Investment adviser firms in Pennsylvania · Page 5
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
- PINNACLE STRATEGIC WEALTH MANAGEMENT, LLC.CRD 155652 · KING OF PRUSSIA, PA$146,485,000.00Regulatory AUM · August 2026
- PITCAIRN WEALTH ADVISORS LLCCRD 333260 · CONSHOHOCKEN, PA$5,871,259,245.00Regulatory AUM · August 2026
- PLANNING DIRECTIONS, INC.CRD 120131 · GLEN MILLS, PA$542,444,766.00Regulatory AUM · August 2026
- PLANNING STRATEGIES, INC.CRD 117105 · LANCASTER, PA$384,836,994.00Regulatory AUM · August 2026
- PNC STEEL CITY ADVISORS, LLCCRD 172658 · PITTSBURGH, PA$2,716,618,620.00Regulatory AUM · August 2026
- PNC WEALTH MANAGEMENTCRD 129052 · PITTSBURGH, PA$30,273,072,662.00Regulatory AUM · August 2026
- PPB ADVISORS, LLCCRD 152303 · WEST CONSHOHOCKEN, PA$4,751,573,238.00Regulatory AUM · August 2026
- PRECIDIAN FUNDS LLCCRD 156974 · NEWTOWN, PA$17,000,000.00Regulatory AUM · August 2026
- PREPARED RETIREMENT INSTITUTE LLCCRD 309663 · MONTGOMERYVILLE, PA$307,554,271.00Regulatory AUM · August 2026
- PRESILIUM PRIVATE WEALTH, LLCCRD 318345 · RADNOR, PA$671,659,251.00Regulatory AUM · August 2026
- PRIMESOLUTIONS ADVISORS, LLCCRD 110085 · PITTSBURGH, PA$440,086,455.00Regulatory AUM · August 2026
- PROFESSIONAL FINANCIAL ADVISORS INCCRD 107289 · RADNOR, PA$425,986,789.00Regulatory AUM · August 2026
- PROMETHEUS CAPITAL MANAGEMENT CORP.CRD 121982 · YARDLEY, PA$397,790,936.00Regulatory AUM · August 2026
- PROSPERITY ADVISERS, LLCCRD 282998 · HORSHAM, PA$375,770,956.00Regulatory AUM · August 2026
- PROWELL FINANCIAL MANAGEMENT, LLCCRD 281762 · EXTON, PA$6,863,569,821.00Regulatory AUM · August 2026
- PRUDENT MANAGEMENT ASSOCIATESCRD 16691 · PHILADELPHIA, PA$1,228,684,992.00Regulatory AUM · August 2026
- PSC MANAGER LLCCRD 311756 · YARDLEY, PA$1,135,371,414.00Regulatory AUM · August 2026
- PTM WEALTH MANAGEMENT, LLCCRD 308944 · NORTH WALES, PA$310,164,831.00Regulatory AUM · August 2026
- PW NOVA FINANCIAL SERVICES LLCCRD 333595 · NEWTOWN, PA$654,328,582.00Regulatory AUM · August 2026
- QRG CAPITAL MANAGEMENT, INC.CRD 305277 · BERWYN, PA$11,407,143,461.00Regulatory AUM · August 2026
- QUADRANT PRIVATE WEALTH MANAGEMENT, LLCCRD 277044 · CENTER VALLEY, PA$2,095,947,916.00Regulatory AUM · August 2026
- QUATTRO ADVISORS L.L.C.CRD 146438 · PITTSBURGH, PA$661,740,858.00Regulatory AUM · August 2026
- RADCLIFFE CAPITAL MANAGEMENT, L.P.CRD 136028 · BALA CYNWYD, PA$5,144,022,980.00Regulatory AUM · August 2026
- RADNOR CAPITAL MANAGEMENT, LLCCRD 159559 · WAYNE, PA$854,821,698.00Regulatory AUM · August 2026
- RANDALL & ASSOCIATES WEALTH MANAGEMENT, INC.CRD 323846 · BUTLER, PA$167,249,376.00Regulatory AUM · August 2026
- RED SPRUCE CAPITAL, LLCCRD 158720 · BERWYN, PA$256,905,735.00Regulatory AUM · August 2026
- RED WAVE INVESTMENTS LLCCRD 153198 · DILLSBURG, PA$397,735,451.00Regulatory AUM · August 2026
- RENOVUS ASSOCIATES, LLCCRD 314528 · WAYNE, PA$2,571,382,216.00Regulatory AUM · August 2026
- RETIRE READY WEALTH MANAGEMENT, LLCCRD 316942 · RADNOR, PA$100,099,000.00Regulatory AUM · August 2026
- RETIREMENT AND WEALTH AT ALLIANT, LLCCRD 167970 · WAYNE, PA$7,374,170,393.00Regulatory AUM · August 2026
- RHINO INVESTMENT PARTNERS, INC.CRD 283692 · WEST CONSHOHOCKEN, PA$566,161,000.00Regulatory AUM · August 2026
- RIGGS ASSET MANAGEMENT CO INCCRD 107233 · DALLAS, PA$639,991,478.00Regulatory AUM · August 2026
- RIVER WEALTH ADVISORS LLCCRD 173767 · CAMP HILL, PA$1,469,312,573.00Regulatory AUM · August 2026
- RIVER'S EDGE WEALTH MANAGEMENT LLCCRD 313711 · BEAVER, PA$157,086,676.00Regulatory AUM · August 2026
- RKL WEALTH MANAGEMENT LLCCRD 122693 · LANCASTER, PA$2,508,067,068.00Regulatory AUM · August 2026
- ROBBINS FINANCIAL ADVISORY SERVICE INCCRD 106088 · ERIE, PA$241,654,345.00Regulatory AUM · August 2026
- ROBLE, BELKO AND COMPANY, INC.CRD 123286 · SEWICKLEY, PA$1,552,856,077.00Regulatory AUM · August 2026
- ROCKWOOD WEALTH MANAGEMENT, LLCCRD 137481 · NEW HOPE, PA$2,869,900,402.00Regulatory AUM · August 2026
- RODGERS & ASSOCIATES, LLCCRD 121700 · LANCASTER, PA$1,630,281,071.00Regulatory AUM · August 2026
- RODGERS BROTHERS, INC.CRD 16197 · HARMONY, PA$1,037,507,673.00Regulatory AUM · August 2026
- ROFFMAN MILLLER ASSOCIATES INCCRD 106019 · PHILADELPHIA, PA$3,198,701,439.00Regulatory AUM · August 2026
- ROLEK WEALTH MANAGEMENT LLCCRD 285351 · BERWYN, PA$239,161,911.00Regulatory AUM · August 2026
- RTD FINANCIAL ADVISORS INCCRD 110744 · PHILADELPHIA, PA$2,724,578,473.00Regulatory AUM · August 2026
- RUBENSTEIN PARTNERS, L.P.CRD 156988 · PHILADELPHIA, PA$378,900,000.00Regulatory AUM · August 2026
- SAFS, LLCCRD 144405 · LEMOYNE, PA$182,570,000.00Regulatory AUM · August 2026
- SAGE FINANCIAL GROUP INC.CRD 116574 · WEST CONSHOHOCKEN, PA$4,291,847,204.00Regulatory AUM · August 2026
- SANTORI & PETERS, INC.CRD 105978 · CANONSBURG, PA$433,499,220.00Regulatory AUM · August 2026
- SAOTHAIR CAPITAL PARTNERS, LLCCRD 328192 · WAYNE, PA$500,709,754.00Regulatory AUM · August 2026
- SCHNEIDER DOWNS WEALTH MANAGEMENT ADVISORS, LPCRD 128591 · PITTSBURGH, PA$3,305,788,046.00Regulatory AUM · August 2026
- SCHUYLKILL FINANCIAL, LLCCRD 143052 · WYOMISSING, PA$123,631,702.00Regulatory AUM · August 2026
- SECTOR ANALYSTS LLCCRD 169789 · ALLENTOWN, PA$238,163,786.00Regulatory AUM · August 2026
- SEI INVESTMENTS MANAGEMENT CORPCRD 105146 · OAKS, PA$216,428,500,660.00Regulatory AUM · August 2026
- SEMINAL FOOD AND NUTRITION INVESTMENTS, LLCCRD 317836 · WAYNE, PA$613,180,673.00Regulatory AUM · August 2026
- SENSENIG CAPITAL ADVISORS, INC.CRD 142821 · COLLEGEVILLE, PA$212,881,912.00Regulatory AUM · August 2026
- SEQUINOX WEALTH MANAGEMENT, LLCCRD 335246 · LANCASTER, PA$160,000,000.00Regulatory AUM · August 2026
- SETARCOS WEALTH ADVISORS LLCCRD 157930 · PHILADELPHIA, PA$111,675,224.00Regulatory AUM · August 2026
- SEVENBRIDGE FINANCIAL GROUP, LLCCRD 281037 · HARRISBURG, PA$731,061,433.00Regulatory AUM · August 2026
- SEVENONESEVEN CAPITAL MANAGEMENT, LTDCRD 305092 · LANCASTER, PA$922,674,221.00Regulatory AUM · August 2026
- SHARP WEALTH ADVISORY, LLCCRD 289325 · HORSHAM, PA$502,122,573.00Regulatory AUM · August 2026
- SKM WEALTH ADVISORS LLCCRD 333778 · ERIE, PA$107,461,065.00Regulatory AUM · August 2026
- SMITHBRIDGE ASSET MANAGEMENT, INC.CRD 106261 · CHADDS FORD, PA$830,668,238.00Regulatory AUM · August 2026
- SORA INVESTORS LLCCRD 317257 · BRYN MAWR, PA$2,602,802,000.00Regulatory AUM · August 2026
- SRN ADVISORS, LLCCRD 307155 · HUNTINGDON VALLEY, PA$108,000,000.00Regulatory AUM · August 2026
- STALEY CAPITAL ADVISERS INCCRD 107118 · PITTSBURGH, PA$3,108,464,090.00Regulatory AUM · August 2026
- STANLEY-LAMAN GROUP LTD.CRD 112112 · BERWYN, PA$1,023,479,352.00Regulatory AUM · August 2026
- STARK WEALTH MANAGEMENT LLCCRD 309422 · BETHLEHEM, PA$262,465,084.00Regulatory AUM · August 2026
- STERLING INVESTMENT ADVISORS LTD.CRD 140710 · BERWYN, PA$1,075,820,676.00Regulatory AUM · August 2026
- STEVEN G. BLUM AND ASSOCIATES, LLCCRD 130807 · SWARTHMORE, PA$180,237,422.00Regulatory AUM · August 2026
- STEVENS CAPITAL MANAGEMENT LPCRD 161202 · RADNOR, PA$3,678,695,877.00Regulatory AUM · August 2026
- STEWARDSHIP ADVISORS, LLCCRD 277099 · MOUNT JOY, PA$545,180,460.00Regulatory AUM · August 2026
- STILLWATER CAPITAL ADVISORS, LLCCRD 149946 · DEVON, PA$1,344,273,458.00Regulatory AUM · August 2026
- STOCK SNIPS, INC.CRD 322544 · PITTSBURGH, PANot availableRegulatory AUM · August 2026
- STONE HOUSE INVESTMENT MANAGEMENT, LLCCRD 139410 · TUNKHANNOCK, PA$841,676,886.00Regulatory AUM · August 2026
- STONE PINE FINANCIAL PARTNERS, LLCCRD 175287 · MEDIA, PA$256,750,667.00Regulatory AUM · August 2026
- STONEBRIDGE FINANCIAL GROUP, LLCCRD 327529 · WORMLEYSBURG, PA$2,276,868,952.00Regulatory AUM · August 2026
- STONECROP WEALTH ADVISORS, LLCCRD 306486 · WEST CHESTER, PA$299,540,652.00Regulatory AUM · August 2026
- STONERIDGE INVESTMENT PARTNERS LLCCRD 109261 · RADNOR, PA$152,341,725.00Regulatory AUM · August 2026
- STONERIDGE PMG ADVISORS, LLCCRD 107662 · RADNOR, PA$390,652,054.00Regulatory AUM · August 2026
- STRID GROUP, LLCCRD 170052 · NEWTOWN SQUARE, PA$1,077,317,886.00Regulatory AUM · August 2026
- SUCCESS WEALTH MANAGEMENT LLCCRD 299094 · WEXFORD, PA$110,470,000.00Regulatory AUM · August 2026
- SUMMIT GROUP RETIREMENT PLANNERS, INC.CRD 169823 · EXTON, PA$302,322,937.00Regulatory AUM · August 2026
- TAURUS PRIVATE MARKETS, LLCCRD 300786 · MALVERN, PA$508,710,000.00Regulatory AUM · August 2026
- TAYLOR SECURITIES SERVICES, INC.CRD 304070 · HARRISBURG, PA$252,504,708.00Regulatory AUM · August 2026
- THE ARANDA GROUP ADVISORS, LLCCRD 302100 · JENKINTOWN, PA$233,704,614.00Regulatory AUM · August 2026
- THE ESTATE PLANNERS GROUP LLCCRD 124418 · YARDLEY, PA$422,065,000.00Regulatory AUM · August 2026
- THE FAIRMAN GROUP, LLCCRD 121492 · CHESTERBROOK, PA$902,130,650.00Regulatory AUM · August 2026
- THE MUSUNEGGI FINANCIAL GROUP, LLCCRD 334574 · CANONSBURG, PA$145,509,045.00Regulatory AUM · August 2026
- THE VANGUARD GROUP, INC.CRD 105958 · MALVERN, PA$11,092,665,107,962.00Regulatory AUM · August 2026
- THOR TRADING ADVISORS, LLCCRD 310362 · GREENSBURG, PA$217,020,431.00Regulatory AUM · August 2026
- THREE CORD TRUE WEALTH MANAGEMENT, LLCCRD 307480 · BEAVER, PA$317,888,046.00Regulatory AUM · August 2026
- THRIVE CAPITAL MANAGEMENT, LLCCRD 281347 · FORT WASHINGTON, PA$656,745,095.00Regulatory AUM · August 2026
- THRIVE WEALTH MANAGEMENT, LLCCRD 168777 · AUDUBON, PA$1,578,511,836.00Regulatory AUM · August 2026
- TIFF ADVISORY SERVICES, LLCCRD 327436 · RADNOR, PA$8,615,730,236.00Regulatory AUM · August 2026
- TIFF ENDOWMENT ASSET MANAGEMENT, LLCCRD 156308 · RADNOR, PA$2,461,642,267.00Regulatory AUM · August 2026
- TILLER PRIVATE WEALTH, INC.CRD 111268 · BETHLEHEM, PA$730,302,316.00Regulatory AUM · August 2026
- TLC GROUP INVESTMENT ADVISORS, LLCCRD 137814 · STATE COLLEGE, PA$168,352,529.00Regulatory AUM · August 2026
- TOWER BRIDGE ADVISORS, INC.CRD 115700 · WEST CONSHOHOCKEN, PA$1,494,267,021.00Regulatory AUM · August 2026
- TOWER WEALTH PARTNERS, INC.CRD 310461 · LEWISBURG, PA$440,385,108.00Regulatory AUM · August 2026
- TOWERCREST CAPITAL MANAGEMENT, LLCCRD 152069 · NEWTOWN, PA$717,601,381.00Regulatory AUM · August 2026
- TRANSAMERICA FINANCIAL ADVISORS, LLCCRD 16164 · PHILADELPHIA, PA$2,106,655,325.00Regulatory AUM · August 2026