Rialytix insights

Top RIA Firms in Berwyn, Pennsylvania

Explore the top 25 Registered investment advisers, single family offices, multi-family offices and private wealth management firms headquartered in Berwyn, Pennsylvania. This hub covers 11 matching firms with $18.7B in total reported AUM and median AUM of $399.2M.

Firms

Matching current profiles

Total AUM

$18.7B

Reported regulatory AUM

Median AUM

$399.2M

Across firms with AUM

Largest firm

$13.0B

Chartwell Investment Partners, LLC

Filter by segmentOver $1T $100B to $999B $10B to $99B $1B to $9B $500M to $999M $100M to $500M Below $100M New York California Texas New York, NY Chicago, IL Boston, MA International RIAs

Search RIA markets

Search by city or state

Find state and published city hubs without returning to the main insights page.

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. 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
2. 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
3. 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
4. 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
5. 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
6. 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
7. 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
8. 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
9. 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
10. Azarias Capital Management, L.p. CRD 174466 · Limited Partnership	BERWYN, PA	$188.8M Mar 2026	-$64.0M-25.3%	+$63.0M+50.1%	—	+$63.0M+50.1%	+1 employees+20.0% over 3Y	-5 accounts-45.5% over 3Y
11. Watkinson Capital Advisors LLC CRD 151862 · Limited Liability Company	BERWYN, PA	$124.2M Mar 2026	+$96.2M+342.4%	+$96.2M+342.4%	+$96.2M+342.4%	+$78.1M+169.0%	0 employees+0.0% over Total	+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 historical filings are unavailable or not reliable enough for the lookback period. This is not investment advice.