Adviser Record

Investment advisers in PA

564 SEC-registered firms · $27.20 trillion in regulatory assets · 77 reporting a disciplinary disclosure.

Form ADV data as of 2026-09-01

Cities

All firms

FirmCityAssetsDisclosures
1315 CapitalPhiladelphia$1.35 billion0
46 Peaks Investment Advisory GroupNewtown$272.1 million0
A Better Way Financial, LLCAllentown$109.0 million1
Abrdn Inc.Philadelphia$41.48 billion0
Absolute Capital Management, LLCPittsburgh$742.5 million0
Abundance Wealth Counselors, LLCState College$1.56 billion0
Ac Wealth PartnersBerwyn$1.07 billion0
Act Capital Management, LLCWayne$163.9 million0
Adare Asset Management, LLCLancaster$159.3 million0
Addis & Hill, IncorporatedWayne$254.0 million0
Addison CapitalConshohocken$1.12 billion0
Advice & Planning Services LLCYoungwood$187.1 million0
Aeternitas Investment Management, LLCYardley$172.5 million0
Agility Equity PartnersPittsburgh$173.1 million0
Alden CapitalWayne$1.52 billion4
Alden Investment GroupWayne$385.7 million1
Allegheny Financial GroupPittsburgh$5.59 billion0
Allegheny InvestmentsPittsburgh$742.1 million0
Alliance FinancialWyomissing$271.8 million0
Alliance Wealth Advisors, LLCScranton$601.1 million0
Almanack Investment PartnersNewtown Square$945.9 million0
Alpha ArchitectNewtown Square$13.50 billion0
Alpha Leonis Partners, LLCWayne$418.4 million0
Alterra Ios Manager, LLCRadnor$3.19 billion0
Alvin Clay Financial Advisors, LLCJenkintown$186.6 million0
Ameriserv Wealth Advisors IncJohnstown$1.11 billion0
Amplius Asset Management, LLCBlue Bell$247.3 million0
Amplius Wealth AdvisorsBlue Bell$1.74 billion0
Arba Credit Management, L.P.Conshohocken$289.1 million0
Archean Capital Partners Ii, L.L.C.Newtown Square$527.8 million0
Archetype Advisors, LLCDoylestown$260.0 million2
Arden Fund Management, LLCPhiladelphia$1.11 billion0
Argosy CapitalWayne$3.73 billion0
Argosy-lionbridge Management, LLCWayne$189.1 million0
Argyle Capital Management, LLCCenter Valley$355.7 million0
Arin Risk Advisors LLCConshohocken$10.19 billion0
Arsenal Capital Advisors LLCConshohocken$267.1 million0
Arx Private WealthLancaster$113.6 million0
Asco Financial Group, Inc.Kingston$173.2 million0
Aspire Wealth ArchitectsWexford$290.3 million0
Asset Strategy Retirement Plan Consultants, LLCCamp Hill$116.4 million0
Atairos Management, L.P.Bryn Mawr$6.79 billion0
Atlas Wealth Partners LLCWyomissing$233.8 million0
Atmos Advisory, LLCPittsburgh$180.9 million0
Attinger, LLCPhiladelphia$394.5 million0
Attleboro Wealth Management LLCYardley$129.3 million0
Atwater MalickLancaster$687.4 million0
Auerbach Investment Services, LLCNarberth$150.2 million0
Aufman Associates IncSewickley$971.5 million0
Aurdan Capital Management, LLCWayne$526.2 million0
Avail Investment Partners, LLCLemont$184.5 million1
Avantra Family Wealth, Inc.Mechanicsburg$221.6 million0
Aventine Financial GroupDoylestown$153.1 million0
Awh Financial, LLCBala Cynwyd$00
Axiom Asset ManagementWayne$899.6 million7
Azarias Capital Management, L.P.West Chester$188.8 million0
Baldwin Investment Management, LLCWest Conshohocken$1.30 billion0
Ballast Financial Advisors, LLCWest Chester$342.6 million6
Bare Wealth AdvisorsGap$662.3 million0
Barnstone Advisors LLCPhoenixville$241.1 million0
Barton Investment Management, LLCWest Conshohocken$984.7 million0
Beacon Bridge Wealth Partners, LLCLower Gwynedd$426.6 million0
Berkadia Capital Advisors LLCAmbler$2.66 billion0
Berkshire Advisors, Inc.Wyomissing$97.1 million0
Berkshire Asset Management, LLCWilkes-barre$2.79 billion0
Bill Few Associates, Inc.Sewickley$2.72 billion3
Biondo Investment Advisors LLCMilford$1.29 billion0
Birch Run Investments, LLCExton$457.5 million0
Bishop & Company Investment Management, LLCErie$440.8 million0
Blbb AdvisorsMontgomeryville$3.26 billion0
Blue Bell Private Wealth Management, LLCBlue Bell$1.12 billion0
Bluesphere Advisors LLCEast Norriton$506.2 million0
Bluestone Capital Management, LLCWayne$390.1 million6
Boden WealthLemoyne$581.8 million0
Borer Denton & Associates, Inc.Blue Bell$403.0 million0
Bouvel Investment Partners, LLCPhoenixville$374.4 million0
Brandywine Asset ManagementThornton$156.0 million0
Brandywine Global Investment Management, LLCPhiladelphia$65.44 billion3
Brandywine Oak Private Wealth LLCKennett Square$1.57 billion0
Braun-bostich & Associates Inc.Canonsburg$249.6 million0
Brick & Kyle Associates IncNewtown$491.7 million0
Bruton Chisnell Advisors, LLCDowningtown$772.5 million0
Bryan Advisory Services, LLCCanonsburg$2.4 million0
Bryn Mawr Trust Advisors, LLCPhiladelphia$3.51 billion0
Bucks Capital AdvisersNewtown$00
Ca Adviser, LLCPhiladelphia$357.7 million0
Callan Family Office, LLCRadnor$10.21 billion0
Cambrian Capital Management, L.L.C.Newtown Square$343.8 million0
Capital a Wealth ManagementCranberry Twp.$612.9 million0
Capital AnalystsFort Washington$8.77 billion6
Capital Wealth InvestmentsScranton$423.0 million0
Capstone Wealth Management Group, LLCDunmore$356.1 million0
Carnegie Wealth Management, LLCBerwyn$357.1 million0
Cbre Investment Management Listed Real Assets LLCRadnor$10.80 billion2
Centersquare Investment Management LLCConshohocken$13.70 billion0
Certior Financial Group, LLCKing of Prussia$452.3 million0
Cgi Plan Advisors, Inc.Frazer$261.0 million0
Cgi Wealth Advisors, Inc.Frazer$129.4 million0
Chadds Ford Wealth Partners, LLCChadds Ford$1.33 billion0
Chancellor Financial Group Wb LPWilkes-barre$249.3 million2
Chapel Hill Investment Analysts IncGreensburg$436.0 million0
Chartered Advisory GroupChadds Ford$127.7 million0
Chartwell Investment Partners, LLCBerwyn$12.97 billion0
Chestnut Street Investment Counsel, LLCLancaster$119.5 million0
Christine Messmer, P.C.Collegeville$240.6 million0
Chronometer Partners LPPittsburgh$308.4 million0
Clark Capital Management Group IncPhiladelphia$35.69 billion0
Clearview Financial PartnersRadnor$1.06 billion0
Cloverlay Investment Management, LLCConshohocken$1.83 billion0
Cmg Capital Management Group, Inc.Malvern$256.5 million1
Collective Family Office, LLCYork$533.4 million0
Common Cents PlanningGlen Mills$542.4 million0
Commonwealth Investment ManagementPittsburgh$1.28 billion0
Compass Investments LLCPittsburgh$93.2 million0
Compass Ion Advisors, LLCConshohocken$1.59 billion2
Comprehensive Financial Planning, Inc.East Petersburg$434.1 million0
Concentus Wealth AdvisorsNewtown Square$1.08 billion0
Conestoga Capital Advisors, LLCWayne$6.94 billion0
Confluence Financial PartnersMcmurray$6.84 billion0
Conifer Infrastructure PartnersSewickley$164.8 million0
Connors Investor Services IncWyomissing$1.28 billion0
Conrad Siegel Investment AdvisorsHarrisburg$10.12 billion0
Conservest Capital Advisors IncWynnewood$1.92 billion0
Continuim Equity Partners, LPPittsburgh$560.4 million0
Cooke & Bieler, L.P.Philadelphia$10.56 billion0
Cookson Peirce Wealth ManagementPittsburgh$2.56 billion0
Coombs Wealth Advisory, LLCBlue Bell$139.6 million0
Copeland Capital Management, LLCConshohocken$4.06 billion0
Cordatus Wealth Management LLCYardley$630.4 million2
Corient Shc Partners (US) LPPhiladelphia$1.71 billion0
Corient Shc Wealth Management (US) LPPhiladelphia$2.34 billion0
Cornerstone Advisors Asset Management, LLCBethlehem$9.57 billion0
Corten Real Estate Management LLCPhiladelphia$457.4 million0
Costello Asset Management, Inc.Feasterville$388.5 million0
Covington Investment Advisors, Inc.Ligonier$885.9 million0
Cresap, Inc.Radnor$339.0 million1
Cross Border Financial Planning USA LLCPhiladelphia$147.2 million0
Crossgate Wealth Advisors, LLCNewtown$271.9 million0
Crossover CapitalYardley$179.5 million0
Cs MckeeWarrendale$11.65 billion0
D.B. Root & Company, LLCPittsburgh$952.4 million0
Dakota Investments, LLCBryn Mawr$124.8 million0
Dewitt Capital ManagementCollegeville$123.2 million0
Diccianni Financial Group, Inc.East Norriton$128.8 million0
Dinuzzo Private Wealth, Inc.Beaver$1.18 billion0
Drexel Morgan & Co.Radnor$607.0 million0
Dt Investment Partners, LLCChadds Ford$1.91 billion0
Duncan Financial Planning AdvisorsIrwin$00
Dvb Private WealthHarrisburg$00
Dwd Portfolio Solutions, Inc.Pittsburgh$248.3 million0
Eab Investment Group, LLCBala Cynwyd$506.0 million0
Eagle Investment AdvisorsDowningtown$186.1 million0
Econ Wealth ManagementHarrisburg$232.1 million0
EdynPhiladelphia$00
Ehb Financial Resources Managemnt, Inc.Exton$164.0 million0
Electra CapitalConshohocken$1.45 billion0
Elite Life Management LLCErie$147.0 million0
Ellis Investment Partners, LLCBerwyn$986.8 million0
Elm Capital Management LLCPittsburgh$133.4 million0
Elm WealthPhiladelphia$3.02 billion1
Emerald Advisers, LLCLeola$3.30 billion0
Emerald Investment Advisers, LLCLeola$2.26 billion0
Emerald Mutual Fund Advisers TrustLeola$2.09 billion0
Emerald Separate Account Management LLCLeola$21.3 million0
Emstone Advisers, LLCLeola$29.3 million0
Englebert Financial Advisers, LLCAllentown$156.6 million2
Enhancing Capital LLCHarrisburg$368.0 million0
Entrust Financial LLCWayne$350.9 million0
Envestnet PmcBerwyn$614.93 billion0
Envestnet Portfolio Solutions, Inc.Berwyn$17.35 billion0
Envestnet Retirement Solutions, LLCBerwyn$16.30 billion0
Equita Financial Network, Inc.Fort Washington$391.0 million0
Equus Capital Partners, Ltd.Newtown Square$1.74 billion0
Erickson Financial Group, LLCAllentown$198.9 million0
ETF ArchitectNewtown Square$29.74 billion0
Ethos Capital Management, Inc.Newtown$155.4 million1
Ethos Financial Group, LLCKing of Prussia$2.14 billion0
Eureka Equity PartnersPhiladelphia$279.2 million0
Evident FinancialErie$149.7 million0
Ewa, LLCPittsburgh$750.7 million0
Excorde Capital LLCConshohocken$00
Exeter Property Group, LLCRadnor$35.14 billion0
Fairmount Funds Management LLCWest Conshohocken$5.80 billion0
Faithward Advisors, LLCLancaster$1.05 billion2
Faithward CapitalLancaster$1.18 billion2
Fdx Advisors, Inc.Berwyn$832.8 million0
Federated Advisory Services CompanyPittsburgh$00
Federated Equity Management Company of PennsylvaniaPittsburgh$14.25 billion0
Federated Investment CounselingPittsburgh$207.21 billion0
Federated Investment Management CompanyPittsburgh$590.10 billion0
Federated Securities Corp.Pittsburgh$00
Financial Advisory Services, LLCHanover$256.9 million0
Financial CoachWest Chester$397.3 million0
Financial Integrity Advisors, LLCPhiladelphia$3.96 billion0
Fischer Financial Services IncHarrisburg$636.1 million0
Flagship Capital Management IncMedia$199.9 million0
Forefront Analytics, LLCWest Conshohocken$679.0 million0
Fortis Advisors, LLCWayne$584.3 million0
Foundation Capital Management, LLCEast Norriton$243.8 million0
Foundation Wealth Management, LLCMedia$411.9 million0
Fournorth Capital LLCWest Conshohocken$117.7 million0
Fragasso Financial AdvisorsSewickley$2.83 billion0
Franklin ParkBala Cynwyd$10.21 billion0
Fs Credit Income Advisor, LLCPhiladelphia$726.2 million0
Fs Digital Infrastructure Advisor, LLCPhiladelphia$3.21 billion0
Fs Fund Advisor, LLCPhiladelphia$1.63 billion0
Fs Global Advisor, LLCPhiladelphia$3.01 billion0
Fs REIT Advisor, LLCPhiladelphia$9.10 billion0
Fs Specialty Lending Advisor, LLCPhiladelphia$1.93 billion0
Fs Structured Products Advisor, LLCPhiladelphia$2.20 billion0
Fs Tactical Advisor, LLCPhiladelphia$278.8 million0
Fs/kkr Advisor, LLCPhiladelphia$16.10 billion0
G&h InvestmentsLeola$576.0 million0
GadsdenNewtown Square$161.8 million0
Gardner Lewis Asset Management LPChadds Ford$456.5 million0
Gardner Russo & Quinn LLCLancaster$9.45 billion0
Gibraltar Wealth Management, LLCAbington$212.7 million0
Gibson Capital, LLCWexford$3.03 billion0
Girard Advisory Services, LLCKing of Prussia$3.18 billion0
Girard Pension Services, LLCAllentown$733.8 million0
Gkfo, LLCWest Conshohocken$33.6 million0
Glenmede Investment Management, LPPhiladelphia$6.20 billion2
Global Beta AdvisorsWest Chester$28.8 million0
Goalpost Wealth Management, LLCRadnor$00
Godshalk Welsh Capital Management, Inc.Radnor$290.5 million0
Golden Ratio Wealth Management LLCRadnor$00
Graham Partners, LLCNewtown Square$5.00 billion0
Grandview Asset Management LLCHarrisburg$411.7 million0
Grant Street Asset Management IncCanonsburg$768.9 million1
Great Valley Advisor Group, LLCBerwyn$10.60 billion0
Greycourt & Co., Inc.Pittsburgh$6.61 billion0
Gridiron Partners, LLCWexford$285.8 million0
Guardian Asset Advisors, LLCMechanicsburg$278.3 million0
Guardian Capital PartnersWayne$1.19 billion0
Guardian Capital, LLCWexford$128.1 million2
Guyasuta Investment Advisors, IncorporatedPittsburgh$2.44 billion0
H Financial ManagementCanonsburg$621.9 million0
Hamel Associates,inc.Center Valley$548.3 million0
Hamilton LaneConshohocken$141.83 billion0
Hapanowicz FinancialPittsburgh$622.3 million0
Hartford FundsWayne$2.15 billion0
Hartford FundsWayne$152.07 billion0
Harvest Financial PartnersPaoli$148.8 million0
Harvest Fund Advisors LLCWayne$8.12 billion0
Haverford Financial Services, Inc.Radnor$366.4 million0
Hbks Wealth AdvisorsErie$7.66 billion0
Hc Capital Partners, LLCWest Conshohocken$5.21 billion0
Healthview Asset Management, Inc.Pittsburgh$104.4 million0
Henderson Brothers Financial Partners LLCPittsburgh$406.8 million0
Henry H. Armstrong Associates, Inc.Pittsburgh$1.23 billion0
Hershey Financial Advisers, LLCLancaster$151.7 million1
Hirtle & Co., LLCWest Conshohocken$25.41 billion0
Hoey Investments, Inc.Coatesville$788.3 million0
Hoffman Capital Advisors LLCCranberry Twp.$185.4 million0
Holos Integrated WealthKennett Square$233.1 million0
Hornor, Townsend & Kent, LLCConshohocken$9.01 billion3
Hudock Capital GroupWilliamsport$1.00 billion0
Hunter Associates LLCPittsburgh$1.34 billion0
Hunter Private Capital Advisors, LLCPittsburgh$16.4 million0
Iam Advisory LLCEaston$699.4 million0
Ifs GroupMechanicsburg$240.0 million0
Im Wealth PartnersBlue Bell$02
Incline Equity PartnersPittsburgh$5.96 billion0
Independence Asset Advisors, LLCWynnewood$2.19 billion0
Independence Square Holdings, LLCKing of Prussia$1.83 billion4
Innova Wealth Partners, LLCNewtown$288.2 million0
Insight Advisors, LLCNewtown$785.6 million3
Integrated Capital Management, Inc.Jessup$232.4 million0
Interchange Capital PartnersPittsburgh$743.6 million0
Invariant Investment ManagementCamp Hill$182.7 million2
Inverness Graham Investments, Inc.Wayne$1.57 billion0
Invested AdvisorsState College$268.3 million0
Investment Research PartnersLemont$512.4 million1
Invicta Advisors LLCOakmont$310.2 million0
Ironview Capital Management, LLCConshohocken$1.39 billion0
Isq CapitalKing of Prussia$00
Ivc Wealth Advisors LLCSilverdale$455.0 million0
Jacobi Capital Management, LLCPittston$2.64 billion0
Janney Montgomery Scott LLCPhiladelphia$110.11 billion7
Jfs Wealth Advisors, LLCHermitage$4.73 billion0
Jmac Enterprises LLCNewtown$722.4 million0
Jms Capital Group Wealth Services, LLCSewickley$174.0 million0
Johnson & White Wealth Management LLCYork$484.6 million0
Kailasa Capital Management LLCPittsburgh$298.3 million0
Kapusta Financial GroupPittsburgh$199.6 million0
Kathmere Capital Management, LLCWayne$3.48 billion0
Keller Financial GroupCamp Hill$135.3 million0
Key Financial, Inc.West Chester$2.84 billion0
Keystone BitcoinPittsburgh$00
Keyvantage Wealth AdvisorsBethlehem$339.4 million0
Kintra Wealth, LLCWilliamsport$1.50 billion0
Kissling Financial Services, LLCNew Castle$165.5 million0
Kitching Partners, LLCConshohocken$645.9 million0
Kohlhepp Investment Advisors, Ltd.Doylestown$204.6 million0
Kooman & AssociatesAltoona$555.6 million0
Langan Financial GroupCamp Hill$00
Lansing Street AdvisorsAmbler$555.0 million2
Lbc Credit PartnersRadnor$3.24 billion0
Legacy Advisors, LLCPlymouth Meeting$5.17 billion0
Legacy Advisory Services, LLCExton$156.9 million0
Legacy Solutions, LLCKennett Square$243.8 million0
Legend Financial Advisors IncPittsburgh$389.9 million0
Lem Capital, L.P.Philadelphia$661.4 million0
Liberty Asset ManagementAllentown$141.0 million2
Liberty One Wealth AdvisorsPhiladelphia$178.4 million0
Liberty Square Wealth Partners LLCBethlehem$567.8 million0
Lifeguide Financial Advisors, LLCMechanicsburg$562.9 million0
Lighthouse Wealth Management, LLCCamp Hill$246.8 million0
Lincoln Financial Investments CorporationRadnor$102.10 billion0
Lincoln InvestmentFort Washington$21.99 billion7
Ll FundsPhiladelphia$2.61 billion0
Llr Management Holdco, L.P.Philadelphia$7.57 billion0
Logan Capital Management, Inc.Newtown Square$3.10 billion0
Lountzis Asset Management, LLCWyomissing$624.1 million0
Lovell MinnickRadnor$5.21 billion0
Lubert-adler Management Company, L.P.Philadelphia$2.81 billion0
Lynch Investment Planning, LLCNewtown Square$143.3 million0
Macdougall Financial CounselingDelmont$424.8 million0
Macro Advisors, Inc.York$370.9 million0
Magnolia Private Wealth, LLCPhiladelphia$272.1 million0
Maguire Investments LLCKing of Prussia$253.2 million0
Main Advisory, Inc.Canonsburg$162.7 million0
Main Street Financial Solutions, LLCNewtown$2.51 billion2
Mainline Investment Advisers, LLCWynnewood$109.9 million0
Malvern Capital ManagementMalvern$258.1 million0
Marathon Strategic Advisors, LLCPittsburgh$182.7 million0
Marion Wealth ManagementMonroeville$543.4 million0
Market Street Wealth ManagementWest Chester$837.0 million0
Marquette Associates, Inc.West Chester$315.7 million0
Master's Wealth Management Inc.Leola$589.5 million0
Matterhorn Capital Advisors, LLCWest Conshohocken$396.4 million0
Matthew 25 Management CorpAmbler$315.9 million0
Matune Basile AdvisorsHermitage$342.6 million0
Mb, Levis & Associates,llcCenter Valley$411.6 million0
Mcadam LLCRadnor$2.68 billion2
Mcclarren Financial AdvisorsState College$453.0 million0
Mcgowan & Co LLPBryn Mawr$655.6 million0
Mckinley FinancialBrookville$117.2 million0
Mellon Investments CorporationPittsburgh$873.87 billion5
Members Wealth LLCMedia$279.6 million0
Meridian Wealth Partners, LLCEast Norriton$1.37 billion2
Merion Realty Advisers, LLCWynnewood$99.3 million0
Mfa Wealth Advisors, LLCPittsburgh$605.4 million0
Mfg Private WealthCanonsburg$145.5 million0
Mighty Oak Strong America Investment CompanyMechanicsburg$398.4 million2
Milestone Asset Management, LLCPittsburgh$690.7 million0
Milestone Financial Associates, LLCMacungie$654.5 million0
Miller Investment Management, LPWest Conshohocken$7.10 billion0
Minerva Advisors LLCBala Cynwyd$321.0 million0
Miravast Asset Management, LLCNewtown$1.36 billion0
Mitchell Sinkler & StarrPhiladelphia$1.79 billion0
Mma Asset Management LLCConshohocken$787.8 million4
Mor Wealth Management, LLCPhiladelphia$395.6 million0
Moralis Technologies, LLCPittsburgh$103.0 million0
Morgan Properties Special Situations Ii LLCConshohocken$1.37 billion0
Morgan Stanley Aip Gp LPWest Conshohocken$40.85 billion7
Morton Brown Family Wealth LLCAllentown$483.5 million0
Mount Lucas Index Advisers LLCNewtown$170.3 million0
Mount Lucas Management LPNewtown$1.30 billion0
Mp Next CapitalVillanova$590.7 million0
Mtm Financial Group, LLCBethlehem$771.6 million0
Muhlenkamp & Co IncWexford$435.8 million0
Muntz Financial, LLCDoylestown$177.6 million2
Mycio Wealth Partners, LLCPhiladelphia$15.78 billion0
Nest EggConshohocken$131.7 million0
Nestlerode & Loy, Inc.State College$199.1 million0
Networth Advisors, LLCCanonsburg$185.4 million0
New Rhein Healthcare Investors LLCPhiladelphia$290.8 million0
Newbridge Wealth ManagementBryn Mawr$219.5 million0
Newmarket Investment Management, LPPhiladelphia$2.82 billion0
Newspring CapitalRadnor$3.34 billion0
Newsquare Capital, LLCNewtown Square$2.39 billion0
Nomura Investment Management Business TrustPhiladelphia$144.04 billion4
Nordwand AdvisorsRadnor$3.97 billion0
Nordwand Investments, LLCRadnor$44.7 million0
Northeast Advisers, Inc.Paoli$639.1 million0
Northeast Financial Group, Inc.Allentown$1.44 billion3
Northstar Asset Management Company, LLCBlue Bell$659.8 million0
Northstar Financial Companies, Inc.Conshohocken$519.0 million2
O'hagan Group, Inc.Bethlehem$1.25 billion0
Oak Tree Investment AdvisorsPittsburgh$192.2 million0
Oakmont Capital Management, LLCOakmont$3.09 billion0
Oaktree Advisors LLCCoopersburg$282.8 million0
Oar FinancialBryn Mawr$114.5 million0
Oars CapitalDillsburg$397.7 million0
Obrien Greene & Co IncMedia$464.3 million3
Odyssey Capital Advisors Inc.Bala Cynwyd$189.2 million0
Odyssey Group Wealth AdvisorsLancaster$420.9 million0
Old Glory Asset Management LLCMalvern$655.9 million0
Omicron Advisors, LLCLancaster$151.2 million0
One-up FinancialErie$107.5 million0
OpulusDoylestown$104.9 million0
Owls Nest PartnersChadds Ford$441.2 million0
Oxford Real Estate Advisors IncPittsburgh$116.9 million0
Pacer Advisors, Inc.Malvern$41.84 billion0
Park Shore Partners LLCErie$109.9 million0
Patriot Financial Manager, L.P.Radnor$1.13 billion0
Peakequity Partners Management Co., L.L.C.Villanova$485.5 million0
Penn Capital Management Company, LLCPhiladelphia$1.94 billion0
Penn Mutual Asset Management, LLCConshohocken$42.29 billion0
Pennsylvania Capital Management Inc.Huntingdon Valley$848.6 million0
Permit Capital, LLCWest Conshohocken$491.1 million0
Persimmon Capital ManagementBlue Bell$368.5 million0
Petredis Investment AdvisorsWarrendale$1.69 billion0
Pf AdvisorsChadds Ford$238.4 million0
Philadelphia Partners Capital Management, LLCBala Cynwyd$61.2 million2
Pinnacle Strategic Wealth Management, LLC.King of Prussia$146.5 million0
PitcairnConshohocken$5.87 billion0
Pnc Steel City Advisors, LLCPittsburgh$2.72 billion6
Pnc Wealth ManagementPittsburgh$30.27 billion9
Ppb Advisors, LLCWest Conshohocken$4.75 billion0
Precidian Funds LLCNewtown$17.0 million0
Prepared Retirement Institute LLCMontgomeryville$307.6 million0
Presilium Private Wealth, LLCRadnor$671.7 million0
Primesolutions Advisors, LLCPittsburgh$440.1 million4
Prometheus Capital Management Corp.Yardley$397.8 million0
Prosperity Advisers, LLCHorsham$375.8 million1
Prowell Financial Management, LLCExton$6.86 billion0
Prudent Management AssociatesPhiladelphia$1.23 billion0
Psc Manager LLCYardley$1.14 billion0
Psi Capital ManagementLancaster$384.8 million0
Ptm Wealth Management, LLCNorth Wales$310.2 million0
Pw Nova Financial Services LLCNewtown$654.3 million0
Qrg Capital Management, Inc.Berwyn$11.41 billion0
Quadrant Private Wealth Management, LLCCenter Valley$2.10 billion0
Quattro Advisors L.L.C.Pittsburgh$661.7 million0
Radcliffe Capital Management, L.P.Bala Cynwyd$5.14 billion0
Radnor Capital Management, LLCWayne$854.8 million0
Randall & Associates Wealth ManagementButler$167.2 million0
Red Spruce Capital, LLCBerwyn$256.9 million0
Renovus Associates, LLCWayne$2.57 billion0
Retire Ready Wealth ManagementRadnor$100.1 million1
Retirement and Wealth at Alliant, LLCWayne$7.37 billion1
Rhino Investment Partners, Inc.West Conshohocken$566.2 million0
Riggs Asset Management Co IncDallas$640.0 million0
River Wealth Advisors LLCCamp Hill$1.47 billion0
River's EdgeBeaver$157.1 million0
Rkl Private WealthLancaster$2.51 billion0
Robbins Wealth ManagementErie$241.7 million0
Roble, Belko and Company, Inc.Sewickley$1.55 billion4
Rockwood Wealth Management, LLCNew Hope$2.87 billion0
Rodgers & AssociatesLancaster$1.63 billion0
Rodgers Brothers, Inc.Harmony$1.04 billion0
Roffman Miller Associates IncPhiladelphia$3.20 billion0
Rolek Retirement PlanningBerwyn$239.2 million0
Rtd Financial Advisors IncPhiladelphia$2.72 billion0
Rubenstein PartnersPhiladelphia$378.9 million0
Sage Financial Group Inc.West Conshohocken$4.29 billion0
Santori & PetersCanonsburg$433.5 million1
Saothair Capital PartnersWayne$500.7 million0
Schneider Downs Wealth Management Advisors, LPPittsburgh$3.31 billion3
Schuylkill Financial, LLCWyomissing$123.6 million0
Sector Analysts LLCAllentown$238.2 million0
Sei Investments Management CorpOaks$216.43 billion4
Seminal Food and Nutrition Investments, LLCWayne$613.2 million0
Sensenig Capital Advisors, Inc.Collegeville$212.9 million0
Sequinox Wealth Management, LLCLancaster$160.0 million0
Setarcos Wealth Advisors LLCPhiladelphia$111.7 million0
Sevenbridge Financial Group, LLCHarrisburg$731.1 million0
Sharp FinancialHorsham$502.1 million0
Smithbridge Asset Management, Inc.Chadds Ford$830.7 million0
Snavely Associates Financial ServicesLemoyne$182.6 million0
Sora InvestorsBryn Mawr$2.60 billion0
Srn Advisors, LLCHuntingdon Valley$108.0 million2
Staley Capital Advisers IncPittsburgh$3.11 billion0
Stanley-laman Group Ltd.Berwyn$1.02 billion0
Stark Wealth Management LLCBethlehem$262.5 million2
Steel Tower InvestmentsPittsburgh$258.7 million0
Sterling Investment Advisors Ltd.Berwyn$1.08 billion0
Steven G. Blum and Associates, LLCSwarthmore$180.2 million0
Stevens Capital Management LPRadnor$3.68 billion0
Stewardship Advisors, LLCMount Joy$545.2 million0
Stillwater Capital Advisors, LLCDevon$1.34 billion0
Stillwater Private WealthAllenton$176.8 million0
Stock Snips, Inc.Pittsburgh$00
Stone House Investment Management, LLCTunkhannock$841.7 million0
Stone Pine Financial PartnersMedia$256.8 million0
Stonebridge Financial Group, LLCWormleysburg$2.28 billion0
Stonecrop Wealth Advisors, LLCWest Chester$299.5 million0
Stoneridge Pmg Advisors, LLCRadnor$774.2 million0
Success Wealth Management LLCWexford$110.5 million2
Summit Group Retirement Planners, Inc.Exton$302.3 million0
Taurus Private Markets, LLCMalvern$508.7 million0
Taylor Securities Services, Inc.Harrisburg$252.5 million0
Tgs Financial AdvisorsRadnor$426.0 million0
The Aranda Group Advisors, LLCJenkintown$233.7 million0
The Coury FirmPittsburgh$1.32 billion0
The Estate Planners GroupYardley$422.1 million0
The Fairman Group, LLCChesterbrook$902.1 million0
Thor Financial TechnologiesGreensburg$217.0 million0
Three Cord True Wealth Management, LLCBeaver$317.9 million0
Thrive Capital Management, LLCFort Washington$656.7 million2
Thrive Wealth Management, LLCAudubon$1.58 billion0
Tiff Investment ManagementRadnor$8.62 billion0
Tiff Investment ManagementRadnor$2.46 billion0
Tiller Private Wealth, Inc.Bethlehem$730.3 million0
Tlc Group Investment Advisors, LLCState College$168.4 million0
Tower Bridge AdvisorsWest Conshohocken$1.49 billion0
Tower Wealth PartnersLewisburg$440.4 million0
Towercrest Capital Management, LLCNewtown$717.6 million0
Transamerica Financial Advisors, LLCPhiladelphia$2.11 billion5
Traynor Capital ManagementMalvern$2.42 billion0
Trebuchet Consulting, LLCPittsburgh$1.08 billion0
Trident Advisors IncDoylestown$116.9 million0
Trinity Investment Advisors, LLCWest Chester$388.2 million0
Trinity Wealth Management, LLCBerwyn$399.2 million0
Troutman WealthMalvern$152.5 million0
Trunorth Financial Services, Inc.Chambersburg$309.5 million0
Trustmont Advisory Group, Inc.Greensburg$1.40 billion1
Twin Capital Management IncMcmurray$837.8 million0
Union Square Capital Partners, LLCKennett Square$188.7 million0
US Asset Management, LLCPittsburgh$358.5 million1
US Innovative Technology Capital Management, LLCCoraopolis$7.03 billion0
V3limited LLCRadnor$122.4 million0
Valen Private Capital, LLC.Paoli$482.6 million0
Valley Brook Capital GroupVenetia$223.3 million0
Valley Financial GroupAmbler$287.2 million0
Valley Forge Investment Consultants, Inc.Audubon$3.49 billion0
Valley National Advisers IncBethlehem$1.31 billion0
Vanguard Advisers, Inc.Malvern$344.62 billion9
Vanguard Alternative Assets Adviser, LLCMalvern$06
Vanguard Capital Management, LLCMalvern$8.44 trillion6
Vanguard Global Advisers, LLCMalvern$249.66 billion8
Vanguard Group IncMalvern$11.09 trillion8
Vanguard Portfolio Management, LLCMalvern$2.66 trillion6
Vantus WealthLancaster$439.8 million0
Veery Capital, LLCWest Chester$971.4 million0
Venator Management LLCPittsburgh$511.7 million0
Venerable Investment Advisers, LLCWest Chester$16.27 billion0
Ventura Wealth ManagementYardley$713.5 million0
Verdis Investment Management, LLCWest Conshohocken$497.0 million0
Vericrest Private Wealth, LLCNewtown$137.8 million0
Vermillion & White Wealth Management GroupPhoenixville$278.6 million0
Versa CapitalPhiladelphia$180.1 million0
Versa CapitalPhiladelphia$180.1 million0
Vfpe Advisors LLCAudubon$195.6 million0
Vicus Capital, Inc.State College$2.99 billion1
Villanova Investment Management Company, LLCWayne$143.9 million0
Vista Investment Management, LLCPittsburgh$323.9 million1
Wagner Wealth Management, Corp.Conyngham$148.7 million0
Waldron Private WealthBridgeville$5.50 billion0
Walsky Investment Management IncWyomissing$130.2 million0
Watkinson Capital Advisors LLCBerwyn$124.2 million0
Wealth More Enterprise, Inc.Philadelphia$99,7360
Wealthcare Advisory Partners LLCWest Chester$8.29 billion8
Wealthcare Capital Partners, LLCWest Chester$407.4 million8
WealthfdConshohocken$87.8 million0
Wealthkare.com, Inc.Mount Union$136.7 million0
Wedgewood Investors IncErie$215.8 million0
Wedmont Private CapitalWest Chester$3.44 billion0
Weik Capital ManagementWyomissing$334.7 million0
WellfullHarleysville$866.4 million0
Wescott Financial Advisory Group LLCPhiladelphia$4.16 billion0
Wharton Business Group, LLCMalvern$4.57 billion1
Wharton Wealth Management, LLCMalvern$209.2 million0
Wick Capital Partners, LLCWayne$929.7 million0
Wms Wealth PlannersPittsburgh$314.7 million0
Wyze Wealth Advisors, LLCCanonsburg$264.5 million0
XaltsPhiladelphia$92.3 million0
Xponance LLCPhiladelphia$24.27 billion0
Yanni & Associates Investment Advisors, LLCWexford$172.7 million0
Yardley Wealth Management LLCYardley$231.6 million0
Yoffe Investment Management, LLCLemoyne$174.9 million0
Zenith Wealth PartnersPhiladelphia$151.0 million0