Adviser Record

Investment advisers in Conshohocken, PA

21 SEC-registered firms with a main office here.

Form ADV data as of 2026-09-01

All advisers in PA

FirmAssetsEmployeesDisclosures
Hamilton Lane$141.83 billion7400
Penn Mutual Asset Management, LLC$42.29 billion300
Centersquare Investment Management LLC$13.70 billion1000
Arin Risk Advisors LLC$10.19 billion110
Hornor, Townsend & Kent, LLC$9.01 billion4853
Pitcairn$5.87 billion620
Copeland Capital Management, LLC$4.06 billion300
Cloverlay Investment Management, LLC$1.83 billion180
Compass Ion Advisors, LLC$1.59 billion242
Electra Capital$1.45 billion110
Ironview Capital Management, LLC$1.39 billion120
Morgan Properties Special Situations Ii LLC$1.37 billion200
Addison Capital$1.12 billion40
Mma Asset Management LLC$787.8 million194
Kitching Partners, LLC$645.9 million190
Northstar Financial Companies, Inc.$519.0 million102
Arba Credit Management, L.P.$289.1 million90
Arsenal Capital Advisors LLC$267.1 million30
Nest Egg$131.7 million140
Wealthfd$87.8 million160
Excorde Capital LLC$0230