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Largest RIA Firms in Wayne, Pennsylvania by AUM

Explore registered investment advisers headquartered in Wayne, Pennsylvania, ranked by reported regulatory AUM. Compare firm size, historical AUM, employee trends, and account activity across 27 firms with $198.4B in total reported AUM and median AUM of $854.8M.

Firms

27

Matching current profiles

Total AUM

$198.4B

Reported regulatory AUM

Median AUM

$854.8M

Across firms with AUM

Largest firm

$152.1B

Hartford Funds

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Top RIAs discovered by AUM

Compare RIAs using AUM growth, employee and account signals

FirmLocationCurrent AUM↓1YR AUM↕3YR AUM↕5YR AUM↕Total AUM↕Employee Signal↕Account Signal↕
1. Hartford Funds
CRD 147746 · Limited Liability Company
WAYNE, PA$152.1B
Jun 2026
+$14.2B+10.3%+$29.9B+24.4%+$15.0B+10.9%+$60.6B+66.2%-4 employees-1.1% over 3Y+13 accounts+16.7% over 3Y
2. Harvest Fund Advisors LLC
CRD 154425 · Limited Liability Company
WAYNE, PA$8.1B
Mar 2026
+$52.0M+0.6%+$653.0M+8.7%+$1.7B+26.6%+$7.3B+915.6%-1 employees-6.7% over 3Y-85 accounts-29.6% over 3Y
3. Retirement And Wealth At Alliant, LLC
CRD 167970 · Limited Liability Company
WAYNE, PA$7.4B
Jul 2026
+$2.9B+64.1%+$6.3B+580.1%-$1.0B-12.2%—+13 employees+76.5% over 3Y+168 accounts+210.0% over 3Y
4. Conestoga Capital Advisors, LLC
CRD 111750 · Limited Liability Company
WAYNE, PA$6.9B
Mar 2026
-$1.8B-20.8%-$1.9B-21.9%+$2.1B+42.6%+$6.4B+1090.5%+2 employees+12.5% over 3Y-32 accounts-12.1% over 3Y
5. Argosy Capital
CRD 160212 · Limited Liability Company
WAYNE, PA$3.7B
Jun 2026
+$275.5M+8.0%+$573.9M+18.2%+$2.0B+119.5%+$3.2B+629.3%+19 employees+30.2% over 3Y+6 accounts+13.3% over 3Y
6. Kathmere Capital Management, LLC
CRD 305118 · Limited Liability Company
WAYNE, PA$3.5B
Jul 2026
+$1.0B+40.9%+$2.2B+173.2%+$1.9B+118.9%—+7 employees+41.2% over 3Y+951 accounts+54.9% over 3Y
7. Renovus Associates, LLC
CRD 314528 · Limited Liability Company
WAYNE, PA$2.6B
Jul 2026
+$148.9M+6.1%+$1.4B+125.6%+$1.6B+176.3%+$1.6B+176.3%+23 employees+104.5% over 3Y+5 accounts+41.7% over 3Y
8. Hartford Funds
CRD 130373 · Limited Liability Company
WAYNE, PA$2.2B
Jun 2026
+$339.8M+18.7%+$192.3M+9.8%-$220.9M-9.3%+$2.0B+1147.7%-4 employees-1.1% over 3Y0 accounts+0.0% over 3Y
9. Inverness Graham Investments, INC.
CRD 157632 · Corporation
WAYNE, PA$1.6B
Mar 2026
+$286.3M+22.3%+$654.1M+71.3%+$722.8M+85.1%+$1.3B+412.2%+3 employees+9.1% over 3Y+15 accounts+107.1% over 3Y
10. Alden Capital
CRD 293551 · Corporation
WAYNE, PA$1.5B
Sep 2026
+$70.9M+4.9%+$911.3M+151.0%+$1.0B+216.8%+$1.5B+38390.5%+3 employees+15.0% over 3Y+1,790 accounts+235.2% over 3Y
11. Guardian Capital Partners
CRD 321695 · Limited Partnership
WAYNE, PA$1.2B
Mar 2026
+$661.4M+125.1%+$723.5M+155.1%—+$726.8M+156.9%-2 employees-10.5% over 3Y-2 accounts-40.0% over 3Y
12. Wick Capital Partners, LLC
CRD 299194 · Limited Liability Company
WAYNE, PA$929.7M
Mar 2026
+$499.3M+116.0%+$611.9M+192.6%+$778.7M+515.8%—+2 employees+22.2% over 3Y+436 accounts+58.7% over 3Y
13. Axiom Asset Management
CRD 145186 · Limited Liability Company
WAYNE, PA$899.6M
Jul 2026
+$96.8M+12.1%+$243.8M+37.2%+$297.8M+49.5%+$446.8M+98.7%0 employees+0.0% over 3Y-743 accounts-54.8% over 3Y
14. Radnor Capital Management, LLC
CRD 159559 · Limited Liability Company
WAYNE, PA$854.8M
Sep 2026
+$68.2M+8.7%+$277.7M+48.1%+$273.4M+47.0%—+1 employees+14.3% over 3Y+115 accounts+34.3% over 3Y
15. Seminal Food And Nutrition Investments, LLC
CRD 317836 · Limited Liability Company
WAYNE, PA$613.2M
Sep 2026
+$254.8M+71.1%——+$445.7M+266.2%0 employees+0.0% over 1Y0 accounts+0.0% over 1Y
16. Fortis Advisors, LLC
CRD 164498 · Limited Liability Company
WAYNE, PA$584.3M
Mar 2026
+$113.5M+24.1%+$90.6M+18.4%+$127.1M+27.8%+$463.3M+382.9%-2 employees-28.6% over 3Y+91 accounts+36.0% over 3Y
17. Aurdan Capital Management, LLC
CRD 330304 · Limited Liability Company
WAYNE, PA$526.2M
Mar 2026
+$103.0M+24.3%——+$125.3M+31.2%+1 employees+16.7% over 1Y+107 accounts+33.9% over 1Y
18. Taurus Private Markets, LLC
CRD 300786 · Limited Liability Company
WAYNE, PA$508.7M
Oct 2026
+$185.0M+57.1%+$238.8M+88.5%—+$311.4M+157.9%+2 employees+28.6% over 3Y+1 accounts+50.0% over 3Y
19. Saothair Capital Partners
CRD 328192 · Limited Liability Company
WAYNE, PA$500.7M
Apr 2026
———+$337.4M+206.6%+1 employees+14.3% over Total+1 accounts+33.3% over Total
20. Alpha Leonis Partners, LLC
CRD 314560 · Limited Liability Company
WAYNE, PA$418.4M
Mar 2026
+$45.1M+12.1%+$151.2M+56.6%——-7 employees-87.5% over 3Y+1 accounts+50.0% over 3Y
21. Bluestone Capital Management, LLC
CRD 157841 · Limited Liability Company
WAYNE, PA$390.1M
Jul 2026
+$38.6M+11.0%+$146.8M+60.3%-$1.9B-82.9%+$223.1M+133.6%0 employees+0.0% over 3Y-331 accounts-97.1% over 3Y
22. Alden Investment Group
CRD 317077 · Limited Liability Company
WAYNE, PA$385.7M
Sep 2026
+$66.5M+20.8%+$178.4M+86.1%——+16 employees+59.3% over 3Y+738 accounts+102.2% over 3Y
23. Entrust Financial LLC
CRD 174694 · Limited Liability Company
WAYNE, PA$350.9M
Mar 2026
+$35.7M+11.3%+$115.2M+48.9%+$182.5M+108.4%+$246.9M+237.4%+1 employees+20.0% over 3Y-43 accounts-4.8% over 3Y
24. Addis & Hill, Incorporated
CRD 117495 · Corporation
WAYNE, PA$254.0M
Apr 2026
+$35.1M+16.0%+$129.3M+103.7%+$142.6M+128.1%+$151.2M+147.1%+1 employees+20.0% over 3Y+51 accounts+14.1% over 3Y
25. Argosy-Lionbridge Management, LLC
CRD 325413 · Limited Liability Company
WAYNE, PA$189.1M
Sep 2026
+$46.6M+32.7%——+$160.7M+566.1%+1 employees+20.0% over 1Y+2 accounts+28.6% 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 sufficient historical filing data is unavailable for the lookback period.