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For asset managers
AdvisorIQ

Ranking, Pennsylvania

Largest wealth firms by assets under management, including broker-dealer firms in Pennsylvania

As of October 2, 2026, Vanguard Advisers, Inc. ranked #1 in Pennsylvania in AdvisorIQ's ranking of largest wealth firms by assets under management, including broker-dealer firms, with $344.6 billion.

Showing all wealth firms, including wirehouses and broker-dealer firms. Independent RIAs only

SEC-registered and state-registered firms that report RAUM, ranked by RAUM. Independent wealth management RIAs are ranked: firms whose individual and high net worth clients hold at least half of their regulatory assets and that offer financial planning or portfolio management for individuals, leaving out broker-dealers, banks and their advisory arms. The all wealth firms view ranks the same way with those broker-dealer affiliated firms added. Asset managers, private fund managers, pension consultants and platform managers are never ranked (see the methodology). RAUM is regulatory assets under management (Form ADV Item 5.F(2)(c)) as reported in each firm's latest Form ADV filing in the data of October 2, 2026, usually as of the firm's last fiscal year end. Firms reporting no RAUM are not ranked. State lists use each firm's main office state, or its registration state when the main office is not public. The US list leaves out firms whose main office is outside the United States. Equal values share a rank and are listed by CRD number.

Rank Firm City RAUM
1 Vanguard Advisers, Inc. Broker-dealer affiliated Malvern $344.6 billion
2 Janney Montgomery Scott LLC Broker-dealer affiliated Philadelphia $110.1 billion
3 PNC Wealth Management Broker-dealer affiliated Pittsburgh $30.3 billion
4 Lincoln Investment Broker-dealer affiliated Fort Washington $22.0 billion
5 Mycio Wealth Partners, LLC Philadelphia $15.8 billion
6 Great Valley Advisor Group, LLC Berwyn $10.6 billion
7 Callan Family Office, LLC Radnor $10.2 billion
8 Hornor, Townsend & Kent, LLC Broker-dealer affiliated Conshohocken $9.0 billion
9 Capital Analysts Broker-dealer affiliated Fort Washington $8.8 billion
10 Wealthcare Advisory Partners LLC Broker-dealer affiliated West Chester $8.3 billion
11 Confluence Financial Partners McMurray $7.8 billion
12 HBKS Wealth Advisors Erie $7.7 billion
13 Miller Investment Management, LP West Conshohocken $7.1 billion
14 Prowell Financial Management, LLC Exton $6.9 billion
15 Greycourt & Co., Inc. Successor Pittsburgh $6.6 billion
16 Pitcairn Conshohocken $5.9 billion
17 Allegheny Financial Group Pittsburgh $5.6 billion
18 Waldron Private Wealth Bridgeville $5.5 billion
19 Legacy Advisors, LLC Plymouth Meeting $5.2 billion
20 JFS Wealth Advisors, LLC Hermitage $4.7 billion
21 Wharton Business Group, LLC Malvern $4.6 billion
22 Sage Financial Group Inc. West Conshohocken $4.3 billion
23 Wescott Financial Advisory Group LLC Philadelphia $4.2 billion
24 Nordwand Advisors Radnor $4.0 billion
25 Bryn Mawr Trust Advisors, LLC Broker-dealer affiliated Philadelphia $3.5 billion
26 Kathmere Capital Management, LLC Wayne $3.5 billion
27 Wedmont Private Capital West Chester $3.4 billion
28 Schneider Downs Wealth Management Advisors, LP Pittsburgh $3.3 billion
29 BLBB Advisors Montgomeryville $3.3 billion
30 Roffman Miller Associates Inc Philadelphia $3.2 billion
31 Girard Advisory Services, LLC Broker-dealer affiliated King of Prussia $3.2 billion
32 Staley Capital Advisers Inc Pittsburgh $3.1 billion
33 Gibson Capital, LLC Wexford $3.0 billion
34 Elm Wealth Philadelphia $3.0 billion
35 Vicus Capital, Inc. State College $3.0 billion
36 Rockwood Wealth Management, LLC New Hope $2.9 billion
37 Key Financial, Inc. West Chester $2.8 billion
38 Fragasso Financial Advisors Sewickley $2.8 billion
39 RTD Financial Advisors Inc Philadelphia $2.7 billion
40 Bill Few Associates, Inc. Sewickley $2.7 billion
41 McAdam LLC Radnor $2.7 billion
42 Jacobi Capital Management, LLC Pittston $2.6 billion
43 Cookson Peirce Wealth Management Pittsburgh $2.6 billion
44 RKL Private Wealth Lancaster $2.5 billion
45 Main Street Financial Solutions, LLC Newtown $2.5 billion
46 Guyasuta Investment Advisors, Incorporated Pittsburgh $2.4 billion
47 Traynor Capital Management Malvern $2.4 billion
48 Newsquare Capital, LLC Newtown Square $2.4 billion
49 Corient SHC Wealth Management (US) LP Philadelphia $2.3 billion
50 Stonebridge Financial Group, LLC Wormleysburg $2.3 billion
51 Ethos Financial Group, LLC King of Prussia $2.1 billion
52 Transamerica Financial Advisors, LLC Broker-dealer affiliated Philadelphia $2.1 billion
53 Quadrant Private Wealth Management, LLC Broker-dealer affiliated Center Valley $2.1 billion
54 Conservest Capital Advisors Inc Wynnewood $1.9 billion
55 DT Investment Partners, LLC Chadds Ford $1.9 billion
56 Independence Square Holdings, LLC King of Prussia $1.8 billion
57 Mitchell Sinkler & Starr Philadelphia $1.8 billion
58 Amplius Wealth Advisors Blue Bell $1.7 billion
59 Corient SHC Partners (US) LP Philadelphia $1.7 billion
60 Petredis Investment Advisors Warrendale $1.7 billion
61 Rodgers & Associates Lancaster $1.6 billion
62 Compass Ion Advisors, LLC Conshohocken $1.6 billion
63 Thrive Wealth Management, LLC Audubon $1.6 billion
64 Brandywine Oak Private Wealth LLC Kennett Square $1.6 billion
65 Abundance Wealth Counselors, LLC State College $1.6 billion
66 Roble, Belko and Company, Inc. Sewickley $1.6 billion
67 Alden Capital Broker-dealer affiliated Wayne $1.5 billion
68 Kintra Wealth, LLC Williamsport $1.5 billion
69 Tower Bridge Advisors West Conshohocken $1.5 billion
70 River Wealth Advisors LLC Camp Hill $1.5 billion
71 Trustmont Advisory Group, Inc. Broker-dealer affiliated Greensburg $1.4 billion
72 Ironview Capital Management, LLC Conshohocken $1.4 billion
73 Meridian Wealth Partners, LLC East Norriton $1.4 billion
74 Hunter Associates LLC Broker-dealer affiliated Pittsburgh $1.3 billion
75 Chadds Ford Wealth Partners, LLC Chadds Ford $1.3 billion
76 The Coury Firm Pittsburgh $1.3 billion
77 Valley National Advisers Inc Broker-dealer affiliated Bethlehem $1.3 billion
78 Baldwin Investment Management, LLC West Conshohocken $1.3 billion
79 Biondo Investment Advisors LLC Milford $1.3 billion
80 O'Hagan Group, Inc. Bethlehem $1.2 billion
81 Henry H. Armstrong Associates, Inc. Pittsburgh $1.2 billion
82 Prudent Management Associates Philadelphia $1.2 billion
83 Dinuzzo Private Wealth, Inc. Beaver $1.2 billion
84 Blue Bell Private Wealth Management, LLC Blue Bell $1.1 billion
85 Trebuchet Consulting, LLC Pittsburgh $1.1 billion
86 Concentus Wealth Advisors Newtown Square $1.1 billion
87 Sterling Investment Advisors Ltd. Berwyn $1.1 billion
88 Clearview Financial Partners Radnor $1.1 billion
89 Faithward Advisors, LLC Lancaster $1.1 billion
90 Stanley-Laman Group Ltd. Berwyn $1.0 billion
91 Hudock Capital Group Williamsport $1.0 billion
92 Ellis Investment Partners, LLC Berwyn $986.8 million
93 Barton Investment Management, LLC W. Conshohocken $984.7 million
94 Aufman Associates Inc Sewickley $971.5 million
95 D.B. Root & Company, LLC Pittsburgh $952.4 million
96 Martin, Javan Von Ephrata $952.3 million
97 Almanack Investment Partners Newtown Square $945.9 million
98 Wick Capital Partners, LLC Wayne $929.7 million
99 The Fairman Group, LLC Chesterbrook $902.1 million
100 Axiom Asset Management Wayne $899.6 million

Successor Reported on Form ADV Item 4 that it succeeded to the business of another registered investment adviser. Some of its growth may come from that acquisition, and it is shown as reported.

Showing the top 100. Figures are as firms reported them on Form ADV.

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Data as of October 2, 2026, from Form ADV. Sources: SEC registered adviser data (ia100226.zip) and IAPD compilation reports. How the directory is built.