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 | |
|---|---|---|---|---|---|---|---|
| 401 | ARSENAL CAPITAL ADVISORS LLC | CONSHOHOCKEN | 325612 | $267.1M | 3 | 2026-06-30 | → |
| 402 | WYZE WEALTH ADVISORS, LLC | CANONSBURG | 329413 | $264.5M | 5 | 2026-06-30 | → |
| 403 | STARK WEALTH MANAGEMENT LLC | BETHLEHEM | 309422 | $262.5M | 4 | 2026-03-31 | → |
| 404 | CGI PLAN ADVISORS, INC. | FRAZER | 311275 | $261.0M | 2 | 2026-03-31 | → |
| 405 | ARCHETYPE ADVISORS, LLC | DOYLESTOWN | 156527 | $260.0M | 4 | 2026-03-31 | → |
| 406 | UP STRATEGIC WEALTH INVESTMENT ADVISORS, LLC | PITTSBURGH | 166742 | $258.7M | 5 | 2026-03-31 | → |
| 407 | MALVERN CAPITAL MANAGEMENT, LLC | MALVERN | 292396 | $258.1M | 5 | 2026-02-28 | → |
| 408 | RED SPRUCE CAPITAL, LLC | BERWYN | 158720 | $256.9M | 4 | 2026-02-28 | → |
| 409 | FINANCIAL ADVISORY SERVICES, LLC | HANOVER | 122053 | $256.9M | 2 | 2026-03-31 | → |
| 410 | STONE PINE FINANCIAL PARTNERS, LLC | MEDIA | 175287 | $256.8M | 5 | 2026-04-30 | → |
| 411 | CMG CAPITAL MANAGEMENT GROUP, INC. | MALVERN | 110750 | $256.5M | 10 | 2026-04-30 | → |
| 412 | ADDIS & HILL, INCORPORATED | WAYNE | 117495 | $254.0M | 6 | 2026-04-30 | → |
| 413 | MAGUIRE INVESTMENTS LLC | KING OF PRUSSIA | 164039 | $253.2M | 4 | 2026-03-31 | → |
| 414 | TAYLOR SECURITIES SERVICES, INC. | HARRISBURG | 304070 | $252.5M | 11 | 2026-02-28 | → |
| 415 | BRAUN-BOSTICH & ASSOCIATES INC. | CANONSBURG | 288336 | $249.6M | 7 | 2026-04-30 | → |
| 416 | CHANCELLOR FINANCIAL GROUP LP | WILKES-BARRE | 159563 | $249.3M | 9 | 2026-03-31 | → |
| 417 | DWD PORTFOLIO SOLUTIONS, INC. | PITTSBURGH | 121435 | $248.3M | 6 | 2026-03-31 | → |
| 418 | AMPLIUS ASSET MANAGEMENT, LLC | BLUE BELL | 334991 | $247.3M | 12 | 2026-03-31 | → |
| 419 | LIGHTHOUSE WEALTH MANAGEMENT, LLC | CAMP HILL | 307529 | $246.8M | 2 | 2026-03-31 | → |
| 420 | FOREFRONT WEALTH MANAGEMENT INC. | MALVERN | 299003 | $246.4M | 4 | 2025-02-28 | → |
| 421 | LEGACY SOLUTIONS, LLC | KENNETT SQUARE | 323360 | $243.8M | 6 | 2026-03-31 | → |
| 422 | FOUNDATION CAPITAL MANAGEMENT, LLC | EAST NORRITON | 142659 | $243.8M | 2 | 2026-03-31 | → |
| 423 | ROBBINS FINANCIAL ADVISORY SERVICE INC | ERIE | 106088 | $241.7M | 3 | 2026-03-31 | → |
| 424 | BARNSTONE ADVISORS LLC | PHOENIXVILLE | 144511 | $241.1M | 4 | 2026-01-31 | → |
| 425 | CHRISTINE MESSMER, P.C. | COLLEGEVILLE | 121202 | $240.6M | 1 | 2026-01-31 | → |
| 426 | IFS GROUP, LLC | MECHANICSBURG | 328774 | $240.0M | 6 | 2026-02-28 | → |
| 427 | ROLEK WEALTH MANAGEMENT LLC | BERWYN | 285351 | $239.2M | 1 | 2026-02-28 | → |
| 428 | PF ADVISORS, LLC | CHADDS FORD | 277156 | $238.4M | 1 | 2026-03-31 | → |
| 429 | SECTOR ANALYSTS LLC | ALLENTOWN | 169789 | $238.2M | 4 | 2026-03-31 | → |
| 430 | NORTHEASTERN STAR ASSET MANAGEMENT, INC. | WORMLEYSBURG | 171891 | $236.2M | 3 | 2025-03-31 | → |
| 431 | ASG INVESTMENT MANAGEMENT, LLC | RENFREW | 292445 | $234.8M | 9 | 2025-03-31 | → |
| 432 | ATLAS WEALTH PARTNERS LLC | WYOMISSING | 175219 | $233.8M | 3 | 2026-03-31 | → |
| 433 | THE ARANDA GROUP ADVISORS, LLC | JENKINTOWN | 302100 | $233.7M | 8 | 2026-03-31 | → |
| 434 | HOLOS INTEGRATED WEALTH, LLC | KENNETT SQUARE | 329884 | $233.1M | 5 | 2026-02-28 | → |
| 435 | FINANCIAL ABUNDANCE, INC. | STATE COLLEGE | 143300 | $232.9M | 4 | 2025-03-31 | → |
| 436 | INTEGRATED CAPITAL MANAGEMENT, INC. | JESSUP | 149489 | $232.4M | 7 | 2026-03-31 | → |
| 437 | ECON FINANCIAL SERVICES CORPORATION | HARRISBURG | 226774 | $232.1M | 7 | 2026-03-31 | → |
| 438 | YARDLEY WEALTH MANAGEMENT LLC | YARDLEY | 134311 | $231.6M | 8 | 2026-04-30 | → |
| 439 | VALLEY BROOK CAPITAL GROUP, INC. | VENETIA | 122460 | $223.3M | 6 | 2026-02-28 | → |
| 440 | AVANTRA FAMILY WEALTH, INC. | MECHANICSBURG | 288209 | $221.6M | 6 | 2026-06-30 | → |
| 441 | NEWBRIDGE WEALTH MANAGEMENT, LLC | BRYN MAWR | 169239 | $219.5M | 3 | 2026-02-28 | → |
| 442 | THOR TRADING ADVISORS, LLC | GREENSBURG | 310362 | $217.0M | 5 | 2026-02-28 | → |
| 443 | WEDGEWOOD INVESTORS INC | ERIE | 104834 | $215.8M | 4 | 2026-03-31 | → |
| 444 | CHB INVESTMENT GROUP, LLC | NEW HOPE | 313354 | $214.2M | 3 | 2025-02-28 | → |
| 445 | SENSENIG CAPITAL ADVISORS, INC. | COLLEGEVILLE | 142821 | $212.9M | 6 | 2026-03-31 | → |
| 446 | GIBRALTAR WEALTH MANAGEMENT, LLC | ABINGTON | 124128 | $212.7M | 5 | 2026-03-31 | → |
| 447 | WHARTON WEALTH MANAGEMENT, LLC | MALVERN | 281348 | $209.2M | 2 | 2026-04-30 | → |
| 448 | KOHLHEPP INVESTMENT ADVISORS, LTD. | DOYLESTOWN | 113989 | $204.6M | 6 | 2026-03-31 | → |
| 449 | FLAGSHIP CAPITAL MANAGEMENT INC | MEDIA | 108354 | $199.9M | 4 | 2026-03-31 | → |
| 450 | KAPUSTA FINANCIAL GROUP, INC. | PITTSBURGH | 123349 | $199.6M | 4 | 2026-01-31 | → |
| 451 | NESTLERODE & LOY, INC. | STATE COLLEGE | 2907 | $199.1M | 4 | 2025-12-31 | → |
| 452 | ERICKSON FINANCIAL GROUP, LLC | ALLENTOWN | 299818 | $198.9M | 6 | 2026-02-28 | → |
| 453 | TWENTY ACRE CAPITAL LP | NEWTOWN | 306381 | $198.5M | 8 | 2025-03-31 | → |
| 454 | VFPE ADVISORS LLC | AUDUBON | 299829 | $195.6M | 6 | 2026-03-31 | → |
| 455 | OAKMONT INVESTMENT ADVISORS, INC. | PITTSBURGH | 111095 | $192.2M | 5 | 2026-03-31 | → |
| 456 | ODYSSEY CAPITAL ADVISORS INC. | BALA CYNWYD | 299034 | $189.2M | 5 | 2026-05-31 | → |
| 457 | ARGOSY-LIONBRIDGE MANAGEMENT, LLC | WAYNE | 325413 | $189.1M | 6 | 2026-03-31 | → |
| 458 | AZARIAS CAPITAL MANAGEMENT, L.P. | WESTCHESTER | 174466 | $188.8M | 6 | 2026-06-30 | → |
| 459 | UNION SQUARE CAPITAL PARTNERS, LLC | KENNETT SQUARE | 288708 | $188.7M | 2 | 2026-02-28 | → |
| 460 | ADVICE & PLANNING SERVICES LLC | YOUNGWOOD | 283626 | $187.1M | 1 | 2026-03-31 | → |
| 461 | ALVIN CLAY FINANCIAL ADVISORS, LLC | JENKINTOWN | 226655 | $186.6M | 5 | 2026-05-31 | → |
| 462 | EAGLE INVESTMENT ADVISORS, LLC | DOWNINGTOWN | 144094 | $186.1M | 2 | 2026-02-28 | → |
| 463 | NETWORTH ADVISORS, LLC | CANONSBURG | 311621 | $185.4M | 12 | 2026-05-31 | → |
| 464 | AVAIL INVESTMENT PARTNERS, LLC | LEMONT | 315678 | $184.5M | 8 | 2026-03-31 | → |
| 465 | MARATHON STRATEGIC ADVISORS, LLC | PITTSBURGH | 117108 | $182.7M | 2 | 2026-03-31 | → |
| 466 | INVARIANT INVESTMENT MANAGEMENT LLC | CAMP HILL | 168772 | $182.7M | 7 | 2026-02-28 | → |
| 467 | SAFS, LLC | LEMOYNE | 144405 | $182.6M | 2 | 2026-01-31 | → |
| 468 | ROSEMONT INVESTMENT PARTNERS, LLC | WEST CONSHOHOCKEN | 157381 | $182.5M | 6 | 2024-12-31 | → |
| 469 | ATMOS ADVISORY, LLC | PITTSBURGH | 160087 | $180.9M | 4 | 2026-01-31 | → |
| 470 | STEVEN G. BLUM AND ASSOCIATES, LLC | SWARTHMORE | 130807 | $180.2M | 3 | 2026-03-31 | → |
| 471 | VERSA CAPITAL MANAGEMENT, L.P. | PHILADELPHIA | 321934 | $180.1M | 3 | 2026-03-31 | → |
| 472 | 1801 ADMIN, LLC | PHILADELPHIA | 157161 | $180.1M | 3 | 2026-03-31 | → |
| 473 | CROSSOVER CAPITAL BRANDS LLC | YARDLEY | 326625 | $179.5M | 3 | 2026-06-30 | → |
| 474 | LIBERTY ONE WEALTH ADVISORS | PHILADELPHIA | 315675 | $178.4M | 5 | 2026-01-31 | → |
| 475 | MUNTZ FINANCIAL, LLC | DOYLESTOWN | 145971 | $177.6M | 3 | 2026-03-31 | → |
| 476 | YOFFE INVESTMENT MANAGEMENT, LLC | LEMOYNE | 173454 | $174.9M | 1 | 2026-02-28 | → |
| 477 | JMS CAPITAL GROUP WEALTH SERVICES, LLC | SEWICKLEY | 281325 | $174.0M | 4 | 2026-03-31 | → |
| 478 | ASCO FINANCIAL GROUP, INC. | KINGSTON | 124395 | $173.2M | 2 | 2026-03-31 | → |
| 479 | AGILITY EQUITY PARTNERS, LLC | PITTSBURGH | 338602 | $173.1M | 7 | 2026-01-31 | → |
| 480 | YANNI & ASSOCIATES INVESTMENT ADVISORS, LLC | WEXFORD | 142913 | $172.7M | 2 | 2026-01-31 | → |
| 481 | AETERNITAS INVESTMENT MANAGEMENT, LLC | YARDLEY | 338936 | $172.5M | 3 | 2026-06-30 | → |
| 482 | MOUNT LUCAS INDEX ADVISERS LLC | NEWTOWN | 310820 | $170.3M | 0 | 2026-03-31 | → |
| 483 | TLC GROUP INVESTMENT ADVISORS, LLC | STATE COLLEGE | 137814 | $168.4M | 6 | 2026-03-31 | → |
| 484 | RANDALL & ASSOCIATES WEALTH MANAGEMENT, INC. | BUTLER | 323846 | $167.2M | 3 | 2026-01-31 | → |
| 485 | KISSLING FINANCIAL SERVICES, LLC | NEW CASTLE | 299531 | $165.5M | 2 | 2026-03-31 | → |
| 486 | CONIFER INFRASTRUCTURE MANAGEMENT COMPANY LLC | SEWICKLEY | 334323 | $164.8M | 14 | 2026-06-30 | → |
| 487 | EHB FINANCIAL RESOURCES MANAGEMENT, INC. | EXTON | 116186 | $164.0M | 2 | 2026-02-28 | → |
| 488 | ACT CAPITAL MANAGEMENT, LLC | WAYNE | 307272 | $163.9M | 2 | 2026-06-30 | → |
| 489 | CONTEXT BH CAPITAL MANAGEMENT, LP | BALA CYNWYD | 164091 | $163.0M | 6 | 2024-12-31 | → |
| 490 | MAIN ADVISORY, INC. | CANONSBURG | 328040 | $162.7M | 4 | 2026-02-28 | → |
| 491 | GADSDEN, LLC | WAYNE | 291195 | $161.8M | 2 | 2026-03-31 | → |
| 492 | PITTSBURGH FINANCIAL PLANNERS, INC. | BRIDGEVILLE | 14155 | $160.6M | 6 | 2025-12-31 | → |
| 493 | SEQUINOX WEALTH MANAGEMENT, LLC | LANCASTER | 335246 | $160.0M | 7 | 2026-02-28 | → |
| 494 | HOFFMAN CAPITAL ADVISORS LLC | CRANBERRY TWP | 287766 | $159.5M | 7 | 2026-02-28 | → |
| 495 | ADARE ASSET MANAGEMENT, LLC | LANCASTER | 152471 | $159.3M | 1 | 2026-02-28 | → |
| 496 | RIVER'S EDGE WEALTH MANAGEMENT LLC | BEAVER | 313711 | $157.1M | 5 | 2026-04-30 | → |
| 497 | LEGACY ADVISORY SERVICES, LLC | EXTON | 147173 | $156.9M | 3 | 2026-02-28 | → |
| 498 | ENGLEBERT FINANCIAL ADVISERS, LLC | ALLENTOWN | 300568 | $156.6M | 3 | 2026-06-30 | → |
| 499 | BRANDYWINE ASSET MANAGEMENT, INC | THORNTON | 307564 | $156.0M | 5 | 2026-06-30 | → |
| 500 | ETHOS CAPITAL MANAGEMENT, INC. | NEWTOWN | 313145 | $155.4M | 4 | 2026-04-30 | → |
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