RIA Intelligence

Investment Advisers in Pennsylvania

1,289 registered firms

Sort by: AUM Name Employees Last Updated
B & L ASSET MANAGEMENT, LLC
CRD #124811 PITTSBURGH, PA
SEC
AUM
$163.2M
Employees
2
ROCK HILL INVESTMENT MANAGEMENT, L.P.
CRD #137978 BALA CYNWYD, PA
SEC
AUM
$162.5M
Employees
--
JMS CAPITAL GROUP WEALTH SERVICES, LLC
CRD #281325 SEWICKLEY, PA
SEC
AUM
$161.3M
Employees
4
MORRIS CAPITAL ADVISORS INC
CRD #105890 MALVERN, PA
SEC
AUM
$160.8M
Employees
3
PITTSBURGH FINANCIAL PLANNERS, INC.
CRD #14155 BRIDGEVILLE, PA
SEC
AUM
$160.6M
Employees
6
NEWBRIDGE WEALTH MANAGEMENT, LLC
CRD #169239 BRYN MAWR, PA
SEC
AUM
$160M
Employees
3
YANNI & ASSOCIATES INVESTMENT ADVISORS, LLC
CRD #142913 WEXFORD, PA
SEC
AUM
$160M
Employees
2
VANTAGE POINT ADVISORS INC.
CRD #109866 LOWER GWYNEDD, PA
SEC
AUM
$159.6M
Employees
10
HOFFMAN CAPITAL ADVISORS LLC
CRD #287766 CRANBERRY TWP, PA
SEC
AUM
$159.5M
Employees
7
NETWORTH ADVISORS, LLC
CRD #311621 CANONSBURG, PA
SEC
AUM
$159.3M
Employees
13
ASCO FINANCIAL GROUP, INC.
CRD #124395 KINGSTON, PA
SEC
AUM
$159.3M
Employees
2
PROFESSIONAL FINANCIAL ADVISORS, INC.
CRD #119910 NEW CUMBERLAND, PA
SEC Disclosures
AUM
$158.4M
Employees
6
SPELLISSY ARTHUR E & ASSOCIATES INC
CRD #106650 WAYNE, PA
SEC
AUM
$156.2M
Employees
3
ALVIN CLAY FINANCIAL ADVISORS, LLC
CRD #226655 JENKINTOWN, PA
SEC
AUM
$154.6M
Employees
5
QUAKER FUNDS, INC.
CRD #114114 BERWYN, PA
SEC
AUM
$153.6M
Employees
6
MUNTZ FINANCIAL, LLC
CRD #145971 DOYLESTOWN, PA
SEC Private Funds
AUM
$153.2M
Employees
3
CONTEXT BH CAPITAL MANAGEMENT, LP
CRD #164091 BALA CYNWYD, PA
SEC Private Funds
AUM
$153M
Employees
6
TAYLOR SECURITIES SERVICES, INC.
CRD #304070 HARRISBURG, PA
SEC
AUM
$152.9M
Employees
12
STEVEN G. BLUM AND ASSOCIATES, LLC
CRD #130807 SWARTHMORE, PA
SEC
AUM
$152.5M
Employees
3
SEQUINOX WEALTH MANAGEMENT, LLC
CRD #335246 LANCASTER, PA
SEC
AUM
$152.3M
Employees
7
EHB FINANCIAL RESOURCES MANAGEMENT, INC.
CRD #116186 EXTON, PA
SEC
AUM
$152M
Employees
2
RPH FINANCIAL SERVICES, INC.
CRD #298683 STROUDSBURG, PA
SEC
AUM
$150.9M
Employees
4
EXECUTIVE WEALTH COUNSELORS, LLC
CRD #141529 PITTSBURGH, PA
SEC
AUM
$150.5M
Employees
4
GEEWAX + PARTNERS, LLC
CRD #146675 WEST GROVE, PA
SEC
AUM
$150.3M
Employees
5
CROSSOVER CAPITAL BRANDS LLC
CRD #326625 YARDLEY, PA
SEC
AUM
$150.1M
Employees
2