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Top RIA Firms in Philadelphia, Pennsylvania
Explore the top 25 Registered investment advisers, single family offices, multi-family offices and private wealth management firms headquartered in Philadelphia, Pennsylvania. This hub covers 52 matching firms with $566.4B in total reported AUM and median AUM of $2.0B.
Firms
52
Matching current profiles
Total AUM
$566.4B
Reported regulatory AUM
Median AUM
$2.0B
Across firms with AUM
Largest firm
$164.3B
Nomura Investment Management Business Trust
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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. Nomura Investment Management Business Trust CRD 105390 · — | PHILADELPHIA, PA | $164.3B Jan 2026 | -$26.6B-14.0% | -$71.7B-30.4% | +$19.0B+13.1% | -$4.9B-2.9% | -30 employees-4.8% over 3Y | -137 accounts-30.2% over 3Y |
| 2. Janney Montgomery Scott LLC CRD 463 · Limited Liability Company | PHILADELPHIA, PA | $110.1B Mar 2026 | +$9.3B+9.2% | +$37.1B+50.8% | +$48.1B+77.5% | +$101.2B+1134.6% | +162 employees+7.2% over 3Y | +27,411 accounts+12.7% over 3Y |
| 3. Brandywine Global Investment Management, LLC CRD 110783 · Limited Liability Company | PHILADELPHIA, PA | $65.4B May 2026 | -$1.0B-1.5% | +$11.1B+20.4% | +$3.8B+6.1% | +$29.7B+82.9% | -80 employees-33.8% over 3Y | -199 accounts-16.9% over 3Y |
| 4. Abrdn INC. CRD 111069 · Corporation | PHILADELPHIA, PA | $41.5B Mar 2026 | +$5.1B+14.0% | -$14.8B-26.3% | +$6.5B+18.7% | +$27.3B+191.6% | -98 employees-33.7% over 3Y | -2 accounts-1.3% over 3Y |
| 5. Clark Capital Management Group INC CRD 104796 · Corporation | PHILADELPHIA, PA | $35.7B May 2026 | +$5.1B+16.8% | +$13.8B+62.7% | +$18.4B+106.2% | +$33.2B+1345.1% | +22 employees+17.1% over 3Y | +8,409 accounts+30.5% over 3Y |
| 6. Xponance LLC CRD 111126 · Limited Liability Company | PHILADELPHIA, PA | $24.3B Apr 2026 | +$3.8B+18.4% | +$10.8B+79.6% | +$12.1B+99.6% | +$21.7B+835.7% | +9 employees+24.3% over 3Y | +13 accounts+11.0% over 3Y |
| 7. Fs/kkr Advisor, LLC CRD 292803 · Limited Liability Company | PHILADELPHIA, PA | $16.1B Mar 2026 | +$318.0M+2.0% | -$2.5B-13.3% | +$335.6M+2.1% | -$1.8B-10.1% | +152 employees+26.0% over 3Y | +1 accounts+50.0% over 3Y |
| 8. Mycio Wealth Partners, LLC CRD 134436 · Limited Liability Company | PHILADELPHIA, PA | $15.8B Mar 2026 | +$1.4B+9.5% | +$3.8B+31.4% | +$6.9B+78.2% | +$10.2B+184.6% | +8 employees+13.6% over 3Y | +1,049 accounts+14.3% over 3Y |
| 9. Cooke & Bieler, L.p. CRD 113859 · Limited Partnership | PHILADELPHIA, PA | $10.6B Mar 2026 | -$807.3M-7.1% | -$1.4B-11.6% | +$1.0B+10.7% | +$6.1B+136.1% | -1 employees-3.0% over 3Y | -50 accounts-19.3% over 3Y |
| 10. Fs Reit Advisor, LLC CRD 306352 · Limited Liability Company | PHILADELPHIA, PA | $9.1B Mar 2026 | +$588.8M+6.9% | +$1.1B+13.1% | +$8.3B+1074.8% | +$9.0B+7591.1% | +29 employees+27.9% over 3Y | 0 accounts+0.0% over 3Y |
| 11. Llr Management Holdco, L.p. CRD 323438 · Limited Partnership | PHILADELPHIA, PA | $7.6B Mar 2026 | +$524.1M+7.4% | +$3.0B+64.7% | — | +$3.1B+70.2% | +3 employees+2.7% over 3Y | +5 accounts+35.7% over 3Y |
| 12. Glenmede Investment Management, LP CRD 108165 · Limited Partnership | PHILADELPHIA, PA | $6.2B Mar 2026 | -$5.8B-48.3% | -$7.8B-55.6% | -$9.3B-60.1% | +$953.2M+18.2% | -3 employees-6.8% over 3Y | -1,955 accounts-65.6% over 3Y |
| 13. Wescott Financial Advisory Group LLC CRD 105989 · Limited Liability Company | PHILADELPHIA, PA | $4.2B Apr 2026 | +$430.8M+11.6% | +$769.5M+22.7% | +$1.7B+70.3% | +$2.9B+225.0% | -3 employees-5.9% over 3Y | +59 accounts+1.8% over 3Y |
| 14. Financial Integrity Advisors, LLC CRD 130458 · Limited Liability Company | PHILADELPHIA, PA | $4.0B Mar 2026 | -$9.7B-71.1% | — | — | -$8.5B-68.1% | -1 employees-33.3% over 1Y | -28 accounts-68.3% over 1Y |
| 15. Bryn Mawr Trust Advisors, LLC CRD 285359 · Limited Liability Company | PHILADELPHIA, PA | $3.5B Apr 2026 | +$502.1M+16.7% | +$1.7B+90.9% | +$2.8B+364.1% | — | +53 employees+155.9% over 3Y | +1,645 accounts+74.6% over 3Y |
| 16. Fs Digital Infrastructure Advisor, LLC CRD 338274 · Limited Liability Company | PHILADELPHIA, PA | $3.2B Mar 2026 | — | — | — | — | +40 employees+333.3% over Total | — |
| 17. Roffman Miller Associates INC CRD 106019 · Corporation | PHILADELPHIA, PA | $3.2B Mar 2026 | +$303.5M+10.5% | +$1.1B+52.7% | +$1.3B+65.5% | +$2.7B+560.0% | +4 employees+36.4% over 3Y | +201 accounts+14.4% over 3Y |
| 18. Elm Wealth CRD 167225 · Limited Liability Company | PHILADELPHIA, PA | $3.0B Mar 2026 | +$998.7M+49.5% | +$1.7B+136.3% | +$1.9B+163.5% | +$2.9B+1755.5% | +3 employees+60.0% over 3Y | +500 accounts+123.5% over 3Y |
| 19. Fs Global Advisor, LLC CRD 167620 · Limited Liability Company | PHILADELPHIA, PA | $3.0B Mar 2026 | +$364.1M+13.7% | +$998.0M+49.5% | +$812.3M+36.9% | +$3.0B+1506057.4% | +74 employees+67.3% over 3Y | +6 accounts+300.0% over 3Y |
| 20. Newmarket Investment Management, LP CRD 308098 · Limited Partnership | PHILADELPHIA, PA | $2.8B May 2026 | +$146.9M+5.5% | +$930.5M+49.2% | +$1.8B+172.1% | — | +10 employees+50.0% over 3Y | +15 accounts+115.4% over 3Y |
| 21. Lubert-Adler Management Company, L.p. CRD 155201 · Limited Partnership | PHILADELPHIA, PA | $2.8B Apr 2026 | -$166.4M-5.6% | -$1.4B-33.6% | -$634.3M-18.4% | -$51.1M-1.8% | -11 employees-31.4% over 3Y | +7 accounts+35.0% over 3Y |
| 22. Rtd Financial Advisors INC CRD 110744 · Corporation | PHILADELPHIA, PA | $2.7B Feb 2026 | +$607.2M+28.7% | +$533.0M+24.3% | +$1.1B+67.3% | +$2.1B+363.2% | +1 employees+2.6% over 3Y | +593 accounts+23.7% over 3Y |
| 23. LL Funds CRD 161552 · Limited Liability Company | PHILADELPHIA, PA | $2.6B Mar 2026 | +$205.2M+8.6% | +$310.8M+13.5% | +$359.2M+16.0% | +$1.6B+164.2% | +2 employees+7.7% over 3Y | +8 accounts+47.1% over 3Y |
| 24. Fft Wealth Management CRD 151225 · Limited Liability Company | PHILADELPHIA, PA | $2.3B Mar 2026 | -$782.5M-25.0% | -$1.3B-35.9% | +$1.0B+78.5% | +$2.3B+13552.0% | +18 employees+90.0% over 3Y | -127 accounts-49.4% over 3Y |
| 25. Fs Structured Products Advisor, LLC CRD 301285 · Limited Liability Company | PHILADELPHIA, PA | $2.2B Mar 2026 | +$733.5M+49.9% | +$1.2B+126.4% | — | — | +73 employees+66.4% over 3Y | +3 accounts+100.0% 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.