Adviser Record

Investment advisers in West Conshohocken, PA

17 SEC-registered firms with a main office here.

Form ADV data as of 2026-09-01

All advisers in PA

FirmAssetsEmployeesDisclosures
Morgan Stanley Aip Gp LP$40.85 billion2007
Hirtle & Co., LLC$25.41 billion940
Miller Investment Management, LP$7.10 billion180
Fairmount Funds Management LLC$5.80 billion300
Hc Capital Partners, LLC$5.21 billion00
Ppb Advisors, LLC$4.75 billion420
Sage Financial Group Inc.$4.29 billion280
Tower Bridge Advisors$1.49 billion140
Baldwin Investment Management, LLC$1.30 billion140
Barton Investment Management, LLC$984.7 million70
Forefront Analytics, LLC$679.0 million180
Rhino Investment Partners, Inc.$566.2 million30
Verdis Investment Management, LLC$497.0 million110
Permit Capital, LLC$491.1 million60
Matterhorn Capital Advisors, LLC$396.4 million110
Fournorth Capital LLC$117.7 million30
Gkfo, LLC$33.6 million190