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Largest RIA Firms in Conshohocken, Pennsylvania by AUM
Explore registered investment advisers headquartered in Conshohocken, Pennsylvania, ranked by reported regulatory AUM. Compare firm size, historical AUM, employee trends, and account activity across 20 firms with $238.4B in total reported AUM and median AUM of $1.4B.
Firms
20
Matching current profiles
Total AUM
$238.4B
Reported regulatory AUM
Median AUM
$1.4B
Across firms with AUM
Largest firm
$141.8B
Hamilton Lane
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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. Hamilton Lane CRD 107876 · Limited Liability Company | CONSHOHOCKEN, PA | $141.8B Jun 2026 | +$17.4B+14.0% | -$759.7B-84.3% | -$361.2B-71.8% | -$4.7B-3.2% | +234 employees+46.2% over 3Y | -72 accounts-23.7% over 3Y |
| 2. 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 |
| 3. Centersquare Investment Management LLC CRD 290078 · Limited Liability Company | CONSHOHOCKEN, PA | $13.7B Mar 2026 | +$270.3M+2.0% | +$1.9B+16.5% | +$3.5B+34.6% | +$4.1B+43.2% | +3 employees+3.1% over 3Y | +35 accounts+34.0% over 3Y |
| 4. Arin Risk Advisors LLC CRD 151491 · Limited Liability Company | CONSHOHOCKEN, PA | $10.2B Mar 2026 | +$5.2B+104.8% | +$9.8B+2849.8% | +$10.0B+4637.7% | +$10.1B+8388.5% | +5 employees+83.3% over 3Y | +10 accounts+90.9% over 3Y |
| 5. Hornor, Townsend & Kent, LLC CRD 4031 · Limited Liability Company | CONSHOHOCKEN, PA | $9.0B Sep 2026 | +$1.3B+16.3% | +$1.9B+26.7% | +$6.1B+207.5% | +$8.3B+1093.6% | +14 employees+3.0% over 3Y | +596 accounts+2.1% over 3Y |
| 6. Pitcairn CRD 333260 · Limited Liability Company | CONSHOHOCKEN, PA | $5.9B Mar 2026 | +$5.1B+656.8% | — | — | — | +57 employees+1140.0% over 1Y | +1,985 accounts+1341.2% over 1Y |
| 7. Copeland Capital Management, LLC CRD 135822 · Limited Liability Company | CONSHOHOCKEN, PA | $4.1B Feb 2026 | -$884.5M-17.9% | +$492.8M+13.8% | +$1.6B+67.7% | +$3.8B+1339.4% | +2 employees+7.1% over 3Y | -89 accounts-4.3% over 3Y |
| 8. Cloverlay Investment Management, LLC CRD 277170 · Limited Liability Company | CONSHOHOCKEN, PA | $1.8B Aug 2026 | +$258.0M+16.4% | +$411.0M+28.9% | +$1.1B+154.0% | +$1.6B+810.9% | +3 employees+20.0% over 3Y | +1 accounts+8.3% over 3Y |
| 9. Compass Ion Advisors, LLC CRD 166418 · Limited Liability Company | CONSHOHOCKEN, PA | $1.6B Oct 2026 | +$258.7M+19.5% | +$819.8M+106.9% | +$837.9M+111.9% | — | +9 employees+60.0% over 3Y | +980 accounts+35.4% over 3Y |
| 10. Electra Capital CRD 318664 · Limited Liability Company | CONSHOHOCKEN, PA | $1.5B Mar 2026 | +$860.6M+145.1% | +$924.8M+174.8% | — | +$924.8M+174.8% | -5 employees-31.3% over 3Y | 0 accounts+0.0% over 3Y |
| 11. Ironview Capital Management, LLC CRD 150250 · Limited Liability Company | CONSHOHOCKEN, PA | $1.4B Mar 2026 | +$247.9M+21.6% | +$670.5M+92.6% | +$826.3M+145.5% | +$1.1B+366.4% | +1 employees+9.1% over 3Y | +108 accounts+32.0% over 3Y |
| 12. Morgan Properties Special Situations II LLC CRD 300795 · Limited Liability Company | CONSHOHOCKEN, PA | $1.4B Mar 2026 | +$49.3M+3.7% | +$358.6M+35.4% | +$740.6M+117.2% | +$1.0B+287.8% | +7 employees+53.8% over 3Y | +5 accounts+100.0% over 3Y |
| 13. Addison Capital CRD 144853 · Limited Liability Company | CONSHOHOCKEN, PA | $1.1B Aug 2026 | +$316.1M+39.1% | +$473.5M+72.8% | +$471.7M+72.3% | +$723.2M+180.4% | 0 employees+0.0% over 3Y | +130 accounts+26.8% over 3Y |
| 14. Mma Asset Management LLC CRD 155426 · Limited Liability Company | CONSHOHOCKEN, PA | $787.8M Oct 2026 | +$72.6M+10.1% | +$324.8M+70.2% | +$382.1M+94.2% | +$567.8M+258.1% | +4 employees+26.7% over 3Y | +448 accounts+396.5% over 3Y |
| 15. Kitching Partners, LLC CRD 325042 · Limited Liability Company | CONSHOHOCKEN, PA | $645.9M Mar 2026 | +$107.3M+19.9% | — | — | — | +18 employees+1800.0% over 3Y | +23 accounts+13.5% over 1Y |
| 16. Northstar Financial Companies, INC. CRD 119396 · Corporation | CONSHOHOCKEN, PA | $519.0M Mar 2026 | +$75.7M+17.1% | +$308.0M+146.0% | +$372.1M+253.3% | +$400.6M+338.4% | +1 employees+11.1% over 3Y | +527 accounts+65.0% over 3Y |
| 17. Arba Credit Management, L.p. CRD 304734 · Limited Partnership | CONSHOHOCKEN, PA | $289.1M Mar 2026 | — | — | — | -$20.0M-6.5% | 0 employees+0.0% over Total | 0 accounts+0.0% over Total |
| 18. Arsenal Capital Advisors LLC CRD 325612 · Limited Liability Company | CONSHOHOCKEN, PA | $267.1M Jun 2026 | — | — | — | $0+0.0% | +1 employees+50.0% over Total | 0 accounts+0.0% over Total |
| 19. Nest Egg CRD 286024 · Limited Liability Company | CONSHOHOCKEN, PA | $131.7M Aug 2026 | +$30.1M+29.7% | +$67.5M+105.2% | +$49.4M+60.0% | — | +1 employees+7.7% over 3Y | +793 accounts+38.9% over 3Y |
| 20. Wealthfd CRD 299248 · Limited Liability Company | CONSHOHOCKEN, PA | $87.8M May 2026 | +$25.9M+41.8% | +$68.3M+349.0% | +$78.2M+811.5% | +$78.2M+811.5% | +9 employees+128.6% over 3Y | -374 accounts-45.4% 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.