Research Report · 2026-06-30
Institutional Registered Investment Advisers in Philadelphia
SEC-registered investment advisers in Philadelphia ranked by reported institutional client assets.
Firms
26
Total AUM
$485.67B
Median AUM
$3.21B
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 | BRANDYWINE GLOBAL INVESTMENT MANAGEMENT, LLC | PHILADELPHIA | 110783 | $65.44B | 157 | 2026-05-31 | → |
| 3 | XPONANCE LLC | PHILADELPHIA | 111126 | $24.27B | 46 | 2026-04-30 | → |
| 4 | ABRDN INC. | PHILADELPHIA | 111069 | $41.48B | 193 | 2026-03-31 | → |
| 5 | JANNEY MONTGOMERY SCOTT LLC | PHILADELPHIA | 463 | $110.11B | 2,404 | 2026-06-30 | → |
| 6 | COOKE & BIELER, L.P. | PHILADELPHIA | 113859 | $10.56B | 32 | 2026-03-31 | → |
| 7 | FINANCIAL INTEGRITY ADVISORS, LLC | PHILADELPHIA | 130458 | $3.96B | 2 | 2026-03-31 | → |
| 8 | CLARK CAPITAL MANAGEMENT GROUP INC | PHILADELPHIA | 104796 | $35.69B | 151 | 2026-05-31 | → |
| 9 | PENN CAPITAL MANAGEMENT COMPANY, LLC | PHILADELPHIA | 105081 | $1.94B | 16 | 2026-03-31 | → |
| 10 | WESCOTT FINANCIAL ADVISORY GROUP LLC | PHILADELPHIA | 105989 | $4.16B | 48 | 2026-04-30 | → |
| 11 | RTD FINANCIAL ADVISORS INC | PHILADELPHIA | 110744 | $2.72B | 39 | 2026-02-28 | → |
| 12 | GLENMEDE INVESTMENT MANAGEMENT, LP | PHILADELPHIA | 108165 | $6.20B | 41 | 2026-03-31 | → |
| 13 | FS DIGITAL INFRASTRUCTURE ADVISOR, LLC | PHILADELPHIA | 338274 | $3.21B | 52 | 2026-03-31 | → |
| 14 | MYCIO WEALTH PARTNERS, LLC | PHILADELPHIA | 134436 | $15.78B | 67 | 2026-03-31 | → |
| 15 | PRUDENT MANAGEMENT ASSOCIATES | PHILADELPHIA | 16691 | $1.23B | 13 | 2026-03-31 | → |
| 16 | BRYN MAWR TRUST ADVISORS, LLC | PHILADELPHIA | 285359 | $3.51B | 87 | 2026-04-30 | → |
| 17 | ROFFMAN MILLLER ASSOCIATES INC | PHILADELPHIA | 106019 | $3.20B | 15 | 2026-03-31 | → |
| 18 | ZENITH SOLUTIONS, INC. | PHILADELPHIA | 304732 | $151.0M | 11 | 2026-05-31 | → |
| 19 | BISHOP & ASSOCIATES INC | PHILADELPHIA | 105257 | $106.1M | 3 | 2025-05-31 | → |
| 20 | TRANSAMERICA FINANCIAL ADVISORS, LLC | PHILADELPHIA | 16164 | $2.11B | 991 | 2026-03-31 | → |
| 21 | MITCHELL SINKLER & STARR INC | PHILADELPHIA | 106460 | $1.79B | 9 | 2026-03-31 | → |
| 22 | ELM PARTNERS MANAGEMENT LLC | PHILADELPHIA | 167225 | $3.02B | 8 | 2026-03-31 | → |
| 23 | MAGNOLIA PRIVATE WEALTH, LLC | PHILADELPHIA | 324102 | $272.1M | 4 | 2026-03-31 | → |
| 24 | MOR WEALTH MANAGEMENT, LLC | PHILADELPHIA | 333022 | $395.6M | 8 | 2026-03-31 | → |
| 25 | LIBERTY ONE WEALTH ADVISORS | PHILADELPHIA | 315675 | $178.4M | 5 | 2026-01-31 | → |
| 26 | CROSS BORDER FINANCIAL PLANNING USA LLC | PHILADELPHIA | 317154 | $147.2M | 3 | 2026-03-31 | → |
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