Research Report · 2026-06-30
Institutional Registered Investment Advisers in Pennsylvania
SEC-registered investment advisers in Pennsylvania ranked by reported institutional client assets.
Firms
397
Total AUM
$3.55T
Median AUM
$584.3M
Latest Filing
2026-06-30
| Rank↕ | Firm Name | City | CRD↕ | AUM↕ | Employees↕ | Latest Filing | |
|---|---|---|---|---|---|---|---|
| 201 | TRANSAMERICA FINANCIAL ADVISORS, LLC | PHILADELPHIA | 16164 | $2.11B | 991 | 2026-03-31 | → |
| 202 | BILL FEW ASSOCIATES, INC. | SEWICKLEY | 133561 | $2.72B | 31 | 2026-03-31 | → |
| 203 | ALLSTREET FINANCIAL, LLC | ERIE | 281661 | $149.7M | 3 | 2026-04-30 | → |
| 204 | UP STRATEGIC WEALTH INVESTMENT ADVISORS, LLC | PITTSBURGH | 166742 | $258.7M | 5 | 2026-03-31 | → |
| 205 | BARE FINANCIAL SERVICES INC. | GAP | 328043 | $662.3M | 19 | 2026-03-31 | → |
| 206 | ALDEN INVESTMENT ADVISORS, LLC | WAYNE | 317077 | $385.7M | 43 | 2026-03-31 | → |
| 207 | HUDOCK, INC. | WILLIAMSPORT | 149255 | $1.00B | 15 | 2026-02-28 | → |
| 208 | MORALIS TECHNOLOGIES, LLC | PITTSBURGH | 316221 | $103.0M | 13 | 2026-03-31 | → |
| 209 | MITCHELL SINKLER & STARR INC | PHILADELPHIA | 106460 | $1.79B | 9 | 2026-03-31 | → |
| 210 | VALLEY BROOK CAPITAL GROUP, INC. | VENETIA | 122460 | $223.3M | 6 | 2026-02-28 | → |
| 211 | STEWARDSHIP ADVISORS, LLC | MOUNT JOY | 277099 | $545.2M | 15 | 2026-03-31 | → |
| 212 | MAGUIRE INVESTMENTS LLC | KING OF PRUSSIA | 164039 | $253.2M | 4 | 2026-03-31 | → |
| 213 | PERSIMMON CAPITAL MANAGEMENT, LP | BLUE BELL | 334563 | $368.5M | 3 | 2026-03-31 | → |
| 214 | NORTHEASTERN STAR ASSET MANAGEMENT, INC. | WORMLEYSBURG | 171891 | $236.2M | 3 | 2025-03-31 | → |
| 215 | PENNSYLVANIA CAPITAL MANAGEMENT INC. | HUNTINGDON VALLEY | 107648 | $848.6M | 10 | 2026-03-31 | → |
| 216 | ELM PARTNERS MANAGEMENT LLC | PHILADELPHIA | 167225 | $3.02B | 8 | 2026-03-31 | → |
| 217 | CONSERVEST CAPITAL ADVISORS INC | WYNNEWOOD | 111353 | $1.92B | 7 | 2026-03-31 | → |
| 218 | SEVENBRIDGE FINANCIAL GROUP, LLC | HARRISBURG | 281037 | $731.1M | 6 | 2026-02-28 | → |
| 219 | BISHOP & COMPANY INVESTMENT MANAGEMENT, LLC | ERIE | 146448 | $440.8M | 3 | 2026-03-31 | → |
| 220 | EMSTONE ADVISERS, LLC | LEOLA | 139061 | $29.3M | 8 | 2026-03-31 | → |
| 221 | STARK WEALTH MANAGEMENT LLC | BETHLEHEM | 309422 | $262.5M | 4 | 2026-03-31 | → |
| 222 | HAVERFORD FINANCIAL SERVICES, INC. | RADNOR | 130007 | $366.4M | 45 | 2026-03-31 | → |
| 223 | THE MARSHALL FINANCIAL GROUP, INC | DOYLESTOWN | 110935 | $866.4M | 20 | 2025-03-31 | → |
| 224 | TAYLOR SECURITIES SERVICES, INC. | HARRISBURG | 304070 | $252.5M | 11 | 2026-02-28 | → |
| 225 | PW NOVA FINANCIAL SERVICES LLC | NEWTOWN | 333595 | $654.3M | 6 | 2026-04-30 | → |
| 226 | AUERBACH INVESTMENT SERVICES, LLC | NARBERTH | 290041 | $150.2M | 2 | 2026-05-31 | → |
| 227 | KOOMAN & ASSOCIATES | ALTOONA | 322163 | $555.6M | 10 | 2026-03-31 | → |
| 228 | RIGGS ASSET MANAGEMENT CO INC | DALLAS | 107233 | $640.0M | 8 | 2026-02-28 | → |
| 229 | OAKMONT INVESTMENT ADVISORS, INC. | PITTSBURGH | 111095 | $192.2M | 5 | 2026-03-31 | → |
| 230 | HAMEL ASSOCIATES INC | CENTER VALLEY | 107128 | $548.3M | 7 | 2026-03-31 | → |
| 231 | KEY FINANCIAL, INC. | WEST CHESTER | 116240 | $2.84B | 36 | 2026-03-31 | → |
| 232 | MACDOUGALL FINANCIAL COUNSELING | DELMONT | 104644 | $424.8M | 3 | 2026-02-28 | → |
| 233 | THE MUSUNEGGI FINANCIAL GROUP, LLC | CANONSBURG | 334574 | $145.5M | 4 | 2026-03-31 | → |
| 234 | STRID GROUP, LLC | NEWTOWN SQUARE | 170052 | $1.08B | 12 | 2026-03-31 | → |
| 235 | WEALTHCARE CAPITAL PARTNERS, LLC | WEST CHESTER | 330300 | $407.4M | 14 | 2026-05-31 | → |
| 236 | MILESTONE FINANCIAL ASSOCIATES, LLC | MACUNGIE | 336684 | $654.5M | 12 | 2026-03-31 | → |
| 237 | IVC WEALTH ADVISORS LLC | SILVERDALE | 301127 | $455.0M | 8 | 2026-01-31 | → |
| 238 | INDEPENDENCE SQUARE HOLDINGS, LLC | KING OF PRUSSIA | 300139 | $1.83B | 37 | 2026-03-31 | → |
| 239 | ATLAS WEALTH PARTNERS LLC | WYOMISSING | 175219 | $233.8M | 3 | 2026-03-31 | → |
| 240 | MBA ADVISORS LLC | HERMITAGE | 168073 | $342.6M | 5 | 2026-02-28 | → |
| 241 | ALVIN CLAY FINANCIAL ADVISORS, LLC | JENKINTOWN | 226655 | $186.6M | 5 | 2026-05-31 | → |
| 242 | KATHLEEN S. WRIGHT ASSOCIATES INC. | PITTSBURGH | 121300 | $388.1M | 7 | 2025-10-31 | → |
| 243 | WEALTH MANAGEMENT STRATEGIES, INC. | PITTSBURGH | 305481 | $314.7M | 6 | 2026-02-28 | → |
| 244 | VENATOR MANAGEMENT LLC | PITTSBURGH | 310406 | $511.7M | 3 | 2026-03-31 | → |
| 245 | CHANCELLOR FINANCIAL GROUP LP | WILKES-BARRE | 159563 | $249.3M | 9 | 2026-03-31 | → |
| 246 | BALLAST FINANCIAL ADVISORS, LLC | WEST CHESTER | 304430 | $342.6M | 5 | 2026-03-31 | → |
| 247 | BARNSTONE ADVISORS LLC | PHOENIXVILLE | 144511 | $241.1M | 4 | 2026-01-31 | → |
| 248 | LOUNTZIS ASSET MANAGEMENT, LLC | WYOMISSING | 118923 | $624.1M | 5 | 2026-03-31 | → |
| 249 | WEDMONT PRIVATE CAPITAL, LLC | WEST CHESTER | 305815 | $3.44B | 14 | 2026-05-31 | → |
| 250 | KISSLING FINANCIAL SERVICES, LLC | NEW CASTLE | 299531 | $165.5M | 2 | 2026-03-31 | → |
| 251 | INVICTA ADVISORS LLC | OAKMONT | 298868 | $310.2M | 44 | 2026-03-31 | → |
| 252 | PETREDIS INVESTMENT ADVISORS LLC | WARRENDALE | 322371 | $1.69B | 10 | 2026-03-31 | → |
| 253 | THRIVE WEALTH MANAGEMENT, LLC | AUDUBON | 168777 | $1.58B | 15 | 2026-03-31 | → |
| 254 | WAGNER WEALTH MANAGEMENT, CORP. | CONYNGHAM | 324196 | $148.7M | 5 | 2026-03-31 | → |
| 255 | NESTLERODE & LOY, INC. | STATE COLLEGE | 2907 | $199.1M | 4 | 2025-12-31 | → |
| 256 | PITTSBURGH FINANCIAL PLANNERS, INC. | BRIDGEVILLE | 14155 | $160.6M | 6 | 2025-12-31 | → |
| 257 | VALLEY NATIONAL ADVISERS INC | BETHLEHEM | 110788 | $1.31B | 13 | 2026-03-31 | → |
| 258 | ODYSSEY CAPITAL ADVISORS INC. | BALA CYNWYD | 299034 | $189.2M | 5 | 2026-05-31 | → |
| 259 | MCADAM LLC | RADNOR | 170914 | $2.68B | 174 | 2026-04-30 | → |
| 260 | CARNEGIE WEALTH MANAGEMENT, LLC | BERWYN | 290430 | $357.1M | 6 | 2026-01-31 | → |
| 261 | MACRO ADVISORS, INC. | YORK | 118832 | $370.9M | 9 | 2026-05-31 | → |
| 262 | PARSONS CAPITAL MANAGEMENT, LLC | NEW HOPE | 114494 | $803.8M | 6 | 2025-03-31 | → |
| 263 | FINANCIAL ADVISORY SERVICES, LLC | HANOVER | 122053 | $256.9M | 2 | 2026-03-31 | → |
| 264 | AMPLIUS WEALTH ADVISORS, LLC | BLUE BELL | 312463 | $1.74B | 13 | 2026-05-31 | → |
| 265 | STONE HOUSE INVESTMENT MANAGEMENT, LLC | TUNKHANNOCK | 139410 | $841.7M | 18 | 2026-03-31 | → |
| 266 | QUADRANT PRIVATE WEALTH MANAGEMENT, LLC | CENTER VALLEY | 277044 | $2.10B | 19 | 2026-04-30 | → |
| 267 | LIFEGUIDE FINANCIAL ADVISORS, LLC | MECHANICSBURG | 284842 | $562.9M | 25 | 2026-06-30 | → |
| 268 | PREPARED RETIREMENT INSTITUTE LLC | MONTGOMERYVILLE | 309663 | $307.6M | 11 | 2026-05-31 | → |
| 269 | IAM ADVISORY LLC | EASTON | 305492 | $699.4M | 14 | 2026-06-30 | → |
| 270 | INVARIANT INVESTMENT MANAGEMENT LLC | CAMP HILL | 168772 | $182.7M | 7 | 2026-02-28 | → |
| 271 | HENRY H. ARMSTRONG ASSOCIATES, INC. | PITTSBURGH | 105510 | $1.23B | 5 | 2026-03-31 | → |
| 272 | LEGEND FINANCIAL ADVISORS INC | PITTSBURGH | 108207 | $389.9M | 11 | 2026-03-31 | → |
| 273 | TREBUCHET CONSULTING, LLC | PITTSBURGH | 166645 | $1.08B | 7 | 2026-04-30 | → |
| 274 | AUFMAN ASSOCIATES INC | SEWICKLEY | 104622 | $971.5M | 7 | 2026-03-31 | → |
| 275 | INNOVA WEALTH PARTNERS, LLC | NEWTOWN | 168500 | $288.2M | 6 | 2026-02-28 | → |
| 276 | MARRELLA PRIVATE WEALTH, LLC | WYOMISSING | 327397 | $513.6M | 7 | 2025-03-31 | → |
| 277 | TILLER PRIVATE WEALTH, INC. | BETHLEHEM | 111268 | $730.3M | 11 | 2026-05-31 | → |
| 278 | BEACON BRIDGE WEALTH PARTNERS, LLC | LOWER GWYNEDD | 321705 | $426.6M | 11 | 2026-04-30 | → |
| 279 | MARATHON STRATEGIC ADVISORS, LLC | PITTSBURGH | 117108 | $182.7M | 2 | 2026-03-31 | → |
| 280 | ADARE ASSET MANAGEMENT, LLC | LANCASTER | 152471 | $159.3M | 1 | 2026-02-28 | → |
| 281 | WEALTHFD LLC | CONSHOHOCKEN | 299248 | $87.8M | 16 | 2026-05-31 | → |
| 282 | SENSENIG CAPITAL ADVISORS, INC. | COLLEGEVILLE | 142821 | $212.9M | 6 | 2026-03-31 | → |
| 283 | COSTELLO ASSET MANAGEMENT, INC. | FEASTERVILLE | 123249 | $388.5M | 3 | 2026-03-31 | → |
| 284 | ODYSSEY GROUP LLC | LANCASTER | 336636 | $420.9M | 6 | 2026-03-31 | → |
| 285 | FOUNDATION CAPITAL MANAGEMENT, LLC | EAST NORRITON | 142659 | $243.8M | 2 | 2026-03-31 | → |
| 286 | COLLECTIVE FAMILY OFFICE, LLC | YORK | 301274 | $533.4M | 3 | 2026-03-31 | → |
| 287 | RODGERS & ASSOCIATES, LLC | LANCASTER | 121700 | $1.63B | 21 | 2026-03-31 | → |
| 288 | MUHLENKAMP & CO INC | WEXFORD | 110787 | $435.8M | 6 | 2025-12-31 | → |
| 289 | BERNARDO WEALTH PLANNING, LLC | HARLEYSVILLE | 288705 | $866.4M | 14 | 2026-03-31 | → |
| 290 | WALDRON PRIVATE WEALTH, LLC | BRIDGEVILLE | 131063 | $5.50B | 70 | 2026-03-31 | → |
| 291 | WALSKY INVESTMENT MANAGEMENT INC | WYOMISSING | 106991 | $130.2M | 2 | 2026-03-31 | → |
| 292 | MAIN ADVISORY, INC. | CANONSBURG | 328040 | $162.7M | 4 | 2026-02-28 | → |
| 293 | TRUNORTH FINANCIAL SERVICES, INC. | CHAMBERSBURG | 111308 | $309.5M | 6 | 2026-03-31 | → |
| 294 | PLANNING STRATEGIES, INC. | LANCASTER | 117105 | $384.8M | 11 | 2026-03-31 | → |
| 295 | FOX FINANCIAL, INC. | WYOMISSING | 319679 | $271.8M | 6 | 2026-06-30 | → |
| 296 | RADNOR CAPITAL MANAGEMENT, LLC | WAYNE | 159559 | $854.8M | 8 | 2026-03-31 | → |
| 297 | ATMOS ADVISORY, LLC | PITTSBURGH | 160087 | $180.9M | 4 | 2026-01-31 | → |
| 298 | STERLING INVESTMENT ADVISORS LTD. | BERWYN | 140710 | $1.08B | 7 | 2026-03-31 | → |
| 299 | SANTORI & PETERS, INC. | CANONSBURG | 105978 | $433.5M | 5 | 2026-03-31 | → |
| 300 | BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC | BLUE BELL | 134184 | $1.12B | 13 | 2026-03-31 | → |
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