Top 10 financial advisor firms in Pennsylvania

345 SEC-registered financial advisor firms are headquartered in Pennsylvania, with $342B in combined regulatory assets under management. The largest by assets are Mycio Wealth Partners ($15.8B), Great Valley Advisor Group ($10.6B) and Callan Family Office ($10.2B).

345
Financial advisor firms: $342B
Their combined AUM: $412M
Median firm AUM: 55,801
Clients of the top 10

The 10 largest by assets

1
Mycio Wealth Partners
RIA
$15.8B
0.04% to 0.50% a year
2
Great Valley Advisor Group
RIA
$10.6B
0.85% to 1.25% a year
3
Callan Family Office
RIA
$10.2B
0.15% to 1.00% a year
4
Confluence Wealth Services
RIA
$7.81B
Regulatory AUM
5
HBK Sorce Advisory
RIA
$7.66B
Up to 2.75%
6
Miller Investment Management
RIA
$7.1B
Up to 1.00% a year
7
Prowell Financial Management
RIA
$6.86B
Up to 0.65% a year
8
Greycourt
RIA
$6.61B
Up to 0.50% a year
9
Pitcairn Wealth Advisors
RIA
$5.87B
Up to 1.10% a year
10
Allegheny Financial Group
RIA
$5.59B
0.35% to 1.00% a year

Profiles of the top 10

No. 1 · RIA

Mycio Wealth Partners

Mycio Wealth Partners is an investment adviser based in Philadelphia, PA, registered with the SEC since 2005. It provides financial planning and investment management. Its clients include high-net-worth individuals, charitable organizations, and corporations and other businesses. Its regulatory assets under management total $15.8 billion, as filed on 31 July 2026.

Mycio Wealth Partners charges 0.04%–0.50% a year for its Investment Advisory Services.

Regulatory AUM: $15.8B
Clients: 943
Advisory staff: 46
Fee schedule: 0.04% to 0.50% a year
Minimum account: $1,000,000
Custodians: Charles Schwab
Headquarters: 3025 JFK BLVD, Suite 710, Philadelphia, PA 19104-5976
Phone: 267-295-2280
Website: myciowp.com

No. 2 · RIA

Great Valley Advisor Group

Great Valley Advisor Group is an investment adviser based in Berwyn, PA, registered with the SEC since 2011. It provides financial planning and investment management. Its clients include individual clients, high-net-worth individuals, and pension and profit-sharing plans. Its regulatory assets under management total $10.6 billion, as filed on 29 September 2026.

Great Valley Advisor Group charges 0.85%–1.25% a year for its Non-Wrap Fee Basis.

Regulatory AUM: $10.6B
Clients: 37,014
Advisory staff: 192
Fee schedule: 0.85% to 1.25% a year
Custodians: LPL Financial
Headquarters: 920 Cassatt Road, Suite 202, Berwyn, PA 19312
Phone: 610-296-7630
Website: greatvalleyadvisors.com

No. 3 · RIA

Callan Family Office

Callan Family Office is an investment adviser based in Radnor, PA, registered with the SEC since 2022. It provides financial planning and investment management. Its clients include high-net-worth individuals, other investment advisers and charitable organizations. Its regulatory assets under management total $10.2 billion, as filed on 30 March 2026.

Callan Family Office charges 0.15%–1.00% a year for its Investment and Wealth Management.

Regulatory AUM: $10.2B
Clients: 190
Advisory staff: 15
Fee schedule: 0.15% to 1.00% a year
Minimum account: $50,000,000
Custodians: Charles Schwab
Headquarters: 201 King of Prussia Road, Suite 650, Radnor, PA 19087
Phone: 877-506-7990
Website: callanfamilyoffice.com

No. 4 · RIA

Confluence Wealth Services

Confluence Wealth Services is an investment adviser based in McMurray, PA, registered with the SEC since 2021. It provides financial planning and investment management. Its clients include high-net-worth individuals, individual clients, and pension and profit-sharing plans. Its regulatory assets under management total $7.81 billion, as filed on 15 September 2026.

Regulatory AUM: $7.81B
Clients: 5,228
Advisory staff: 39
Custodians: Raymond James
Headquarters: 732 E McMurray RD, McMurray, PA 15317
Phone: 724-271-8801
Website: confluencefp.com

No. 5 · RIA

HBK Sorce Advisory

HBK Sorce Advisory is an investment adviser based in Erie, PA, registered with the SEC since 2001. It provides financial planning and investment management. Its clients include high-net-worth individuals, individual clients, and corporations and other businesses. Its regulatory assets under management total $7.66 billion, as filed on 17 February 2026.

HBK Sorce Advisory charges up to 2.75% for its Investment Management Fees. The brochure does not state whether the rate is annual.

Regulatory AUM: $7.66B
Clients: 7,824
Advisory staff: 73
Fee schedule: Up to 2.75%
Custodians: Charles Schwab, Fidelity
Headquarters: 2725 Colonial Ave, Erie, PA 16506
Phone: 814-836-5776
Website: hbkswealth.com

No. 6 · RIA

Miller Investment Management

Miller Investment Management is an investment adviser based in West Conshohocken, PA, registered with the SEC since 1998. It provides financial planning and investment management. Its clients include high-net-worth individuals, pooled investment vehicles and charitable organizations. Its regulatory assets under management total $7.1 billion, as filed on 31 March 2026.

Miller Investment Management charges up to 1.00% a year for its Separately managed accounts.

Regulatory AUM: $7.1B
Clients: 183
Advisory staff: 7
Fee schedule: Up to 1.00% a year
Custodians: J.P. Morgan, Pershing, Bank of America Private Bank
Headquarters: One Tower Bridge, Ste 1400, West Conshohocken, PA 19428-2874
Phone: 610-834-9820
Website: millerinv.com

No. 7 · RIA

Prowell Financial Management

Prowell Financial Management is an investment adviser based in Exton, PA, registered with the SEC since 2016. It provides financial planning and investment management. Its clients include high-net-worth individuals, charitable organizations and individual clients. Its regulatory assets under management total $6.86 billion, as filed on 28 September 2026.

Prowell Financial Management charges up to 0.65% a year for its Financial Organization and Management.

Regulatory AUM: $6.86B
Clients: 74
Advisory staff: 3
Fee schedule: Up to 0.65% a year
Custodians: Charles Schwab
Headquarters: 717 Constitution Drive, Suite 102, Exton, PA 19341
Phone: 484-359-4057
Website: prowell-financial.com

No. 8 · RIA

Greycourt

Greycourt is an investment adviser based in Pittsburgh, PA, registered with the SEC since 2001. It provides financial planning and investment management. Its clients include high-net-worth individuals and charitable organizations. Its regulatory assets under management total $6.61 billion, as filed on 4 August 2026.

Greycourt charges up to 0.50% a year for its Asset-based advisory fee.

Regulatory AUM: $6.61B
Clients: 44
Advisory staff: 19
Fee schedule: Up to 0.50% a year
Custodians: BNY Mellon Capital Markets, Northern Trust Securities, J.P. Morgan
Headquarters: 116 15th Street, Suite 702, Pittsburgh, PA 15222-4214
Phone: 412-361-0100
Website: greycourt.com

No. 9 · RIA

Pitcairn Wealth Advisors

Pitcairn Wealth Advisors is an investment adviser based in Conshohocken, PA, registered with the SEC since 2024. It provides financial planning and investment management. Its clients include high-net-worth individuals, charitable organizations, and pension and profit-sharing plans. Its regulatory assets under management total $5.87 billion, as filed on 31 March 2026.

Pitcairn Wealth Advisors charges up to 1.10% a year for its Investment advisory services.

Regulatory AUM: $5.87B
Clients: 330
Advisory staff: 37
Fee schedule: Up to 1.10% a year
Custodians: Fidelity, Charles Schwab
Headquarters: Eight Tower Bridge, 161 Washington Street, Suite 801, Conshohocken, PA 19428
Phone: 215-881-6144
Website: pitcairn.com

No. 10 · RIA

Allegheny Financial Group

Allegheny Financial Group is an investment adviser based in Pittsburgh, PA, registered with the SEC since 1977. It provides financial planning and investment management. Its clients include high-net-worth individuals, individual clients and pooled investment vehicles. Its regulatory assets under management total $5.59 billion, as filed on 24 August 2026.

Allegheny Financial Group charges 0.35%–1.00% a year for its Comprehensive Portfolio Management.

Regulatory AUM: $5.59B
Clients: 3,971
Advisory staff: 28
Fee schedule: 0.35% to 1.00% a year
Custodians: Fidelity
Headquarters: Stone Quarry Crossing, 811 Camp Horne Road, Suite 100, Pittsburgh, PA 15237
Phone: 412-367-3880
Website: alleghenyfinancial.com

Questions about financial advisors in Pennsylvania

How many financial advisor firms are headquartered in Pennsylvania?

345 SEC-registered financial advisor firms report their principal office in Pennsylvania, managing $342B in regulatory assets between them. The other 188 advisers headquartered in the state are broker-dealers, other kinds of wealth firm, or fund and institutional managers.

Source: Form ADV Part 1A, Items 1.F, 5.D and 5.F

What is the largest financial advisor firm in Pennsylvania?

Mycio Wealth Partners, with $15.8B in regulatory assets under management on its latest Form ADV. The next largest are Great Valley Advisor Group ($10.6B) and Callan Family Office ($10.2B).

Source: Form ADV Part 1A, Item 5.F

How large is a typical financial advisor firm in Pennsylvania?

The median firm manages $412M in regulatory assets. That is the midpoint of the 345 firms headquartered in Pennsylvania.

Source: Form ADV Part 1A, Item 5.F

How much do financial advisors in Pennsylvania charge?

Of the 10 largest firms, 9 publish an asset-based fee schedule for their main service in their brochure. The highest rate in those schedules runs from 0.50% to 2.75% of assets, depending on the firm; each firm's fee is in its profile above.

Source: Form ADV Part 2A brochures, Item 5

How can I check a financial advisor's record in Pennsylvania?

Search the firm or the person on the SEC's Investment Adviser Public Disclosure site, adviserinfo.sec.gov, which shows registrations, Form ADV filings and any disclosures. Each firm profile in this directory links its SEC record.

Source: SEC Investment Adviser Public Disclosure

How is this list ordered?

By regulatory assets under management as filed on Form ADV, largest first. A firm is included when its principal office is in the state and most of its client assets belong to individuals and its type is RIA, which leaves out broker-dealers, wirehouses, RIA networks, digital advice, bank, insurance and family-office firms. A firm with only a branch office here is listed in its own headquarters state.

Source: Niva directory methodology

Pennsylvania has 345 financial advisor firms; see every adviser in the state →

The 10 largest by assets

Profiles of the top 10

Questions about financial advisors in Pennsylvania

Top financial advisor firms by city in Pennsylvania