est. 2018

AUM: $1.9B
Per adviser: $64M
Advisers: 30

No reported disclosures

Conservest Capital Advisors INC

Wynnewood, PA · Est. 1993

AUM: $1.9B
Per adviser: $275M
Advisers: 7

No reported disclosures

Dt Investment Partners, LLC

Chadds Ford, PA · Est. 2011

AUM: $1.9B
Per adviser: $383M
Advisers: 5

No reported disclosures

Independence Square Holdings, LLC

King Of Prussia, PA · Est. 2019

AUM: $1.8B
Per adviser: $50M
Advisers: 37

No reported disclosures

Cloverlay Investment Management, LLC

Conshohocken, PA · Est. 2015

AUM: $1.8B
Per adviser: $183M
Advisers: 10

No reported disclosures

Mitchell Sinkler & Starr

Philadelphia, PA · Est. 1972

AUM: $1.8B
Per adviser: $358M
Advisers: 5

No reported disclosures

Amplius Wealth Advisors

Blue Bell, PA · Est. 2021

AUM: $1.7B
Per adviser: $134M
Advisers: 13

No reported disclosures

Equus Capital Partners, Ltd.

Newtown Square, PA · Est. 2011

AUM: $1.7B
Per adviser: $40M
Advisers: 43

No reported disclosures

Lgl Partners, LLC

Philadelphia, PA · Est. 2017

AUM: $1.7B
Per adviser: $78M
Advisers: 22

No reported disclosures

Petredis Investment Advisors

Warrendale, PA · Est. 2022

AUM: $1.7B
Per adviser: $281M
Advisers: 6

No reported disclosures

Rodgers & Associates

Lancaster, PA · Est. 2003

AUM: $1.6B
Per adviser: $163M
Advisers: 10

No reported disclosures

Fs Fund Advisor, LLC

Philadelphia, PA · Est. 2017

AUM: $1.6B
Per adviser: $542M
Advisers: 3

No reported disclosures

Compass Ion Advisors, LLC

Conshohocken, PA · Est. 2013

AUM: $1.6B
Per adviser: $106M
Advisers: 15

Thrive Wealth Management, LLC

Audubon, PA · Est. 2016

AUM: $1.6B
Per adviser: $144M
Advisers: 11

No reported disclosures

Inverness Graham Investments, INC.

Wayne, PA · Est. 2012

AUM: $1.6B
Per adviser: $83M
Advisers: 19

No reported disclosures

Brandywine Oak Private Wealth LLC

Kennett Square, PA · Est. 2018

AUM: $1.6B
Per adviser: $157M
Advisers: 10

No reported disclosures

Abundance Wealth Counselors, LLC

State College, PA · Est. 2001

AUM: $1.6B
Per adviser: $130M
Advisers: 12

No reported disclosures

Roble, Belko And Company, INC.

Sewickley, PA · Est. 2003

AUM: $1.6B
Per adviser: $222M
Advisers: 7

Alden Capital

Wayne, PA · Est. 2019

AUM: $1.5B
Per adviser: $80M
Advisers: 19

No reported disclosures

Kintra Wealth, LLC

Williamsport, PA · Est. 2019

AUM: $1.5B
Per adviser: $35M
Advisers: 43

No reported disclosures

Tower Bridge Advisors

West Conshohocken, PA · Est. 2001

AUM: $1.5B
Per adviser: $187M
Advisers: 8

No reported disclosures

River Wealth Advisors LLC

Camp Hill, PA · Est. 2014

AUM: $1.5B
Per adviser: $163M
Advisers: 9

No reported disclosures

Electra Capital

Conshohocken, PA · Est. 2022

AUM: $1.5B
Per adviser: $162M
Advisers: 9

No reported disclosures

Northeast Financial Group, INC.

Allentown, PA · Est. 2013

AUM: $1.4B
Per adviser: $1.4B
Advisers: 1

No reported disclosures

Trustmont Advisory Group, INC.

Greensburg, PA · Est. 1987

AUM: $1.4B
Per adviser: $23M
Advisers: 60

Ironview Capital Management, LLC

Conshohocken, PA · Est. 2014

AUM: $1.4B
Per adviser: $155M
Advisers: 9

No reported disclosures

Morgan Properties Special Situations II LLC

Conshohocken, PA · Est. 2020

AUM: $1.4B
Per adviser: $86M
Advisers: 16

No reported disclosures

Meridian Wealth Partners, LLC

East Norriton, PA · Est. 2017

AUM: $1.4B
Per adviser: $124M
Advisers: 11

No reported disclosures

Miravast Asset Management, LLC

Newtown, PA · Est. 2014

AUM: $1.4B
Per adviser: $91M
Advisers: 15

No reported disclosures

1315 Capital

Philadelphia, PA · Est. 2020

AUM: $1.4B
Per adviser: $113M
Advisers: 12

No reported disclosures

Stillwater Capital Advisors, LLC

Devon, PA · Est. 2009

AUM: $1.3B
Per adviser: $336M
Advisers: 4

No reported disclosures

Hunter Associates LLC

Pittsburgh, PA · Est. 1992

AUM: $1.3B
Per adviser: $96M
Advisers: 14

No reported disclosures

Chadds Ford Wealth Partners, LLC

Chadds Ford, PA · Est. 2019

AUM: $1.3B
Per adviser: $664M
Advisers: 2

No reported disclosures

The Coury Firm

Pittsburgh, PA · Est. 2018

AUM: $1.3B
Per adviser: $110M
Advisers: 12

No reported disclosures

Valley National Advisers INC

Bethlehem, PA · Est. 1985

AUM: $1.3B
Per adviser: $131M
Advisers: 10

No reported disclosures

Mount Lucas Management LP

Newtown, PA · Est. 1986

AUM: $1.3B
Per adviser: $261M
Advisers: 5

No reported disclosures

Baldwin Investment Management, LLC

West Conshohocken, PA · Est. 1999

AUM: $1.3B
Per adviser: $118M
Advisers: 11

No reported disclosures

Biondo Investment Advisors LLC

Milford, PA · Est. 2004

AUM: $1.3B
Per adviser: $108M
Advisers: 12

No reported disclosures

Connors Investor Services INC

Wyomissing, PA · Est. 1969

AUM: $1.3B
Per adviser: $128M
Advisers: 10

No reported disclosures

Commonwealth Investment Management

Pittsburgh, PA · Est. 1994

AUM: $1.3B
Per adviser: $182M
Advisers: 7

No reported disclosures

O'Hagan Group, INC.

Bethlehem, PA · Est. 2021

AUM: $1.2B
Per adviser: $125M
Advisers: 10

No reported disclosures

Henry H. Armstrong Associates, INC.

Pittsburgh, PA · Est. 1983

AUM: $1.2B
Per adviser: $410M
Advisers: 3

No reported disclosures

Prudent Management Associates

Philadelphia, PA · Est. 1983

AUM: $1.2B
Per adviser: $205M
Advisers: 6

No reported disclosures

Guardian Capital Partners

Wayne, PA · Est. 2022

AUM: $1.2B
Per adviser: $99M
Advisers: 12

No reported disclosures

Dinuzzo Private Wealth, INC.

Beaver, PA · Est. 2000

AUM: $1.2B
Per adviser: $147M
Advisers: 8

No reported disclosures

Psc Manager LLC

Yardley, PA · Est. 2021

AUM: $1.1B
Per adviser: $81M
Advisers: 14

No reported disclosures

Patriot Financial Manager, L.P.

Radnor, PA · Est. 2012

AUM: $1.1B
Per adviser: $81M
Advisers: 14

No reported disclosures

Addison Capital

Conshohocken, PA · Est. 2007

AUM: $1.1B
Per adviser: $375M
Advisers: 3

No reported disclosures

Blue Bell Private Wealth Management, LLC

Blue Bell, PA · Est. 2005

AUM: $1.1B
Per adviser: $112M
Advisers: 10

No reported disclosures

Ameriserv Wealth Advisors INC

Johnstown, PA · Est. 1994

AUM: $1.1B
Per adviser: $371M
Advisers: 3

No reported disclosures

Arden Fund Management, LLC

Philadelphia, PA · Est. 2014

AUM: $1.1B
Per adviser: $74M
Advisers: 15

No reported disclosures

Trebuchet Consulting, LLC

Pittsburgh, PA · Est. 2013

AUM: $1.1B
Per adviser: $154M
Advisers: 7

No reported disclosures

Concentus Wealth Advisors

Newtown Square, PA · Est. 2014

AUM: $1.1B
Per adviser: $120M
Advisers: 9

No reported disclosures

Sterling Investment Advisors Ltd.

Berwyn, PA · Est. 2006

AUM: $1.1B
Per adviser: $154M
Advisers: 7

No reported disclosures

Ac Wealth Partners

Berwyn, PA · Est. 2023

AUM: $1.1B
Per adviser: $356M
Advisers: 3

No reported disclosures

Clearview Financial Partners

Radnor, PA · Est. 2018

AUM: $1.1B
Per adviser: $212M
Advisers: 5

No reported disclosures

Faithward Advisors, LLC

Lancaster, PA · Est. 2002

AUM: $1.1B
Per adviser: $66M
Advisers: 16

Rodgers Brothers, INC.

Harmony, PA · Est. 2002

AUM: $1.0B
Per adviser: $115M
Advisers: 9

No reported disclosures

Stanley-Laman Group Ltd.

Berwyn, PA · Est. 1994

AUM: $1.0B
Per adviser: $79M
Advisers: 13

No reported disclosures

Hudock Capital Group

Williamsport, PA · Est. 2009

AUM: $1.0B
Per adviser: $143M
Advisers: 7

No reported disclosures

Ellis Investment Partners, LLC

Berwyn, PA · Est. 2012

AUM: $987M
Per adviser: $55M
Advisers: 18

No reported disclosures

Barton Investment Management, LLC

W. Conshohocken, PA · Est. 2006

AUM: $985M
Per adviser: $246M
Advisers: 4

No reported disclosures

Aufman Associates INC

Sewickley, PA · Est. 1983

AUM: $972M
Per adviser: $324M
Advisers: 3

No reported disclosures

Veery Capital, LLC

West Chester, PA · Est. 2018

AUM: $971M
Per adviser: $162M
Advisers: 6

No reported disclosures

D.B. Root & Company, LLC

Pittsburgh, PA · Est. 2015

AUM: $952M
Per adviser: $63M
Advisers: 15

No reported disclosures

Almanack Investment Partners

Wayne, PA · Est. 2016

AUM: $946M
Per adviser: $73M
Advisers: 13

No reported disclosures

Wick Capital Partners, LLC

Wayne, PA · Est. 2018

AUM: $930M
Per adviser: $93M
Advisers: 10

No reported disclosures

Faithward Capital

Lancaster, PA · Est. 2019

AUM: $923M
Per adviser: $308M
Advisers: 3

The Fairman Group, LLC

Chesterbrook, PA · Est. 2002

AUM: $902M
Per adviser: $56M
Advisers: 16

No reported disclosures

Axiom Asset Management

Wayne, PA · Est. 2007

AUM: $900M
Per adviser: $180M
Advisers: 5

Covington Investment Advisors, INC.

Ligonier, PA · Est. 2003

AUM: $886M
Per adviser: $221M
Advisers: 4

No reported disclosures

Wellfull

Harleysville, PA · Est. 2017

AUM: $866M
Per adviser: $124M
Advisers: 7

No reported disclosures

Radnor Capital Management, LLC

Wayne, PA · Est. 2012

AUM: $855M
Per adviser: $171M
Advisers: 5

No reported disclosures

Pennsylvania Capital Management INC.

Huntingdon Valley, PA · Est. 1995

AUM: $849M
Per adviser: $212M
Advisers: 4

No reported disclosures

Stone House Investment Management, LLC

Tunkhannock, PA · Est. 2015

AUM: $842M
Per adviser: $50M
Advisers: 17

No reported disclosures

Twin Capital Management INC

Mcmurray, PA · Est. 1990

AUM: $838M
Per adviser: $209M
Advisers: 4

No reported disclosures

Market Street Wealth Management

West Chester, PA · Est. 2015

AUM: $837M
Per adviser: $84M
Advisers: 10

No reported disclosures

Fdx Advisors, INC.

Berwyn, PA · Est. 1987

AUM: $833M
Per adviser: $208M
Advisers: 4

No reported disclosures

Smithbridge Asset Management, INC.

Chadds Ford, PA · Est. 1997

AUM: $831M
Per adviser: $166M
Advisers: 5

No reported disclosures

Hoey Investments, INC.

Coatesville, PA · Est. 2015

AUM: $788M
Per adviser: $788M
Advisers: 1

No reported disclosures

Mma Asset Management LLC

Conshohocken, PA · Est. 2010

AUM: $788M
Per adviser: $44M
Advisers: 18

No reported disclosures

Insight Advisors, LLC

Newtown, PA · Est. 2013

AUM: $786M
Per adviser: $49M
Advisers: 16

No reported disclosures

Bruton Chisnell Advisors, LLC

Downingtown, PA · Est. 2018

AUM: $772M
Per adviser: $257M
Advisers: 3

No reported disclosures

Mtm Financial Group, LLC

Bethlehem, PA · Est. 2015

AUM: $772M
Per adviser: $86M
Advisers: 9

No reported disclosures

Grant Street Asset Management INC

Canonsburg, PA · Est. 1993

AUM: $769M
Per adviser: $110M
Advisers: 7

Ewa, LLC

Pittsburgh, PA · Est. 2020

AUM: $751M
Per adviser: $94M
Advisers: 8

No reported disclosures

Interchange Capital Partners

Pittsburgh, PA · Est. 2020

AUM: $744M
Per adviser: $106M
Advisers: 7

No reported disclosures

Absolute Capital Management, LLC

Pittsburgh, PA · Est. 2003

AUM: $742M
Per adviser: $371M
Advisers: 2

No reported disclosures

Allegheny Investments

Pittsburgh, PA · Est. 2000

AUM: $742M
Per adviser: $53M
Advisers: 14

No reported disclosures

Girard Pension Services, LLC

Allentown, PA · Est. 2002

AUM: $734M
Per adviser: $105M
Advisers: 7

No reported disclosures

Sevenbridge Financial Group, LLC

Harrisburg, PA · Est. 2015

AUM: $731M
Per adviser: $244M
Advisers: 3

No reported disclosures

Tiller Private Wealth, INC.

Bethlehem, PA · Est. 1996

AUM: $730M
Per adviser: $122M
Advisers: 6

No reported disclosures

Fs Credit Income Advisor, LLC

Philadelphia, PA · Est. 2017

AUM: $726M
Per adviser: $23M
Advisers: 31

No reported disclosures

Jmac Enterprises LLC

Newtown, PA · Est. 2021

AUM: $722M
Per adviser: $241M
Advisers: 3

No reported disclosures

Towercrest Capital Management, LLC

Newtown, PA · Est. 2015

AUM: $718M
Per adviser: $718M
Advisers: 1

No reported disclosures

Ventura Wealth Management

Yardley, PA · Est. 2010

AUM: $713M
Per adviser: $79M
Advisers: 9

No reported disclosures

Iam Advisory LLC

Easton, PA · Est. 2020

AUM: $699M
Per adviser: $87M
Advisers: 8

No reported disclosures

Milestone Asset Management, LLC

Pittsburgh, PA · Est. 2021

AUM: $691M
Per adviser: $53M
Advisers: 13

No reported disclosures

Atwater Malick

Lancaster, PA · Est. 2016

AUM: $687M
Per adviser: $344M
Advisers: 2

No reported disclosures

Forefront Analytics, LLC

W. Conshohocken, PA · Est. 2010

AUM: $679M
Per adviser: $75M
Advisers: 9

No reported disclosures

Presilium Private Wealth, LLC

Radnor, PA · Est. 2022

AUM: $672M
Per adviser: $224M
Advisers: 3

No reported disclosures

Bare Wealth Advisors

Gap, PA · Est. 2023

AUM: $662M
Per adviser: $83M
Advisers: 8

No reported disclosures

Quattro Advisors L.L.C.

Pittsburgh, PA · Est. 2014

AUM: $662M
Per adviser: $132M
Advisers: 5

No reported disclosures

Lem Capital, L.P.

Philadelphia, PA · Est. 2012

AUM: $661M
Per adviser: $39M
Advisers: 17

No reported disclosures

Northstar Asset Management Company, LLC

Blue Bell, PA · Est. 2024

AUM: $660M
Per adviser: $330M
Advisers: 2

No reported disclosures

Thrive Capital Management, LLC

Fort Washington, PA · Est. 2020

AUM: $657M
Per adviser: $51M
Advisers: 13

Old Glory Asset Management LLC

Malvern, PA · Est. 2003

AUM: $656M
Per adviser: $328M
Advisers: 2

No reported disclosures

Mcgowan & Co LLP

Bryn Mawr, PA · Est. 1999

AUM: $656M
Per adviser: $219M
Advisers: 3

No reported disclosures

Milestone Financial Associates, LLC

Macungie, PA · Est. 2025

AUM: $654M
Per adviser: $93M
Advisers: 7

No reported disclosures

Pw Nova Financial Services LLC

Newtown, PA · Est. 2024

AUM: $654M
Per adviser: $109M
Advisers: 6

No reported disclosures

Kitching Partners, LLC

Conshohocken, PA · Est. 2023

AUM: $646M
Per adviser: $129M
Advisers: 5

No reported disclosures

Riggs Asset Management Co INC

Dallas, PA · Est. 1991

AUM: $640M
Per adviser: $80M
Advisers: 8

No reported disclosures

Northeast Advisers, INC.

Paoli, PA · Est. 2000

AUM: $639M
Per adviser: $160M
Advisers: 4

No reported disclosures

Fischer Financial Services INC

Harrisburg, PA · Est. 1988

AUM: $636M
Per adviser: $212M
Advisers: 3

No reported disclosures

Cordatus Wealth Management LLC

Yardley, PA · Est. 2016

AUM: $630M
Per adviser: $210M
Advisers: 3

Lountzis Asset Management, LLC

Wyomissing, PA · Est. 2015

AUM: $624M
Per adviser: $208M
Advisers: 3

No reported disclosures

Hapanowicz Financial

Pittsburgh, PA · Est. 2011

AUM: $622M
Per adviser: $89M
Advisers: 7

No reported disclosures

H Financial Management

Canonsburg, PA · Est. 2009

AUM: $622M
Per adviser: $104M
Advisers: 6

No reported disclosures

Seminal Food And Nutrition Investments, LLC

Wayne, PA · Est. 2024

AUM: $613M
Per adviser: $123M
Advisers: 5

No reported disclosures

Capital A Wealth Management

Cranberry Twp., PA · Est. 2023

AUM: $613M
Per adviser: $56M
Advisers: 11

No reported disclosures

Drexel Morgan & Co.

Radnor, PA · Est. 2009

AUM: $607M
Per adviser: $304M
Advisers: 2

No reported disclosures

Mfa Wealth Advisors, LLC

Pittsburgh, PA · Est. 2014

AUM: $605M
Per adviser: $86M
Advisers: 7

No reported disclosures

Alliance Wealth Advisors, LLC

Scranton, PA · Est. 2017

AUM: $601M
Per adviser: $100M
Advisers: 6

No reported disclosures

Mp Next Capital

Villanova, PA · Est. 2012

AUM: $591M
Per adviser: $74M
Advisers: 8

No reported disclosures

Master'S Wealth Management INC.

Leola, PA · Est. 2024

AUM: $590M
Per adviser: $66M
Advisers: 9

No reported disclosures

Fortis Advisors, LLC

Wayne, PA · Est. 2014

AUM: $584M
Per adviser: $195M
Advisers: 3

No reported disclosures

G&H Investments

Leola, PA · Est. 2022

AUM: $576M
Per adviser: $192M
Advisers: 3

No reported disclosures

Liberty Square Wealth Partners LLC

Bethlehem, PA · Est. 2024

AUM: $568M
Per adviser: $114M
Advisers: 5

No reported disclosures

Rhino Investment Partners, INC.

West Conshohocken, PA · Est. 2021

AUM: $566M
Per adviser: $283M
Advisers: 2

No reported disclosures

Lifeguide Financial Advisors, LLC

Mechanicsburg, PA · Est. 2016

AUM: $563M
Per adviser: $35M
Advisers: 16

No reported disclosures

Continuim Equity Partners, LP

Pittsburgh, PA · Est. 2024

AUM: $560M
Per adviser: $33M
Advisers: 17

No reported disclosures

Kooman & Associates

Altoona, PA · Est. 2022

AUM: $556M
Per adviser: $93M
Advisers: 6

No reported disclosures

Lansing Street Advisors

Ambler, PA · Est. 2022

AUM: $555M
Per adviser: $111M
Advisers: 5

No reported disclosures

Hamel Associates,INC.

Center Valley, PA · Est. 1990

AUM: $548M
Per adviser: $110M
Advisers: 5

No reported disclosures

Stewardship Advisors, LLC

Mount Joy, PA · Est. 2016

AUM: $545M
Per adviser: $55M
Advisers: 10

No reported disclosures

Marion Wealth Management

Monroeville, PA · Est. 2021

AUM: $543M
Per adviser: $181M
Advisers: 3

No reported disclosures

Common Cents Planning

Glen Mills, PA · Est. 2004

AUM: $542M
Per adviser: $136M
Advisers: 4

No reported disclosures

Collective Family Office, LLC

York, PA · Est. 2019

AUM: $533M
Per adviser: $178M
Advisers: 3

No reported disclosures

Archean Capital Partners II, L.L.C.

Newtown Square, PA · Est. 2018

AUM: $528M
Per adviser: $75M
Advisers: 7

No reported disclosures

Aurdan Capital Management, LLC

Wayne, PA · Est. 2024

AUM: $526M
Per adviser: $88M
Advisers: 6

No reported disclosures

Northstar Financial Companies, INC.

Conshohocken, PA · Est. 2019

AUM: $519M
Per adviser: $104M
Advisers: 5

No reported disclosures

Investment Research Partners

Lemont, PA · Est. 2019

AUM: $512M
Per adviser: $128M
Advisers: 4

No reported disclosures

Venator Management LLC

Pittsburgh, PA · Est. 2020

AUM: $512M
Per adviser: $256M
Advisers: 2

No reported disclosures

Taurus Private Markets, LLC

Malvern, PA · Est. 2022

AUM: $509M
Per adviser: $102M
Advisers: 5

No reported disclosures

Bluesphere Advisors LLC

East Norriton, PA · Est. 2019

AUM: $506M
Per adviser: $127M
Advisers: 4

No reported disclosures

Eab Investment Group, LLC

Bala Cynwyd, PA · Est. 2015

AUM: $506M
Per adviser: $126M
Advisers: 4

No reported disclosures

Sharp Financial

Horsham, PA · Est. 2017

AUM: $502M
Per adviser: $84M
Advisers: 6

No reported disclosures

Saothair Capital Partners

Wayne, PA · Est. 2025

AUM: $501M
Per adviser: $83M
Advisers: 6

No reported disclosures

Verdis Investment Management, LLC

West Conshohocken, PA · Est. 2006

AUM: $497M
Per adviser: $83M
Advisers: 6

No reported disclosures

Brick & Kyle Associates INC

Newtown, PA · Est. 1998

AUM: $492M
Per adviser: $164M
Advisers: 3

No reported disclosures

Permit Capital, LLC

West Conshohocken, PA · Est. 2006

AUM: $491M
Per adviser: $164M
Advisers: 3

No reported disclosures

Peakequity Partners Management Co., L.L.C.

Villanova, PA · Est. 2015

AUM: $485M
Per adviser: $162M
Advisers: 3

No reported disclosures

Johnson & White Wealth Management LLC

York, PA · Est. 2014

AUM: $485M
Per adviser: $69M
Advisers: 7

No reported disclosures

Morton Brown Family Wealth LLC

Allentown, PA · Est. 2018

AUM: $483M
Per adviser: $97M
Advisers: 5

No reported disclosures

Obrien Greene & Co INC

Media, PA · Est. 1969

AUM: $464M
Per adviser: $116M
Advisers: 4

No reported disclosures

Birch Run Investments, LLC

Exton, PA · Est. 2016

AUM: $457M
Per adviser: $229M
Advisers: 2

No reported disclosures

Corten Real Estate Management LLC

Philadelphia, PA · Est. 2022

AUM: $457M
Per adviser: $38M
Advisers: 12

No reported disclosures

Gardner Lewis Asset Management LP

Chadds Ford, PA · Est. 1990

AUM: $456M
Per adviser: $91M
Advisers: 5

No reported disclosures

Ivc Wealth Advisors LLC

Silverdale, PA · Est. 2019

AUM: $455M
Per adviser: $65M
Advisers: 7

No reported disclosures

Mcclarren Financial Advisors

State College, PA · Est. 2020

AUM: $453M
Per adviser: $57M
Advisers: 8

No reported disclosures

Certior Financial Group, LLC

King Of Prussia, PA · Est. 2016

AUM: $452M
Per adviser: $65M
Advisers: 7

No reported disclosures

Owls Nest Partners

Chadds Ford, PA · Est. 2021

AUM: $441M
Per adviser: $147M
Advisers: 3

No reported disclosures

Bishop & Company Investment Management, LLC

Erie, PA · Est. 2008

AUM: $441M
Per adviser: $220M
Advisers: 2

No reported disclosures

Tower Wealth Partners

Lewisburg, PA · Est. 2020

AUM: $440M
Per adviser: $147M
Advisers: 3

No reported disclosures

Primesolutions Advisors, LLC

Pittsburgh, PA · Est. 2001

AUM: $440M
Per adviser: $440M
Advisers: 1

Vantus Wealth

Lancaster, PA · Est. 2025

AUM: $440M
Per adviser: $88M
Advisers: 5

No reported disclosures

Chapel Hill Investment Analysts INC

Greensburg, PA · Est. 2000

AUM: $436M
Per adviser: $145M
Advisers: 3

No reported disclosures

Muhlenkamp & Co INC

Wexford, PA · Est. 1981

AUM: $436M
Per adviser: $436M
Advisers: 1

No reported disclosures

Comprehensive Financial Planning, INC.

East Petersburg, PA · Est. 1998

AUM: $434M
Per adviser: $72M
Advisers: 6

No reported disclosures

Santori & Peters

Canonsburg, PA · Est. 2017

AUM: $433M
Per adviser: $108M
Advisers: 4

No reported disclosures

Beacon Bridge Wealth Partners, LLC

Lower Gwynedd, PA · Est. 2022

AUM: $427M
Per adviser: $71M
Advisers: 6

No reported disclosures

Tgs Financial Advisors

Radnor, PA · Est. 1991

AUM: $426M
Per adviser: $61M
Advisers: 7

No reported disclosures

Macdougall Financial Counseling

Delmont, PA · Est. 1989

AUM: $425M
Per adviser: $212M
Advisers: 2

No reported disclosures

Capital Wealth Investments

Scranton, PA · Est. 2020

AUM: $423M
Per adviser: $211M
Advisers: 2

No reported disclosures

The Estate Planners Group

Yardley, PA · Est. 2017

AUM: $422M
Per adviser: $84M
Advisers: 5

No reported disclosures

Odyssey Group Wealth Advisors

Lancaster, PA · Est. 2025

AUM: $421M
Per adviser: $140M
Advisers: 3

No reported disclosures

Alpha Leonis Partners, LLC

Wayne, PA · Est. 2021

AUM: $418M
Per adviser: $418M
Advisers: 1

No reported disclosures

Foundation Wealth Management, LLC

Media, PA · Est. 2022

AUM: $412M
Per adviser: $103M
Advisers: 4

No reported disclosures

Grandview Asset Management LLC

Harrisburg, PA · Est. 2016

AUM: $412M
Per adviser: $103M
Advisers: 4

No reported disclosures

Mb, Levis & Associates,LLC

Center Valley, PA · Est. 2012

AUM: $412M
Per adviser: $137M
Advisers: 3

No reported disclosures

Wealthcare Capital Partners, LLC

West Chester, PA · Est. 2024

AUM: $407M
Per adviser: $45M
Advisers: 9

Henderson Brothers Financial Partners LLC

Pittsburgh, PA · Est. 2025

AUM: $407M
Per adviser: $21M
Advisers: 19

No reported disclosures

Borer Denton & Associates, INC.

Blue Bell, PA · Est. 2006

AUM: $403M
Per adviser: $134M
Advisers: 3

No reported disclosures

Trinity Wealth Management, LLC

Berwyn, PA · Est. 2018

AUM: $399M
Per adviser: $100M
Advisers: 4

No reported disclosures

Mighty Oak Strong America Investment Company

Mechanicsburg, PA · Est. 2015

AUM: $398M
Per adviser: $133M
Advisers: 3

No reported disclosures

Prometheus Capital Management Corp.

Yardley, PA · Est. 2018

AUM: $398M
Per adviser: $199M
Advisers: 2

No reported disclosures

Oars Capital

Dillsburg, PA · Est. 2020

AUM: $398M
Per adviser: $398M
Advisers: 1

No reported disclosures

Financial Coach

West Chester, PA · Est. 2015

AUM: $397M
Per adviser: $79M
Advisers: 5

No reported disclosures

Matterhorn Capital Advisors, LLC

West Conshohocken, PA · Est. 2023

AUM: $396M
Per adviser: $44M
Advisers: 9

No reported disclosures

Mor Wealth Management, LLC

Philadelphia, PA · Est. 2025

AUM: $396M
Per adviser: $132M
Advisers: 3

No reported disclosures

Attinger, LLC

Philadelphia, PA · Est. 2020

AUM: $395M
Per adviser: $197M
Advisers: 2

No reported disclosures

Equita Financial Network, INC.

Fort Washington, PA · Est. 2021

AUM: $391M
Per adviser: $26M
Advisers: 15

No reported disclosures

Stoneridge Pmg Advisors, LLC

Radnor, PA · Est. 1996

AUM: $391M
Per adviser: $195M
Advisers: 2

No reported disclosures

Bluestone Capital Management, LLC

Wayne, PA · Est. 2013

AUM: $390M
Per adviser: $195M
Advisers: 2

No reported disclosures

Legend Financial Advisors INC

Pittsburgh, PA · Est. 1993

AUM: $390M
Per adviser: $130M
Advisers: 3

No reported disclosures

Costello Asset Management, INC.

Feasterville, PA · Est. 2015

AUM: $389M
Per adviser: $130M
Advisers: 3

No reported disclosures

Trinity Investment Advisors, LLC

West Chester, PA · Est. 2006

AUM: $388M
Per adviser: $129M
Advisers: 3

No reported disclosures

Alden Investment Group

Wayne, PA · Est. 2021

AUM: $386M
Per adviser: $10M
Advisers: 38

No reported disclosures

Psi Capital Management

Lancaster, PA · Est. 2018

AUM: $385M
Per adviser: $55M
Advisers: 7

No reported disclosures

Rubenstein Partners

Philadelphia, PA · Est. 2012

AUM: $379M
Per adviser: $25M
Advisers: 15

No reported disclosures

Prosperity Advisers, LLC

Horsham, PA · Est. 2020

AUM: $376M
Per adviser: $188M
Advisers: 2

No reported disclosures

Bouvel Investment Partners, LLC

Phoenixville, PA · Est. 2014

AUM: $374M
Per adviser: $187M
Advisers: 2

No reported disclosures

Macro Advisors, INC.

York, PA · Est. 2019

AUM: $371M
Per adviser: $46M
Advisers: 8

No reported disclosures

Persimmon Capital Management

Blue Bell, PA · Est. 2025

AUM: $368M
Per adviser: $184M
Advisers: 2

No reported disclosures

Enhancing Capital LLC

Harrisburg, PA · Est. 2017

AUM: $368M
Per adviser: $92M
Advisers: 4

No reported disclosures

Haverford Financial Services, INC.

Radnor, PA · Est. 2004

AUM: $366M
Per adviser: $15M
Advisers: 25

No reported disclosures

US Asset Management, LLC

Pittsburgh, PA · Est. 2003

AUM: $358M
Per adviser: $90M
Advisers: 4

Ca Adviser, LLC

Philadelphia, PA · Est. 2019

AUM: $358M
Per adviser: $72M
Advisers: 5

No reported disclosures

Carnegie Wealth Management, LLC

Berwyn, PA · Est. 2019

AUM: $357M
Per adviser: $89M
Advisers: 4

No reported disclosures

Capstone Wealth Management Group, LLC

Dunmore, PA · Est. 2020

AUM: $356M
Per adviser: $89M
Advisers: 4

No reported disclosures

Argyle Capital Management, LLC

Center Valley, PA · Est. 1983

AUM: $356M
Per adviser: $119M
Advisers: 3

No reported disclosures

Entrust Financial LLC

Wayne, PA · Est. 2017

AUM: $351M
Per adviser: $70M
Advisers: 5

No reported disclosures

Cambrian Capital Management, L.L.C.

Newtown Square, PA · Est. 2023

AUM: $344M
Per adviser: $69M
Advisers: 5

No reported disclosures

Ballast Financial Advisors, LLC

West Chester, PA · Est. 2019

AUM: $343M
Per adviser: $69M
Advisers: 5

No reported disclosures

Matune Basile Advisors

Hermitage, PA · Est. 2018

AUM: $343M
Per adviser: $86M
Advisers: 4

No reported disclosures

Keyvantage Wealth Advisors

Bethlehem, PA · Est. 2024

AUM: $339M
Per adviser: $85M
Advisers: 4

No reported disclosures

Cresap, INC.

Radnor, PA · Est. 2014

AUM: $339M
Per adviser: $85M
Advisers: 4

No reported disclosures

Weik Capital Management

Wyomissing, PA · Est. 1987

AUM: $335M
Per adviser: $56M
Advisers: 6

No reported disclosures

Vista Investment Management, LLC

Pittsburgh, PA · Est. 2018

AUM: $324M
Per adviser: $81M
Advisers: 4

Minerva Advisors LLC

Bala Cynwyd, PA · Est. 2012

AUM: $321M
Per adviser: $161M
Advisers: 2

No reported disclosures

Three Cord True Wealth Management, LLC

Beaver, PA · Est. 2020

AUM: $318M
Per adviser: $45M
Advisers: 7

No reported disclosures

Matthew 25 Management Corp

Ambler, PA · Est. 1995

AUM: $316M
Per adviser: $316M
Advisers: 1

No reported disclosures

Marquette Associates, INC.

West Chester, PA · Est. 2010

AUM: $316M
Per adviser: $63M
Advisers: 5

No reported disclosures

Wms Wealth Planners

Pittsburgh, PA · Est. 2019

AUM: $315M
Per adviser: $105M
Advisers: 3

No reported disclosures

Ptm Wealth Management, LLC

North Wales, PA · Est. 2024

AUM: $310M
Per adviser: $155M
Advisers: 2

No reported disclosures

Invicta Advisors LLC

Oakmont, PA · Est. 2018

AUM: $310M
Per adviser: $44M
Advisers: 7

No reported disclosures

Trunorth Financial Services, INC.

Chambersburg, PA · Est. 2018

AUM: $309M
Per adviser: $103M
Advisers: 3

No reported disclosures

Chronometer Partners LP

Pittsburgh, PA · Est. 2026

AUM: $308M
Per adviser: $39M
Advisers: 8

No reported disclosures

Prepared Retirement Institute LLC

Montgomeryville, PA · Est. 2021

AUM: $308M
Per adviser: $77M
Advisers: 4

No reported disclosures

Summit Group Retirement Planners, INC.

Exton, PA · Est. 2017

AUM: $302M
Per adviser: $101M
Advisers: 3

No reported disclosures

Stonecrop Wealth Advisors, LLC

West Chester, PA · Est. 2020

AUM: $300M
Per adviser: $50M
Advisers: 6

No reported disclosures

Kailasa Capital Management LLC

Pittsburgh, PA · Est. 2017

AUM: $298M
Per adviser: $149M
Advisers: 2

No reported disclosures

New Rhein Healthcare Investors LLC

Philadelphia, PA · Est. 2022

AUM: $291M
Per adviser: $58M
Advisers: 5

No reported disclosures

Godshalk Welsh Capital Management, INC.

Radnor, PA · Est. 1991

AUM: $290M
Per adviser: $290M
Advisers: 1

No reported disclosures

Aspire Wealth Architects

Wexford, PA · Est. 2018

AUM: $290M
Per adviser: $97M
Advisers: 3

No reported disclosures

Arba Credit Management, L.P.

Conshohocken, PA · Est. 2025

AUM: $289M
Per adviser: $41M
Advisers: 7

No reported disclosures

Innova Wealth Partners, LLC

Newtown, PA · Est. 2020

AUM: $288M
Per adviser: $48M
Advisers: 6

No reported disclosures

Valley Financial Group

Ambler, PA · Est. 2021

AUM: $287M
Per adviser: $57M
Advisers: 5

No reported disclosures

Gridiron Partners, LLC

Wexford, PA · Est. 2020

AUM: $286M
Per adviser: $143M
Advisers: 2

No reported disclosures

Oaktree Advisors LLC

Coopersburg, PA · Est. 2024

AUM: $283M
Per adviser: $94M
Advisers: 3

No reported disclosures

Members Wealth LLC

Media, PA · Est. 2023

AUM: $280M
Per adviser: $47M
Advisers: 6

No reported disclosures

Eureka Equity Partners

Philadelphia, PA · Est. 2012

AUM: $279M
Per adviser: $40M
Advisers: 7

No reported disclosures

Fs Tactical Advisor, LLC

Philadelphia, PA · Est. 2019

AUM: $279M
Per adviser: $11M
Advisers: 25

No reported disclosures

Vermillion & White Wealth Management Group

Phoenixville, PA · Est. 2022

AUM: $279M
Per adviser: $139M
Advisers: 2

No reported disclosures

Guardian Asset Advisors, LLC

Mechanicsburg, PA · Est. 2021

AUM: $278M
Per adviser: $35M
Advisers: 8

No reported disclosures

46 Peaks Investment Advisory Group

Newtown, PA · Est. 2020

AUM: $272M
Per adviser: $91M
Advisers: 3

No reported disclosures

Magnolia Private Wealth, LLC

Philadelphia, PA · Est. 2023

AUM: $272M
Per adviser: $68M
Advisers: 4

No reported disclosures

Crossgate Wealth Advisors, LLC

Newtown, PA · Est. 2014

AUM: $272M
Per adviser: $91M
Advisers: 3

No reported disclosures

Alliance Financial

Wyomissing, PA · Est. 2022

AUM: $272M
Per adviser: $54M
Advisers: 5

No reported disclosures

Invested Advisors

State College, PA · Est. 2020

AUM: $268M
Per adviser: $134M
Advisers: 2

No reported disclosures

Arsenal Capital Advisors LLC

Conshohocken, PA · Est. 2025

AUM: $267M
Per adviser: $134M
Advisers: 2

No reported disclosures

Wyze Wealth Advisors, LLC

Canonsburg, PA · Est. 2024

AUM: $265M
Per adviser: $88M
Advisers: 3

No reported disclosures

Stark Wealth Management LLC

Bethlehem, PA · Est. 2024

AUM: $262M
Per adviser: $66M
Advisers: 4

Cgi Plan Advisors, INC.

Frazer, PA · Est. 2020

AUM: $261M
Per adviser: $131M
Advisers: 2

No reported disclosures

Archetype Advisors, LLC

Doylestown, PA · Est. 2021

AUM: $260M
Per adviser: $130M
Advisers: 2

No reported disclosures

Steel Tower Investments

Pittsburgh, PA · Est. 2024

AUM: $259M
Per adviser: $65M
Advisers: 4

No reported disclosures

Malvern Capital Management

Malvern, PA · Est. 2024

AUM: $258M
Per adviser: $65M
Advisers: 4

No reported disclosures

Red Spruce Capital, LLC

Berwyn, PA · Est. 2018

AUM: $257M
Per adviser: $64M
Advisers: 4

No reported disclosures

Financial Advisory Services, LLC

Hanover, PA · Est. 2018

AUM: $257M
Per adviser: $128M
Advisers: 2

No reported disclosures

Stone Pine Financial Partners

Media, PA · Est. 2021

AUM: $257M
Per adviser: $64M
Advisers: 4

No reported disclosures

Cmg Capital Management Group, INC.

Malvern, PA · Est. 1993

AUM: $257M
Per adviser: $32M
Advisers: 8

No reported disclosures

Addis & Hill, Incorporated

Wayne, PA · Est. 2020

AUM: $254M
Per adviser: $85M
Advisers: 3

No reported disclosures

Maguire Investments LLC

King Of Prussia, PA · Est. 2012

AUM: $253M
Per adviser: $63M
Advisers: 4

No reported disclosures

Taylor Securities Services, INC.

Harrisburg, PA · Est. 2022

AUM: $253M
Per adviser: $63M
Advisers: 4

No reported disclosures

Braun-Bostich & Associates INC.

Canonsburg, PA · Est. 2017

AUM: $250M
Per adviser: $62M
Advisers: 4

No reported disclosures

Chancellor Financial Group Wb LP

Wilkes-Barre, PA · Est. 2019

AUM: $249M
Per adviser: $42M
Advisers: 6

No reported disclosures

Dwd Portfolio Solutions, INC.

Pittsburgh, PA · Est. 2018

AUM: $248M
Per adviser: $62M
Advisers: 4

No reported disclosures

Amplius Asset Management, LLC

Blue Bell, PA · Est. 2025

AUM: $247M
Per adviser: $31M
Advisers: 8

No reported disclosures

Lighthouse Wealth Management, LLC

Camp Hill, PA · Est. 2023

AUM: $247M
Per adviser: $123M
Advisers: 2

No reported disclosures

Legacy Solutions, LLC

Kennett Square, PA · Est. 2023

AUM: $244M
Per adviser: $81M
Advisers: 3

No reported disclosures

Foundation Capital Management, LLC

East Norriton, PA · Est. 2024

AUM: $244M
Per adviser: $122M
Advisers: 2

No reported disclosures

Robbins Wealth Management

Erie, PA · Est. 1991

AUM: $242M
Per adviser: $81M
Advisers: 3

No reported disclosures

Barnstone Advisors LLC

Phoenixville, PA · Est. 2018

AUM: $241M
Per adviser: $80M
Advisers: 3

No reported disclosures

Christine Messmer, P.C.

Collegeville, PA · Est. 2020

AUM: $241M
Per adviser: $241M
Advisers: 1

No reported disclosures

Ifs Group

Mechanicsburg, PA · Est. 2024

AUM: $240M
Per adviser: $40M
Advisers: 6

No reported disclosures

Rolek Retirement Planning

Berwyn, PA · Est. 2024

AUM: $239M
Per adviser: $239M
Advisers: 1

No reported disclosures

Pf Advisors

Chadds Ford, PA · Est. 2018

AUM: $238M
Per adviser: $238M
Advisers: 1

No reported disclosures

Sector Analysts LLC

Allentown, PA · Est. 2017

AUM: $238M
Per adviser: $119M
Advisers: 2

No reported disclosures

Atlas Wealth Partners LLC

Wyomissing, PA · Est. 2015

AUM: $234M
Per adviser: $117M
Advisers: 2

No reported disclosures

The Aranda Group Advisors, LLC

Jenkintown, PA · Est. 2019

AUM: $234M
Per adviser: $47M
Advisers: 5

No reported disclosures

Holos Integrated Wealth

Kennett Square, PA · Est. 2024

AUM: $233M
Per adviser: $78M
Advisers: 3

No reported disclosures

Integrated Capital Management, INC.

Jessup, PA · Est. 2009

AUM: $232M
Per adviser: $46M
Advisers: 5

No reported disclosures

Econ Wealth Management

Harrisburg, PA · Est. 2015

AUM: $232M
Per adviser: $58M
Advisers: 4

No reported disclosures

Yardley Wealth Management LLC

Yardley, PA · Est. 2021

AUM: $232M
Per adviser: $77M
Advisers: 3

No reported disclosures

Valley Brook Capital Group

Venetia, PA · Est. 2018

AUM: $223M
Per adviser: $37M
Advisers: 6

No reported disclosures

Avantra Family Wealth, INC.

Mechanicsburg, PA · Est. 2018

AUM: $222M
Per adviser: $74M
Advisers: 3

No reported disclosures

Newbridge Wealth Management

Bryn Mawr, PA · Est. 2022

AUM: $220M
Per adviser: $73M
Advisers: 3

No reported disclosures

Thor Financial Technologies

Greensburg, PA · Est. 2022

AUM: $217M
Per adviser: $109M
Advisers: 2

No reported disclosures

Wedgewood Investors INC

Erie, PA · Est. 1987

AUM: $216M
Per adviser: $108M
Advisers: 2

No reported disclosures

Sensenig Capital Advisors, INC.

Collegeville, PA · Est. 2018

AUM: $213M
Per adviser: $71M
Advisers: 3

No reported disclosures

Gibraltar Wealth Management, LLC

Abington, PA · Est. 2022

AUM: $213M
Per adviser: $43M
Advisers: 5

No reported disclosures

Wharton Wealth Management, LLC

Malvern, PA · Est. 2021

AUM: $209M
Per adviser: $105M
Advisers: 2

No reported disclosures

Kohlhepp Investment Advisors, Ltd.

Doylestown, PA · Est. 2001

AUM: $205M
Per adviser: $68M
Advisers: 3

No reported disclosures

Flagship Capital Management INC

Media, PA · Est. 2019

AUM: $200M
Per adviser: $67M
Advisers: 3

No reported disclosures

Kapusta Financial Group

Pittsburgh, PA · Est. 2018

AUM: $200M
Per adviser: $67M
Advisers: 3

No reported disclosures

Nestlerode & Loy, INC.

State College, PA · Est. 2018

AUM: $199M
Per adviser: $100M
Advisers: 2

No reported disclosures

Erickson Financial Group, LLC

Allentown, PA · Est. 2021

AUM: $199M
Per adviser: $66M
Advisers: 3

No reported disclosures

Vfpe Advisors LLC

Audubon, PA · Est. 2019

AUM: $196M
Per adviser: $33M
Advisers: 6

No reported disclosures

Oak Tree Investment Advisors

Pittsburgh, PA · Est. 2018

AUM: $192M
Per adviser: $96M
Advisers: 2

No reported disclosures

Odyssey Capital Advisors INC.

Bala Cynwyd, PA · Est. 2024

AUM: $189M
Per adviser: $47M
Advisers: 4

No reported disclosures

Argosy-Lionbridge Management, LLC

Wayne, PA · Est. 2023

AUM: $189M
Per adviser: $32M
Advisers: 6

No reported disclosures

Azarias Capital Management, L.P.

Westchester, PA · Est. 2022

AUM: $189M
Per adviser: $63M
Advisers: 3

No reported disclosures

Union Square Capital Partners, LLC

Kennett Square, PA · Est. 2017

AUM: $189M
Per adviser: $189M
Advisers: 1

No reported disclosures

Advice & Planning Services LLC

Youngwood, PA · Est. 2021

AUM: $187M
Per adviser: $187M
Advisers: 1

No reported disclosures

Alvin Clay Financial Advisors, LLC

Jenkintown, PA · Est. 2025

AUM: $187M
Per adviser: $37M
Advisers: 5

No reported disclosures

Eagle Investment Advisors

Downingtown, PA · Est. 2020

AUM: $186M
Per adviser: $93M
Advisers: 2

No reported disclosures

Hoffman Capital Advisors LLC

Cranberry Twp, PA · Est. 2019

AUM: $185M
Per adviser: $26M
Advisers: 7

No reported disclosures

Networth Advisors, LLC

Canonsburg, PA · Est. 2023

AUM: $185M
Per adviser: $31M
Advisers: 6

No reported disclosures

Avail Investment Partners, LLC

Lemont, PA · Est. 2021

AUM: $184M
Per adviser: $31M
Advisers: 6

No reported disclosures

Marathon Strategic Advisors, LLC

Pittsburgh, PA · Est. 2025

AUM: $183M
Per adviser: $183M
Advisers: 1

No reported disclosures

Invariant Investment Management

Camp Hill, PA · Est. 2017

AUM: $183M
Per adviser: $30M
Advisers: 6

Snavely Associates Financial Services

Lemoyne, PA · Est. 2022

AUM: $183M
Per adviser: $91M
Advisers: 2

No reported disclosures

Atmos Advisory, LLC

Pittsburgh, PA · Est. 2021

AUM: $181M
Per adviser: $45M
Advisers: 4

No reported disclosures

Steven G. Blum And Associates, LLC

Swarthmore, PA · Est. 2021

AUM: $180M
Per adviser: $90M
Advisers: 2

No reported disclosures

Versa Capital

Philadelphia, PA · Est. 2012

AUM: $180M
Per adviser: $90M
Advisers: 2

No reported disclosures

Versa Capital

Philadelphia, PA · Est. 2022

AUM: $180M
Per adviser: $90M
Advisers: 2

No reported disclosures

Crossover Capital

Yardley, PA · Est. 2023

AUM: $179M
Per adviser: $90M
Advisers: 2

No reported disclosures

Liberty One Wealth Advisors

Philadelphia, PA · Est. 2024

AUM: $178M
Per adviser: $36M
Advisers: 5

No reported disclosures

Muntz Financial, LLC

Doylestown, PA · Est. 2024

AUM: $178M
Per adviser: $89M
Advisers: 2

No reported disclosures

Yoffe Investment Management, LLC

Lemoyne, PA · Est. 2014

AUM: $175M
Per adviser: $175M
Advisers: 1

No reported disclosures

Jms Capital Group Wealth Services, LLC

Sewickley, PA · Est. 2015

AUM: $174M
Per adviser: $44M
Advisers: 4

No reported disclosures

Asco Financial Group, INC.

Kingston, PA · Est. 2003

AUM: $173M
Per adviser: $87M
Advisers: 2

No reported disclosures

Agility Equity Partners

Pittsburgh, PA · Est. 2026

AUM: $173M
Per adviser: $29M
Advisers: 6

No reported disclosures

Yanni & Associates Investment Advisors, LLC

Wexford, PA · Est. 2022

AUM: $173M
Per adviser: $173M
Advisers: 1

No reported disclosures

Mount Lucas Index Advisers LLC

Newtown, PA · Est. 2020

AUM: $170M
Per adviser: —
Advisers: —

No reported disclosures

Tlc Group Investment Advisors, LLC

State College, PA · Est. 2021

AUM: $168M
Per adviser: $84M
Advisers: 2

No reported disclosures

Randall & Associates Wealth Management

Butler, PA · Est. 2022

AUM: $167M
Per adviser: $84M
Advisers: 2

No reported disclosures

Kissling Financial Services, LLC

New Castle, PA · Est. 2024

AUM: $165M
Per adviser: $83M
Advisers: 2

No reported disclosures

Ehb Financial Resources Managemnt, INC.

Exton, PA · Est. 2022

AUM: $164M
Per adviser: $164M
Advisers: 1

No reported disclosures

Act Capital Management, LLC

Wayne, PA · Est. 2021

AUM: $164M
Per adviser: $82M
Advisers: 2

No reported disclosures

Main Advisory, INC.

Canonsburg, PA · Est. 2023

AUM: $163M
Per adviser: $81M
Advisers: 2

No reported disclosures

Gadsden

Wayne, PA · Est. 2018

AUM: $162M
Per adviser: $162M
Advisers: 1

No reported disclosures

Sequinox Wealth Management, LLC

Lancaster, PA · Est. 2025

AUM: $160M
Per adviser: $53M
Advisers: 3

No reported disclosures

Adare Asset Management, LLC

Lancaster, PA · Est. 2022

AUM: $159M
Per adviser: $159M
Advisers: 1

No reported disclosures

River'S Edge

Beaver, PA · Est. 2024

AUM: $157M
Per adviser: $39M
Advisers: 4

No reported disclosures

Legacy Advisory Services, LLC

Exton, PA · Est. 2023

AUM: $157M
Per adviser: $52M
Advisers: 3

No reported disclosures

Englebert Financial Advisers, LLC

Allentown, PA · Est. 2024

AUM: $157M
Per adviser: $52M
Advisers: 3

Brandywine Asset Management

Thornton, PA · Est. 2021

AUM: $156M
Per adviser: $156M
Advisers: 1

No reported disclosures

Ethos Capital Management, INC.

Newtown, PA · Est. 2025

AUM: $155M
Per adviser: $39M
Advisers: 4

Aventine Financial Group

Doylestown, PA · Est. 2025

AUM: $153M
Per adviser: $51M
Advisers: 3

No reported disclosures

Troutman Wealth

Malvern, PA · Est. 2021

AUM: $153M
Per adviser: $153M
Advisers: 1

No reported disclosures

Stoneridge Investment Partners

Radnor, PA · Est. 1999

AUM: $152M
Per adviser: $25M
Advisers: 6

No reported disclosures

Hershey Financial Advisers, LLC

Lancaster, PA · Est. 2023

AUM: $152M
Per adviser: $76M
Advisers: 2

No reported disclosures

Omicron Advisors, LLC

Lancaster, PA · Est. 2022

AUM: $151M
Per adviser: $76M
Advisers: 2

No reported disclosures

Zenith Wealth Partners

Philadelphia, PA · Est. 2024

AUM: $151M
Per adviser: $17M
Advisers: 9

No reported disclosures

Auerbach Investment Services, LLC

Narberth, PA · Est. 2026

AUM: $150M
Per adviser: $150M
Advisers: 1

No reported disclosures

Evident Financial

Erie, PA · Est. 2026

AUM: $150M
Per adviser: $50M
Advisers: 3

No reported disclosures

Harvest Financial Partners

Paoli, PA · Est. 2019

AUM: $149M
Per adviser: $74M
Advisers: 2

No reported disclosures

Wagner Wealth Management, Corp.

Conyngham, PA · Est. 2024

AUM: $149M
Per adviser: $50M
Advisers: 3

No reported disclosures

Cross Border Financial Planning USA LLC

Philadelphia, PA · Est. 2025

AUM: $147M
Per adviser: $49M
Advisers: 3

No reported disclosures

Elite Life Management LLC

Erie, PA · Est. 2022

AUM: $147M
Per adviser: $37M
Advisers: 4

No reported disclosures

Pinnacle Strategic Wealth Management, LLC.

King Of Prussia, PA · Est. 2025

AUM: $146M
Per adviser: $73M
Advisers: 2

No reported disclosures

Mfg Private Wealth

Canonsburg, PA · Est. 2025

AUM: $146M
Per adviser: $36M
Advisers: 4

No reported disclosures

Villanova Investment Management Company, LLC

Wayne, PA · Est. 2025

AUM: $144M
Per adviser: $48M
Advisers: 3

No reported disclosures

Lynch Investment Planning, LLC

Newtown Square, PA · Est. 2026

AUM: $143M
Per adviser: $48M
Advisers: 3

No reported disclosures

Liberty Asset Management

Allentown, PA · Est. 2025

AUM: $141M
Per adviser: $28M
Advisers: 5

No reported disclosures

Coombs Wealth Advisory, LLC

Blue Bell, PA · Est. 2024

AUM: $140M
Per adviser: $70M
Advisers: 2

No reported disclosures

Vericrest Private Wealth, LLC

Newtown, PA · Est. 2020

AUM: $138M
Per adviser: $138M
Advisers: 1

No reported disclosures

Wealthkare.Com, INC.

Mount Union, PA · Est. 2024

AUM: $137M
Per adviser: $20M
Advisers: 7

No reported disclosures

Keller Financial Group

Camp Hill, PA · Est. 2023

AUM: $135M
Per adviser: $68M
Advisers: 2

No reported disclosures

Elm Capital Management LLC

Pittsburgh, PA · Est. 2026

AUM: $133M
Per adviser: $22M
Advisers: 6

No reported disclosures

Nest Egg

Conshohocken, PA · Est. 2017

AUM: $132M
Per adviser: $15M
Advisers: 9

No reported disclosures

Walsky Investment Management INC

Wyomissing, PA · Est. 2022

AUM: $130M
Per adviser: $65M
Advisers: 2

No reported disclosures

Cgi Wealth Advisors, INC.

Frazer, PA · Est. 2020

AUM: $129M
Per adviser: $65M
Advisers: 2

No reported disclosures

Attleboro Wealth Management LLC

Yardley, PA · Est. 2025

AUM: $129M
Per adviser: $26M
Advisers: 5

No reported disclosures

Diccianni Financial Group, INC.

East Norriton, PA · Est. 2025

AUM: $129M
Per adviser: $64M
Advisers: 2

No reported disclosures

Guardian Capital, LLC

Wexford, PA · Est. 2024

AUM: $128M
Per adviser: $32M
Advisers: 4

No reported disclosures

Chartered Advisory Group

Chadds Ford, PA · Est. 2011

AUM: $128M
Per adviser: $32M
Advisers: 4

No reported disclosures

Dakota Investments, LLC

Bryn Mawr, PA · Est. 2017

AUM: $125M
Per adviser: $42M
Advisers: 3

No reported disclosures

Watkinson Capital Advisors LLC

Berwyn, PA · Est. 2025

AUM: $124M
Per adviser: $41M
Advisers: 3

No reported disclosures

Schuylkill Financial, LLC

Wyomissing, PA · Est. 2026

AUM: $124M
Per adviser: $62M
Advisers: 2

No reported disclosures

Dewitt Capital Management

Collegeville, PA · Est. 2025

AUM: $123M
Per adviser: $41M
Advisers: 3

No reported disclosures

V3limited LLC

Radnor, PA · Est. 2013

AUM: $122M
Per adviser: $61M
Advisers: 2

No reported disclosures

Chestnut Street Investment Counsel, LLC

Lancaster, PA · Est. 2025

AUM: $120M
Per adviser: $40M
Advisers: 3

No reported disclosures

Mckinley Financial

Brookville, PA · Est. 2026

AUM: $117M
Per adviser: $29M
Advisers: 4

No reported disclosures

Trident Advisors INC

Doylestown, PA · Est. 2025

AUM: $117M
Per adviser: $117M
Advisers: 1

No reported disclosures

Oxford Real Estate Advisors INC

Pittsburgh, PA · Est. 1995

AUM: $117M
Per adviser: —
Advisers: —

No reported disclosures

Asset Strategy Retirement Plan Consultants, LLC

Camp Hill, PA · Est. 2018

AUM: $116M
Per adviser: $29M
Advisers: 4

No reported disclosures

Oar Financial

Bryn Mawr, PA · Est. 2011

AUM: $115M
Per adviser: $29M
Advisers: 4

No reported disclosures

Arx Private Wealth

Lancaster, PA · Est. 2025

AUM: $114M
Per adviser: $23M
Advisers: 5

No reported disclosures

Setarcos Wealth Advisors LLC

Philadelphia, PA · Est. 2026

AUM: $112M
Per adviser: $56M
Advisers: 2

No reported disclosures

Success Wealth Management LLC

Wexford, PA · Est. 2023

AUM: $110M
Per adviser: $7M
Advisers: 15

Mainline Investment Advisers, LLC

Wynnewood, PA · Est. 2011

AUM: $110M
Per adviser: $37M
Advisers: 3

No reported disclosures

Park Shore Partners LLC

Erie, PA · Est. 2007

AUM: $110M
Per adviser: $22M
Advisers: 5

No reported disclosures

A Better Way Financial, LLC

Allentown, PA · Est. 2026

AUM: $109M
Per adviser: $22M
Advisers: 5

Srn Advisors, LLC

Huntingdon Valley, PA · Est. 2020

AUM: $108M
Per adviser: $54M
Advisers: 2

One-Up Financial

Erie, PA · Est. 2026

AUM: $107M
Per adviser: $12M
Advisers: 9

No reported disclosures

Healthview Asset Management, INC.

Pittsburgh, PA · Est. 2024

AUM: $104M
Per adviser: $35M
Advisers: 3

No reported disclosures

Moralis Technologies, LLC

Pittsburgh, PA · Est. 2021

AUM: $103M
Per adviser: $15M
Advisers: 7

No reported disclosures

Retire Ready Wealth Management

Radnor, PA · Est. 2026

AUM: $100M
Per adviser: $100M
Advisers: 1

Merion Realty Advisers, LLC

Wynnewood, PA · Est. 2011

AUM: $99M
Per adviser: $11M
Advisers: 9

No reported disclosures

Berkshire Advisors, INC.

Wyomissing, PA · Est. 2022

AUM: $97M
Per adviser: $49M
Advisers: 2

No reported disclosures

Compass Investments LLC

Pittsburgh, PA · Est. 2006

AUM: $93M
Per adviser: $23M
Advisers: 4

No reported disclosures

Xalts

Philadelphia, PA · Est. 2021

AUM: $92M
Per adviser: $31M
Advisers: 3

No reported disclosures

Wealthfd

Conshohocken, PA · Est. 2021

AUM: $88M
Per adviser: $29M
Advisers: 3

No reported disclosures

Philadelphia Partners Capital Management, LLC

Bala Cynwyd, PA · Est. 2018

AUM: $61M
Per adviser: $31M
Advisers: 2

No reported disclosures

Nordwand Investments, LLC

Radnor, PA · Est. 2023

AUM: $45M
Per adviser: $22M
Advisers: 2

No reported disclosures

Gkfo, LLC

W. Conshohocken, PA · Est. 2009

AUM: $34M
Per adviser: $3M
Advisers: 10

No reported disclosures

Emstone Advisers, LLC

Leola, PA · Est. 2006

AUM: $29M
Per adviser: $29M
Advisers: 1

No reported disclosures

Global Beta Advisors

West Chester, PA · Est. 2018

AUM: $29M
Per adviser: $14M
Advisers: 2

No reported disclosures

Emerald Separate Account Management LLC

Leola, PA · Est. 2009

AUM: $21M
Per adviser: $5M
Advisers: 4

No reported disclosures

Precidian Funds LLC

Newtown, PA · Est. 2024

AUM: $17M
Per adviser: $6M
Advisers: 3

No reported disclosures

Hunter Private Capital Advisors, LLC

Pittsburgh, PA · Est. 2025

AUM: $16M
Per adviser: $4M
Advisers: 4

No reported disclosures

Bryan Advisory Services, LLC

Canonsburg, PA · Est. 2019

AUM: $2M
Per adviser: $2M
Advisers: 1

No reported disclosures

Up Fintech Asset Management

Newtown Square, PA · Est. 2018

AUM: $2M
Per adviser: $750,000
Advisers: 2

No reported disclosures

Wealth More Enterprise, INC.

Philadelphia, PA · Est. 2024

AUM: $99,736
Per adviser: $16,622.667
Advisers: 6

No reported disclosures

Herbein Financial Group, LLC

Allentown, PA · Est. 2022

AUM: —
Per adviser: —
Advisers: 2

No reported disclosures

Awh Financial, LLC

Bala Cynwyd, PA · Est. 2023

AUM: —
Per adviser: —
Advisers: 63

No reported disclosures

Im Wealth Partners

Blue Bell, PA · Est. 2026

AUM: —
Per adviser: —
Advisers: 8

No reported disclosures

Dvb Private Wealth

Harrisburg, PA · Est. 2026

AUM: —
Per adviser: —
Advisers: 4

No reported disclosures

Duncan Financial Planning Advisors

Irwin, PA · Est. 2020

AUM: —
Per adviser: —
Advisers: —

No reported disclosures

Isq Capital

King Of Prussia, PA · Est. 2026

AUM: —
Per adviser: —
Advisers: 2

No reported disclosures

Boden Wealth

Lemoyne, PA · Est. 2026

AUM: —
Per adviser: —
Advisers: 8

No reported disclosures

Vanguard Alternative Assets Adviser, LLC

Malvern, PA · Est. 2026

AUM: —
Per adviser: —
Advisers: 25

No reported disclosures

Valen Private Capital, LLC.

Paoli, PA · Est. 2026

AUM: —
Per adviser: —
Advisers: 2

No reported disclosures

Fidem Credit Advisors

Philadelphia, PA · Est. 2026

AUM: —
Per adviser: —
Advisers: 5

No reported disclosures

Federated Securities Corp.

Pittsburgh, PA · Est. 2009

AUM: —
Per adviser: —
Advisers: 213

No reported disclosures

Stock Snips, INC.

Pittsburgh, PA · Est. 2024

AUM: —
Per adviser: —
Advisers: 2

No reported disclosures

Keystone Bitcoin

Pittsburgh, PA · Est. 2026

AUM: —
Per adviser: —
Advisers: 2

No reported disclosures

Federated Advisory Services Company

Pittsburgh, PA · Est. 2003

AUM: —
Per adviser: —
Advisers: 74

No reported disclosures

Fournorth Capital LLC

West Conshohocken, PA · Est. 2026