Firms by city
Registered investment advisers in Oaks, PA
One SEC-registered adviser headquartered in Oaks, listed by regulatory assets under management as reported on Form ADV.
1 firm listed
| Firm | Headquarters | Regulatory AUM | Advisory staff | Clients |
|---|---|---|---|---|
| SEI Investments ManagementCRD 105146 | Oaks, PA | $216.43B | 226 | 112,646 |
SEI Investments ManagementCRD 105146$216.43B
- Headquarters
- Oaks, PA
- Advisory staff
- 226
- Clients
- 112,646
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 Oaks 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.