Firms by state
RIA firms in Pennsylvania
Search the full directory by firm name, city, state, CRD number or custodian.
Explore by city
Find firms headquartered in Pennsylvania. Choose a city to get started.
Select a dot to see the city and its firms.
Cities in Pennsylvania
A–Z · Number of firmsCity locations are approximate. Counts reflect filed headquarters. 3 cities are listed without a map marker.
Map source: U.S. CensusAll 45 firms
Ordered by regulatory assets under management, as reported on Form ADV.
| Firm | Headquarters | Regulatory AUM |
|---|---|---|
| Clark Capital Management Group | Philadelphia, PA | $35.69B |
| Eqt Real Estate | Radnor, PA | $35.14B |
| PNC Wealth Management | Pittsburgh, PA | $30.27B |
| Empowered Funds | Newtown Square, PA | $29.74B |
| Hirtle & Co. | West Conshohocken, PA | $25.41B |
| Xponance | Philadelphia, PA | $24.27B |
| Lincoln Investment Planning | Fort Washington, PA | $21.99B |
| Envestnet Portfolio Solutions | Berwyn, PA | $17.35B |
| Envestnet Retirement Solutions | Berwyn, PA | $16.30B |
| Venerable Investment Advisers | West Chester, PA | $16.27B |
| FS/KKR Advisor | Philadelphia, PA | $16.10B |
| Mycio Wealth Partners | Philadelphia, PA | $15.78B |
| Federated Equity Management Company of Pennsylvania | Pittsburgh, PA | $14.25B |
| Centersquare Investment Management | Conshohocken, PA | $13.70B |
| Alpha Architect | Newtown Square, PA | $13.50B |
| Chartwell Investment Partners | Berwyn, PA | $12.97B |
| Conrad Siegel Investment Advisors | Harrisburg, PA | $12.13B |
| CSM Advisors | Warrendale, PA | $11.65B |
| QRG Capital Management | Berwyn, PA | $11.41B |
| Cbre Investment Management Listed Real Assets | Radnor, PA | $10.80B |
- Headquarters
- Philadelphia, PA
- Regulatory AUM
- $35.69B
- Headquarters
- Radnor, PA
- Regulatory AUM
- $35.14B
- Headquarters
- Pittsburgh, PA
- Regulatory AUM
- $30.27B
- Headquarters
- Newtown Square, PA
- Regulatory AUM
- $29.74B
- Headquarters
- West Conshohocken, PA
- Regulatory AUM
- $25.41B
- Headquarters
- Philadelphia, PA
- Regulatory AUM
- $24.27B
- Headquarters
- Fort Washington, PA
- Regulatory AUM
- $21.99B
- Headquarters
- Berwyn, PA
- Regulatory AUM
- $17.35B
- Headquarters
- Berwyn, PA
- Regulatory AUM
- $16.30B
- Headquarters
- West Chester, PA
- Regulatory AUM
- $16.27B
- Headquarters
- Philadelphia, PA
- Regulatory AUM
- $16.10B
- Headquarters
- Philadelphia, PA
- Regulatory AUM
- $15.78B
- Headquarters
- Pittsburgh, PA
- Regulatory AUM
- $14.25B
- Headquarters
- Conshohocken, PA
- Regulatory AUM
- $13.70B
- Headquarters
- Newtown Square, PA
- Regulatory AUM
- $13.50B
- Headquarters
- Berwyn, PA
- Regulatory AUM
- $12.97B
- Headquarters
- Harrisburg, PA
- Regulatory AUM
- $12.13B
- Headquarters
- Warrendale, PA
- Regulatory AUM
- $11.65B
- Headquarters
- Berwyn, PA
- Regulatory AUM
- $11.41B
- Headquarters
- Radnor, PA
- Regulatory AUM
- $10.80B
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 its Form ADV Part 1A lists its headquarters in Pennsylvania. This page covers firms published in this directory. Branch offices and state registration jurisdictions do not determine inclusion; firms may serve clients in other states.
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, and Niva Wealth is not affiliated with the firms on it.