Firms by state
RIA firms in Pennsylvania
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Find firms headquartered in Pennsylvania. Choose a city to get started.
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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 |
|---|---|---|
| Great Valley Advisor Group | Berwyn, PA | $10.60B |
| Cooke & Bieler | Philadelphia, PA | $10.56B |
| Franklin Park Associates | Bala Cynwyd, PA | $10.21B |
| Callan Family Office | Radnor, PA | $10.21B |
| Arin Risk Advisors | Conshohocken, PA | $10.19B |
- Headquarters
- Berwyn, PA
- Regulatory AUM
- $10.60B
- Headquarters
- Philadelphia, PA
- Regulatory AUM
- $10.56B
- Headquarters
- Bala Cynwyd, PA
- Regulatory AUM
- $10.21B
- Headquarters
- Radnor, PA
- Regulatory AUM
- $10.21B
- Headquarters
- Conshohocken, PA
- Regulatory AUM
- $10.19B
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.