Top RIA Firms in Pennsylvania (2026)

    35 SEC-registered investment advisory firms headquartered in Pennsylvania — a combined $14.2T in assets under management, led by Vanguard Group Inc in Malvern. Ranked by regulatory AUM from SEC Form ADV filings, as of 2026-07-06.

    Vanguard Group Inc
    Malvern
    AUM $11.1T · 228 accounts
    Mellon Investments Corporation
    Pittsburgh
    AUM $873.9B · 3,942 accounts
    Federated Investment Management Company
    Pittsburgh
    AUM $590.1B · 71 accounts
    Sei Investments Management Corp
    Oaks
    AUM $216.4B · 112,627 accounts
    Federated Investment Counseling
    Pittsburgh
    AUM $207.2B · 8,721 accounts
    Nomura Investment Management Business Trust
    Philadelphia
    AUM $164.3B · 317 accounts
    Hartford Funds
    Wayne
    AUM $152.1B · 91 accounts
    Hamilton Lane
    Conshohocken
    AUM $138.3B · 214 accounts
    Janney Montgomery Scott LLC
    Philadelphia
    AUM $110.1B · 243,808 accounts
    Lincoln Financial Investments Corporation
    Radnor
    AUM $102.1B · 129 accounts
    Brandywine Global Investment Management, LLC
    Philadelphia
    AUM $65.4B · 977 accounts
    Penn Mutual Asset Management, LLC
    Conshohocken
    AUM $42.3B · 35 accounts
    Abrdn Inc.
    Philadelphia
    AUM $41.5B · 147 accounts
    Morgan Stanley Aip GP LP
    West Conshohocken
    AUM $40.9B · 199 accounts
    Pacer Advisors, Inc.
    Malvern
    AUM $38.6B · 57 accounts
    Clark Capital Management Group Inc
    Philadelphia
    AUM $35.7B · 36,013 accounts
    Exeter Property Group, LLC
    Radnor
    AUM $35.1B · 16 accounts
    PNC Wealth Management
    Pittsburgh
    AUM $30.3B · 164,103 accounts
    ETF Architect
    Newtown Square
    AUM $29.7B · 222 accounts
    Hirtle & Co., LLC
    West Conshohocken
    AUM $25.4B · 1,739 accounts
    Xponance LLC
    Philadelphia
    AUM $24.3B · 131 accounts
    Lincoln Investment
    Fort Washington
    AUM $22B · 199,383 accounts
    Venerable Investment Advisers, LLC
    West Chester
    AUM $16.3B · 21 accounts
    Mycio Wealth Partners, LLC
    Philadelphia
    AUM $15.8B · 8,391 accounts
    Federated Equity Management Company of Pennsylvania
    Pittsburgh
    AUM $14.3B · 14 accounts
    Centersquare Investment Management LLC
    Conshohocken
    AUM $13.7B · 138 accounts
    Alpha Architect
    Newtown Square
    AUM $13.5B · 135 accounts
    Chartwell Investment Partners, LLC
    Berwyn
    AUM $13B · 340 accounts
    Cs McKee
    Warrendale
    AUM $11.7B · 554 accounts
    Cbre Investment Management Listed Real Assets LLC
    Radnor
    AUM $10.8B · 50 accounts
    Cooke & Bieler, L.P.
    Philadelphia
    AUM $10.6B · 209 accounts
    Mill Creek Capital Advisors, LLC
    Conshohocken
    AUM $10.5B · 2,507 accounts
    Franklin Park
    Bala Cynwyd
    AUM $10.2B · 52 accounts
    Callan Family Office, LLC
    Radnor
    AUM $10.2B · 2,697 accounts
    Arin Risk Advisors LLC
    Conshohocken
    AUM $10.2B · 21 accounts

    How many RIA firms are in this Pennsylvania directory?

    This directory covers the 35 largest SEC-registered investment advisory firms headquartered in Pennsylvania, ranked by regulatory assets under management from SEC Form ADV filings.

    What is the largest RIA firm in Pennsylvania?

    By regulatory assets under management, the largest firm in this Pennsylvania directory is Vanguard Group Inc, headquartered in Malvern, with approximately $11.1T in AUM.

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