Research Report · 2026-02-28
Largest Registered Investment Advisers in Pennsylvania
Pennsylvania SEC-registered investment advisers ranked by latest reported regulatory assets under management from ADV Part 1 filings.
Firms
100
Total AUM
$398.86B
Median AUM
$273.3M
Latest Filing
2026-02-28
| Rank↕ | Firm Name | City | CRD↕ | AUM↕ | Employees↕ | Latest Filing | |
|---|---|---|---|---|---|---|---|
| 1 | NOMURA INVESTMENT MANAGEMENT BUSINESS TRUST | PHILADELPHIA | 105390 | $164.32B | 598 | 2026-01-31 | → |
| 2 | HAMILTON LANE ADVISORS LLC | CONSHOHOCKEN | 107876 | $138.29B | 651 | 2025-06-30 | → |
| 3 | ALPHA ARCHITECT, LLC | NEWTOWN SQUARE | 153905 | $13.50B | 12 | 2026-02-28 | → |
| 4 | CONRAD SIEGEL INVESTMENT ADVISORS, INC. | HARRISBURG | 123560 | $10.12B | 23 | 2025-09-30 | → |
| 5 | HBK SORCE ADVISORY LLC | ERIE | 112139 | $7.66B | 109 | 2026-02-28 | → |
| 6 | F.N.B. INVESTMENT ADVISORS INC | PITTSBURGH | 109515 | $6.70B | 44 | 2025-03-31 | → |
| 7 | JANNEY CAPITAL MANAGEMENT LLC | PITTSBURGH | 159506 | $5.31B | 12 | 2025-11-30 | → |
| 8 | COPELAND CAPITAL MANAGEMENT, LLC | CONSHOHOCKEN | 135822 | $4.06B | 30 | 2026-02-28 | → |
| 9 | FRAGASSO FINANCIAL ADVISORS INC. | SEWICKLEY | 123255 | $2.83B | 35 | 2026-02-28 | → |
| 10 | RTD FINANCIAL ADVISORS INC | PHILADELPHIA | 110744 | $2.72B | 39 | 2026-02-28 | → |
| 11 | SORA INVESTORS LLC | BRYN MAWR | 317257 | $2.60B | 13 | 2026-01-31 | → |
| 12 | GUYASUTA INVESTMENT ADVISORS, INCORPORATED | PITTSBURGH | 108400 | $2.44B | 13 | 2026-02-28 | → |
| 13 | NEWSQUARE CAPITAL, LLC | NEWTOWN SQUARE | 152430 | $2.39B | 21 | 2026-02-28 | → |
| 14 | EMERALD INVESTMENT ADVISERS, LLC | LEOLA | 338769 | $2.26B | 12 | 2026-01-31 | → |
| 15 | COHO PARTNERS, LTD. | BERWYN | 111335 | $2.20B | 18 | 2025-03-31 | → |
| 16 | ABUNDANCE WEALTH COUNSELORS, LLC | STATE COLLEGE | 111740 | $1.56B | 30 | 2026-02-28 | → |
| 17 | TOWER BRIDGE ADVISORS, INC. | WEST CONSHOHOCKEN | 115700 | $1.49B | 14 | 2026-01-31 | → |
| 18 | CLEARVIEW FINANCIAL PARTNERS, LLC | RADNOR | 286168 | $1.06B | 8 | 2026-02-28 | → |
| 19 | HUDOCK, INC. | WILLIAMSPORT | 149255 | $1.00B | 15 | 2026-02-28 | → |
| 20 | BARTON INVESTMENT MANAGEMENT, LLC | W. CONSHOHOCKEN | 141084 | $984.7M | 7 | 2026-02-28 | → |
| 21 | BEACH INVESTMENT COUNSEL INC | WEST CONSHOHOCKEN | 107615 | $981.7M | 10 | 2025-03-31 | → |
| 22 | COVINGTON INVESTMENT ADVISORS, INC. | LIGONIER | 127270 | $885.9M | 8 | 2026-02-28 | → |
| 23 | THE MARSHALL FINANCIAL GROUP, INC | DOYLESTOWN | 110935 | $866.4M | 20 | 2025-03-31 | → |
| 24 | PARSONS CAPITAL MANAGEMENT, LLC | NEW HOPE | 114494 | $803.8M | 6 | 2025-03-31 | → |
| 25 | EWA, LLC | PITTSBURGH | 308977 | $750.7M | 14 | 2026-02-28 | → |
| 26 | SEVENBRIDGE FINANCIAL GROUP, LLC | HARRISBURG | 281037 | $731.1M | 6 | 2026-02-28 | → |
| 27 | MILESTONE ASSET MANAGEMENT, LLC | PITTSBURGH | 310441 | $690.7M | 13 | 2026-02-28 | → |
| 28 | WEALTH ADVISORY GROUP, INC. | BERWYN | 122269 | $666.9M | 7 | 2025-10-31 | → |
| 29 | RIGGS ASSET MANAGEMENT CO INC | DALLAS | 107233 | $640.0M | 8 | 2026-02-28 | → |
| 30 | FISCHER FINANCIAL SERVICES INC | HARRISBURG | 104616 | $636.1M | 5 | 2026-02-28 | → |
| 31 | LIFEGUIDE FINANCIAL ADVISORS, LLC | MECHANICSBURG | 284842 | $562.9M | 25 | 2026-02-28 | → |
| 32 | PLANNING DIRECTIONS, INC. | GLEN MILLS | 120131 | $542.4M | 8 | 2026-02-28 | → |
| 33 | MARRELLA PRIVATE WEALTH, LLC | WYOMISSING | 327397 | $513.6M | 7 | 2025-03-31 | → |
| 34 | APEX FINANCIAL ADVISORS, INC | YARDLEY | 155210 | $505.1M | 10 | 2025-03-31 | → |
| 35 | JOHNSON & WHITE WEALTH MANAGEMENT LLC | YORK | 169795 | $484.6M | 7 | 2026-02-28 | → |
| 36 | IVC WEALTH ADVISORS LLC | SILVERDALE | 301127 | $455.0M | 8 | 2026-01-31 | → |
| 37 | VANTUS WEALTH LLC | LANCASTER | 337216 | $439.8M | 15 | 2026-02-28 | → |
| 38 | MUHLENKAMP & CO INC | WEXFORD | 110787 | $435.8M | 6 | 2025-12-31 | → |
| 39 | MACDOUGALL FINANCIAL COUNSELING | DELMONT | 104644 | $424.8M | 3 | 2026-02-28 | → |
| 40 | ZULLO INVESTMENT GROUP, INC. | SCRANTON | 311698 | $423.0M | 3 | 2026-02-28 | → |
| 41 | CAPITAL MANAGEMENT SERVICES INC | WAYNE | 105903 | $396.9M | 8 | 2025-06-30 | → |
| 42 | KATHLEEN S. WRIGHT ASSOCIATES INC. | PITTSBURGH | 121300 | $388.1M | 7 | 2025-10-31 | → |
| 43 | CHATHAM INVESTMENT ADVISORS, LLC | KENNETT SQUARE | 158802 | $383.5M | 2 | 2025-03-31 | → |
| 44 | PROSPERITY ADVISERS, LLC | HORSHAM | 282998 | $375.8M | 8 | 2026-02-28 | → |
| 45 | CARNEGIE WEALTH MANAGEMENT, LLC | BERWYN | 290430 | $357.1M | 6 | 2026-01-31 | → |
| 46 | MBA ADVISORS LLC | HERMITAGE | 168073 | $342.6M | 5 | 2026-02-28 | → |
| 47 | WEALTH MANAGEMENT STRATEGIES, INC. | PITTSBURGH | 305481 | $314.7M | 6 | 2026-02-28 | → |
| 48 | SUMMIT GROUP RETIREMENT PLANNERS, INC. | EXTON | 169823 | $302.3M | 4 | 2026-02-28 | → |
| 49 | INNOVA WEALTH PARTNERS, LLC | NEWTOWN | 168500 | $288.2M | 6 | 2026-02-28 | → |
| 50 | LINDENWOLD ADVISORS INC. | READING | 308454 | $278.6M | 4 | 2025-03-31 | → |
| 51 | PWA FINANCIAL | NEWTOWN | 165369 | $267.9M | 4 | 2025-01-31 | → |
| 52 | WYZE WEALTH ADVISORS, LLC | CANONSBURG | 329413 | $264.5M | 5 | 2026-02-28 | → |
| 53 | MALVERN CAPITAL MANAGEMENT, LLC | MALVERN | 292396 | $258.1M | 5 | 2026-02-28 | → |
| 54 | RED SPRUCE CAPITAL, LLC | BERWYN | 158720 | $256.9M | 4 | 2026-02-28 | → |
| 55 | TAYLOR SECURITIES SERVICES, INC. | HARRISBURG | 304070 | $252.5M | 11 | 2026-02-28 | → |
| 56 | FOREFRONT WEALTH MANAGEMENT INC. | MALVERN | 299003 | $246.4M | 4 | 2025-02-28 | → |
| 57 | BARNSTONE ADVISORS LLC | PHOENIXVILLE | 144511 | $241.1M | 4 | 2026-01-31 | → |
| 58 | CHRISTINE MESSMER, P.C. | COLLEGEVILLE | 121202 | $240.6M | 1 | 2026-01-31 | → |
| 59 | IFS GROUP, LLC | MECHANICSBURG | 328774 | $240.0M | 6 | 2026-02-28 | → |
| 60 | ROLEK WEALTH MANAGEMENT LLC | BERWYN | 285351 | $239.2M | 1 | 2026-02-28 | → |
| 61 | NORTHEASTERN STAR ASSET MANAGEMENT, INC. | WORMLEYSBURG | 171891 | $236.2M | 3 | 2025-03-31 | → |
| 62 | ASG INVESTMENT MANAGEMENT, LLC | RENFREW | 292445 | $234.8M | 9 | 2025-03-31 | → |
| 63 | HOLOS INTEGRATED WEALTH, LLC | KENNETT SQUARE | 329884 | $233.1M | 5 | 2026-02-28 | → |
| 64 | FINANCIAL ABUNDANCE, INC. | STATE COLLEGE | 143300 | $232.9M | 4 | 2025-03-31 | → |
| 65 | VALLEY BROOK CAPITAL GROUP, INC. | VENETIA | 122460 | $223.3M | 6 | 2026-02-28 | → |
| 66 | NEWBRIDGE WEALTH MANAGEMENT, LLC | BRYN MAWR | 169239 | $219.5M | 3 | 2026-02-28 | → |
| 67 | THOR TRADING ADVISORS, LLC | GREENSBURG | 310362 | $217.0M | 5 | 2026-02-28 | → |
| 68 | CHB INVESTMENT GROUP, LLC | NEW HOPE | 313354 | $214.2M | 3 | 2025-02-28 | → |
| 69 | KAPUSTA FINANCIAL GROUP, INC. | PITTSBURGH | 123349 | $199.6M | 4 | 2026-01-31 | → |
| 70 | NESTLERODE & LOY, INC. | STATE COLLEGE | 2907 | $199.1M | 4 | 2025-12-31 | → |
| 71 | ERICKSON FINANCIAL GROUP, LLC | ALLENTOWN | 299818 | $198.9M | 6 | 2026-02-28 | → |
| 72 | TWENTY ACRE CAPITAL LP | NEWTOWN | 306381 | $198.5M | 8 | 2025-03-31 | → |
| 73 | UNION SQUARE CAPITAL PARTNERS, LLC | KENNETT SQUARE | 288708 | $188.7M | 2 | 2026-02-28 | → |
| 74 | EAGLE INVESTMENT ADVISORS, LLC | DOWNINGTOWN | 144094 | $186.1M | 2 | 2026-02-28 | → |
| 75 | INVARIANT INVESTMENT MANAGEMENT LLC | CAMP HILL | 168772 | $182.7M | 7 | 2026-02-28 | → |
| 76 | SAFS, LLC | LEMOYNE | 144405 | $182.6M | 2 | 2026-01-31 | → |
| 77 | ATMOS ADVISORY, LLC | PITTSBURGH | 160087 | $180.9M | 4 | 2026-01-31 | → |
| 78 | LIBERTY ONE WEALTH ADVISORS | PHILADELPHIA | 315675 | $178.4M | 5 | 2026-01-31 | → |
| 79 | YOFFE INVESTMENT MANAGEMENT, LLC | LEMOYNE | 173454 | $174.9M | 1 | 2026-02-28 | → |
| 80 | AGILITY EQUITY PARTNERS, LLC | PITTSBURGH | 338602 | $173.1M | 7 | 2026-01-31 | → |
| 81 | YANNI & ASSOCIATES INVESTMENT ADVISORS, LLC | WEXFORD | 142913 | $172.7M | 2 | 2026-01-31 | → |
| 82 | RANDALL & ASSOCIATES WEALTH MANAGEMENT, INC. | BUTLER | 323846 | $167.2M | 3 | 2026-01-31 | → |
| 83 | EHB FINANCIAL RESOURCES MANAGEMENT, INC. | EXTON | 116186 | $164.0M | 2 | 2026-02-28 | → |
| 84 | MAIN ADVISORY, INC. | CANONSBURG | 328040 | $162.7M | 4 | 2026-02-28 | → |
| 85 | PITTSBURGH FINANCIAL PLANNERS, INC. | BRIDGEVILLE | 14155 | $160.6M | 6 | 2025-12-31 | → |
| 86 | SEQUINOX WEALTH MANAGEMENT, LLC | LANCASTER | 335246 | $160.0M | 7 | 2026-02-28 | → |
| 87 | HOFFMAN CAPITAL ADVISORS LLC | CRANBERRY TWP | 287766 | $159.5M | 7 | 2026-02-28 | → |
| 88 | ADARE ASSET MANAGEMENT, LLC | LANCASTER | 152471 | $159.3M | 1 | 2026-02-28 | → |
| 89 | LEGACY ADVISORY SERVICES, LLC | EXTON | 147173 | $156.9M | 3 | 2026-02-28 | → |
| 90 | ELITE LIFE MANAGEMENT LLC | ERIE | 310917 | $147.0M | 4 | 2025-11-30 | → |
| 91 | PINNACLE STRATEGIC WEALTH MANAGEMENT, LLC. | KING OF PRUSSIA | 155652 | $146.5M | 2 | 2026-01-31 | → |
| 92 | LIBERTY ASSET MANAGEMENT, LLC | ALLENTOWN | 142094 | $141.0M | 8 | 2026-02-28 | → |
| 93 | COOMBS WEALTH ADVISORY, LLC | BLUE BELL | 281132 | $139.6M | 2 | 2026-02-28 | → |
| 94 | GOLDEN WEALTH MANAGEMENT LLC | PITTSTON | 299522 | $137.5M | 4 | 2025-09-30 | → |
| 95 | ELM CAPITAL MANAGEMENT LLC | PITTSBURGH | 294012 | $133.4M | 6 | 2026-02-28 | → |
| 96 | GUARDIAN CAPITAL, LLC | WEXFORD | 156015 | $128.1M | 4 | 2026-02-28 | → |
| 97 | CHESTNUT STREET INVESTMENT COUNSEL, LLC | LANCASTER | 309741 | $119.5M | 4 | 2026-01-31 | → |
| 98 | TRIDENT ADVISORS INC | DOYLESTOWN | 108920 | $116.9M | 3 | 2026-01-31 | → |
| 99 | BASSETT HARGROVE INVESTMENT COUNSEL, LLC | CHADDS FORD | 133580 | $114.9M | 3 | 2025-03-31 | → |
| 100 | ARX PRIVATE WEALTH | LANCASTER | 338631 | $113.6M | 6 | 2026-02-28 | → |
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