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Top RIA Firms in Conshohocken, Pennsylvania
Explore the top 25 Registered investment advisers, single family offices, multi-family offices and private wealth management firms headquartered in Conshohocken, Pennsylvania. This hub covers 21 matching firms with $245.4B in total reported AUM and median AUM of $1.5B.
Firms
21
Matching current profiles
Total AUM
$245.4B
Reported regulatory AUM
Median AUM
$1.5B
Across firms with AUM
Largest firm
$138.3B
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 | $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 |
| 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. MILL Creek Capital Advisors, LLC CRD 141470 · Limited Liability Company | CONSHOHOCKEN, PA | $10.5B Mar 2026 | +$1.3B+14.2% | +$2.6B+32.9% | +$2.4B+30.0% | +$8.2B+365.1% | +3 employees+7.7% over 3Y | +2,122 accounts+551.2% over 3Y |
| 5. 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 |
| 6. Hornor, Townsend & Kent, LLC CRD 4031 · Limited Liability Company | CONSHOHOCKEN, PA | $9.0B Apr 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 |
| 7. 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 |
| 8. 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 |
| 9. Cloverlay Investment Management, LLC CRD 277170 · Limited Liability Company | CONSHOHOCKEN, PA | $1.8B Mar 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 |
| 10. Compass Ion Advisors, LLC CRD 166418 · Limited Liability Company | CONSHOHOCKEN, PA | $1.6B Mar 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 |
| 11. 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 |
| 12. 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 |
| 13. 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 |
| 14. Addison Capital CRD 144853 · Limited Liability Company | CONSHOHOCKEN, PA | $1.1B Mar 2026 | +$316.1M+39.1% | +$473.5M+72.8% | +$497.1M+79.3% | +$723.2M+180.4% | 0 employees+0.0% over 3Y | +130 accounts+26.8% over 3Y |
| 15. Mma Asset Management LLC CRD 155426 · Limited Liability Company | CONSHOHOCKEN, PA | $787.8M Mar 2026 | +$72.6M+10.1% | +$273.2M+53.1% | +$559.3M+244.7% | +$567.8M+258.1% | +9 employees+90.0% over 3Y | +458 accounts+444.7% over 3Y |
| 16. 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 |
| 17. 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 |
| 18. 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 |
| 19. Arsenal Capital Advisors LLC CRD 325612 · Limited Liability Company | CONSHOHOCKEN, PA | $267.1M Mar 2026 | — | — | — | $0+0.0% | +1 employees+50.0% over Total | 0 accounts+0.0% over Total |
| 20. Nest Egg CRD 286024 · Limited Liability Company | CONSHOHOCKEN, PA | $131.7M Mar 2026 | +$57.6M+77.6% | +$38.6M+41.5% | +$97.9M+289.8% | — | +2 employees+16.7% over 3Y | +649 accounts+29.7% over 3Y |
| 21. 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 historical filings are unavailable or not reliable enough for the lookback period. This is not investment advice.