Adviser Record

Investment advisers in Philadelphia, PA

54 SEC-registered firms with a main office here.

Form ADV data as of 2026-09-01

All advisers in PA

FirmAssetsEmployeesDisclosures
Nomura Investment Management Business Trust$144.04 billion7784
Janney Montgomery Scott LLC$110.11 billion2,4047
Brandywine Global Investment Management, LLC$65.44 billion1573
Abrdn Inc.$41.48 billion1930
Clark Capital Management Group Inc$35.69 billion1510
Xponance LLC$24.27 billion460
Fs/kkr Advisor, LLC$16.10 billion7360
Mycio Wealth Partners, LLC$15.78 billion670
Cooke & Bieler, L.P.$10.56 billion320
Fs REIT Advisor, LLC$9.10 billion1330
Llr Management Holdco, L.P.$7.57 billion1160
Glenmede Investment Management, LP$6.20 billion412
Wescott Financial Advisory Group LLC$4.16 billion480
Financial Integrity Advisors, LLC$3.96 billion20
Bryn Mawr Trust Advisors, LLC$3.51 billion870
Fs Digital Infrastructure Advisor, LLC$3.21 billion520
Roffman Miller Associates Inc$3.20 billion150
Elm Wealth$3.02 billion81
Fs Global Advisor, LLC$3.01 billion1840
Newmarket Investment Management, LP$2.82 billion300
Lubert-adler Management Company, L.P.$2.81 billion240
Rtd Financial Advisors Inc$2.72 billion390
Ll Funds$2.61 billion280
Corient Shc Wealth Management (US) LP$2.34 billion360
Fs Structured Products Advisor, LLC$2.20 billion1830
Transamerica Financial Advisors, LLC$2.11 billion9915
Penn Capital Management Company, LLC$1.94 billion160
Fs Specialty Lending Advisor, LLC$1.93 billion1770
Mitchell Sinkler & Starr$1.79 billion90
Corient Shc Partners (US) LP$1.71 billion360
Fs Fund Advisor, LLC$1.63 billion1180
1315 Capital$1.35 billion170
Prudent Management Associates$1.23 billion130
Arden Fund Management, LLC$1.11 billion230
Fs Credit Income Advisor, LLC$726.2 million1830
Lem Capital, L.P.$661.4 million210
Corten Real Estate Management LLC$457.4 million150
Mor Wealth Management, LLC$395.6 million80
Attinger, LLC$394.5 million40
Rubenstein Partners$378.9 million430
Ca Adviser, LLC$357.7 million170
New Rhein Healthcare Investors LLC$290.8 million100
Eureka Equity Partners$279.2 million100
Fs Tactical Advisor, LLC$278.8 million1830
Magnolia Private Wealth, LLC$272.1 million40
Versa Capital$180.1 million30
Versa Capital$180.1 million30
Liberty One Wealth Advisors$178.4 million50
Zenith Wealth Partners$151.0 million110
Cross Border Financial Planning USA LLC$147.2 million30
Setarcos Wealth Advisors LLC$111.7 million30
Xalts$92.3 million70
Wealth More Enterprise, Inc.$99,736100
Edyn$040