RIA Intelligence

Investment Advisers in Pennsylvania

1,289 registered firms

Sort by: AUM Name Employees Last Updated
AMP ASSET MANAGEMENT, INC.
CRD #119507 DANVILLE, PA
SEC
AUM
$178.7M
Employees
--
CONVERGENT FINANCIAL STRATEGIES LLC
CRD #158192 PLYMOUTH MEETING, PA
SEC
AUM
$178.5M
Employees
3
SWEETWATER ASSET MANAGEMENT LLC
CRD #134367 CANONSBURG, PA
SEC
AUM
$177.3M
Employees
5
STARK WEALTH MANAGEMENT LLC
CRD #309422 BETHLEHEM, PA
SEC Disclosures
AUM
$176.9M
Employees
4
VFPE ADVISORS LLC
CRD #299829 AUDUBON, PA
SEC Private Funds
AUM
$176.6M
Employees
7
GIBRALTAR WEALTH MANAGEMENT, LLC
CRD #124128 ABINGTON, PA
SEC
AUM
$176.5M
Employees
5
PTM WEALTH MANAGEMENT, LLC
CRD #308944 NORTH WALES, PA
SEC
AUM
$175.3M
Employees
6
TEAM FINANCIAL MANAGERS, INC.
CRD #115130 HARRISBURG, PA
SEC
AUM
$174.6M
Employees
6
RPH FINANCIAL SERVICES, INC
CRD #112884 STROUDSBURG, PA
SEC
AUM
$173.6M
Employees
6
AGILITY EQUITY PARTNERS, LLC
CRD #338602 PITTSBURGH, PA
SEC Private Funds
AUM
$173.1M
Employees
7
HOLOS INTEGRATED WEALTH, LLC
CRD #329884 KENNETT SQUARE, PA
SEC
AUM
$173M
Employees
2
GAMMA CAPITAL ADVISORS LTD.
CRD #129918 KING OF PRUSSIA, PA
SEC
AUM
$172M
Employees
10
COPPER BEECH ADVISORS, LLC
CRD #122811 KING OF PRUSSIA, PA
SEC
AUM
$171.2M
Employees
5
WHARTON WEALTH MANAGEMENT, LLC
CRD #281348 MALVERN, PA
SEC
AUM
$170.4M
Employees
2
ADVICE & PLANNING SERVICES LLC
CRD #283626 YOUNGWOOD, PA
SEC
AUM
$169.9M
Employees
1
ERICKSON FINANCIAL GROUP, LLC
CRD #299818 ALLENTOWN, PA
SEC
AUM
$169.2M
Employees
6
WHARTONHILL INVESTMENT ADVISORS
CRD #151483 FORT WASHINGTON, PA
SEC
AUM
$169M
Employees
3
KAPUSTA FINANCIAL GROUP, INC.
CRD #123349 PITTSBURGH, PA
SEC
AUM
$168.6M
Employees
4
EAGLE INVESTMENT ADVISORS, LLC
CRD #144094 DOWNINGTOWN, PA
SEC
AUM
$168.6M
Employees
2
IFG RUSSELL ADVISORS INC
CRD #108677 BERWYN, PA
SEC
AUM
$168.2M
Employees
13
CAPITAL SOLUTIONS, INC.
CRD #283533 BLUE BELL, PA
Private Funds
AUM
$166.6M
Employees
14
ROLEK WEALTH MANAGEMENT LLC
CRD #285351 BERWYN, PA
SEC
AUM
$165.6M
Employees
1
VALLEY FORGE CAPITAL ADVISORS, INC.
CRD #123652 MALVERN, PA
SEC
AUM
$164.8M
Employees
10
OAKMONT INVESTMENT ADVISORS, INC.
CRD #111095 PITTSBURGH, PA
SEC
AUM
$164.1M
Employees
2
SAOTHAIR CAPITAL PARTNERS, LLC
CRD #328192 WAYNE, PA
SEC Private Funds
AUM
$163.3M
Employees
7