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Largest RIA Firms in Berwyn, Pennsylvania by AUM
Explore registered investment advisers headquartered in Berwyn, Pennsylvania, ranked by reported regulatory AUM. Compare firm size, historical AUM, employee trends, and account activity across 16 firms with $689.9B in total reported AUM and median AUM of $1.0B.
Firms
16
Matching current profiles
Total AUM
$689.9B
Reported regulatory AUM
Median AUM
$1.0B
Across firms with AUM
Largest firm
$614.9B
Envestnet Pmc
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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. 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 |
| 2. Envestnet Portfolio Solutions, INC. CRD 109662 · Corporation | BERWYN, PA | $17.3B Jun 2026 | -$12.0B-40.9% | -$18.4B-51.5% | -$17.1B-49.6% | +$9.1B+110.0% | +53 employees+11.1% over 3Y | -117,484 accounts-65.9% over 3Y |
| 3. Envestnet Retirement Solutions, LLC CRD 171570 · Limited Liability Company | BERWYN, PA | $16.3B Jun 2026 | +$1.8B+12.3% | +$1.5B+9.9% | +$845.8M+5.5% | +$16.0B+6042.8% | -4 employees-14.3% over 3Y | -1,348 accounts-21.7% over 3Y |
| 4. Chartwell Investment Partners, LLC CRD 170335 · Limited Liability Company | BERWYN, PA | $13.0B May 2026 | +$661.2M+5.4% | +$2.5B+23.9% | +$2.7B+26.4% | — | -12 employees-27.9% over 3Y | -95 accounts-21.8% over 3Y |
| 5. Qrg Capital Management, INC. CRD 305277 · Corporation | BERWYN, PA | $11.4B Jun 2026 | +$55.6M+0.5% | — | — | — | -4 employees-25.0% over 3Y | +10,625 accounts+63.4% over 1Y |
| 6. Great Valley Advisor Group, LLC CRD 123913 · Limited Liability Company | BERWYN, PA | $10.6B Oct 2026 | +$867.6M+8.9% | +$5.5B+108.5% | +$6.6B+164.7% | +$10.5B+9423.5% | +179 employees+122.6% over 3Y | +15,669 accounts+73.4% over 3Y |
| 7. Sterling Investment Advisors LTD. CRD 140710 · Corporation | BERWYN, PA | $1.1B Mar 2026 | +$114.4M+11.9% | +$387.7M+56.4% | +$630.2M+141.4% | +$944.8M+721.4% | -1 employees-12.5% over 3Y | +444 accounts+38.0% over 3Y |
| 8. Ac Wealth Partners CRD 326708 · Limited Liability Company | BERWYN, PA | $1.1B Mar 2026 | +$603.0M+129.3% | — | — | — | -3 employees-18.8% over 1Y | +1,461 accounts+83.1% over 1Y |
| 9. Stanley-Laman Group LTD. CRD 112112 · Corporation | BERWYN, PA | $1.0B Apr 2026 | +$44.2M+4.5% | +$223.7M+28.0% | +$247.5M+31.9% | +$512.9M+100.4% | +2 employees+9.1% over 3Y | +77 accounts+10.8% over 3Y |
| 10. Ellis Investment Partners, LLC CRD 157669 · Limited Liability Company | BERWYN, PA | $986.8M Mar 2026 | +$70.1M+7.6% | +$200.4M+25.5% | +$402.8M+69.0% | — | +1 employees+4.5% over 3Y | -952 accounts-54.6% over 3Y |
| 11. Fdx Advisors, INC. CRD 104601 · Corporation | BERWYN, PA | $832.8M Jun 2026 | -$93.3M-10.1% | -$2.8B-77.0% | -$3.0B-78.5% | +$701.8M+535.8% | -49 employees-74.2% over 3Y | -7,924 accounts-66.8% over 3Y |
| 12. Trinity Wealth Management, LLC CRD 169216 · Limited Liability Company | BERWYN, PA | $399.2M Mar 2026 | +$94.8M+31.1% | +$194.8M+95.3% | +$234.9M+143.0% | — | +1 employees+16.7% over 3Y | +171 accounts+33.5% over 3Y |
| 13. Carnegie Wealth Management, LLC CRD 290430 · Limited Liability Company | BERWYN, PA | $357.1M Jan 2026 | +$23.5M+7.0% | +$202.5M+131.0% | +$218.8M+158.3% | +$256.8M+256.0% | -1 employees-14.3% over 3Y | +627 accounts+214.7% over 3Y |
| 14. Red Spruce Capital, LLC CRD 158720 · Limited Liability Company | BERWYN, PA | $256.9M Feb 2026 | +$25.1M+10.8% | +$89.4M+53.3% | +$106.8M+71.1% | +$145.3M+130.1% | -1 employees-20.0% over 3Y | +12 accounts+3.9% over 3Y |
| 15. Rolek Retirement Planning CRD 285351 · Limited Liability Company | BERWYN, PA | $239.2M Feb 2026 | +$73.6M+44.4% | — | — | +$131.1M+121.2% | 0 employees+0.0% over 1Y | +109 accounts+19.5% over 1Y |
| 16. Watkinson Capital Advisors LLC CRD 151862 · Limited Liability Company | BERWYN, PA | $124.2M Sep 2026 | -$773.8K-0.6% | +$96.2M+342.4% | +$96.2M+342.4% | +$78.1M+169.0% | 0 employees+0.0% over 1Y | +74 accounts+148.0% 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 sufficient historical filing data is unavailable for the lookback period.