RIA Intelligence

Investment Advisers in Pennsylvania

1,289 registered firms

Sort by: AUM Name Employees Last Updated
STONE PINE FINANCIAL PARTNERS, LLC
CRD #175287 MEDIA, PA
SEC
AUM
$199M
Employees
5
TWENTY ACRE CAPITAL LP
CRD #306381 NEWTOWN, PA
SEC Private Funds Disclosures
AUM
$198.5M
Employees
8
CHRISTINE MESSMER, P.C.
CRD #121202 COLLEGEVILLE, PA
SEC
AUM
$198M
Employees
1
AUA CAPITAL MANAGEMENT, LLC
CRD #164914 CAMP HILL, PA
SEC
AUM
$196.9M
Employees
6
FOUNDATION CAPITAL MANAGEMENT, LLC
CRD #142659 EAST NORRITON, PA
SEC
AUM
$196.2M
Employees
2
ARCHETYPE ADVISORS, LLC
CRD #156527 DOYLESTOWN, PA
SEC
AUM
$195M
Employees
4
AVANTRA FAMILY WEALTH, INC.
CRD #288209 MECHANICSBURG, PA
SEC
AUM
$194.4M
Employees
6
MILLRACE ASSET GROUP, INC.
CRD #136907 BERWYN, PA
SEC Private Funds
AUM
$194.1M
Employees
8
LEGACY SOLUTIONS, LLC
CRD #323360 KENNETT SQUARE, PA
SEC
AUM
$192.8M
Employees
6
ECON FINANCIAL SERVICES CORPORATION
CRD #226774 HARRISBURG, PA
SEC
AUM
$192.7M
Employees
7
VALLEY BROOK CAPITAL GROUP, INC.
CRD #122460 VENETIA, PA
SEC
AUM
$192.2M
Employees
7
YARDLEY WEALTH MANAGEMENT LLC
CRD #134311 YARDLEY, PA
SEC
AUM
$192M
Employees
7
KOHLHEPP INVESTMENT ADVISORS, LTD.
CRD #113989 DOYLESTOWN, PA
SEC
AUM
$191M
Employees
6
RETIREMENT PLANNING SPECIALISTS, INC.
CRD #157811 WILLOW GROVE, PA
SEC
AUM
$189.5M
Employees
7
SENSENIG CAPITAL ADVISORS, INC.
CRD #142821 COLLEGEVILLE, PA
SEC
AUM
$188.9M
Employees
6
ROSEMONT INVESTMENT PARTNERS, LLC
CRD #157381 WEST CONSHOHOCKEN, PA
SEC Private Funds
AUM
$187.6M
Employees
5
ALPERN WEALTH MANAGEMENT, LLC
CRD #165268 PITTSBURGH, PA
SEC
AUM
$187.4M
Employees
3
PRISM ADVISORY GROUP, LLC
CRD #152555 NEWTOWN, PA
SEC Private Funds
AUM
$184.4M
Employees
6
INVICTA ADVISORS LLC
CRD #298868 OAKMONT, PA
SEC
AUM
$183.5M
Employees
44
HAMILTON LANE NEW YORK LLC
CRD #107796 BALA CYNWYD, PA
SEC
AUM
$183.5M
Employees
5
ABACUS ADVISORS INC
CRD #107060 EXTON, PA
SEC
AUM
$181.6M
Employees
--
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
FLAGSHIP CAPITAL MANAGEMENT INC
CRD #108354 MEDIA, PA
SEC
AUM
$179.5M
Employees
4
OAKTREE ADVISORS LLC
CRD #168271 COOPERSBURG, PA
SEC
AUM
$179.3M
Employees
6