RIA Intelligence

Investment Advisers in Pennsylvania

1,289 registered firms

Sort by: AUM Name Employees Last Updated
HOTALING INVESTMENT MANAGEMENT, LLC
CRD #164270 WAYNE, PA
SEC
AUM
$299.8M
Employees
5
EGE ADVISORS, LTD.
CRD #113625 KING OF PRUSSIA, PA
SEC
AUM
$294.8M
Employees
--
FS TACTICAL ADVISOR, LLC
CRD #300214 PHILADELPHIA, PA
SEC Private Funds
AUM
$294.2M
Employees
149
CAPSTONE WEALTH MANAGEMENT GROUP, LLC
CRD #284547 DUNMORE, PA
SEC
AUM
$291.7M
Employees
5
VISTA INVESTMENT MANAGEMENT, LLC
CRD #116068 PITTSBURGH, PA
SEC Disclosures
AUM
$286.3M
Employees
4
STONERIDGE INVESTMENT PARTNERS LLC
CRD #109261 RADNOR, PA
SEC
AUM
$286.2M
Employees
10
HERBEIN WEALTH MANAGEMENT, L.L.C.
CRD #118114 WYOMISSING, PA
SEC
AUM
$284M
Employees
5
MATTHEW 25 MANAGEMENT CORP
CRD #104566 AMBLER, PA
SEC
AUM
$281.8M
Employees
1
LINDENWOLD ADVISORS INC.
CRD #308454 READING, PA
SEC
AUM
$278.6M
Employees
4
BALLAST FINANCIAL ADVISORS, LLC
CRD #304430 WEST CHESTER, PA
SEC
AUM
$276.4M
Employees
6
ONESOURCE RETIREMENT ADVISORS, INC.
CRD #119848 MALVERN, PA
SEC
AUM
$276.1M
Employees
10
KAILASA CAPITAL MANAGEMENT LLC
CRD #286159 PITTSBURGH, PA
SEC Private Funds
AUM
$276.1M
Employees
3
GODSHALK WELSH CAPITAL MANAGEMENT, INC.
CRD #106410 RADNOR, PA
SEC
AUM
$275.5M
Employees
2
MBA ADVISORS LLC
CRD #168073 HERMITAGE, PA
SEC
AUM
$275.2M
Employees
4
ALPHAONE INVESTMENT SERVICES, LLC
CRD #149146 BERWYN, PA
SEC Private Funds
AUM
$273.5M
Employees
17
RKM ADVISORS INC
CRD #106129 WEST CHESTER, PA
SEC
AUM
$272.9M
Employees
5
BLUEFIN INVESTMENT MANAGEMENT, LLC
CRD #161173 BERWYN, PA
SEC Private Funds
AUM
$272.2M
Employees
8
IRVING MAGEE INVESTMENT MANAGEMENT, LLC
CRD #155040 CONSHOHOCKEN, PA
SEC
AUM
$269.1M
Employees
2
MAGUIRE INVESTMENTS LLC
CRD #164039 KING OF PRUSSIA, PA
SEC
AUM
$269M
Employees
4
PWA FINANCIAL
CRD #165369 NEWTOWN, PA
SEC
AUM
$267.9M
Employees
4
NEW RHEIN HEALTHCARE INVESTORS LLC
CRD #300842 PHILADELPHIA, PA
SEC Private Funds
AUM
$263.8M
Employees
9
PERSIMMON CAPITAL MANAGEMENT LP
CRD #108107 BLUE BELL, PA
SEC Private Funds
AUM
$262.8M
Employees
4
SUMMIT GROUP RETIREMENT PLANNERS, INC.
CRD #169823 EXTON, PA
SEC
AUM
$261.9M
Employees
4
TRUNORTH FINANCIAL SERVICES, INC.
CRD #111308 CHAMBERSBURG, PA
SEC
AUM
$257.9M
Employees
6
AVALON ADVISORY GROUP LLC
CRD #297090 WEXFORD, PA
SEC
AUM
$256.7M
Employees
4