Get the app
Scan, or open the download page
LanguageEnglish · more soon
Star the stocks you care about and follow their prices and news in one place.
Start your Watchlist886 investment advisory firms are registered with a main office in Pennsylvania, together advising $27.19T for 4,184,064 clients. The 100 largest by assets under management are listed below; every figure comes from the firm’s own Form ADV filing.
| # | Firm | Assets | Clients | Staff | Record |
|---|---|---|---|---|---|
| 1 |
Malvern · SEC-registered
|
$11.09T | 228 | 1,702 | Flagged |
| 2 |
Malvern · SEC-registered
|
$8.44T | 128 | 235 | Flagged |
| 3 |
Malvern · SEC-registered
|
$2.66T | 101 | 105 | Flagged |
| 4 |
Pittsburgh · SEC-registered
|
$873.9B | 3,942 | 98 | Flagged |
| 5 |
Berwyn · SEC-registered
|
$614.9B | 2,241,364 | 532 | Clean |
| 6 |
Pittsburgh · SEC-registered
|
$590.1B | 71 | 106 | Clean |
| 7 |
Malvern · SEC-registered
|
$344.6B | 791,528 | 2,208 | Flagged |
| 8 |
Malvern · SEC-registered
|
$249.7B | 78 | 315 | Flagged |
| 9 |
Oaks · SEC-registered
|
$216.4B | 112,646 | 434 | Flagged |
| 10 |
Pittsburgh · SEC-registered
|
$207.2B | 8,721 | 213 | Clean |
| 11 |
Wayne · SEC-registered
|
$152.1B | 75 | 368 | Clean |
| 12 |
Philadelphia · SEC-registered
|
$144.0B | 287 | 778 | Flagged |
| 13 |
Conshohocken · SEC-registered
|
$141.8B | 232 | 740 | Clean |
| 14 |
Philadelphia · SEC-registered
|
$110.1B | 243,808 | 2,404 | Flagged |
| 15 |
Radnor · SEC-registered
|
$102.1B | 129 | 86 | Clean |
| 16 |
Philadelphia · SEC-registered
|
$65.4B | 977 | 157 | Flagged |
| 17 |
Conshohocken · SEC-registered
|
$42.3B | 35 | 30 | Clean |
| 18 |
Philadelphia · SEC-registered
|
$41.5B | 166 | 193 | Clean |
| 19 |
West Conshohocken · SEC-registered
|
$40.9B | 199 | 200 | Flagged |
| 20 |
Malvern · SEC-registered
|
$38.6B | 57 | 24 | Clean |
| 21 |
Philadelphia · SEC-registered
|
$35.7B | 36,013 | 151 | Clean |
| 22 |
Radnor · SEC-registered
|
$35.1B | 16 | 222 | Clean |
| 23 |
Pittsburgh · SEC-registered
|
$30.3B | 164,105 | 1,713 | Flagged |
| 24 |
Newtown Square · SEC-registered
|
$29.7B | 222 | 44 | Clean |
| 25 |
West Conshohocken · SEC-registered
|
$25.4B | 1,791 | 94 | Clean |
| 26 |
Philadelphia · SEC-registered
|
$24.3B | 131 | 46 | Clean |
| 27 |
Fort Washington · SEC-registered
|
$22.0B | 138,369 | 1,238 | Flagged |
| 28 |
Berwyn · SEC-registered
|
$17.3B | 60,663 | 532 | Clean |
| 29 |
Berwyn · SEC-registered
|
$16.3B | 4,876 | 24 | Clean |
| 30 |
West Chester · SEC-registered
|
$16.3B | 21 | 12 | Clean |
| 31 |
Philadelphia · SEC-registered
|
$16.1B | 3 | 736 | Clean |
| 32 |
Philadelphia · SEC-registered
|
$15.8B | 943 | 67 | Clean |
| 33 |
Pittsburgh · SEC-registered
|
$14.3B | 14 | 15 | Clean |
| 34 |
Conshohocken · SEC-registered
|
$13.7B | 101 | 100 | Clean |
| 35 |
Newtown Square · SEC-registered
|
$13.5B | 135 | 12 | Clean |
| 36 |
Berwyn · SEC-registered
|
$13.0B | 340 | 31 | Clean |
| 37 |
Warrendale · SEC-registered
|
$11.7B | 554 | 44 | Clean |
| 38 |
Berwyn · SEC-registered
|
$11.4B | 27,393 | 12 | Clean |
| 39 |
Radnor · SEC-registered
|
$10.8B | 44 | 60 | Flagged |
| 40 |
Philadelphia · SEC-registered
|
$10.6B | 209 | 32 | Clean |
| 41 |
Bala Cynwyd · SEC-registered
|
$10.2B | 52 | 29 | Clean |
| 42 |
Radnor · SEC-registered
|
$10.2B | 190 | 49 | Clean |
| 43 |
Conshohocken · SEC-registered
|
$10.2B | 21 | 11 | Clean |
| 44 |
Harrisburg · SEC-registered
|
$10.1B | 516 | 23 | Clean |
| 45 |
Bethlehem · SEC-registered
|
$9.6B | 764 | 34 | Clean |
| 46 |
Lancaster · SEC-registered
|
$9.4B | 1,346 | 47 | Clean |
| 47 |
Philadelphia · SEC-registered
|
$9.1B | 1 | 133 | Clean |
| 48 |
Conshohocken · SEC-registered
|
$9.0B | 28,369 | 485 | Flagged |
| 49 |
Fort Washington · SEC-registered
|
$8.8B | 15,840 | 679 | Flagged |
| 50 |
Radnor · SEC-registered
|
$8.6B | 76 | 70 | Clean |
| 51 |
West Chester · SEC-registered
|
$8.3B | 10,948 | 243 | Flagged |
| 52 |
Wayne · SEC-registered
|
$8.1B | 198 | 14 | Clean |
| 53 |
Erie · SEC-registered
|
$7.7B | 7,824 | 109 | Clean |
| 54 |
Philadelphia · SEC-registered
|
$7.6B | 19 | 116 | Clean |
| 55 |
Wayne · SEC-registered
|
$7.4B | 222 | 30 | Flagged |
| 56 |
West Conshohocken · SEC-registered
|
$7.1B | 183 | 18 | Clean |
| 57 |
Moon Township · SEC-registered
|
$7.0B | 7 | 14 | Clean |
| 58 |
Wayne · SEC-registered
|
$6.9B | 233 | 18 | Clean |
| 59 |
Exton · SEC-registered
|
$6.9B | 74 | 4 | Clean |
| 60 |
Mcmurray · SEC-registered
|
$6.8B | 4,879 | 70 | Clean |
| 61 |
Bryn Mawr · SEC-registered
|
$6.8B | 2 | 31 | Clean |
| 62 |
Pittsburgh · SEC-registered
|
$6.6B | 44 | 37 | Clean |
| 63 |
Philadelphia · SEC-registered
|
$6.2B | 1,025 | 41 | Flagged |
| 64 |
Pittsburgh · SEC-registered
|
$6.0B | 32 | 93 | Clean |
| 65 |
Conshohocken · SEC-registered
|
$5.9B | 330 | 62 | Clean |
| 66 |
West Conshohocken · SEC-registered
|
$5.8B | 4 | 30 | Clean |
| 67 |
Pittsburgh · SEC-registered
|
$5.6B | 3,971 | 103 | Clean |
| 68 |
Bridgeville · SEC-registered
|
$5.5B | 517 | 70 | Clean |
| 69 |
West Conshohocken · SEC-registered
|
$5.2B | 29 | 0 | Clean |
| 70 |
Radnor · SEC-registered
|
$5.2B | 38 | 33 | Clean |
| 71 |
Plymouth Meeting · SEC-registered
|
$5.2B | 317 | 50 | Clean |
| 72 |
Bala Cynwyd · SEC-registered
|
$5.1B | 24 | 22 | Clean |
| 73 |
Newtown Square · SEC-registered
|
$5.0B | 31 | 96 | Clean |
| 74 |
West Conshohocken · SEC-registered
|
$4.8B | 119 | 42 | Clean |
| 75 |
Hermitage · SEC-registered
|
$4.7B | 2,340 | 89 | Clean |
| 76 |
Malvern · SEC-registered
|
$4.6B | 119 | 5 | Flagged |
| 77 |
West Conshohocken · SEC-registered
|
$4.3B | 1,116 | 28 | Clean |
| 78 |
Philadelphia · SEC-registered
|
$4.2B | 787 | 48 | Clean |
| 79 |
Conshohocken · SEC-registered
|
$4.1B | 1,983 | 30 | Clean |
| 80 |
Radnor · SEC-registered
|
$4.0B | 67 | 10 | Clean |
| 81 |
Philadelphia · SEC-registered
|
$4.0B | 7 | 2 | Clean |
| 82 |
Wayne · SEC-registered
|
$3.7B | 51 | 82 | Clean |
| 83 |
Radnor · SEC-registered
|
$3.7B | 4 | 65 | Clean |
| 84 |
Philadelphia · SEC-registered
|
$3.5B | 1,409 | 87 | Clean |
| 85 |
Audubon · SEC-registered
|
$3.5B | 384 | 16 | Clean |
| 86 |
Wayne · SEC-registered
|
$3.5B | 842 | 24 | Clean |
| 87 |
West Chester · SEC-registered
|
$3.4B | 498 | 15 | Clean |
| 88 |
Radnor · SEC-registered
|
$3.3B | 27 | 76 | Clean |
| 89 |
Pittsburgh · SEC-registered
|
$3.3B | 786 | 28 | Flagged |
| 90 |
Leola · SEC-registered
|
$3.3B | 32 | 35 | Clean |
| 91 |
Montgomeryville · SEC-registered
|
$3.3B | 1,632 | 32 | Clean |
| 92 |
Radnor · SEC-registered
|
$3.2B | 16 | 200 | Clean |
| 93 |
Philadelphia · SEC-registered
|
$3.2B | 46 | 52 | Clean |
| 94 |
Philadelphia · SEC-registered
|
$3.2B | 1,598 | 15 | Clean |
| 95 |
Radnor · SEC-registered
|
$3.2B | 5 | 44 | Clean |
| 96 |
King of Prussia · SEC-registered
|
$3.2B | 2,466 | 60 | Clean |
| 97 |
Pittsburgh · SEC-registered
|
$3.1B | 448 | 15 | Clean |
| 98 |
Newtown Square · SEC-registered
|
$3.1B | 1,897 | 34 | Clean |
| 99 |
Oakmont · SEC-registered
|
$3.1B | 324 | 19 | Clean |
| 100 |
Wexford · SEC-registered
|
$3.0B | 247 | 16 | Clean |
Source: SEC Investment Adviser Public Disclosure Form ADV Part 1, refreshed monthly. Firms are placed in Pennsylvania by the main office address on their filing, so a national firm with an office in the state may not appear here. Figures are self-reported and unverified. Information only — not advice or a recommendation.