| 1. Morgan Stanley Aip Gp LP CRD 117050 · Limited Partnership | WEST CONSHOHOCKEN, PA | $40.9B Mar 2026 | +$2.2B+5.7% | +$11.2B+37.9% | +$20.0B+95.8% | +$29.2B+250.0% | +15 employees+8.1% over 3Y | 0 accounts+0.0% over 3Y |
| 2. Hirtle, Callaghan & CO., LLC CRD 105403 · Limited Liability Company | WEST CONSHOHOCKEN, PA | $25.4B Mar 2026 | +$4.4B+21.0% | +$7.3B+40.3% | +$7.6B+43.0% | +$6.7B+35.6% | -6 employees-6.0% over 3Y | -640 accounts-26.9% over 3Y |
| 3. Miller Investment Management, LP CRD 108380 · Limited Partnership | WEST CONSHOHOCKEN, PA | $7.1B Mar 2026 | +$1.4B+24.8% | +$2.0B+39.6% | +$3.1B+75.9% | +$5.0B+245.8% | -3 employees-14.3% over 3Y | +27 accounts+9.6% over 3Y |
| 4. Fairmount Funds Management LLC CRD 284844 · Limited Liability Company | WEST CONSHOHOCKEN, PA | $5.8B Mar 2026 | +$2.6B+83.0% | +$4.3B+291.6% | +$5.1B+728.2% | +$5.7B+8713.2% | +20 employees+200.0% over 3Y | -1 accounts-20.0% over 3Y |
| 5. Hc Capital Partners, LLC CRD 160737 · Limited Liability Company | WEST CONSHOHOCKEN, PA | $5.2B Mar 2026 | +$1.3B+34.1% | +$1.7B+47.7% | +$2.4B+88.0% | +$5.1B+6377.9% | — | +5 accounts+20.8% over 3Y |
| 6. Ppb Advisors, LLC CRD 152303 · Limited Liability Company | WEST CONSHOHOCKEN, PA | $4.8B Mar 2026 | +$788.9M+19.9% | +$3.0B+179.0% | +$3.9B+492.0% | +$4.7B+9945.6% | +29 employees+223.1% over 3Y | +62 accounts+108.8% over 3Y |
| 7. Sage Financial Group INC. CRD 116574 · Corporation | WEST CONSHOHOCKEN, PA | $4.3B May 2026 | +$667.7M+18.4% | +$1.6B+58.9% | +$1.7B+67.8% | +$3.3B+348.1% | +1 employees+3.7% over 3Y | +767 accounts+21.5% over 3Y |
| 8. Tower Bridge Advisors CRD 115700 · Corporation | WEST CONSHOHOCKEN, PA | $1.5B Jan 2026 | -$361.6M-19.5% | -$502.9M-25.2% | +$281.7M+23.2% | +$626.4M+72.2% | -3 employees-17.6% over 3Y | -394 accounts-32.9% over 3Y |
| 9. Baldwin Investment Management, LLC CRD 108922 · Limited Liability Company | WEST CONSHOHOCKEN, PA | $1.3B Mar 2026 | +$60.8M+4.9% | +$152.8M+13.4% | +$289.2M+28.8% | +$1.0B+426.8% | +2 employees+16.7% over 3Y | -507 accounts-41.8% over 3Y |
| 10. Rhino Investment Partners, INC. CRD 283692 · Corporation | WEST CONSHOHOCKEN, PA | $566.2M Mar 2026 | -$58.4M-9.4% | +$167.3M+41.9% | +$452.4M+397.5% | +$452.7M+398.8% | 0 employees+0.0% over 3Y | 0 accounts+0.0% over 3Y |
| 11. Verdis Investment Management, LLC CRD 134445 · Limited Liability Company | WEST CONSHOHOCKEN, PA | $497.0M Apr 2026 | -$990.2K-0.2% | +$44.9M+9.9% | +$71.5M+16.8% | +$156.6M+46.0% | -1 employees-8.3% over 3Y | 0 accounts+0.0% over 3Y |
| 12. Permit Capital, LLC CRD 138436 · Limited Liability Company | WEST CONSHOHOCKEN, PA | $491.1M Mar 2026 | -$54.5M-10.0% | -$194.4M-28.4% | -$14.9M-2.9% | -$584.0M-54.3% | +3 employees+100.0% over 3Y | -3 accounts-50.0% over 3Y |
| 13. Matterhorn Capital Advisors, LLC CRD 309960 · Limited Liability Company | WEST CONSHOHOCKEN, PA | $396.4M Mar 2026 | +$65.0M+19.6% | +$226.2M+132.9% | — | +$226.2M+132.9% | +4 employees+57.1% over 3Y | +1 accounts+100.0% over 3Y |