Research Report · 2026-06-30
Largest Registered Investment Advisers in Philadelphia
Philadelphia SEC-registered investment advisers ranked by latest reported regulatory assets under management from ADV Part 1 filings.
Firms
54
Total AUM
$546.36B
Median AUM
$1.94B
Latest Filing
2026-06-30
| Rank↕ | Firm Name | City | CRD↕ | AUM↕ | Employees↕ | Latest Filing | |
|---|---|---|---|---|---|---|---|
| 1 | NOMURA INVESTMENT MANAGEMENT BUSINESS TRUST | PHILADELPHIA | 105390 | $144.04B | 778 | 2026-06-30 | → |
| 2 | JANNEY MONTGOMERY SCOTT LLC | PHILADELPHIA | 463 | $110.11B | 2,404 | 2026-06-30 | → |
| 3 | BRANDYWINE GLOBAL INVESTMENT MANAGEMENT, LLC | PHILADELPHIA | 110783 | $65.44B | 157 | 2026-05-31 | → |
| 4 | ABRDN INC. | PHILADELPHIA | 111069 | $41.48B | 193 | 2026-03-31 | → |
| 5 | CLARK CAPITAL MANAGEMENT GROUP INC | PHILADELPHIA | 104796 | $35.69B | 151 | 2026-05-31 | → |
| 6 | XPONANCE LLC | PHILADELPHIA | 111126 | $24.27B | 46 | 2026-04-30 | → |
| 7 | FS/KKR ADVISOR, LLC | PHILADELPHIA | 292803 | $16.10B | 736 | 2026-06-30 | → |
| 8 | MYCIO WEALTH PARTNERS, LLC | PHILADELPHIA | 134436 | $15.78B | 67 | 2026-03-31 | → |
| 9 | COOKE & BIELER, L.P. | PHILADELPHIA | 113859 | $10.56B | 32 | 2026-03-31 | → |
| 10 | FS REAL ESTATE ADVISOR, LLC | PHILADELPHIA | 306352 | $9.10B | 133 | 2026-06-30 | → |
| 11 | LLR MANAGEMENT HOLDCO, L.P. | PHILADELPHIA | 323438 | $7.57B | 116 | 2026-03-31 | → |
| 12 | GLENMEDE INVESTMENT MANAGEMENT, LP | PHILADELPHIA | 108165 | $6.20B | 41 | 2026-03-31 | → |
| 13 | WESCOTT FINANCIAL ADVISORY GROUP LLC | PHILADELPHIA | 105989 | $4.16B | 48 | 2026-04-30 | → |
| 14 | FINANCIAL INTEGRITY ADVISORS, LLC | PHILADELPHIA | 130458 | $3.96B | 2 | 2026-03-31 | → |
| 15 | BRYN MAWR TRUST ADVISORS, LLC | PHILADELPHIA | 285359 | $3.51B | 87 | 2026-04-30 | → |
| 16 | FS DIGITAL INFRASTRUCTURE ADVISOR, LLC | PHILADELPHIA | 338274 | $3.21B | 52 | 2026-03-31 | → |
| 17 | ROFFMAN MILLLER ASSOCIATES INC | PHILADELPHIA | 106019 | $3.20B | 15 | 2026-03-31 | → |
| 18 | ELM PARTNERS MANAGEMENT LLC | PHILADELPHIA | 167225 | $3.02B | 8 | 2026-03-31 | → |
| 19 | FS GLOBAL ADVISOR, LLC | PHILADELPHIA | 167620 | $3.01B | 184 | 2026-06-30 | → |
| 20 | NEWMARKET INVESTMENT MANAGEMENT, LP | PHILADELPHIA | 308098 | $2.82B | 30 | 2026-05-31 | → |
| 21 | LUBERT-ADLER MANAGEMENT COMPANY, L.P. | PHILADELPHIA | 155201 | $2.81B | 24 | 2026-04-30 | → |
| 22 | RTD FINANCIAL ADVISORS INC | PHILADELPHIA | 110744 | $2.72B | 39 | 2026-02-28 | → |
| 23 | LL FUNDS, LLC | PHILADELPHIA | 161552 | $2.61B | 28 | 2026-03-31 | → |
| 24 | FFT WEALTH MANAGEMENT LLC | PHILADELPHIA | 151225 | $2.34B | 36 | 2026-06-30 | → |
| 25 | FS STRUCTURED PRODUCTS ADVISOR, LLC | PHILADELPHIA | 301285 | $2.20B | 183 | 2026-03-31 | → |
| 26 | TRANSAMERICA FINANCIAL ADVISORS, LLC | PHILADELPHIA | 16164 | $2.11B | 991 | 2026-03-31 | → |
| 27 | PENN CAPITAL MANAGEMENT COMPANY, LLC | PHILADELPHIA | 105081 | $1.94B | 16 | 2026-03-31 | → |
| 28 | FS SPECIALTY LENDING ADVISOR, LLC | PHILADELPHIA | 293054 | $1.93B | 177 | 2026-06-30 | → |
| 29 | MITCHELL SINKLER & STARR INC | PHILADELPHIA | 106460 | $1.79B | 9 | 2026-03-31 | → |
| 30 | LGL PARTNERS, LLC | PHILADELPHIA | 289784 | $1.71B | 36 | 2026-06-30 | → |
| 31 | FS FUND ADVISOR, LLC | PHILADELPHIA | 286673 | $1.63B | 118 | 2026-03-31 | → |
| 32 | 1315 CAPITAL, LLC | PHILADELPHIA | 175292 | $1.35B | 17 | 2026-03-31 | → |
| 33 | PRUDENT MANAGEMENT ASSOCIATES | PHILADELPHIA | 16691 | $1.23B | 13 | 2026-03-31 | → |
| 34 | ARDEN FUND MANAGEMENT, LLC | PHILADELPHIA | 164662 | $1.11B | 23 | 2026-03-31 | → |
| 35 | FS CREDIT INCOME ADVISOR, LLC | PHILADELPHIA | 289579 | $726.2M | 183 | 2026-06-30 | → |
| 36 | LEM CAPITAL, L.P. | PHILADELPHIA | 159817 | $661.4M | 21 | 2026-06-30 | → |
| 37 | CORTEN REAL ESTATE MANAGEMENT LLC | PHILADELPHIA | 321897 | $457.4M | 15 | 2026-03-31 | → |
| 38 | MOR WEALTH MANAGEMENT, LLC | PHILADELPHIA | 333022 | $395.6M | 8 | 2026-03-31 | → |
| 39 | ATTINGER, LLC | PHILADELPHIA | 311772 | $394.5M | 4 | 2026-06-30 | → |
| 40 | RUBENSTEIN PARTNERS, L.P. | PHILADELPHIA | 156988 | $378.9M | 43 | 2026-04-30 | → |
| 41 | CA ADVISER, LLC | PHILADELPHIA | 300183 | $357.7M | 17 | 2026-06-30 | → |
| 42 | NEW RHEIN HEALTHCARE INVESTORS LLC | PHILADELPHIA | 300842 | $290.8M | 10 | 2026-03-31 | → |
| 43 | EUREKA EQUITY PARTNERS, L.P. | PHILADELPHIA | 159236 | $279.2M | 10 | 2026-03-31 | → |
| 44 | FS TACTICAL ADVISOR, LLC | PHILADELPHIA | 300214 | $278.8M | 183 | 2026-06-30 | → |
| 45 | MAGNOLIA PRIVATE WEALTH, LLC | PHILADELPHIA | 324102 | $272.1M | 4 | 2026-03-31 | → |
| 46 | VERSA CAPITAL MANAGEMENT, L.P. | PHILADELPHIA | 321934 | $180.1M | 3 | 2026-03-31 | → |
| 47 | 1801 ADMIN, LLC | PHILADELPHIA | 157161 | $180.1M | 3 | 2026-03-31 | → |
| 48 | LIBERTY ONE WEALTH ADVISORS | PHILADELPHIA | 315675 | $178.4M | 5 | 2026-01-31 | → |
| 49 | ZENITH SOLUTIONS, INC. | PHILADELPHIA | 304732 | $151.0M | 11 | 2026-05-31 | → |
| 50 | CROSS BORDER FINANCIAL PLANNING USA LLC | PHILADELPHIA | 317154 | $147.2M | 3 | 2026-03-31 | → |
| 51 | SETARCOS WEALTH ADVISORS LLC | PHILADELPHIA | 157930 | $111.7M | 3 | 2026-05-31 | → |
| 52 | BISHOP & ASSOCIATES INC | PHILADELPHIA | 105257 | $106.1M | 3 | 2025-05-31 | → |
| 53 | XPONANCE ALTS SOLUTIONS, LLC | PHILADELPHIA | 314283 | $92.3M | 7 | 2026-03-31 | → |
| 54 | WEALTH MORE ENTERPRISE, INC. | PHILADELPHIA | 324763 | $99,736 | 10 | 2026-04-30 | → |
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