EXPLORE THE DIRECTORY

Investment adviser firms in Pennsylvania · Page 2

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: July 2026 and August 2026

CHARTWELL INVESTMENT PARTNERS, LLCCRD 170335 · BERWYN, PA
$12,971,188,682.00Regulatory AUM · August 2026
CHESTNUT STREET INVESTMENT COUNSEL, LLCCRD 309741 · LANCASTER, PA
$119,527,897.00Regulatory AUM · August 2026
CHRISTINE MESSMER, P.C.CRD 121202 · COLLEGEVILLE, PA
$240,559,205.00Regulatory AUM · August 2026
CHRONOMETER PARTNERS LPCRD 339929 · PITTSBURGH, PA
$308,447,340.00Regulatory AUM · August 2026
CIM INVESTMENT MANAGEMENT INCCRD 106292 · PITTSBURGH, PA
$1,275,342,290.00Regulatory AUM · August 2026
CLARK CAPITAL MANAGEMENT GROUP INCCRD 104796 · PHILADELPHIA, PA
$35,687,719,134.00Regulatory AUM · August 2026
CLEARVIEW FINANCIAL PARTNERS, LLCCRD 286168 · RADNOR, PA
$1,058,194,989.00Regulatory AUM · August 2026
CLOVERLAY INVESTMENT MANAGEMENT, LLCCRD 277170 · CONSHOHOCKEN, PA
$1,830,952,939.00Regulatory AUM · August 2026
CMG CAPITAL MANAGEMENT GROUP, INC.CRD 110750 · MALVERN, PA
$256,546,961.00Regulatory AUM · August 2026
COLLECTIVE FAMILY OFFICE, LLCCRD 301274 · YORK, PA
$533,364,496.00Regulatory AUM · August 2026
COMPASS INVESTMENTS LLCCRD 141323 · PITTSBURGH, PA
$93,158,481.00Regulatory AUM · August 2026
COMPASS ION ADVISORS, LLCCRD 166418 · CONSHOHOCKEN, PA
$1,586,830,325.00Regulatory AUM · August 2026
COMPREHENSIVE FINANCIAL PLANNING, INC.CRD 110937 · EAST PETERSBURG, PA
$434,121,769.00Regulatory AUM · August 2026
CONESTOGA CAPITAL ADVISORS, LLCCRD 111750 · WAYNE, PA
$6,935,030,540.00Regulatory AUM · August 2026
CONFLUENCE WEALTH SERVICES, INC.CRD 311980 · MCMURRAY, PA
$6,836,016,201.00Regulatory AUM · August 2026
CONNORS INVESTOR SERVICES INCCRD 106993 · WYOMISSING, PA
$1,281,082,279.00Regulatory AUM · August 2026
CONRAD SIEGEL INVESTMENT ADVISORS, INC.CRD 123560 · HARRISBURG, PA
$10,118,593,493.00Regulatory AUM · August 2026
CONSERVEST CAPITAL ADVISORS INCCRD 111353 · WYNNEWOOD, PA
$1,924,651,036.00Regulatory AUM · August 2026
CONTINUIM EQUITY PARTNERS, LPCRD 328788 · PITTSBURGH, PA
$560,424,855.00Regulatory AUM · August 2026
COOKE & BIELER, L.P.CRD 113859 · PHILADELPHIA, PA
$10,559,152,509.00Regulatory AUM · August 2026
COOKSON PEIRCE & CO INCCRD 110729 · PITTSBURGH, PA
$2,555,384,473.00Regulatory AUM · August 2026
COOMBS WEALTH ADVISORY, LLCCRD 281132 · BLUE BELL, PA
$139,646,139.00Regulatory AUM · August 2026
COPELAND CAPITAL MANAGEMENT, LLCCRD 135822 · CONSHOHOCKEN, PA
$4,063,157,512.00Regulatory AUM · August 2026
CORDATUS WEALTH MANAGEMENT LLCCRD 282871 · YARDLEY, PA
$630,374,581.00Regulatory AUM · August 2026
CORIENT SHC PARTNERS (US) LPCRD 289784 · PHILADELPHIA, PA
$1,707,949,153.00Regulatory AUM · August 2026
CORIENT SHC WEALTH MANAGEMENT (US) LPCRD 151225 · PHILADELPHIA, PA
$2,343,505,235.00Regulatory AUM · August 2026
CORNERSTONE ADVISORS ASSET MANAGEMENT, LLCCRD 138638 · BETHLEHEM, PA
$9,571,773,832.00Regulatory AUM · August 2026
CORTEN REAL ESTATE MANAGEMENT LLCCRD 321897 · PHILADELPHIA, PA
$457,447,202.00Regulatory AUM · August 2026
COSTELLO ASSET MANAGEMENT, INC.CRD 123249 · FEASTERVILLE, PA
$388,549,245.00Regulatory AUM · August 2026
COURY FIRM ASSET MANAGEMENT LLCCRD 289145 · PITTSBURGH, PA
$1,324,806,135.00Regulatory AUM · August 2026
COVINGTON INVESTMENT ADVISORS, INC.CRD 127270 · LIGONIER, PA
$885,891,247.00Regulatory AUM · August 2026
CRESAP, INC.CRD 25899 · RADNOR, PA
$339,016,488.00Regulatory AUM · August 2026
CROSS BORDER FINANCIAL PLANNING USA LLCCRD 317154 · PHILADELPHIA, PA
$147,228,501.00Regulatory AUM · August 2026
CROSSGATE WEALTH ADVISORS, LLCCRD 121856 · NEWTOWN, PA
$271,873,742.00Regulatory AUM · August 2026
CROSSOVER CAPITAL BRANDS LLCCRD 326625 · YARDLEY, PA
$179,466,190.00Regulatory AUM · August 2026
CSM ADVISORS, LLCCRD 306128 · WARRENDALE, PA
$11,652,588,296.00Regulatory AUM · August 2026
D.B. ROOT & COMPANY, LLCCRD 188512 · PITTSBURGH, PA
$952,367,792.00Regulatory AUM · August 2026
DAKOTA INVESTMENTS, LLCCRD 290284 · BRYN MAWR, PA
$124,775,256.00Regulatory AUM · August 2026
DEWITT INVESTMENT RESEARCH & MANAGEMENT INCCRD 108232 · COLLEGEVILLE, PA
$123,230,422.00Regulatory AUM · August 2026
DICCIANNI FINANCIAL GROUP, INC.CRD 149332 · EAST NORRITON, PA
$128,780,065.00Regulatory AUM · August 2026
DINUZZO PRIVATE WEALTH, INC.CRD 112778 · BEAVER, PA
$1,177,328,579.00Regulatory AUM · August 2026
DREXEL MORGAN & CO.CRD 151053 · RADNOR, PA
$607,000,000.00Regulatory AUM · August 2026
DT INVESTMENT PARTNERS, LLCCRD 157646 · CHADDS FORD, PA
$1,912,849,524.00Regulatory AUM · August 2026
DUNCAN FINANCIAL GROUP LLCCRD 309454 · IRWIN, PA
Not availableRegulatory AUM · August 2026
DVB PRIVATE WEALTH LLCCRD 341684 · HARRISBURG, PA
Not availableRegulatory AUM · August 2026
DWD PORTFOLIO SOLUTIONS, INC.CRD 121435 · PITTSBURGH, PA
$248,319,994.00Regulatory AUM · August 2026
EAB INVESTMENT GROUP, LLCCRD 165865 · BALA CYNWYD, PA
$505,976,037.00Regulatory AUM · August 2026
EAGLE INVESTMENT ADVISORS, LLCCRD 144094 · DOWNINGTOWN, PA
$186,087,835.00Regulatory AUM · August 2026
ECON FINANCIAL SERVICES CORPORATIONCRD 226774 · HARRISBURG, PA
$232,083,037.00Regulatory AUM · August 2026
EDYN FINANCIAL INC.CRD 342781 · PHILADELPHIA, PA
Not availableRegulatory AUM · August 2026
EHB FINANCIAL RESOURCES MANAGEMENT, INC.CRD 116186 · EXTON, PA
$164,000,000.00Regulatory AUM · August 2026
ELECTRA CAPITAL ADVISORS, LLCCRD 318664 · CONSHOHOCKEN, PA
$1,453,767,459.00Regulatory AUM · August 2026
ELITE LIFE MANAGEMENT LLCCRD 310917 · ERIE, PA
$147,036,608.00Regulatory AUM · August 2026
ELLIS INVESTMENT PARTNERS, LLCCRD 157669 · BERWYN, PA
$986,849,047.00Regulatory AUM · August 2026
ELM CAPITAL MANAGEMENT LLCCRD 294012 · PITTSBURGH, PA
$133,387,217.00Regulatory AUM · August 2026
ELM PARTNERS MANAGEMENT LLCCRD 167225 · PHILADELPHIA, PA
$3,018,199,851.00Regulatory AUM · August 2026
EMERALD ADVISERS, LLCCRD 107496 · LEOLA, PA
$3,295,095,778.00Regulatory AUM · August 2026
EMERALD INVESTMENT ADVISERS, LLCCRD 338769 · LEOLA, PA
$2,262,694,558.00Regulatory AUM · August 2026
EMERALD MUTUAL FUND ADVISERS TRUSTCRD 135130 · LEOLA, PA
$2,087,155,055.00Regulatory AUM · August 2026
EMERALD SEPARATE ACCOUNT MANAGEMENT LLCCRD 150202 · LEOLA, PA
$21,300,000.00Regulatory AUM · August 2026
EMPOWERED FUNDS, LLCCRD 171412 · NEWTOWN SQUARE, PA
$29,735,322,901.00Regulatory AUM · August 2026
EMSTONE ADVISERS, LLCCRD 139061 · LEOLA, PA
$29,259,369.00Regulatory AUM · August 2026
ENGLEBERT FINANCIAL ADVISERS, LLCCRD 300568 · ALLENTOWN, PA
$156,618,612.00Regulatory AUM · August 2026
ENHANCING CAPITAL LLCCRD 290018 · HARRISBURG, PA
$367,997,735.00Regulatory AUM · August 2026
ENTRUST FINANCIAL LLCCRD 174694 · WAYNE, PA
$350,937,674.00Regulatory AUM · August 2026
ENVESTNET ASSET MANAGEMENT, INC.CRD 111694 · BERWYN, PA
$614,933,249,744.00Regulatory AUM · August 2026
ENVESTNET PORTFOLIO SOLUTIONS, INC.CRD 109662 · BERWYN, PA
$17,349,359,607.00Regulatory AUM · August 2026
ENVESTNET RETIREMENT SOLUTIONS, LLCCRD 171570 · BERWYN, PA
$16,304,055,039.00Regulatory AUM · August 2026
EQT REAL ESTATE, LLCCRD 161935 · RADNOR, PA
$35,141,945,668.00Regulatory AUM · August 2026
EQUITA FINANCIAL NETWORK, INC.CRD 277031 · FORT WASHINGTON, PA
$390,965,587.00Regulatory AUM · August 2026
EQUUS CAPITAL PARTNERS, LTD.CRD 158719 · NEWTOWN SQUARE, PA
$1,739,721,000.00Regulatory AUM · August 2026
ERICKSON FINANCIAL GROUP, LLCCRD 299818 · ALLENTOWN, PA
$198,863,722.00Regulatory AUM · August 2026
ETHOS CAPITAL MANAGEMENT, INC.CRD 313145 · NEWTOWN, PA
$155,381,974.00Regulatory AUM · August 2026
ETHOS FINANCIAL GROUP, LLCCRD 321748 · KING OF PRUSSIA, PA
$2,144,085,745.00Regulatory AUM · August 2026
EUREKA EQUITY PARTNERS, L.P.CRD 159236 · PHILADELPHIA, PA
$279,247,111.00Regulatory AUM · August 2026
EWA, LLCCRD 308977 · PITTSBURGH, PA
$750,707,201.00Regulatory AUM · August 2026
FAIRMOUNT FUNDS MANAGEMENT LLCCRD 284844 · WEST CONSHOHOCKEN, PA
$5,799,058,000.00Regulatory AUM · August 2026
FAITHWARD ADVISORS, LLCCRD 116978 · LANCASTER, PA
$1,052,532,710.00Regulatory AUM · August 2026
FC ADVISORY, LLCCRD 170478 · WEST CHESTER, PA
$397,315,080.00Regulatory AUM · August 2026
FDX ADVISORS, INC.CRD 104601 · BERWYN, PA
$832,819,068.00Regulatory AUM · August 2026
FEDERATED ADVISORY SERVICES COMPANYCRD 128611 · PITTSBURGH, PA
Not availableRegulatory AUM · August 2026
FEDERATED EQUITY MANAGEMENT COMPANY OF PENNSYLVANIACRD 128610 · PITTSBURGH, PA
$14,251,385,140.00Regulatory AUM · August 2026
FEDERATED INVESTMENT COUNSELINGCRD 105325 · PITTSBURGH, PA
$207,209,930,946.00Regulatory AUM · August 2026
FEDERATED INVESTMENT MANAGEMENT COMPANYCRD 105138 · PITTSBURGH, PA
$590,095,811,057.00Regulatory AUM · August 2026
FEDERATED SECURITIES CORP.CRD 5009 · PITTSBURGH, PA
Not availableRegulatory AUM · August 2026
FIDEM CREDIT ADVISORS, LLCCRD 335175 · PHILADELPHIA, PA
Not availableRegulatory AUM · July 2026
FINANCIAL ADVISORY SERVICES, LLCCRD 122053 · HANOVER, PA
$256,874,310.00Regulatory AUM · August 2026
FINANCIAL INTEGRITY ADVISORS, LLCCRD 130458 · PHILADELPHIA, PA
$3,963,360,838.00Regulatory AUM · August 2026
FISCHER FINANCIAL SERVICES INCCRD 104616 · HARRISBURG, PA
$636,092,927.00Regulatory AUM · August 2026
FLAGSHIP CAPITAL MANAGEMENT INCCRD 108354 · MEDIA, PA
$199,880,000.00Regulatory AUM · August 2026
FOREFRONT ANALYTICS, LLCCRD 153016 · W. CONSHOHOCKEN, PA
$678,965,757.00Regulatory AUM · August 2026
FORTIS ADVISORS, LLCCRD 164498 · WAYNE, PA
$584,315,081.00Regulatory AUM · August 2026
FOUNDATION CAPITAL MANAGEMENT, LLCCRD 142659 · EAST NORRITON, PA
$243,788,920.00Regulatory AUM · August 2026
FOUNDATION WEALTH MANAGEMENT, LLCCRD 168270 · MEDIA, PA
$411,933,440.00Regulatory AUM · August 2026
FOURNORTH CAPITAL LLCCRD 340927 · WEST CONSHOHOCKEN, PA
$117,675,100.00Regulatory AUM · August 2026
FOX FINANCIAL, INC.CRD 319679 · WYOMISSING, PA
$271,808,136.00Regulatory AUM · August 2026
FRAGASSO FINANCIAL ADVISORS INC.CRD 123255 · SEWICKLEY, PA
$2,831,366,332.00Regulatory AUM · August 2026
FRANKLIN PARK ASSOCIATES, LLCCRD 126508 · BALA CYNWYD, PA
$10,212,042,170.00Regulatory AUM · August 2026
FS CREDIT INCOME ADVISOR, LLCCRD 289579 · PHILADELPHIA, PA
$726,176,000.00Regulatory AUM · August 2026
FS DIGITAL INFRASTRUCTURE ADVISOR, LLCCRD 338274 · PHILADELPHIA, PA
$3,213,168,255.00Regulatory AUM · August 2026