Investment adviser firms in Pennsylvania · Page 6
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
- TRAYNOR CAPITAL MANAGEMENT, INC.CRD 138881 · MALVERN, PA$2,420,585,194.00Regulatory AUM · August 2026
- TREBUCHET CONSULTING, LLCCRD 166645 · PITTSBURGH, PA$1,080,372,470.00Regulatory AUM · August 2026
- TRIDENT ADVISORS INCCRD 108920 · DOYLESTOWN, PA$116,942,888.00Regulatory AUM · August 2026
- TRINITY INVESTMENT ADVISORS, LLCCRD 141039 · WEST CHESTER, PA$388,246,434.00Regulatory AUM · August 2026
- TRINITY WEALTH MANAGEMENT, LLCCRD 169216 · BERWYN, PA$399,170,742.00Regulatory AUM · August 2026
- TROUTMAN WEALTH MANAGEMENT, LLCCRD 301107 · MALVERN, PA$152,502,715.00Regulatory AUM · August 2026
- TRUNORTH FINANCIAL SERVICES, INC.CRD 111308 · CHAMBERSBURG, PA$309,492,678.00Regulatory AUM · August 2026
- TRUSTMONT ADVISORY GROUP, INC.CRD 106015 · GREENSBURG, PA$1,395,307,006.00Regulatory AUM · August 2026
- TWIN CAPITAL MANAGEMENT INCCRD 104748 · MCMURRAY, PA$837,792,290.00Regulatory AUM · August 2026
- UNION SQUARE CAPITAL PARTNERS, LLCCRD 288708 · KENNETT SQUARE, PA$188,749,175.00Regulatory AUM · August 2026
- UP STRATEGIC WEALTH INVESTMENT ADVISORS, LLCCRD 166742 · PITTSBURGH, PA$258,650,425.00Regulatory AUM · August 2026
- US ASSET MANAGEMENT, LLCCRD 124234 · PITTSBURGH, PA$358,460,029.00Regulatory AUM · August 2026
- US INNOVATIVE TECHNOLOGY CAPITAL MANAGEMENT, LLCCRD 323370 · MOON TOWNSHIP, PA$7,033,520,977.00Regulatory AUM · August 2026
- V3LIMITED LLCCRD 169624 · RADNOR, PA$122,440,948.00Regulatory AUM · August 2026
- VALEN PRIVATE CAPITAL, LLC.CRD 342364 · PAOLI, PANot availableRegulatory AUM · August 2026
- VALLEY BROOK CAPITAL GROUP, INC.CRD 122460 · VENETIA, PA$223,267,862.00Regulatory AUM · August 2026
- VALLEY FINANCIAL GROUP, INC.CRD 312254 · AMBLER, PA$287,218,133.00Regulatory AUM · August 2026
- VALLEY FORGE INVESTMENT CONSULTANTS, INC.CRD 123898 · AUDUBON, PA$3,492,195,058.00Regulatory AUM · August 2026
- VALLEY NATIONAL ADVISERS INCCRD 110788 · BETHLEHEM, PA$1,310,550,210.00Regulatory AUM · August 2026
- VANGUARD ADVISERS, INC.CRD 106715 · MALVERN, PA$344,619,578,214.00Regulatory AUM · August 2026
- VANGUARD ALTERNATIVE ASSETS ADVISER, LLCCRD 341357 · MALVERN, PANot availableRegulatory AUM · August 2026
- VANGUARD CAPITAL MANAGEMENT, LLCCRD 338002 · MALVERN, PA$8,436,181,597,982.00Regulatory AUM · August 2026
- VANGUARD GLOBAL ADVISERS, LLCCRD 164593 · MALVERN, PA$249,658,749,492.00Regulatory AUM · August 2026
- VANGUARD PORTFOLIO MANAGEMENT, LLCCRD 338003 · MALVERN, PA$2,656,483,509,980.00Regulatory AUM · August 2026
- VANTUS WEALTH LLCCRD 337216 · LANCASTER, PA$439,803,679.00Regulatory AUM · August 2026
- VEERY CAPITAL, LLCCRD 298465 · WEST CHESTER, PA$971,383,003.00Regulatory AUM · August 2026
- VENATOR MANAGEMENT LLCCRD 310406 · PITTSBURGH, PA$511,709,674.00Regulatory AUM · August 2026
- VENERABLE INVESTMENT ADVISERS, LLCCRD 330755 · WEST CHESTER, PA$16,274,339,420.00Regulatory AUM · August 2026
- VERDIS INVESTMENT MANAGEMENT, LLCCRD 134445 · WEST CONSHOHOCKEN, PA$496,969,429.00Regulatory AUM · August 2026
- VERICREST PRIVATE WEALTH, LLCCRD 311111 · NEWTOWN, PA$137,811,340.00Regulatory AUM · August 2026
- VERMILLION & WHITE WEALTH MANAGEMENT GROUP LLCCRD 168215 · PHOENIXVILLE, PA$278,557,328.00Regulatory AUM · August 2026
- VERSA CAPITAL MANAGEMENT, L.P.CRD 321934 · PHILADELPHIA, PA$180,072,966.00Regulatory AUM · August 2026
- VFPE ADVISORS LLCCRD 299829 · AUDUBON, PA$195,631,825.00Regulatory AUM · August 2026
- VICUS CAPITAL, INC.CRD 116021 · STATE COLLEGE, PA$2,994,398,372.00Regulatory AUM · August 2026
- VILLANOVA INVESTMENT MANAGEMENT COMPANY, LLCCRD 287809 · WAYNE, PA$143,872,405.00Regulatory AUM · August 2026
- VISTA INVESTMENT MANAGEMENT, LLCCRD 116068 · PITTSBURGH, PA$323,938,503.00Regulatory AUM · August 2026
- WAGNER WEALTH MANAGEMENT, CORP.CRD 324196 · CONYNGHAM, PA$148,685,773.00Regulatory AUM · August 2026
- WALDRON PRIVATE WEALTH, LLCCRD 131063 · BRIDGEVILLE, PA$5,497,678,268.00Regulatory AUM · August 2026
- WALSKY INVESTMENT MANAGEMENT INCCRD 106991 · WYOMISSING, PA$130,176,804.00Regulatory AUM · August 2026
- WATKINSON CAPITAL ADVISORS LLCCRD 151862 · BERWYN, PA$124,247,513.00Regulatory AUM · August 2026
- WEALTH MANAGEMENT STRATEGIES, INC.CRD 305481 · PITTSBURGH, PA$314,658,530.00Regulatory AUM · August 2026
- WEALTH MORE ENTERPRISE, INC.CRD 324763 · PHILADELPHIA, PA$99,736.00Regulatory AUM · August 2026
- WEALTHCARE ADVISORY PARTNERS LLCCRD 171976 · WEST CHESTER, PA$8,288,119,150.00Regulatory AUM · August 2026
- WEALTHCARE CAPITAL PARTNERS, LLCCRD 330300 · WEST CHESTER, PA$407,400,746.00Regulatory AUM · August 2026
- WEALTHFD LLCCRD 299248 · CONSHOHOCKEN, PA$87,833,546.00Regulatory AUM · August 2026
- WEALTHKARE.COM, INC.CRD 115111 · MOUNT UNION, PA$136,653,708.00Regulatory AUM · August 2026
- WEALTHN LLCCRD 285915 · NEWTOWN SQUARE, PA$1,500,000.00Regulatory AUM · August 2026
- WEALTHTRUST AXIOM, LLCCRD 145186 · WAYNE, PA$899,555,956.00Regulatory AUM · August 2026
- WEDGEWOOD INVESTORS INCCRD 104834 · ERIE, PA$215,846,291.00Regulatory AUM · August 2026
- WEDMONT PRIVATE CAPITAL, LLCCRD 305815 · WEST CHESTER, PA$3,440,714,185.00Regulatory AUM · August 2026
- WEIK CAPITAL MANAGEMENT, INCCRD 107068 · WYOMISSING, PA$334,697,063.00Regulatory AUM · August 2026
- WESCOTT FINANCIAL ADVISORY GROUP LLCCRD 105989 · PHILADELPHIA, PA$4,155,788,050.00Regulatory AUM · August 2026
- WHARTON BUSINESS GROUP, LLCCRD 133722 · MALVERN, PA$4,566,061,373.00Regulatory AUM · August 2026
- WHARTON WEALTH MANAGEMENT, LLCCRD 281348 · MALVERN, PA$209,168,957.00Regulatory AUM · August 2026
- WICK CAPITAL PARTNERS, LLCCRD 299194 · WAYNE, PA$929,693,259.00Regulatory AUM · August 2026
- WYZE WEALTH ADVISORS, LLCCRD 329413 · CANONSBURG, PA$264,521,124.00Regulatory AUM · August 2026
- XPONANCE ALTS SOLUTIONS, LLCCRD 314283 · PHILADELPHIA, PA$92,262,700.00Regulatory AUM · August 2026
- XPONANCE LLCCRD 111126 · PHILADELPHIA, PA$24,266,430,710.00Regulatory AUM · August 2026
- YANNI & ASSOCIATES INVESTMENT ADVISORS, LLCCRD 142913 · WEXFORD, PA$172,650,000.00Regulatory AUM · August 2026
- YARDLEY WEALTH MANAGEMENT LLCCRD 134311 · YARDLEY, PA$231,589,312.00Regulatory AUM · August 2026
- YOFFE INVESTMENT MANAGEMENT, LLCCRD 173454 · LEMOYNE, PA$174,894,091.00Regulatory AUM · August 2026
- ZENITH SOLUTIONS, INC.CRD 304732 · PHILADELPHIA, PA$150,966,524.00Regulatory AUM · August 2026
- ZULLO INVESTMENT GROUP, INC.CRD 311698 · SCRANTON, PA$422,967,973.00Regulatory AUM · August 2026