Firms by city
Registered investment advisers in Philadelphia, PA
9 SEC-registered advisers headquartered in Philadelphia, listed by regulatory assets under management as reported on Form ADV.
9 firms listed
| Firm | Headquarters | Regulatory AUM | Advisory staff | Clients |
|---|---|---|---|---|
| Nomura Investment Management Business TrustCRD 105390 | Philadelphia, PA | $144.04B | 219 | 287 |
| Janney Montgomery ScottCRD 463 | Philadelphia, PA | $110.11B | 1,614 | 243,808 |
| Brandywine Global Investment ManagementCRD 110783 | Philadelphia, PA | $65.44B | 56 | 977 |
| AbrdnCRD 111069 | Philadelphia, PA | $41.48B | 55 | 166 |
| Clark Capital Management GroupCRD 104796 | Philadelphia, PA | $35.69B | 20 | 36,013 |
| XponanceCRD 111126 | Philadelphia, PA | $24.27B | 15 | 131 |
| FS/KKR AdvisorCRD 292803 | Philadelphia, PA | $16.10B | 192 | 3 |
| Mycio Wealth PartnersCRD 134436 | Philadelphia, PA | $15.78B | 46 | 943 |
| Cooke & BielerCRD 113859 | Philadelphia, PA | $10.56B | 14 | 209 |
Nomura Investment Management Business TrustCRD 105390$144.04B
- Headquarters
- Philadelphia, PA
- Advisory staff
- 219
- Clients
- 287
Janney Montgomery ScottCRD 463$110.11B
- Headquarters
- Philadelphia, PA
- Advisory staff
- 1,614
- Clients
- 243,808
Brandywine Global Investment ManagementCRD 110783$65.44B
- Headquarters
- Philadelphia, PA
- Advisory staff
- 56
- Clients
- 977
AbrdnCRD 111069$41.48B
- Headquarters
- Philadelphia, PA
- Advisory staff
- 55
- Clients
- 166
Clark Capital Management GroupCRD 104796$35.69B
- Headquarters
- Philadelphia, PA
- Advisory staff
- 20
- Clients
- 36,013
XponanceCRD 111126$24.27B
- Headquarters
- Philadelphia, PA
- Advisory staff
- 15
- Clients
- 131
FS/KKR AdvisorCRD 292803$16.10B
- Headquarters
- Philadelphia, PA
- Advisory staff
- 192
- Clients
- 3
Mycio Wealth PartnersCRD 134436$15.78B
- Headquarters
- Philadelphia, PA
- Advisory staff
- 46
- Clients
- 943
Cooke & BielerCRD 113859$10.56B
- Headquarters
- Philadelphia, PA
- Advisory staff
- 14
- Clients
- 209
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 Philadelphia 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.