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Top RIA Firms in Pennsylvania
Explore the top 25 Registered investment advisers, single family offices, multi-family offices and private wealth management firms headquartered in Pennsylvania. This hub covers 532 matching firms with $27.2T in total reported AUM and median AUM of $561.7M.
Firms
532
Matching current profiles
Total AUM
$27.2T
Reported regulatory AUM
Median AUM
$561.7M
Across firms with AUM
Largest firm
$11.1T
Vanguard Group INC
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Top RIAs discovered by AUM
Compare RIAs using AUM growth, employee and account signals
| Firm | Location | Current AUM↓ | 1YR AUM↕ | 3YR AUM↕ | 5YR AUM↕ | Total AUM↕ | Employee Signal↕ | Account Signal↕ |
|---|---|---|---|---|---|---|---|---|
| 1. Vanguard Group INC CRD 105958 · Corporation | MALVERN, PA | $11.1T May 2026 | +$846.1B+8.3% | +$4.4T+66.8% | +$4.4T+66.3% | +$9.5T+614.0% | +1,027 employees+152.1% over 3Y | +20 accounts+9.6% over 3Y |
| 2. Vanguard Capital Management, LLC CRD 338002 · Limited Liability Company | MALVERN, PA | $8.4T May 2026 | — | — | — | $0+0.0% | — | 0 accounts+0.0% over Total |
| 3. Vanguard Portfolio Management, LLC CRD 338003 · Limited Liability Company | MALVERN, PA | $2.7T May 2026 | — | — | — | $0+0.0% | — | 0 accounts+0.0% over Total |
| 4. Mellon Investments Corporation CRD 105764 · Corporation | PITTSBURGH, PA | $873.9B May 2026 | +$110.2B+14.4% | +$566.7B+184.5% | +$435.3B+99.3% | +$733.1B+520.6% | -82 employees-45.6% over 3Y | +3,493 accounts+778.0% over 3Y |
| 5. Envestnet Pmc CRD 111694 · Corporation | BERWYN, PA | $614.9B Jun 2026 | +$82.7B+15.5% | +$268.1B+77.3% | +$390.2B+173.6% | +$597.9B+3502.5% | +53 employees+11.1% over 3Y | +527,846 accounts+30.8% over 3Y |
| 6. Federated Investment Management Company CRD 105138 · — | PITTSBURGH, PA | $590.1B May 2026 | +$47.7B+8.8% | +$169.8B+40.4% | +$183.2B+45.0% | +$316.8B+115.9% | +5 employees+5.0% over 3Y | -9 accounts-11.3% over 3Y |
| 7. Vanguard Advisers, INC. CRD 106715 · Corporation | MALVERN, PA | $344.6B May 2026 | +$44.2B+14.7% | +$45.4B+15.2% | +$68.1B+24.6% | +$322.6B+1463.1% | +84 employees+4.0% over 3Y | +157,058 accounts+24.8% over 3Y |
| 8. Vanguard Global Advisers, LLC CRD 164593 · Limited Liability Company | MALVERN, PA | $249.7B May 2026 | -$241.8B-49.2% | -$87.9B-26.0% | -$4.3B-1.7% | +$249.5B+128833.2% | +114 employees+56.7% over 3Y | -73 accounts-48.3% over 3Y |
| 9. Sei Investments Management Corp CRD 105146 · Corporation | OAKS, PA | $216.4B Mar 2026 | +$18.3B+9.2% | +$35.6B+19.7% | +$9.5B+4.6% | +$207.2B+2236.7% | +28 employees+6.9% over 3Y | +37,433 accounts+49.8% over 3Y |
| 10. Federated Investment Counseling CRD 105325 · — | PITTSBURGH, PA | $207.2B May 2026 | +$7.6B+3.8% | +$42.4B+25.8% | +$80.8B+64.0% | +$150.6B+265.9% | +3 employees+1.4% over 3Y | +1,889 accounts+27.6% over 3Y |
| 11. Hartford Funds CRD 147746 · Limited Liability Company | WAYNE, PA | $152.1B Jun 2026 | +$14.2B+10.3% | +$29.9B+24.4% | +$15.0B+10.9% | +$60.6B+66.2% | -4 employees-1.1% over 3Y | +13 accounts+16.7% over 3Y |
| 12. Nomura Investment Management Business Trust CRD 105390 · — | PHILADELPHIA, PA | $144.0B Jun 2026 | -$20.3B-12.3% | -$47.8B-24.9% | -$34.4B-19.3% | -$25.2B-14.9% | +121 employees+18.4% over 3Y | -117 accounts-28.7% over 3Y |
| 13. Hamilton Lane CRD 107876 · Limited Liability Company | CONSHOHOCKEN, PA | $138.3B Jun 2025 | -$718.7B-83.9% | -$580.6B-80.8% | -$364.7B-72.5% | -$8.2B-5.6% | +222 employees+51.7% over 3Y | -72 accounts-25.2% over 3Y |
| 14. Janney Montgomery Scott LLC CRD 463 · Limited Liability Company | PHILADELPHIA, PA | $110.1B Jun 2026 | +$9.3B+9.2% | +$37.1B+50.8% | +$48.1B+77.5% | +$101.2B+1134.6% | +162 employees+7.2% over 3Y | +27,411 accounts+12.7% over 3Y |
| 15. Lincoln Financial Investments Corporation CRD 108881 · Corporation | RADNOR, PA | $102.1B Mar 2026 | +$6.2B+6.5% | +$19.3B+23.4% | +$19.3B+23.3% | +$73.3B+254.4% | -29 employees-25.2% over 3Y | +5 accounts+4.0% over 3Y |
| 16. Brandywine Global Investment Management, LLC CRD 110783 · Limited Liability Company | PHILADELPHIA, PA | $65.4B May 2026 | -$1.0B-1.5% | +$11.1B+20.4% | +$3.8B+6.1% | +$29.7B+82.9% | -80 employees-33.8% over 3Y | -199 accounts-16.9% over 3Y |
| 17. Penn Mutual Asset Management, LLC CRD 107518 · Limited Liability Company | CONSHOHOCKEN, PA | $42.3B Apr 2026 | +$3.2B+8.1% | +$12.0B+39.4% | +$10.8B+34.4% | +$37.0B+705.5% | -8 employees-21.1% over 3Y | -5 accounts-12.5% over 3Y |
| 18. Abrdn INC. CRD 111069 · Corporation | PHILADELPHIA, PA | $41.5B Mar 2026 | +$5.1B+14.0% | -$14.8B-26.3% | +$6.5B+18.7% | +$27.3B+191.6% | -98 employees-33.7% over 3Y | -2 accounts-1.3% over 3Y |
| 19. Morgan Stanley Aip Gp LP CRD 117050 · Limited Partnership | WEST CONSHOHOCKEN, PA | $40.9B Mar 2026 | +$2.2B+5.7% | +$11.2B+37.9% | +$20.0B+95.8% | +$29.2B+250.0% | +15 employees+8.1% over 3Y | 0 accounts+0.0% over 3Y |
| 20. Pacer Advisors, INC. CRD 137381 · Corporation | MALVERN, PA | $38.6B Mar 2026 | -$7.4B-16.1% | +$15.7B+68.7% | +$32.5B+528.4% | +$38.2B+9099.1% | +2 employees+9.1% over 3Y | +11 accounts+23.9% over 3Y |
| 21. Clark Capital Management Group INC CRD 104796 · Corporation | PHILADELPHIA, PA | $35.7B May 2026 | +$5.1B+16.8% | +$13.8B+62.7% | +$18.4B+106.2% | +$33.2B+1345.1% | +22 employees+17.1% over 3Y | +8,409 accounts+30.5% over 3Y |
| 22. Exeter Property Group, LLC CRD 161935 · Limited Liability Company | RADNOR, PA | $35.1B Mar 2026 | +$2.2B+6.8% | +$10.3B+41.6% | +$19.8B+128.7% | +$34.4B+4747.2% | -5 employees-2.2% over 3Y | +1 accounts+6.7% over 3Y |
| 23. Pnc Wealth Management CRD 129052 · Limited Liability Company | PITTSBURGH, PA | $30.3B Jun 2026 | +$3.7B+14.1% | +$8.6B+40.0% | +$8.6B+39.8% | +$25.8B+583.1% | +495 employees+40.6% over 3Y | +11,717 accounts+7.7% over 3Y |
| 24. ETF Architect CRD 171412 · Limited Liability Company | NEWTOWN SQUARE, PA | $29.7B Mar 2026 | +$20.6B+224.5% | +$28.5B+2329.7% | +$28.7B+2803.0% | +$29.7B+74817.5% | +35 employees+388.9% over 3Y | +221 accounts+22100.0% over 3Y |
| 25. Hirtle, Callaghan & CO., LLC CRD 105403 · Limited Liability Company | WEST CONSHOHOCKEN, PA | $25.4B Mar 2026 | +$4.4B+21.0% | +$7.3B+40.3% | +$7.6B+43.0% | +$6.7B+35.6% | -6 employees-6.0% over 3Y | -640 accounts-26.9% over 3Y |
Methodology
Top firms are ranked by their current AUM values. Growth $ and % values compare current reported AUM, employee count, and account counts against the latest historical filing on or before the 1 year, 3 year, and 5 year lookback dates, plus the earliest available historical filing for total growth. Metrics may show a dash where historical filings are unavailable or not reliable enough for the lookback period. This is not investment advice.