Investment adviser firms in Pennsylvania · Page 4
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
- LIBERTY SQUARE WEALTH PARTNERS LLCCRD 332476 · BETHLEHEM, PA$567,782,618.00Regulatory AUM · August 2026
- LIFEGUIDE FINANCIAL ADVISORS, LLCCRD 284842 · MECHANICSBURG, PA$562,932,363.00Regulatory AUM · August 2026
- LIGHTHOUSE WEALTH MANAGEMENT, LLCCRD 307529 · CAMP HILL, PA$246,761,584.00Regulatory AUM · August 2026
- LINCOLN FINANCIAL INVESTMENTS CORPORATIONCRD 108881 · RADNOR, PA$102,101,593,397.00Regulatory AUM · August 2026
- LINCOLN INVESTMENT PLANNING, LLCCRD 519 · FORT WASHINGTON, PA$21,994,851,422.00Regulatory AUM · August 2026
- LL FUNDS, LLCCRD 161552 · PHILADELPHIA, PA$2,605,214,178.00Regulatory AUM · August 2026
- LLR MANAGEMENT HOLDCO, L.P.CRD 323438 · PHILADELPHIA, PA$7,565,185,588.00Regulatory AUM · August 2026
- LOGAN CAPITAL MANAGEMENT, INC.CRD 108893 · NEWTOWN SQUARE, PA$3,095,761,086.00Regulatory AUM · August 2026
- LOUNTZIS ASSET MANAGEMENT, LLCCRD 118923 · WYOMISSING, PA$624,143,653.00Regulatory AUM · August 2026
- LOVELL MINNICK PARTNERS LLCCRD 156494 · RADNOR, PA$5,212,882,144.00Regulatory AUM · August 2026
- LUBERT-ADLER MANAGEMENT COMPANY, L.P.CRD 155201 · PHILADELPHIA, PA$2,814,795,537.00Regulatory AUM · August 2026
- LYNCH INVESTMENT PLANNING, LLCCRD 115956 · NEWTOWN SQUARE, PA$143,250,844.00Regulatory AUM · August 2026
- MACDOUGALL FINANCIAL COUNSELINGCRD 104644 · DELMONT, PA$424,811,192.00Regulatory AUM · August 2026
- MACRO ADVISORS, INC.CRD 118832 · YORK, PA$370,874,878.00Regulatory AUM · August 2026
- MAGNOLIA PRIVATE WEALTH, LLCCRD 324102 · PHILADELPHIA, PA$272,085,555.00Regulatory AUM · August 2026
- MAGUIRE INVESTMENTS LLCCRD 164039 · KING OF PRUSSIA, PA$253,198,476.00Regulatory AUM · August 2026
- MAIN ADVISORY, INC.CRD 328040 · CANONSBURG, PA$162,743,420.00Regulatory AUM · August 2026
- MAIN STREET FINANCIAL SOLUTIONS, LLCCRD 305834 · NEWTOWN, PA$2,508,000,000.00Regulatory AUM · August 2026
- MAINLINE INVESTMENT ADVISERS, LLCCRD 159045 · WYNNEWOOD, PA$109,927,979.00Regulatory AUM · August 2026
- MALVERN CAPITAL MANAGEMENT, LLCCRD 292396 · MALVERN, PA$258,119,057.00Regulatory AUM · August 2026
- MARATHON STRATEGIC ADVISORS, LLCCRD 117108 · PITTSBURGH, PA$182,742,274.00Regulatory AUM · August 2026
- MARION WEALTH MANAGEMENT, LLCCRD 315730 · MONROEVILLE, PA$543,432,308.00Regulatory AUM · August 2026
- MARKET STREET WEALTH MANAGEMENT, LLCCRD 155157 · WEST CHESTER, PA$836,983,408.00Regulatory AUM · August 2026
- MASTER'S WEALTH MANAGEMENT INC.CRD 328693 · LEOLA, PA$589,513,898.00Regulatory AUM · August 2026
- MATTERHORN CAPITAL ADVISORS, LLCCRD 309960 · WEST CONSHOHOCKEN, PA$396,377,016.00Regulatory AUM · August 2026
- MATTHEW 25 MANAGEMENT CORPCRD 104566 · AMBLER, PA$315,935,375.00Regulatory AUM · August 2026
- MB, LEVIS & ASSOCIATES,LLCCRD 164197 · CENTER VALLEY, PA$411,582,981.00Regulatory AUM · August 2026
- MBA ADVISORS LLCCRD 168073 · HERMITAGE, PA$342,613,223.00Regulatory AUM · August 2026
- MCADAM LLCCRD 170914 · RADNOR, PA$2,678,322,349.00Regulatory AUM · August 2026
- MCCLARREN FINANCIAL ADVISORS, INC.CRD 122147 · STATE COLLEGE, PA$453,000,000.00Regulatory AUM · August 2026
- MCGOWAN & CO LLPCRD 108736 · BRYN MAWR, PA$655,611,187.00Regulatory AUM · August 2026
- MCKINLEY FINANCIAL ADVISORS INCCRD 282443 · BROOKVILLE, PA$117,248,954.00Regulatory AUM · August 2026
- MELLON INVESTMENTS CORPORATIONCRD 105764 · PITTSBURGH, PA$873,866,603,349.00Regulatory AUM · August 2026
- MEMBERS WEALTH LLCCRD 323778 · MEDIA, PA$279,553,593.00Regulatory AUM · August 2026
- MERIDIAN WEALTH PARTNERS, LLCCRD 287768 · EAST NORRITON, PA$1,368,978,981.00Regulatory AUM · August 2026
- MERION REALTY ADVISERS, LLCCRD 158507 · WYNNEWOOD, PA$99,316,639.00Regulatory AUM · August 2026
- MFA WEALTH ADVISORS, LLCCRD 171984 · PITTSBURGH, PA$605,357,769.00Regulatory AUM · August 2026
- MIGHTY OAK STRONG AMERICA INVESTMENT COMPANYCRD 123322 · MECHANICSBURG, PA$398,367,653.00Regulatory AUM · August 2026
- MILESTONE ASSET MANAGEMENT, LLCCRD 310441 · PITTSBURGH, PA$690,673,342.00Regulatory AUM · August 2026
- MILESTONE FINANCIAL ASSOCIATES, LLCCRD 336684 · MACUNGIE, PA$654,492,629.00Regulatory AUM · August 2026
- MILESTONE PARTNERS MANAGEMENT CO., L.P.CRD 159904 · VILLANOVA, PA$590,682,793.00Regulatory AUM · August 2026
- MILLER INVESTMENT MANAGEMENT, LPCRD 108380 · WEST CONSHOHOCKEN, PA$7,104,869,806.00Regulatory AUM · August 2026
- MINERVA ADVISORS LLCCRD 161408 · BALA CYNWYD, PA$321,035,438.00Regulatory AUM · August 2026
- MIRAVAST ASSET MANAGEMENT, LLCCRD 168582 · NEWTOWN, PA$1,364,394,378.00Regulatory AUM · August 2026
- MITCHELL SINKLER & STARR INCCRD 106460 · PHILADELPHIA, PA$1,789,213,488.00Regulatory AUM · August 2026
- MMA ASSET MANAGEMENT LLCCRD 155426 · CONSHOHOCKEN, PA$787,818,303.00Regulatory AUM · August 2026
- MOR WEALTH MANAGEMENT, LLCCRD 333022 · PHILADELPHIA, PA$395,587,641.00Regulatory AUM · August 2026
- MORALIS TECHNOLOGIES, LLCCRD 316221 · PITTSBURGH, PA$103,031,482.00Regulatory AUM · August 2026
- MORGAN PROPERTIES SPECIAL SITUATIONS II LLCCRD 300795 · CONSHOHOCKEN, PA$1,372,802,373.00Regulatory AUM · August 2026
- MORGAN STANLEY AIP GP LPCRD 117050 · WEST CONSHOHOCKEN, PA$40,854,466,007.00Regulatory AUM · August 2026
- MORTON BROWN FAMILY WEALTH LLCCRD 292278 · ALLENTOWN, PA$483,479,204.00Regulatory AUM · August 2026
- MOUNT LUCAS INDEX ADVISERS LLCCRD 310820 · NEWTOWN, PA$170,299,594.00Regulatory AUM · August 2026
- MOUNT LUCAS MANAGEMENT LPCRD 108255 · NEWTOWN, PA$1,303,500,000.00Regulatory AUM · August 2026
- MTM FINANCIAL GROUP, LLCCRD 147221 · BETHLEHEM, PA$771,644,224.00Regulatory AUM · August 2026
- MUHLENKAMP & CO INCCRD 110787 · WEXFORD, PA$435,829,498.00Regulatory AUM · August 2026
- MUNTZ FINANCIAL, LLCCRD 145971 · DOYLESTOWN, PA$177,601,228.00Regulatory AUM · August 2026
- MYCIO WEALTH PARTNERS, LLCCRD 134436 · PHILADELPHIA, PA$15,780,802,533.00Regulatory AUM · August 2026
- NEST INVESTMENTS LLCCRD 286024 · CONSHOHOCKEN, PA$131,701,940.00Regulatory AUM · August 2026
- NESTLERODE & LOY, INC.CRD 2907 · STATE COLLEGE, PA$199,064,720.00Regulatory AUM · August 2026
- NETWORTH ADVISORS, LLCCRD 311621 · CANONSBURG, PA$185,424,879.00Regulatory AUM · August 2026
- NEW RHEIN HEALTHCARE INVESTORS LLCCRD 300842 · PHILADELPHIA, PA$290,799,696.00Regulatory AUM · August 2026
- NEWBRIDGE WEALTH MANAGEMENT, LLCCRD 169239 · BRYN MAWR, PA$219,500,000.00Regulatory AUM · August 2026
- NEWMARKET INVESTMENT MANAGEMENT, LPCRD 308098 · PHILADELPHIA, PA$2,820,324,742.00Regulatory AUM · August 2026
- NEWSPRING CAPITAL, LLCCRD 160608 · RADNOR, PA$3,339,086,821.00Regulatory AUM · August 2026
- NEWSQUARE CAPITAL, LLCCRD 152430 · NEWTOWN SQUARE, PA$2,392,742,156.00Regulatory AUM · August 2026
- NI ACQUISITIONS COMPANY LLCCRD 340590 · LEMOYNE, PANot availableRegulatory AUM · August 2026
- NOMURA INVESTMENT MANAGEMENT BUSINESS TRUSTCRD 105390 · PHILADELPHIA, PA$144,044,874,720.00Regulatory AUM · August 2026
- NORDWAND ADVISORS, LLCCRD 322936 · RADNOR, PA$3,967,694,453.00Regulatory AUM · August 2026
- NORDWAND INVESTMENTS, LLCCRD 323829 · RADNOR, PA$44,726,197.00Regulatory AUM · August 2026
- NORTHEAST ADVISERS INCCRD 108835 · PAOLI, PA$639,108,000.00Regulatory AUM · August 2026
- NORTHEAST FINANCIAL GROUP, INC.CRD 122609 · ALLENTOWN, PA$1,442,742,559.00Regulatory AUM · August 2026
- NORTHSTAR ASSET MANAGEMENT COMPANY, LLCCRD 328279 · BLUE BELL, PA$659,823,561.00Regulatory AUM · August 2026
- NORTHSTAR FINANCIAL COMPANIES, INC.CRD 119396 · CONSHOHOCKEN, PA$519,000,000.00Regulatory AUM · August 2026
- NVWM LLCCRD 152301 · YARDLEY, PA$713,465,274.00Regulatory AUM · August 2026
- O'HAGAN GROUP, INC.CRD 315389 · BETHLEHEM, PA$1,249,663,330.00Regulatory AUM · August 2026
- OAKMONT CAPITAL MANAGEMENT, LLCCRD 128939 · OAKMONT, PA$3,086,575,180.00Regulatory AUM · August 2026
- OAKMONT INVESTMENT ADVISORS, INC.CRD 111095 · PITTSBURGH, PA$192,224,520.00Regulatory AUM · August 2026
- OAKTREE ADVISORS LLCCRD 168271 · COOPERSBURG, PA$282,764,728.00Regulatory AUM · August 2026
- OBRIEN GREENE & CO INCCRD 110281 · MEDIA, PA$464,333,784.00Regulatory AUM · August 2026
- ODYSSEY CAPITAL ADVISORS INC.CRD 299034 · BALA CYNWYD, PA$189,163,900.00Regulatory AUM · August 2026
- ODYSSEY GROUP LLCCRD 336636 · LANCASTER, PA$420,889,484.00Regulatory AUM · August 2026
- OLD GLORY ASSET MANAGEMENT LLCCRD 126013 · MALVERN, PA$655,945,505.00Regulatory AUM · August 2026
- OMICRON ADVISORS, LLCCRD 165250 · LANCASTER, PA$151,150,448.00Regulatory AUM · August 2026
- OPULUS LLCCRD 304763 · DOYLESTOWN, PA$104,887,661.00Regulatory AUM · August 2026
- OWLS NEST PARTNERS IA, LLCCRD 289811 · CHADDS FORD, PA$441,150,346.00Regulatory AUM · August 2026
- OXFORD REAL ESTATE ADVISORS INCCRD 107209 · PITTSBURGH, PA$116,855,308.00Regulatory AUM · August 2026
- PACER ADVISORS, INC.CRD 137381 · MALVERN, PA$38,636,106,771.00Regulatory AUM · August 2026
- PALLADIEM LLCCRD 158989 · BRYN MAWR, PA$114,524,480.00Regulatory AUM · August 2026
- PARK SHORE PARTNERS LLCCRD 145265 · ERIE, PA$109,865,244.00Regulatory AUM · August 2026
- PATRIOT FINANCIAL MANAGER, L.P.CRD 159818 · RADNOR, PA$1,129,825,084.00Regulatory AUM · August 2026
- PEAKEQUITY PARTNERS MANAGEMENT CO., L.L.C.CRD 281131 · VILLANOVA, PA$485,479,513.00Regulatory AUM · August 2026
- PEIRCE PARK GROUP INC.CRD 118655 · WEST CHESTER, PA$315,729,132.00Regulatory AUM · August 2026
- PENN CAPITAL MANAGEMENT COMPANY, LLCCRD 105081 · PHILADELPHIA, PA$1,939,685,119.00Regulatory AUM · August 2026
- PENN MUTUAL ASSET MANAGEMENT, LLCCRD 107518 · CONSHOHOCKEN, PA$42,286,743,213.00Regulatory AUM · August 2026
- PENNSYLVANIA CAPITAL MANAGEMENT INC.CRD 107648 · HUNTINGDON VALLEY, PA$848,645,464.00Regulatory AUM · August 2026
- PERMIT CAPITAL, LLCCRD 138436 · WEST CONSHOHOCKEN, PA$491,129,928.00Regulatory AUM · August 2026
- PERSIMMON CAPITAL MANAGEMENT, LPCRD 334563 · BLUE BELL, PA$368,469,044.00Regulatory AUM · August 2026
- PETREDIS INVESTMENT ADVISORS LLCCRD 322371 · WARRENDALE, PA$1,686,982,677.00Regulatory AUM · August 2026
- PF ADVISORS, LLCCRD 277156 · CHADDS FORD, PA$238,367,520.00Regulatory AUM · August 2026
- PHILADELPHIA PARTNERS CAPITAL MANAGEMENT, LLCCRD 294016 · BALA CYNWYD, PA$61,220,242.00Regulatory AUM · August 2026