EXPLORE THE DIRECTORY

Investment adviser firms in Pennsylvania · Page 3

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

FS FUND ADVISOR, LLCCRD 286673 · PHILADELPHIA, PA
$1,627,418,000.00Regulatory AUM · August 2026
FS GLOBAL ADVISOR, LLCCRD 167620 · PHILADELPHIA, PA
$3,012,314,711.00Regulatory AUM · August 2026
FS REAL ESTATE ADVISOR, LLCCRD 306352 · PHILADELPHIA, PA
$9,104,574,000.00Regulatory AUM · August 2026
FS SPECIALTY LENDING ADVISOR, LLCCRD 293054 · PHILADELPHIA, PA
$1,934,205,000.00Regulatory AUM · August 2026
FS STRUCTURED PRODUCTS ADVISOR, LLCCRD 301285 · PHILADELPHIA, PA
$2,203,855,268.00Regulatory AUM · August 2026
FS TACTICAL ADVISOR, LLCCRD 300214 · PHILADELPHIA, PA
$278,809,900.00Regulatory AUM · August 2026
FS/KKR ADVISOR, LLCCRD 292803 · PHILADELPHIA, PA
$16,095,716,000.00Regulatory AUM · August 2026
GADSDEN, LLCCRD 291195 · NEWTOWN SQUARE, PA
$161,816,966.00Regulatory AUM · August 2026
GARDNER LEWIS ASSET MANAGEMENT LPCRD 105033 · CHADDS FORD, PA
$456,474,295.00Regulatory AUM · August 2026
GARDNER RUSSO & QUINN LLCCRD 106114 · LANCASTER, PA
$9,448,623,297.00Regulatory AUM · August 2026
GIBRALTAR WEALTH MANAGEMENT, LLCCRD 124128 · ABINGTON, PA
$212,655,453.00Regulatory AUM · August 2026
GIBSON CAPITAL, LLCCRD 148836 · WEXFORD, PA
$3,034,031,370.00Regulatory AUM · August 2026
GIRARD ADVISORY SERVICES, LLCCRD 39163 · KING OF PRUSSIA, PA
$3,181,086,908.00Regulatory AUM · August 2026
GIRARD PENSION SERVICES, LLCCRD 117901 · ALLENTOWN, PA
$733,786,162.00Regulatory AUM · August 2026
GKFO, LLCCRD 151138 · W. CONSHOHOCKEN, PA
$33,630,282.00Regulatory AUM · August 2026
GLENMEDE INVESTMENT MANAGEMENT, LPCRD 108165 · PHILADELPHIA, PA
$6,197,914,228.00Regulatory AUM · August 2026
GLOBAL BETA ADVISORS LLCCRD 298176 · WEST CHESTER, PA
$28,801,241.00Regulatory AUM · August 2026
GOALPOST WEALTH MANAGEMENT, LLCCRD 341905 · RADNOR, PA
Not availableRegulatory AUM · August 2026
GODSHALK WELSH CAPITAL MANAGEMENT, INC.CRD 106410 · RADNOR, PA
$290,498,677.00Regulatory AUM · August 2026
GOLDEN RATIO WEALTH MANAGEMENT LLCCRD 342561 · RADNOR, PA
Not availableRegulatory AUM · August 2026
GRAHAM PARTNERS, LLCCRD 157049 · NEWTOWN SQUARE, PA
$4,998,750,358.00Regulatory AUM · August 2026
GRANDVIEW ASSET MANAGEMENT LLCCRD 172357 · HARRISBURG, PA
$411,657,820.00Regulatory AUM · August 2026
GRANT STREET ASSET MANAGEMENT INCCRD 106980 · CANONSBURG, PA
$768,881,121.00Regulatory AUM · August 2026
GREYCOURT & CO., INC.CRD 111936 · PITTSBURGH, PA
$6,608,873,377.00Regulatory AUM · August 2026
GRIDIRON PARTNERS, LLCCRD 300920 · WEXFORD, PA
$285,750,950.00Regulatory AUM · August 2026
GROSS & HARTMAN INVESTMENTS, LLCCRD 317722 · LEOLA, PA
$576,030,694.00Regulatory AUM · August 2026
GUARDIAN ASSET ADVISORS, LLCCRD 144958 · MECHANICSBURG, PA
$278,314,238.00Regulatory AUM · August 2026
GUARDIAN CAPITAL PARTNERS INVESTMENT MANAGEMENT, L.P.CRD 321695 · WAYNE, PA
$1,189,929,335.00Regulatory AUM · August 2026
GUARDIAN CAPITAL, LLCCRD 156015 · WEXFORD, PA
$128,050,000.00Regulatory AUM · August 2026
GUYASUTA INVESTMENT ADVISORS, INCORPORATEDCRD 108400 · PITTSBURGH, PA
$2,437,457,000.00Regulatory AUM · August 2026
HAMEL ASSOCIATES INCCRD 107128 · CENTER VALLEY, PA
$548,323,868.00Regulatory AUM · August 2026
HAMILTON LANE ADVISORS, L.L.C.CRD 107876 · CONSHOHOCKEN, PA
$141,833,964,349.00Regulatory AUM · August 2026
HAPANOWICZ & ASSOCIATES FINANCIAL SERVICES, INC.CRD 157523 · PITTSBURGH, PA
$622,317,239.00Regulatory AUM · August 2026
HARTFORD FUNDS MANAGEMENT COMPANY, LLCCRD 147746 · WAYNE, PA
$152,069,322,810.00Regulatory AUM · August 2026
HARVEST FINANCIAL PARTNERS, LLCCRD 146162 · PAOLI, PA
$148,827,083.00Regulatory AUM · August 2026
HARVEST FUND ADVISORS LLCCRD 154425 · WAYNE, PA
$8,125,000,000.00Regulatory AUM · August 2026
HAVERFORD FINANCIAL SERVICES, INC.CRD 130007 · RADNOR, PA
$366,375,551.00Regulatory AUM · August 2026
HBK SORCE ADVISORY LLCCRD 112139 · ERIE, PA
$7,661,939,874.00Regulatory AUM · August 2026
HC CAPITAL PARTNERS, LLCCRD 160737 · WEST CONSHOHOCKEN, PA
$5,214,271,007.00Regulatory AUM · August 2026
HEALTHVIEW ASSET MANAGEMENT, INC.CRD 141884 · PITTSBURGH, PA
$104,401,000.00Regulatory AUM · August 2026
HENDERSON BROTHERS FINANCIAL PARTNERS LLCCRD 333732 · PITTSBURGH, PA
$406,803,000.00Regulatory AUM · August 2026
HENRY H. ARMSTRONG ASSOCIATES, INC.CRD 105510 · PITTSBURGH, PA
$1,231,153,237.00Regulatory AUM · August 2026
HERBEIN FINANCIAL GROUP, LLCCRD 322194 · ALLENTOWN, PA
Not availableRegulatory AUM · August 2026
HERSHEY FINANCIAL ADVISERS, LLCCRD 149907 · LANCASTER, PA
$151,711,016.00Regulatory AUM · August 2026
HIRTLE & CO., LLCCRD 105403 · WEST CONSHOHOCKEN, PA
$25,408,076,764.00Regulatory AUM · August 2026
HOEY INVESTMENTS, INC.CRD 152103 · COATESVILLE, PA
$788,296,206.00Regulatory AUM · August 2026
HOFFMAN CAPITAL ADVISORS LLCCRD 287766 · CRANBERRY TWP, PA
$185,433,000.00Regulatory AUM · August 2026
HOGE FINANCIAL SERVICES, LLCCRD 148209 · CANONSBURG, PA
$621,882,966.00Regulatory AUM · August 2026
HOLOS INTEGRATED WEALTH, LLCCRD 329884 · KENNETT SQUARE, PA
$233,097,307.00Regulatory AUM · August 2026
HORNOR, TOWNSEND & KENT, LLCCRD 4031 · CONSHOHOCKEN, PA
$9,014,857,753.00Regulatory AUM · August 2026
HUDOCK, INC.CRD 149255 · WILLIAMSPORT, PA
$1,003,191,859.00Regulatory AUM · August 2026
HUNTER ASSOCIATES INVESTMENT MANAGEMENT LLCCRD 30177 · PITTSBURGH, PA
$1,339,005,097.00Regulatory AUM · August 2026
HUNTER PRIVATE CAPITAL ADVISORS, LLCCRD 333651 · PITTSBURGH, PA
$16,376,105.00Regulatory AUM · August 2026
IAM ADVISORY LLCCRD 305492 · EASTON, PA
$699,412,946.00Regulatory AUM · August 2026
IFS GROUP, LLCCRD 328774 · MECHANICSBURG, PA
$240,000,000.00Regulatory AUM · August 2026
IM WEALTH PARTNERS INVESTMENT ADVISORS LLCCRD 307379 · BLUE BELL, PA
Not availableRegulatory AUM · August 2026
INCLINE MANAGEMENT, L.P.CRD 158858 · PITTSBURGH, PA
$5,957,649,024.00Regulatory AUM · August 2026
INDEPENDENCE ASSET ADVISORS, LLCCRD 152963 · WYNNEWOOD, PA
$2,191,408,151.00Regulatory AUM · August 2026
INDEPENDENCE SQUARE HOLDINGS, LLCCRD 300139 · KING OF PRUSSIA, PA
$1,833,978,825.00Regulatory AUM · August 2026
INNOVA WEALTH PARTNERS, LLCCRD 168500 · NEWTOWN, PA
$288,186,234.00Regulatory AUM · August 2026
INSIGHT ADVISORS, LLCCRD 168057 · NEWTOWN, PA
$785,650,000.00Regulatory AUM · August 2026
INTEGRATED CAPITAL MANAGEMENT, INC.CRD 149489 · JESSUP, PA
$232,443,145.00Regulatory AUM · August 2026
INTERCHANGE CAPITAL PARTNERS, LLCCRD 309314 · PITTSBURGH, PA
$743,604,446.00Regulatory AUM · August 2026
INVARIANT INVESTMENT MANAGEMENT LLCCRD 168772 · CAMP HILL, PA
$182,679,710.00Regulatory AUM · August 2026
INVERNESS GRAHAM INVESTMENTS, INC.CRD 157632 · WAYNE, PA
$1,572,202,263.00Regulatory AUM · August 2026
INVESTMENT RESEARCH PARTNERS LLCCRD 304315 · LEMONT, PA
$512,374,995.00Regulatory AUM · August 2026
INVICTA ADVISORS LLCCRD 298868 · OAKMONT, PA
$310,160,547.00Regulatory AUM · August 2026
IRONVIEW CAPITAL MANAGEMENT, LLCCRD 150250 · CONSHOHOCKEN, PA
$1,394,221,866.00Regulatory AUM · August 2026
ISQ CAPITAL LLCCRD 340355 · KING OF PRUSSIA, PA
Not availableRegulatory AUM · August 2026
IVC WEALTH ADVISORS LLCCRD 301127 · SILVERDALE, PA
$454,979,896.00Regulatory AUM · August 2026
JACOBI CAPITAL MANAGEMENT, LLCCRD 147663 · PITTSTON, PA
$2,642,543,015.00Regulatory AUM · August 2026
JANNEY MONTGOMERY SCOTT LLCCRD 463 · PHILADELPHIA, PA
$110,113,690,076.00Regulatory AUM · August 2026
JFS WEALTH ADVISORS, LLCCRD 145051 · HERMITAGE, PA
$4,729,065,800.00Regulatory AUM · August 2026
JMAC ENTERPRISES LLCCRD 312710 · NEWTOWN, PA
$722,428,889.00Regulatory AUM · August 2026
JMS CAPITAL GROUP WEALTH SERVICES, LLCCRD 281325 · SEWICKLEY, PA
$174,006,823.00Regulatory AUM · August 2026
JOHNSON & WHITE WEALTH MANAGEMENT LLCCRD 169795 · YORK, PA
$484,628,943.00Regulatory AUM · August 2026
KAILASA CAPITAL MANAGEMENT LLCCRD 286159 · PITTSBURGH, PA
$298,265,753.00Regulatory AUM · August 2026
KAPUSTA FINANCIAL GROUP, INC.CRD 123349 · PITTSBURGH, PA
$199,605,506.00Regulatory AUM · August 2026
KATHMERE CAPITAL MANAGEMENT, LLCCRD 305118 · WAYNE, PA
$3,478,172,971.00Regulatory AUM · August 2026
KELLER FINANCIAL GROUP, INC.CRD 328195 · CAMP HILL, PA
$135,325,616.00Regulatory AUM · August 2026
KEY FINANCIAL, INC.CRD 116240 · WEST CHESTER, PA
$2,839,149,609.00Regulatory AUM · August 2026
KEYSTONE IMPERIAL LLCCRD 338785 · PITTSBURGH, PA
Not availableRegulatory AUM · August 2026
KEYVANTAGE WEALTH, LLCCRD 331996 · BETHLEHEM, PA
$339,374,782.00Regulatory AUM · August 2026
KINTRA WEALTH, LLCCRD 299407 · WILLIAMSPORT, PA
$1,501,009,982.00Regulatory AUM · August 2026
KISSLING FINANCIAL SERVICES, LLCCRD 299531 · NEW CASTLE, PA
$165,460,335.00Regulatory AUM · August 2026
KITCHING PARTNERS, LLCCRD 325042 · CONSHOHOCKEN, PA
$645,931,853.00Regulatory AUM · August 2026
KOHLHEPP INVESTMENT ADVISORS, LTD.CRD 113989 · DOYLESTOWN, PA
$204,634,160.00Regulatory AUM · August 2026
KOOMAN & ASSOCIATESCRD 322163 · ALTOONA, PA
$555,581,262.00Regulatory AUM · August 2026
KRISTEN E. COOMBS LLCCRD 311243 · STATE COLLEGE, PA
$268,278,361.00Regulatory AUM · August 2026
LANGAN FINANCIAL GROUP LLCCRD 342937 · CAMP HILL, PA
Not availableRegulatory AUM · August 2026
LANSING STREET ADVISORS LLCCRD 306882 · AMBLER, PA
$554,999,739.00Regulatory AUM · August 2026
LATTICE STRATEGIES LLCCRD 130373 · WAYNE, PA
$2,153,460,678.00Regulatory AUM · August 2026
LBC CREDIT MANAGEMENT, L.P.CRD 157628 · RADNOR, PA
$3,235,330,687.00Regulatory AUM · August 2026
LEGACY ADVISORS, LLCCRD 139830 · PLYMOUTH MEETING, PA
$5,168,722,434.00Regulatory AUM · August 2026
LEGACY ADVISORY SERVICES, LLCCRD 147173 · EXTON, PA
$156,935,534.00Regulatory AUM · August 2026
LEGACY SOLUTIONS, LLCCRD 323360 · KENNETT SQUARE, PA
$243,826,836.00Regulatory AUM · August 2026
LEGEND FINANCIAL ADVISORS INCCRD 108207 · PITTSBURGH, PA
$389,919,871.00Regulatory AUM · August 2026
LEM CAPITAL, L.P.CRD 159817 · PHILADELPHIA, PA
$661,378,032.00Regulatory AUM · August 2026
LIBERTY ASSET MANAGEMENT, LLCCRD 142094 · ALLENTOWN, PA
$140,990,247.00Regulatory AUM · August 2026
LIBERTY ONE WEALTH ADVISORSCRD 315675 · PHILADELPHIA, PA
$178,357,037.00Regulatory AUM · August 2026