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 | |
|---|---|---|---|---|---|---|---|
| 501 | AVENTINE FINANCIAL GROUP LLC | DOYLESTOWN | 292390 | $153.1M | 3 | 2026-03-31 | → |
| 502 | TROUTMAN WEALTH MANAGEMENT, LLC | MALVERN | 301107 | $152.5M | 2 | 2026-03-31 | → |
| 503 | STONERIDGE INVESTMENT PARTNERS LLC | RADNOR | 109261 | $152.3M | 10 | 2026-04-30 | → |
| 504 | HERSHEY FINANCIAL ADVISERS, LLC | LANCASTER | 149907 | $151.7M | 6 | 2026-03-31 | → |
| 505 | OMICRON ADVISORS, LLC | LANCASTER | 165250 | $151.2M | 2 | 2026-03-31 | → |
| 506 | ZENITH SOLUTIONS, INC. | PHILADELPHIA | 304732 | $151.0M | 11 | 2026-05-31 | → |
| 507 | AUERBACH INVESTMENT SERVICES, LLC | NARBERTH | 290041 | $150.2M | 2 | 2026-05-31 | → |
| 508 | ALLSTREET FINANCIAL, LLC | ERIE | 281661 | $149.7M | 3 | 2026-04-30 | → |
| 509 | HARVEST FINANCIAL PARTNERS, LLC | PAOLI | 146162 | $148.8M | 2 | 2026-03-31 | → |
| 510 | WAGNER WEALTH MANAGEMENT, CORP. | CONYNGHAM | 324196 | $148.7M | 5 | 2026-03-31 | → |
| 511 | CROSS BORDER FINANCIAL PLANNING USA LLC | PHILADELPHIA | 317154 | $147.2M | 3 | 2026-03-31 | → |
| 512 | ELITE LIFE MANAGEMENT LLC | ERIE | 310917 | $147.0M | 4 | 2025-11-30 | → |
| 513 | PINNACLE STRATEGIC WEALTH MANAGEMENT, LLC. | KING OF PRUSSIA | 155652 | $146.5M | 2 | 2026-01-31 | → |
| 514 | THE MUSUNEGGI FINANCIAL GROUP, LLC | CANONSBURG | 334574 | $145.5M | 4 | 2026-03-31 | → |
| 515 | VILLANOVA INVESTMENT MANAGEMENT COMPANY, LLC | WAYNE | 287809 | $143.9M | 4 | 2026-03-31 | → |
| 516 | LYNCH INVESTMENT PLANNING, LLC | NEWTOWN SQUARE | 115956 | $143.3M | 3 | 2026-05-31 | → |
| 517 | LIBERTY ASSET MANAGEMENT, LLC | ALLENTOWN | 142094 | $141.0M | 8 | 2026-02-28 | → |
| 518 | COOMBS WEALTH ADVISORY, LLC | BLUE BELL | 281132 | $139.6M | 2 | 2026-02-28 | → |
| 519 | VERICREST PRIVATE WEALTH, LLC | NEWTOWN | 311111 | $137.8M | 2 | 2026-03-31 | → |
| 520 | GOLDEN WEALTH MANAGEMENT LLC | PITTSTON | 299522 | $137.5M | 4 | 2025-09-30 | → |
| 521 | WEALTHKARE.COM, INC. | MOUNT UNION | 115111 | $136.7M | 7 | 2026-06-30 | → |
| 522 | KELLER FINANCIAL GROUP, INC. | CAMP HILL | 328195 | $135.3M | 2 | 2026-04-30 | → |
| 523 | ELM CAPITAL MANAGEMENT LLC | PITTSBURGH | 294012 | $133.4M | 6 | 2026-02-28 | → |
| 524 | NEST INVESTMENTS LLC | CONSHOHOCKEN | 286024 | $131.7M | 14 | 2026-03-31 | → |
| 525 | WALSKY INVESTMENT MANAGEMENT INC | WYOMISSING | 106991 | $130.2M | 2 | 2026-03-31 | → |
| 526 | CGI WEALTH ADVISORS, INC. | FRAZER | 311273 | $129.4M | 2 | 2026-03-31 | → |
| 527 | ATTLEBORO WEALTH MANAGEMENT LLC | YARDLEY | 318056 | $129.3M | 6 | 2026-05-31 | → |
| 528 | DICCIANNI FINANCIAL GROUP, INC. | EAST NORRITON | 149332 | $128.8M | 4 | 2026-03-31 | → |
| 529 | GUARDIAN CAPITAL, LLC | WEXFORD | 156015 | $128.1M | 4 | 2026-02-28 | → |
| 530 | CHARTERED ADVISORY GROUP, INC. | CHADDS FORD | 116517 | $127.7M | 6 | 2026-03-31 | → |
| 531 | DAKOTA INVESTMENTS, LLC | BRYN MAWR | 290284 | $124.8M | 6 | 2026-05-31 | → |
| 532 | WATKINSON CAPITAL ADVISORS LLC | BERWYN | 151862 | $124.2M | 3 | 2026-03-31 | → |
| 533 | SCHUYLKILL FINANCIAL, LLC | WYOMISSING | 143052 | $123.6M | 2 | 2026-03-31 | → |
| 534 | DEWITT INVESTMENT RESEARCH & MANAGEMENT INC | COLLEGEVILLE | 108232 | $123.2M | 4 | 2026-04-30 | → |
| 535 | V3LIMITED LLC | RADNOR | 169624 | $122.4M | 2 | 2026-03-31 | → |
| 536 | CHESTNUT STREET INVESTMENT COUNSEL, LLC | LANCASTER | 309741 | $119.5M | 4 | 2026-01-31 | → |
| 537 | MCKINLEY FINANCIAL ADVISORS INC | BROOKVILLE | 282443 | $117.2M | 4 | 2026-05-31 | → |
| 538 | TRIDENT ADVISORS INC | DOYLESTOWN | 108920 | $116.9M | 3 | 2026-01-31 | → |
| 539 | ASSET STRATEGY RETIREMENT PLAN CONSULTANTS, LLC | CAMP HILL | 147982 | $116.4M | 5 | 2026-03-31 | → |
| 540 | BASSETT HARGROVE INVESTMENT COUNSEL, LLC | CHADDS FORD | 133580 | $114.9M | 3 | 2025-03-31 | → |
| 541 | PALLADIEM LLC | BRYN MAWR | 158989 | $114.5M | 10 | 2026-03-31 | → |
| 542 | ARX PRIVATE WEALTH | LANCASTER | 338631 | $113.6M | 6 | 2026-02-28 | → |
| 543 | SETARCOS WEALTH ADVISORS LLC | PHILADELPHIA | 157930 | $111.7M | 3 | 2026-05-31 | → |
| 544 | SUCCESS WEALTH MANAGEMENT LLC | WEXFORD | 299094 | $110.5M | 15 | 2026-06-30 | → |
| 545 | MAINLINE INVESTMENT ADVISERS, LLC | WYNNEWOOD | 159045 | $109.9M | 4 | 2026-04-30 | → |
| 546 | PARK SHORE PARTNERS LLC | ERIE | 145265 | $109.9M | 7 | 2025-11-30 | → |
| 547 | A BETTER WAY FINANCIAL, LLC | ALLENTOWN | 304914 | $109.0M | 10 | 2026-06-30 | → |
| 548 | SRN ADVISORS, LLC | HUNTINGDON VALLEY | 307155 | $108.0M | 3 | 2026-03-31 | → |
| 549 | SKM WEALTH ADVISORS LLC | ERIE | 333778 | $107.5M | 9 | 2026-05-31 | → |
| 550 | BISHOP & ASSOCIATES INC | PHILADELPHIA | 105257 | $106.1M | 3 | 2025-05-31 | → |
| 551 | OPULUS LLC | DOYLESTOWN | 304763 | $104.9M | 2 | 2026-06-30 | → |
| 552 | HEALTHVIEW ASSET MANAGEMENT, INC. | PITTSBURGH | 141884 | $104.4M | 4 | 2026-03-31 | → |
| 553 | MORALIS TECHNOLOGIES, LLC | PITTSBURGH | 316221 | $103.0M | 13 | 2026-03-31 | → |
| 554 | TOUCHSTONE CAPITAL, INC. | PITTSBURGH | 282537 | $101.9M | 18 | 2025-11-30 | → |
| 555 | RETIRE READY WEALTH MANAGEMENT, LLC | RADNOR | 316942 | $100.1M | 1 | 2026-03-31 | → |
| 556 | MERION REALTY ADVISERS, LLC | WYNNEWOOD | 158507 | $99.3M | 9 | 2026-06-30 | → |
| 557 | BERKSHIRE ADVISORS, INC. | WYOMISSING | 122389 | $97.1M | 2 | 2026-03-31 | → |
| 558 | COMPASS INVESTMENTS LLC | PITTSBURGH | 141323 | $93.2M | 5 | 2026-03-31 | → |
| 559 | XPONANCE ALTS SOLUTIONS, LLC | PHILADELPHIA | 314283 | $92.3M | 7 | 2026-03-31 | → |
| 560 | WEALTHFD LLC | CONSHOHOCKEN | 299248 | $87.8M | 16 | 2026-05-31 | → |
| 561 | PHILADELPHIA PARTNERS CAPITAL MANAGEMENT, LLC | BALA CYNWYD | 294016 | $61.2M | 2 | 2026-03-31 | → |
| 562 | QUINN WEALTH ADVISORS, A SERIES OF INDEPEN. WEALTH PARTNERS, LLC | CHADDS FORD | 166144 | $52.0M | 1 | 2025-02-28 | → |
| 563 | NORDWAND INVESTMENTS, LLC | RADNOR | 323829 | $44.7M | 2 | 2026-03-31 | → |
| 564 | GKFO, LLC | W. CONSHOHOCKEN | 151138 | $33.6M | 19 | 2026-03-31 | → |
| 565 | EMSTONE ADVISERS, LLC | LEOLA | 139061 | $29.3M | 8 | 2026-03-31 | → |
| 566 | GLOBAL BETA ADVISORS LLC | WEST CHESTER | 298176 | $28.8M | 2 | 2026-02-28 | → |
| 567 | EMERALD SEPARATE ACCOUNT MANAGEMENT LLC | LEOLA | 150202 | $21.3M | 5 | 2026-03-31 | → |
| 568 | PRECIDIAN FUNDS LLC | NEWTOWN | 156974 | $17.0M | 3 | 2026-01-31 | → |
| 569 | ALPHA ROCK INVESTMENTS, LLC | MALVERN | 335453 | $16.5M | 1 | 2025-08-31 | → |
| 570 | HUNTER PRIVATE CAPITAL ADVISORS, LLC | PITTSBURGH | 333651 | $16.4M | 6 | 2026-03-31 | → |
| 571 | BRYAN ADVISORY SERVICES, LLC | CANONSBURG | 153659 | $2.4M | 1 | 2026-06-30 | → |
| 572 | WEALTHN LLC | NEWTOWN SQUARE | 285915 | $1.5M | 2 | 2026-04-30 | → |
| 573 | CMS FUND ADVISERS, LLC | WYNNEWOOD | 154682 | $814,325 | 4 | 2025-04-30 | → |
| 574 | WEALTH MORE ENTERPRISE, INC. | PHILADELPHIA | 324763 | $99,736 | 10 | 2026-04-30 | → |
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