RIA Intelligence

Investment Advisers in Pennsylvania

1,289 registered firms

Sort by: AUM Name Employees Last Updated
WHARTON WEALTH MANAGEMENT, LLC
CRD #281348 MALVERN, PA
SEC
AUM
$170.4M
Employees
2
COPPER BEECH ADVISORS, LLC
CRD #122811 KING OF PRUSSIA, PA
SEC
AUM
$171.2M
Employees
5
GAMMA CAPITAL ADVISORS LTD.
CRD #129918 KING OF PRUSSIA, PA
SEC
AUM
$172M
Employees
10
HOLOS INTEGRATED WEALTH, LLC
CRD #329884 KENNETT SQUARE, PA
SEC
AUM
$173M
Employees
2
AGILITY EQUITY PARTNERS, LLC
CRD #338602 PITTSBURGH, PA
SEC Private Funds
AUM
$173.1M
Employees
7
RPH FINANCIAL SERVICES, INC
CRD #112884 STROUDSBURG, PA
SEC
AUM
$173.6M
Employees
6
TEAM FINANCIAL MANAGERS, INC.
CRD #115130 HARRISBURG, PA
SEC
AUM
$174.6M
Employees
6
PTM WEALTH MANAGEMENT, LLC
CRD #308944 NORTH WALES, PA
SEC
AUM
$175.3M
Employees
6
GIBRALTAR WEALTH MANAGEMENT, LLC
CRD #124128 ABINGTON, PA
SEC
AUM
$176.5M
Employees
5
VFPE ADVISORS LLC
CRD #299829 AUDUBON, PA
SEC Private Funds
AUM
$176.6M
Employees
7
STARK WEALTH MANAGEMENT LLC
CRD #309422 BETHLEHEM, PA
SEC Disclosures
AUM
$176.9M
Employees
4
SWEETWATER ASSET MANAGEMENT LLC
CRD #134367 CANONSBURG, PA
SEC
AUM
$177.3M
Employees
5
CONVERGENT FINANCIAL STRATEGIES LLC
CRD #158192 PLYMOUTH MEETING, PA
SEC
AUM
$178.5M
Employees
3
AMP ASSET MANAGEMENT, INC.
CRD #119507 DANVILLE, PA
SEC
AUM
$178.7M
Employees
--
OAKTREE ADVISORS LLC
CRD #168271 COOPERSBURG, PA
SEC
AUM
$179.3M
Employees
6
FLAGSHIP CAPITAL MANAGEMENT INC
CRD #108354 MEDIA, PA
SEC
AUM
$179.5M
Employees
4
1801 ADMIN, LLC
CRD #157161 PHILADELPHIA, PA
SEC Private Funds
AUM
$181.5M
Employees
4
VERSA CAPITAL MANAGEMENT, L.P.
CRD #321934 PHILADELPHIA, PA
SEC Private Funds
AUM
$181.5M
Employees
4
ABACUS ADVISORS INC
CRD #107060 EXTON, PA
SEC
AUM
$181.6M
Employees
--
HAMILTON LANE NEW YORK LLC
CRD #107796 BALA CYNWYD, PA
SEC
AUM
$183.5M
Employees
5
INVICTA ADVISORS LLC
CRD #298868 OAKMONT, PA
SEC
AUM
$183.5M
Employees
44
PRISM ADVISORY GROUP, LLC
CRD #152555 NEWTOWN, PA
SEC Private Funds
AUM
$184.4M
Employees
6
ALPERN WEALTH MANAGEMENT, LLC
CRD #165268 PITTSBURGH, PA
SEC
AUM
$187.4M
Employees
3
ROSEMONT INVESTMENT PARTNERS, LLC
CRD #157381 WEST CONSHOHOCKEN, PA
SEC Private Funds
AUM
$187.6M
Employees
5
SENSENIG CAPITAL ADVISORS, INC.
CRD #142821 COLLEGEVILLE, PA
SEC
AUM
$188.9M
Employees
6