Rialytix insights

Top RIA Firms in Bryn Mawr, Pennsylvania

Explore the top 25 Registered investment advisers, single family offices, multi-family offices and private wealth management firms headquartered in Bryn Mawr, Pennsylvania. This hub covers 6 matching firms with $10.5B in total reported AUM and median AUM of $437.6M.

Firms

Matching current profiles

Total AUM

$10.5B

Reported regulatory AUM

Median AUM

$437.6M

Across firms with AUM

Largest firm

$6.8B

Atairos Management, L.p.

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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. Atairos Management, L.p. CRD 281947 · Limited Partnership	BRYN MAWR, PA	$6.8B Mar 2026	-$1.0B-13.0%	+$288.0M+4.4%	+$1.3B+24.0%	+$2.7B+67.2%	-1 employees-3.1% over 3Y	+2 accounts+200.0% over 3Y
2. Sora Investors CRD 317257 · Limited Liability Company	BRYN MAWR, PA	$2.6B Jan 2026	+$1.9B+286.7%	+$2.2B+562.5%	—	—	+9 employees+225.0% over 3Y	+1 accounts+33.3% over 3Y
3. Mcgowan & CO LLP CRD 108736 · Limited Liability Partnership	BRYN MAWR, PA	$655.6M Apr 2026	+$80.2M+13.9%	+$241.1M+58.2%	+$241.7M+58.4%	+$492.3M+301.5%	0 employees+0.0% over 3Y	+5 accounts+2.1% over 3Y
4. Newbridge Wealth Management CRD 169239 · Limited Liability Company	BRYN MAWR, PA	$219.5M Feb 2026	+$59.5M+37.2%	+$103.8M+89.6%	—	+$103.8M+89.6%	-2 employees-40.0% over 3Y	-69 accounts-7.9% over 3Y
5. Dakota Investments, LLC CRD 290284 · Limited Liability Company	BRYN MAWR, PA	$124.8M May 2026	+$66.6M+114.5%	+$75.7M+154.1%	+$100.0M+403.8%	—	+1 employees+20.0% over 3Y	0 accounts+0.0% over 3Y
6. Oar Financial CRD 158989 · Limited Liability Company	BRYN MAWR, PA	$114.5M Mar 2026	+$1.9M+1.7%	-$637.8M-84.8%	-$683.3M-85.6%	—	+5 employees+100.0% over 3Y	-365 accounts-89.9% 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.