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Top RIA Firms in Radnor, Pennsylvania
Explore the top 25 Registered investment advisers, single family offices, multi-family offices and private wealth management firms headquartered in Radnor, Pennsylvania. This hub covers 25 matching firms with $200.2B in total reported AUM and median AUM of $2.5B.
Firms
25
Matching current profiles
Total AUM
$200.2B
Reported regulatory AUM
Median AUM
$2.5B
Across firms with AUM
Largest firm
$102.1B
Lincoln Financial Investments Corporation
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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. Lincoln Financial Investments Corporation CRD 108881 · Corporation | RADNOR, PA | $102.1B Mar 2026 | +$6.2B+6.5% | +$19.3B+23.4% | +$19.3B+23.3% | +$73.3B+254.4% | -29 employees-25.2% over 3Y | +5 accounts+4.0% over 3Y |
| 2. Exeter Property Group, LLC CRD 161935 · Limited Liability Company | RADNOR, PA | $35.1B Mar 2026 | +$2.2B+6.8% | +$10.3B+41.6% | +$19.8B+128.7% | +$34.4B+4747.2% | -5 employees-2.2% over 3Y | +1 accounts+6.7% over 3Y |
| 3. Cbre Investment Management Listed Real Assets LLC CRD 106256 · Limited Liability Company | RADNOR, PA | $10.8B Mar 2026 | +$1.0B+10.3% | +$748.5M+7.4% | +$3.1B+39.5% | -$8.9B-45.1% | -5 employees-7.7% over 3Y | -11 accounts-18.0% over 3Y |
| 4. Callan Family Office, LLC CRD 317446 · Limited Liability Company | RADNOR, PA | $10.2B Mar 2026 | +$3.5B+53.1% | +$6.7B+188.3% | — | — | +19 employees+63.3% over 3Y | +1,750 accounts+184.8% over 3Y |
| 5. Tiff Investment Management CRD 327436 · Limited Liability Company | RADNOR, PA | $8.6B Mar 2026 | +$1.9B+29.2% | — | — | +$979.9M+12.8% | +4 employees+6.1% over 1Y | +7 accounts+10.1% over 1Y |
| 6. Lovell Minnick Partners LLC CRD 156494 · Limited Liability Company | RADNOR, PA | $5.2B May 2026 | +$44.1M+0.9% | +$1.2B+29.5% | +$2.4B+86.1% | +$4.6B+742.1% | +1 employees+3.1% over 3Y | +21 accounts+123.5% over 3Y |
| 7. Nordwand Advisors CRD 322936 · Limited Liability Company | RADNOR, PA | $4.0B Mar 2026 | +$129.2M+3.4% | -$178.8M-4.3% | — | — | +4 employees+66.7% over 3Y | +229 accounts+293.6% over 3Y |
| 8. Stevens Capital Management LP CRD 161202 · Limited Partnership | RADNOR, PA | $3.7B Mar 2026 | +$631.2M+20.7% | +$367.2M+11.1% | +$1.2B+47.4% | -$2.3B-38.6% | +8 employees+14.0% over 3Y | 0 accounts+0.0% over 3Y |
| 9. Newspring Capital CRD 160608 · Limited Liability Company | RADNOR, PA | $3.3B Mar 2026 | +$266.1M+8.7% | +$870.9M+35.3% | +$1.2B+56.2% | +$2.6B+341.3% | +13 employees+20.6% over 3Y | +7 accounts+35.0% over 3Y |
| 10. Lbc Credit Partners CRD 157628 · Limited Partnership | RADNOR, PA | $3.2B May 2026 | -$20.8M-0.6% | -$201.1M-5.9% | -$101.2M-3.0% | +$2.1B+179.5% | -6 employees-2.9% over 3Y | +6 accounts+60.0% over 3Y |
| 11. Alterra Ios Manager, LLC CRD 324445 · Limited Liability Company | RADNOR, PA | $3.2B Mar 2026 | +$1.1B+49.6% | +$2.2B+213.7% | — | +$2.2B+213.7% | +19 employees+76.0% over 3Y | +3 accounts+150.0% over 3Y |
| 12. Mcadam LLC CRD 170914 · Limited Liability Company | RADNOR, PA | $2.7B Apr 2026 | +$384.0M+16.7% | +$1.4B+113.3% | +$1.8B+222.8% | — | -66 employees-27.5% over 3Y | +2,734 accounts+35.1% over 3Y |
| 13. Tiff Investment Management CRD 156308 · Limited Liability Company | RADNOR, PA | $2.5B Mar 2026 | +$543.5M+28.3% | +$638.4M+35.0% | +$970.3M+65.1% | +$2.1B+603.3% | — | 0 accounts+0.0% over 3Y |
| 14. Patriot Financial Manager, L.p. CRD 159818 · Limited Partnership | RADNOR, PA | $1.1B Mar 2026 | +$36.8M+3.4% | +$40.2M+3.7% | +$328.8M+41.1% | +$858.9M+317.0% | -1 employees-5.9% over 3Y | +1 accounts+25.0% over 3Y |
| 15. Clearview Financial Partners CRD 286168 · Limited Liability Company | RADNOR, PA | $1.1B Feb 2026 | -$14.6M-1.4% | +$152.7M+16.9% | +$387.8M+57.8% | — | 0 employees+0.0% over 3Y | +37 accounts+4.8% over 3Y |
| 16. Presilium Private Wealth, LLC CRD 318345 · Limited Liability Company | RADNOR, PA | $671.7M Mar 2026 | +$117.4M+21.2% | +$323.7M+93.0% | — | — | +3 employees+75.0% over 3Y | -533 accounts-58.4% over 3Y |
| 17. Drexel Morgan & CO. CRD 151053 · Corporation | RADNOR, PA | $607.0M Mar 2026 | +$167.4M+38.1% | +$226.4M+59.5% | +$400.8M+194.4% | +$600.0M+8608.5% | -2 employees-33.3% over 3Y | +2 accounts+10.0% over 3Y |
| 18. Tgs Financial Advisors CRD 107289 · Corporation | RADNOR, PA | $426.0M Mar 2026 | +$86.1M+25.3% | +$126.3M+42.1% | +$152.8M+55.9% | +$204.1M+91.9% | +3 employees+30.0% over 3Y | +96 accounts+8.5% over 3Y |
| 19. Stoneridge Pmg Advisors, LLC CRD 107662 · Limited Liability Company | RADNOR, PA | $390.7M Apr 2026 | -$13.0M-3.2% | -$635.1M-61.9% | -$1.1B-74.4% | -$984.3M-71.6% | -4 employees-33.3% over 3Y | -30 accounts-71.4% over 3Y |
| 20. Haverford Financial Services, INC. CRD 130007 · Corporation | RADNOR, PA | $366.4M Mar 2026 | +$19.5M+5.6% | -$15.5M-4.1% | +$28.7M+8.5% | +$106.7M+41.1% | +2 employees+4.7% over 3Y | -12 accounts-32.4% over 3Y |
| 21. Cresap, INC. CRD 25899 · Corporation | RADNOR, PA | $339.0M Mar 2026 | $0+0.0% | +$27.0M+8.7% | +$116.2M+52.2% | +$218.6M+181.6% | -4 employees-20.0% over 3Y | +64 accounts+11.9% over 3Y |
| 22. Godshalk Welsh Capital Management, INC. CRD 106410 · Corporation | RADNOR, PA | $290.5M Mar 2026 | +$15.0M+5.4% | +$9.4M+3.4% | +$40.3M+16.1% | +$122.1M+72.5% | -1 employees-33.3% over 3Y | +13 accounts+5.1% over 3Y |
| 23. Stoneridge Investment Partners CRD 109261 · Limited Liability Company | RADNOR, PA | $152.3M Apr 2026 | -$133.9M-46.8% | -$36.0M-19.1% | -$27.0M-15.1% | -$412.0M-73.0% | 0 employees+0.0% over 3Y | -3 accounts-37.5% over 3Y |
| 24. V3limited LLC CRD 169624 · Limited Liability Company | RADNOR, PA | $122.4M Mar 2026 | -$20.3M-14.2% | -$15.3M-11.1% | -$34.7M-22.1% | -$46.6M-27.6% | 0 employees+0.0% over 3Y | -105 accounts-64.8% over 3Y |
| 25. Nordwand Investments, LLC CRD 323829 · Limited Liability Company | RADNOR, PA | $44.7M Mar 2026 | +$104.2K+0.2% | — | — | — | +1 employees+100.0% over 3Y | 0 accounts+0.0% over 1Y |
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.