Firms by city
Registered investment advisers in Berwyn, PA
6 SEC-registered advisers headquartered in Berwyn, listed by regulatory assets under management as reported on Form ADV.
6 firms listed
| Firm | Headquarters | Regulatory AUM | Advisory staff | Clients |
|---|---|---|---|---|
| Envestnet Asset ManagementCRD 111694 | Berwyn, PA | $614.93B | 178 | 2,241,364 |
| Envestnet Portfolio SolutionsCRD 109662 | Berwyn, PA | $17.35B | 178 | 60,663 |
| Envestnet Retirement SolutionsCRD 171570 | Berwyn, PA | $16.30B | 15 | 4,876 |
| Chartwell Investment PartnersCRD 170335 | Berwyn, PA | $12.97B | 19 | 340 |
| QRG Capital ManagementCRD 305277 | Berwyn, PA | $11.41B | 12 | 27,393 |
| Great Valley Advisor GroupCRD 123913 | Berwyn, PA | $10.60B | 192 | 37,014 |
Envestnet Asset ManagementCRD 111694$614.93B
- Headquarters
- Berwyn, PA
- Advisory staff
- 178
- Clients
- 2,241,364
Envestnet Portfolio SolutionsCRD 109662$17.35B
- Headquarters
- Berwyn, PA
- Advisory staff
- 178
- Clients
- 60,663
Envestnet Retirement SolutionsCRD 171570$16.30B
- Headquarters
- Berwyn, PA
- Advisory staff
- 15
- Clients
- 4,876
Chartwell Investment PartnersCRD 170335$12.97B
- Headquarters
- Berwyn, PA
- Advisory staff
- 19
- Clients
- 340
QRG Capital ManagementCRD 305277$11.41B
- Headquarters
- Berwyn, PA
- Advisory staff
- 12
- Clients
- 27,393
Great Valley Advisor GroupCRD 123913$10.60B
- Headquarters
- Berwyn, PA
- Advisory staff
- 192
- Clients
- 37,014
Figures are from each firm's most recent Form ADV and are dated on its profile. Listing here is a matter of public record, not a recommendation.
About this list
A firm appears here when it reports its principal office in Berwyn on Form ADV Part 1A. Many advisers serve clients well beyond the city they are based in, and a firm headquartered elsewhere may still have an office here; see every firm with an office in Pennsylvania.
Figures come from each firm's own filings on the dates shown on its profile. This list is a restatement of public records, not a rating or a recommendation.