Research Report · 2026-06-30
Largest Registered Investment Advisers in Pennsylvania
Pennsylvania SEC-registered investment advisers ranked by latest reported regulatory assets under management from ADV Part 1 filings.
Firms
574
Total AUM
$27.21T
Median AUM
$510.2M
Latest Filing
2026-06-30
| Rank↕ | Firm Name | City | CRD↕ | AUM↕ | Employees↕ | Latest Filing | |
|---|---|---|---|---|---|---|---|
| 101 | OAKMONT CAPITAL MANAGEMENT, LLC | OAKMONT | 128939 | $3.09B | 19 | 2026-03-31 | → |
| 102 | GIBSON CAPITAL, LLC | WEXFORD | 148836 | $3.03B | 17 | 2026-03-31 | → |
| 103 | ELM PARTNERS MANAGEMENT LLC | PHILADELPHIA | 167225 | $3.02B | 8 | 2026-03-31 | → |
| 104 | FS GLOBAL ADVISOR, LLC | PHILADELPHIA | 167620 | $3.01B | 184 | 2026-06-30 | → |
| 105 | VICUS CAPITAL, INC. | STATE COLLEGE | 116021 | $2.99B | 84 | 2026-03-31 | → |
| 106 | ROCKWOOD WEALTH MANAGEMENT, LLC | NEW HOPE | 137481 | $2.87B | 54 | 2026-05-31 | → |
| 107 | KEY FINANCIAL, INC. | WEST CHESTER | 116240 | $2.84B | 36 | 2026-03-31 | → |
| 108 | FRAGASSO FINANCIAL ADVISORS INC. | SEWICKLEY | 123255 | $2.83B | 35 | 2026-02-28 | → |
| 109 | NEWMARKET INVESTMENT MANAGEMENT, LP | PHILADELPHIA | 308098 | $2.82B | 30 | 2026-05-31 | → |
| 110 | LUBERT-ADLER MANAGEMENT COMPANY, L.P. | PHILADELPHIA | 155201 | $2.81B | 24 | 2026-04-30 | → |
| 111 | BERKSHIRE ASSET MANAGEMENT, LLC | WILKES-BARRE | 145463 | $2.79B | 11 | 2026-03-31 | → |
| 112 | RTD FINANCIAL ADVISORS INC | PHILADELPHIA | 110744 | $2.72B | 39 | 2026-02-28 | → |
| 113 | BILL FEW ASSOCIATES, INC. | SEWICKLEY | 133561 | $2.72B | 31 | 2026-03-31 | → |
| 114 | PNC STEEL CITY ADVISORS, LLC | PITTSBURGH | 172658 | $2.72B | 12 | 2026-05-31 | → |
| 115 | MCADAM LLC | RADNOR | 170914 | $2.68B | 174 | 2026-04-30 | → |
| 116 | BERKADIA CAPITAL ADVISORS LLC | AMBLER | 312130 | $2.66B | 2 | 2026-03-31 | → |
| 117 | JACOBI CAPITAL MANAGEMENT, LLC | PITTSTON | 147663 | $2.64B | 31 | 2026-06-30 | → |
| 118 | LL FUNDS, LLC | PHILADELPHIA | 161552 | $2.61B | 28 | 2026-03-31 | → |
| 119 | SORA INVESTORS LLC | BRYN MAWR | 317257 | $2.60B | 13 | 2026-01-31 | → |
| 120 | RENOVUS ASSOCIATES, LLC | WAYNE | 314528 | $2.57B | 45 | 2026-05-31 | → |
| 121 | COOKSON PEIRCE & CO INC | PITTSBURGH | 110729 | $2.56B | 29 | 2026-05-31 | → |
| 122 | RKL WEALTH MANAGEMENT LLC | LANCASTER | 122693 | $2.51B | 38 | 2026-03-31 | → |
| 123 | MAIN STREET FINANCIAL SOLUTIONS, LLC | NEWTOWN | 305834 | $2.51B | 41 | 2026-03-31 | → |
| 124 | TIFF ENDOWMENT ASSET MANAGEMENT, LLC | RADNOR | 156308 | $2.46B | 0 | 2026-03-31 | → |
| 125 | GUYASUTA INVESTMENT ADVISORS, INCORPORATED | PITTSBURGH | 108400 | $2.44B | 13 | 2026-02-28 | → |
| 126 | TRAYNOR CAPITAL MANAGEMENT, INC. | MALVERN | 138881 | $2.42B | 12 | 2026-04-30 | → |
| 127 | NEWSQUARE CAPITAL, LLC | NEWTOWN SQUARE | 152430 | $2.39B | 21 | 2026-02-28 | → |
| 128 | FFT WEALTH MANAGEMENT LLC | PHILADELPHIA | 151225 | $2.34B | 36 | 2026-06-30 | → |
| 129 | STONEBRIDGE FINANCIAL GROUP, LLC | WORMLEYSBURG | 327529 | $2.28B | 29 | 2026-03-31 | → |
| 130 | EMERALD INVESTMENT ADVISERS, LLC | LEOLA | 338769 | $2.26B | 12 | 2026-01-31 | → |
| 131 | FS STRUCTURED PRODUCTS ADVISOR, LLC | PHILADELPHIA | 301285 | $2.20B | 183 | 2026-03-31 | → |
| 132 | COHO PARTNERS, LTD. | BERWYN | 111335 | $2.20B | 18 | 2025-03-31 | → |
| 133 | INDEPENDENCE ASSET ADVISORS, LLC | WYNNEWOOD | 152963 | $2.19B | 5 | 2026-03-31 | → |
| 134 | LATTICE STRATEGIES LLC | WAYNE | 130373 | $2.15B | 368 | 2026-06-30 | → |
| 135 | ETHOS FINANCIAL GROUP, LLC | KING OF PRUSSIA | 321748 | $2.14B | 38 | 2026-03-31 | → |
| 136 | TRANSAMERICA FINANCIAL ADVISORS, LLC | PHILADELPHIA | 16164 | $2.11B | 991 | 2026-03-31 | → |
| 137 | QUADRANT PRIVATE WEALTH MANAGEMENT, LLC | CENTER VALLEY | 277044 | $2.10B | 19 | 2026-04-30 | → |
| 138 | EMERALD MUTUAL FUND ADVISERS TRUST | LEOLA | 135130 | $2.09B | 10 | 2026-03-31 | → |
| 139 | PENN CAPITAL MANAGEMENT COMPANY, LLC | PHILADELPHIA | 105081 | $1.94B | 16 | 2026-03-31 | → |
| 140 | FS SPECIALTY LENDING ADVISOR, LLC | PHILADELPHIA | 293054 | $1.93B | 177 | 2026-06-30 | → |
| 141 | CONSERVEST CAPITAL ADVISORS INC | WYNNEWOOD | 111353 | $1.92B | 7 | 2026-03-31 | → |
| 142 | DT INVESTMENT PARTNERS, LLC | CHADDS FORD | 157646 | $1.91B | 8 | 2026-03-31 | → |
| 143 | INDEPENDENCE SQUARE HOLDINGS, LLC | KING OF PRUSSIA | 300139 | $1.83B | 37 | 2026-03-31 | → |
| 144 | CLOVERLAY INVESTMENT MANAGEMENT, LLC | CONSHOHOCKEN | 277170 | $1.83B | 18 | 2026-03-31 | → |
| 145 | MITCHELL SINKLER & STARR INC | PHILADELPHIA | 106460 | $1.79B | 9 | 2026-03-31 | → |
| 146 | AMPLIUS WEALTH ADVISORS, LLC | BLUE BELL | 312463 | $1.74B | 13 | 2026-05-31 | → |
| 147 | EQUUS CAPITAL PARTNERS, LTD. | NEWTOWN SQUARE | 158719 | $1.74B | 133 | 2026-03-31 | → |
| 148 | LGL PARTNERS, LLC | PHILADELPHIA | 289784 | $1.71B | 36 | 2026-06-30 | → |
| 149 | PETREDIS INVESTMENT ADVISORS LLC | WARRENDALE | 322371 | $1.69B | 10 | 2026-03-31 | → |
| 150 | RODGERS & ASSOCIATES, LLC | LANCASTER | 121700 | $1.63B | 21 | 2026-03-31 | → |
| 151 | FS FUND ADVISOR, LLC | PHILADELPHIA | 286673 | $1.63B | 118 | 2026-03-31 | → |
| 152 | COMPASS ION ADVISORS, LLC | CONSHOHOCKEN | 166418 | $1.59B | 24 | 2026-03-31 | → |
| 153 | THRIVE WEALTH MANAGEMENT, LLC | AUDUBON | 168777 | $1.58B | 15 | 2026-03-31 | → |
| 154 | INVERNESS GRAHAM INVESTMENTS, INC. | WAYNE | 157632 | $1.57B | 36 | 2026-03-31 | → |
| 155 | BRANDYWINE OAK PRIVATE WEALTH LLC | KENNETT SQUARE | 297021 | $1.57B | 15 | 2026-03-31 | → |
| 156 | ABUNDANCE WEALTH COUNSELORS, LLC | STATE COLLEGE | 111740 | $1.56B | 30 | 2026-02-28 | → |
| 157 | ROBLE, BELKO AND COMPANY, INC. | SEWICKLEY | 123286 | $1.55B | 9 | 2026-03-31 | → |
| 158 | ALDEN CAPITAL MANAGEMENT INC. | WAYNE | 293551 | $1.52B | 23 | 2026-03-31 | → |
| 159 | KINTRA WEALTH, LLC | WILLIAMSPORT | 299407 | $1.50B | 60 | 2026-06-30 | → |
| 160 | TOWER BRIDGE ADVISORS, INC. | WEST CONSHOHOCKEN | 115700 | $1.49B | 14 | 2026-01-31 | → |
| 161 | RIVER WEALTH ADVISORS LLC | CAMP HILL | 173767 | $1.47B | 20 | 2026-06-30 | → |
| 162 | ELECTRA CAPITAL ADVISORS, LLC | CONSHOHOCKEN | 318664 | $1.45B | 11 | 2026-03-31 | → |
| 163 | NORTHEAST FINANCIAL GROUP, INC. | ALLENTOWN | 122609 | $1.44B | 1 | 2026-03-31 | → |
| 164 | TRUSTMONT ADVISORY GROUP, INC. | GREENSBURG | 106015 | $1.40B | 61 | 2026-03-31 | → |
| 165 | IRONVIEW CAPITAL MANAGEMENT, LLC | CONSHOHOCKEN | 150250 | $1.39B | 12 | 2026-03-31 | → |
| 166 | MORGAN PROPERTIES SPECIAL SITUATIONS II LLC | CONSHOHOCKEN | 300795 | $1.37B | 20 | 2026-03-31 | → |
| 167 | MERIDIAN WEALTH PARTNERS, LLC | EAST NORRITON | 287768 | $1.37B | 13 | 2026-04-30 | → |
| 168 | MIRAVAST ASSET MANAGEMENT, LLC | NEWTOWN | 168582 | $1.36B | 21 | 2026-03-31 | → |
| 169 | 1315 CAPITAL, LLC | PHILADELPHIA | 175292 | $1.35B | 17 | 2026-03-31 | → |
| 170 | STILLWATER CAPITAL ADVISORS, LLC | DEVON | 149946 | $1.34B | 6 | 2026-05-31 | → |
| 171 | HUNTER ASSOCIATES INVESTMENT MANAGEMENT LLC | PITTSBURGH | 30177 | $1.34B | 14 | 2026-03-31 | → |
| 172 | CHADDS FORD WEALTH PARTNERS, LLC | CHADDS FORD | 304159 | $1.33B | 3 | 2026-03-31 | → |
| 173 | COURY FIRM ASSET MANAGEMENT LLC | PITTSBURGH | 289145 | $1.32B | 23 | 2026-03-31 | → |
| 174 | VALLEY NATIONAL ADVISERS INC | BETHLEHEM | 110788 | $1.31B | 13 | 2026-03-31 | → |
| 175 | MOUNT LUCAS MANAGEMENT LP | NEWTOWN | 108255 | $1.30B | 15 | 2026-06-30 | → |
| 176 | BALDWIN INVESTMENT MANAGEMENT, LLC | WEST CONSHOHOCKEN | 108922 | $1.30B | 14 | 2026-03-31 | → |
| 177 | BIONDO INVESTMENT ADVISORS LLC | MILFORD | 130105 | $1.29B | 17 | 2026-03-31 | → |
| 178 | CONNORS INVESTOR SERVICES INC | WYOMISSING | 106993 | $1.28B | 10 | 2026-03-31 | → |
| 179 | CIM INVESTMENT MANAGEMENT INC | PITTSBURGH | 106292 | $1.28B | 7 | 2026-03-31 | → |
| 180 | O'HAGAN GROUP, INC. | BETHLEHEM | 315389 | $1.25B | 10 | 2026-03-31 | → |
| 181 | HENRY H. ARMSTRONG ASSOCIATES, INC. | PITTSBURGH | 105510 | $1.23B | 5 | 2026-03-31 | → |
| 182 | PRUDENT MANAGEMENT ASSOCIATES | PHILADELPHIA | 16691 | $1.23B | 13 | 2026-03-31 | → |
| 183 | GUARDIAN CAPITAL PARTNERS INVESTMENT MANAGEMENT, L.P. | WAYNE | 321695 | $1.19B | 17 | 2026-03-31 | → |
| 184 | DINUZZO PRIVATE WEALTH, INC. | BEAVER | 112778 | $1.18B | 19 | 2026-03-31 | → |
| 185 | PSC MANAGER LLC | YARDLEY | 311756 | $1.14B | 17 | 2026-05-31 | → |
| 186 | PATRIOT FINANCIAL MANAGER, L.P. | RADNOR | 159818 | $1.13B | 16 | 2026-03-31 | → |
| 187 | ADDISON CAPITAL, LLC | CONSHOHOCKEN | 144853 | $1.12B | 4 | 2026-03-31 | → |
| 188 | BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC | BLUE BELL | 134184 | $1.12B | 13 | 2026-03-31 | → |
| 189 | AMERISERV WEALTH ADVISORS INC | JOHNSTOWN | 105846 | $1.11B | 4 | 2026-03-31 | → |
| 190 | ARDEN FUND MANAGEMENT, LLC | PHILADELPHIA | 164662 | $1.11B | 23 | 2026-03-31 | → |
| 191 | TREBUCHET CONSULTING, LLC | PITTSBURGH | 166645 | $1.08B | 7 | 2026-04-30 | → |
| 192 | STRID GROUP, LLC | NEWTOWN SQUARE | 170052 | $1.08B | 12 | 2026-03-31 | → |
| 193 | STERLING INVESTMENT ADVISORS LTD. | BERWYN | 140710 | $1.08B | 7 | 2026-03-31 | → |
| 194 | ATEGENOS CAPITAL, LLC | BERWYN | 326708 | $1.07B | 13 | 2026-03-31 | → |
| 195 | CLEARVIEW FINANCIAL PARTNERS, LLC | RADNOR | 286168 | $1.06B | 8 | 2026-06-30 | → |
| 196 | FAITHWARD ADVISORS, LLC | LANCASTER | 116978 | $1.05B | 47 | 2026-03-31 | → |
| 197 | RODGERS BROTHERS, INC. | HARMONY | 16197 | $1.04B | 19 | 2026-06-30 | → |
| 198 | STANLEY-LAMAN GROUP LTD. | BERWYN | 112112 | $1.02B | 24 | 2026-04-30 | → |
| 199 | HUDOCK, INC. | WILLIAMSPORT | 149255 | $1.00B | 15 | 2026-02-28 | → |
| 200 | ELLIS INVESTMENT PARTNERS, LLC | BERWYN | 157669 | $986.8M | 23 | 2026-03-31 | → |
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