Investment adviser firms in Pennsylvania
Firms grouped by their reported public principal-office state. This does not establish current registration or include every branch office.
563 firms · Source months shown: August 2026
- 1315 CAPITAL, LLCCRD 175292 · PHILADELPHIA, PA$1,351,201,596.00Regulatory AUM · August 2026
- 1801 ADMIN, LLCCRD 157161 · PHILADELPHIA, PA$180,072,966.00Regulatory AUM · August 2026
- 46 PEAKS LLCCRD 306902 · NEWTOWN, PA$272,139,518.00Regulatory AUM · August 2026
- A BETTER WAY FINANCIAL, LLCCRD 304914 · ALLENTOWN, PA$108,964,358.00Regulatory AUM · August 2026
- ABRDN INC.CRD 111069 · PHILADELPHIA, PA$41,477,054,582.00Regulatory AUM · August 2026
- ABSOLUTE CAPITAL MANAGEMENT, LLCCRD 121484 · PITTSBURGH, PA$742,497,713.00Regulatory AUM · August 2026
- ABUNDANCE WEALTH COUNSELORS, LLCCRD 111740 · STATE COLLEGE, PA$1,564,033,885.00Regulatory AUM · August 2026
- ACT CAPITAL MANAGEMENT, LLCCRD 307272 · WAYNE, PA$163,932,575.00Regulatory AUM · August 2026
- ADARE ASSET MANAGEMENT, LLCCRD 152471 · LANCASTER, PA$159,301,674.00Regulatory AUM · August 2026
- ADDIS & HILL, INCORPORATEDCRD 117495 · WAYNE, PA$253,958,290.00Regulatory AUM · August 2026
- ADDISON CAPITAL, LLCCRD 144853 · CONSHOHOCKEN, PA$1,124,039,201.00Regulatory AUM · August 2026
- ADVICE & PLANNING SERVICES LLCCRD 283626 · YOUNGWOOD, PA$187,120,487.00Regulatory AUM · August 2026
- AETERNITAS INVESTMENT MANAGEMENT, LLCCRD 338936 · YARDLEY, PA$172,503,179.00Regulatory AUM · August 2026
- AGILITY EQUITY PARTNERS, LLCCRD 338602 · PITTSBURGH, PA$173,062,956.00Regulatory AUM · August 2026
- ALDEN CAPITAL MANAGEMENT INC.CRD 293551 · WAYNE, PA$1,515,030,643.00Regulatory AUM · August 2026
- ALDEN INVESTMENT ADVISORS, LLCCRD 317077 · WAYNE, PA$385,691,088.00Regulatory AUM · August 2026
- ALLEGHENY FINANCIAL GROUPCRD 104690 · PITTSBURGH, PA$5,593,591,868.00Regulatory AUM · August 2026
- ALLEGHENY INVESTMENTSCRD 7597 · PITTSBURGH, PA$742,120,123.00Regulatory AUM · August 2026
- ALLIANCE WEALTH ADVISORS, LLCCRD 288394 · SCRANTON, PA$601,101,030.00Regulatory AUM · August 2026
- ALLSTREET FINANCIAL, LLCCRD 281661 · ERIE, PA$149,715,186.00Regulatory AUM · August 2026
- ALMANACK INVESTMENT PARTNERS, LLCCRD 282428 · NEWTOWN SQUARE, PA$945,855,184.00Regulatory AUM · August 2026
- ALPHA ARCHITECT, LLCCRD 153905 · NEWTOWN SQUARE, PA$13,502,643,004.00Regulatory AUM · August 2026
- ALPHA LEONIS PARTNERS, LLCCRD 314560 · WAYNE, PA$418,426,997.00Regulatory AUM · August 2026
- ALTERRA IOS MANAGER, LLCCRD 324445 · RADNOR, PA$3,185,889,654.00Regulatory AUM · August 2026
- ALVIN CLAY FINANCIAL ADVISORS, LLCCRD 226655 · JENKINTOWN, PA$186,572,961.00Regulatory AUM · August 2026
- AMERISERV WEALTH ADVISORS INCCRD 105846 · JOHNSTOWN, PA$1,111,917,969.00Regulatory AUM · August 2026
- AMPLIUS ASSET MANAGEMENT, LLCCRD 334991 · BLUE BELL, PA$247,303,106.00Regulatory AUM · August 2026
- AMPLIUS WEALTH ADVISORS, LLCCRD 312463 · BLUE BELL, PA$1,741,153,923.00Regulatory AUM · August 2026
- ARBA CREDIT MANAGEMENT, L.P.CRD 304734 · CONSHOHOCKEN, PA$289,105,601.00Regulatory AUM · August 2026
- ARCHEAN CAPITAL PARTNERS II, L.L.C.CRD 294346 · NEWTOWN SQUARE, PA$527,831,000.00Regulatory AUM · August 2026
- ARCHETYPE ADVISORS, LLCCRD 156527 · DOYLESTOWN, PA$260,000,000.00Regulatory AUM · August 2026
- ARDEN FUND MANAGEMENT, LLCCRD 164662 · PHILADELPHIA, PA$1,107,418,697.00Regulatory AUM · August 2026
- ARGOSY CAPITAL GROUP, LLCCRD 160212 · WAYNE, PA$3,725,970,530.00Regulatory AUM · August 2026
- ARGOSY-LIONBRIDGE MANAGEMENT, LLCCRD 325413 · WAYNE, PA$189,069,851.00Regulatory AUM · August 2026
- ARGYLE CAPITAL MANAGEMENT, LLCCRD 106576 · CENTER VALLEY, PA$355,653,506.00Regulatory AUM · August 2026
- ARIN RISK ADVISORS LLCCRD 151491 · CONSHOHOCKEN, PA$10,186,153,552.00Regulatory AUM · August 2026
- ARSENAL CAPITAL ADVISORS LLCCRD 325612 · CONSHOHOCKEN, PA$267,086,889.00Regulatory AUM · August 2026
- ARX PRIVATE WEALTHCRD 338631 · LANCASTER, PA$113,605,108.00Regulatory AUM · August 2026
- ASCO FINANCIAL GROUP, INC.CRD 124395 · KINGSTON, PA$173,160,402.00Regulatory AUM · August 2026
- ASSET STRATEGY RETIREMENT PLAN CONSULTANTS, LLCCRD 147982 · CAMP HILL, PA$116,389,146.00Regulatory AUM · August 2026
- ATAIROS MANAGEMENT, L.P.CRD 281947 · BRYN MAWR, PA$6,786,236,000.00Regulatory AUM · August 2026
- ATEGENOS CAPITAL, LLCCRD 326708 · BERWYN, PA$1,069,384,895.00Regulatory AUM · August 2026
- ATLAS WEALTH PARTNERS LLCCRD 175219 · WYOMISSING, PA$233,756,342.00Regulatory AUM · August 2026
- ATMOS ADVISORY, LLCCRD 160087 · PITTSBURGH, PA$180,874,745.00Regulatory AUM · August 2026
- ATTINGER, LLCCRD 311772 · PHILADELPHIA, PA$394,500,723.00Regulatory AUM · August 2026
- ATTLEBORO WEALTH MANAGEMENT LLCCRD 318056 · YARDLEY, PA$129,279,398.00Regulatory AUM · August 2026
- ATWATER MALICK, LLCCRD 147972 · LANCASTER, PA$687,373,252.00Regulatory AUM · August 2026
- AUERBACH INVESTMENT SERVICES, LLCCRD 290041 · NARBERTH, PA$150,199,334.00Regulatory AUM · August 2026
- AUFMAN ASSOCIATES INCCRD 104622 · SEWICKLEY, PA$971,506,728.00Regulatory AUM · August 2026
- AURDAN CAPITAL MANAGEMENT, LLCCRD 330304 · WAYNE, PA$526,247,837.00Regulatory AUM · August 2026
- AVAIL INVESTMENT PARTNERS, LLCCRD 315678 · LEMONT, PA$184,457,139.00Regulatory AUM · August 2026
- AVALON ADVISORY GROUP LLCCRD 297090 · WEXFORD, PA$290,263,807.00Regulatory AUM · August 2026
- AVANTRA FAMILY WEALTH, INC.CRD 288209 · MECHANICSBURG, PA$221,555,091.00Regulatory AUM · August 2026
- AVENTINE FINANCIAL GROUP LLCCRD 292390 · DOYLESTOWN, PA$153,133,400.00Regulatory AUM · August 2026
- AWH FINANCIAL, LLCCRD 285183 · BALA CYNWYD, PANot availableRegulatory AUM · August 2026
- AZARIAS CAPITAL MANAGEMENT, L.P.CRD 174466 · WESTCHESTER, PA$188,823,949.00Regulatory AUM · August 2026
- BALDWIN INVESTMENT MANAGEMENT, LLCCRD 108922 · WEST CONSHOHOCKEN, PA$1,295,038,694.00Regulatory AUM · August 2026
- BALLAST FINANCIAL ADVISORS, LLCCRD 304430 · WEST CHESTER, PA$342,648,784.00Regulatory AUM · August 2026
- BARE FINANCIAL SERVICES INC.CRD 328043 · GAP, PA$662,264,475.00Regulatory AUM · August 2026
- BARNSTONE ADVISORS LLCCRD 144511 · PHOENIXVILLE, PA$241,063,476.00Regulatory AUM · August 2026
- BARTON INVESTMENT MANAGEMENT, LLCCRD 141084 · W. CONSHOHOCKEN, PA$984,712,343.00Regulatory AUM · August 2026
- BEACON BRIDGE WEALTH PARTNERS, LLCCRD 321705 · LOWER GWYNEDD, PA$426,622,164.00Regulatory AUM · August 2026
- BERKADIA CAPITAL ADVISORS LLCCRD 312130 · AMBLER, PA$2,656,303,438.00Regulatory AUM · August 2026
- BERKSHIRE ADVISORS, INC.CRD 122389 · WYOMISSING, PA$97,054,078.00Regulatory AUM · August 2026
- BERKSHIRE ASSET MANAGEMENT, LLCCRD 145463 · WILKES-BARRE, PA$2,789,031,590.00Regulatory AUM · August 2026
- BERNARDO WEALTH PLANNING, LLCCRD 288705 · HARLEYSVILLE, PA$866,351,060.00Regulatory AUM · August 2026
- BILL FEW ASSOCIATES, INC.CRD 133561 · SEWICKLEY, PA$2,723,175,464.00Regulatory AUM · August 2026
- BIONDO INVESTMENT ADVISORS LLCCRD 130105 · MILFORD, PA$1,292,588,047.00Regulatory AUM · August 2026
- BIRCH RUN INVESTMENTS, LLCCRD 285285 · EXTON, PA$457,453,043.00Regulatory AUM · August 2026
- BISHOP & COMPANY INVESTMENT MANAGEMENT, LLCCRD 146448 · ERIE, PA$440,817,024.00Regulatory AUM · August 2026
- BLB & B ADVISORS, LLCCRD 139096 · MONTGOMERYVILLE, PA$3,255,397,467.00Regulatory AUM · August 2026
- BLUE BELL PRIVATE WEALTH MANAGEMENT, LLCCRD 134184 · BLUE BELL, PA$1,121,215,721.00Regulatory AUM · August 2026
- BLUESPHERE ADVISORS LLCCRD 283972 · EAST NORRITON, PA$506,221,339.00Regulatory AUM · August 2026
- BLUESTONE CAPITAL MANAGEMENT, LLCCRD 157841 · WAYNE, PA$390,099,951.00Regulatory AUM · August 2026
- BORER DENTON & ASSOCIATES, INC.CRD 135729 · BLUE BELL, PA$403,003,000.00Regulatory AUM · August 2026
- BOUVEL INVESTMENT PARTNERS, LLCCRD 108436 · PHOENIXVILLE, PA$374,449,027.00Regulatory AUM · August 2026
- BRANDYWINE ASSET MANAGEMENT, INCCRD 307564 · THORNTON, PA$156,000,000.00Regulatory AUM · August 2026
- BRANDYWINE GLOBAL INVESTMENT MANAGEMENT, LLCCRD 110783 · PHILADELPHIA, PA$65,444,378,166.00Regulatory AUM · August 2026
- BRANDYWINE OAK PRIVATE WEALTH LLCCRD 297021 · KENNETT SQUARE, PA$1,571,774,383.00Regulatory AUM · August 2026
- BRAUN-BOSTICH & ASSOCIATES INC.CRD 288336 · CANONSBURG, PA$249,638,585.00Regulatory AUM · August 2026
- BRICK & KYLE ASSOCIATES INCCRD 107771 · NEWTOWN, PA$491,727,277.00Regulatory AUM · August 2026
- BRUTON CHISNELL ADVISORS, LLCCRD 293192 · DOWNINGTOWN, PA$772,461,258.00Regulatory AUM · August 2026
- BRYAN ADVISORY SERVICES, LLCCRD 153659 · CANONSBURG, PA$2,404,583.00Regulatory AUM · August 2026
- BRYN MAWR TRUST ADVISORS, LLCCRD 285359 · PHILADELPHIA, PA$3,513,817,710.00Regulatory AUM · August 2026
- CA ADVISER, LLCCRD 300183 · PHILADELPHIA, PA$357,691,982.00Regulatory AUM · August 2026
- CALLAN FAMILY OFFICE, LLCCRD 317446 · RADNOR, PA$10,208,823,032.00Regulatory AUM · August 2026
- CAMBRIAN CAPITAL MANAGEMENT, L.L.C.CRD 324623 · NEWTOWN SQUARE, PA$343,834,003.00Regulatory AUM · August 2026
- CAPITAL A WEALTH MANAGEMENT, LLCCRD 328863 · CRANBERRY TWP., PA$612,896,344.00Regulatory AUM · August 2026
- CAPITAL ANALYSTS, LLCCRD 162200 · FORT WASHINGTON, PA$8,769,033,123.00Regulatory AUM · August 2026
- CAPSTONE WEALTH MANAGEMENT GROUP, LLCCRD 284547 · DUNMORE, PA$356,144,460.00Regulatory AUM · August 2026
- CARNEGIE WEALTH MANAGEMENT, LLCCRD 290430 · BERWYN, PA$357,101,202.00Regulatory AUM · August 2026
- CBRE INVESTMENT MANAGEMENT LISTED REAL ASSETS LLCCRD 106256 · RADNOR, PA$10,800,860,665.00Regulatory AUM · August 2026
- CENTERSQUARE INVESTMENT MANAGEMENT LLCCRD 290078 · CONSHOHOCKEN, PA$13,695,107,341.00Regulatory AUM · August 2026
- CERTIOR FINANCIAL GROUP, LLCCRD 285502 · KING OF PRUSSIA, PA$452,278,597.00Regulatory AUM · August 2026
- CGI PLAN ADVISORS, INC.CRD 311275 · FRAZER, PA$261,006,787.00Regulatory AUM · August 2026
- CGI WEALTH ADVISORS, INC.CRD 311273 · FRAZER, PA$129,392,723.00Regulatory AUM · August 2026
- CHADDS FORD WEALTH PARTNERS, LLCCRD 304159 · CHADDS FORD, PA$1,327,385,934.00Regulatory AUM · August 2026
- CHANCELLOR FINANCIAL GROUP LPCRD 159563 · WILKES-BARRE, PA$249,305,348.00Regulatory AUM · August 2026
- CHAPEL HILL INVESTMENT ANALYSTS INCCRD 109511 · GREENSBURG, PA$435,952,707.00Regulatory AUM · August 2026
- CHARTERED ADVISORY GROUP, INC.CRD 116517 · CHADDS FORD, PA$127,713,140.00Regulatory AUM · August 2026