Pennsylvania · 924 advisers
Financial Advisors in Pennsylvania
Falists is the most comprehensive public directory of financial advisors in Pennsylvania — 924 SEC-registered and state-registered firms with names, websites, fees, team size, and assets under management. Filter by specialty to find wealth managers, trust advisors, retirement planners, and more.
Total advisers
924
With website
816
Largest AUM
$11.09T
Financial planning
537
Filter by specialty
Wealth managers · Trusts & estates · Retirement · Institutional · Planning
Top advisors in Pennsylvania
Ranked by AUM and profile completeness · Data from SEC IAPD
VANGUARD GROUP INC
Malvern, PA
AUM
$11.09T
Team
19 advisors
Clients
—
Fees
Percentage of AUM; ALLOCATED SHARE OF VANGUARD'S TOTAL COST OF OPERATIONS
610-669-1000
MELLON INVESTMENTS CORPORATION
Pittsburgh, PA
AUM
$873.87B
Team
61 advisors
Clients
—
Fees
Percentage of AUM · Fixed fees +1 more
617-248-3682
FEDERATED INVESTMENT MANAGEMENT COMPANY
Pittsburgh, PA
AUM
$590.10B
Team
106 advisors
Clients
—
Fees
Percentage of AUM; ADDITIONAL FEES BASED ON GROSS INCOME.
(412) 288-1900
VANGUARD ADVISERS, INC.
Malvern, PA
AUM
$344.62B
Team
1903 advisors
Clients
More than 500
Fees
Percentage of AUM; Fixed fees
610-669-1000
VANGUARD GLOBAL ADVISERS, LLC
Malvern, PA
AUM
$249.66B
Team
314 advisors
Clients
—
Fees
Percentage of AUM
610-669-1000
SEI INVESTMENTS MANAGEMENT CORP
Oaks, PA
AUM
$216.43B
Team
226 advisors
Clients
251-500
Fees
Percentage of AUM · Fixed fees +1 more
610-676-1000
FEDERATED INVESTMENT COUNSELING
Pittsburgh, PA
AUM
$207.21B
Team
141 advisors
Clients
—
Fees
Percentage of AUM; Performance-based fees
412-288-1900
NOMURA INVESTMENT MANAGEMENT BUSINESS TRUST
Philadelphia, PA
AUM
$164.32B
Team
157 advisors
Clients
—
Fees
Percentage of AUM · Fixed fees +1 more
215-255-2300
HARTFORD FUNDS
Wayne, PA
AUM
$152.07B
Team
34 advisors
Clients
—
Fees
Percentage of AUM; FEES RELATED TO 529 PLANS AND MODEL RECOMMENDATIONS.
610-386-1801
HAMILTON LANE
Conshohocken, PA
AUM
$138.30B
Team
257 advisors
Clients
—
Fees
Percentage of AUM · Fixed fees +1 more
610-934-2222
JANNEY MONTGOMERY SCOTT LLC
Philadelphia, PA
AUM
$110.11B
Team
1614 advisors
Clients
More than 500
Fees
Percentage of AUM · Fixed fees +2 more
215-665-6000
AUM
$102.10B
Team
18 advisors
Clients
—
Fees
Percentage of AUM
484-583-1404
BRANDYWINE GLOBAL INVESTMENT MANAGEMENT, LLC
Philadelphia, PA
AUM
$65.44B
Team
56 advisors
Clients
—
Fees
Percentage of AUM · Performance-based fees +1 more
215-609-3500
PENN MUTUAL ASSET MANAGEMENT, LLC
Conshohocken, PA
AUM
$42.29B
Team
30 advisors
Clients
—
Fees
Percentage of AUM
215-956-8114
ABRDN INC.
Philadelphia, PA
AUM
$41.48B
Team
55 advisors
Clients
—
Fees
Percentage of AUM · Fixed fees +2 more
215-405-5700
MORGAN STANLEY AIP GP LP
West Conshohocken, PA
AUM
$40.85B
Team
169 advisors
Clients
0
Fees
Percentage of AUM · Fixed fees +1 more
610-260-7600
PACER ADVISORS, INC.
Malvern, PA
AUM
$38.64B
Team
5 advisors
Clients
—
Fees
Percentage of AUM
855-780-8100
CLARK CAPITAL MANAGEMENT GROUP INC
Philadelphia, PA
AUM
$35.69B
Team
20 advisors
Clients
—
Fees
Percentage of AUM
(215) 569-2224
EXETER PROPERTY GROUP, LLC
Radnor, PA
AUM
$35.14B
Team
101 advisors
Clients
0
Fees
Percentage of AUM; Performance-based fees
610-828-3200
PNC WEALTH MANAGEMENT
Pittsburgh, PA
AUM
$30.27B
Team
825 advisors
Clients
—
Fees
Percentage of AUM
800-762-6111
ETF ARCHITECT
Newtown Square, PA
AUM
$29.74B
Team
6 advisors
Clients
0
Fees
Percentage of AUM; Fixed fees
1.215.330.4476
HIRTLE & CO., LLC
West Conshohocken, PA
AUM
$25.41B
Team
48 advisors
Clients
—
Fees
Percentage of AUM; Performance-based fees
610-828-7200
XPONANCE LLC
Philadelphia, PA
AUM
$24.27B
Team
15 advisors
Clients
0
Fees
Percentage of AUM · Fixed fees +1 more
215-567-1100
LINCOLN INVESTMENT
Fort Washington, PA
AUM
$21.99B
Team
874 advisors
Clients
251-500
Fees
Percentage of AUM · Hourly charges +2 more
215-887-8111
Cities in Pennsylvania
Browse financial advisors by city across Pennsylvania
The Pennsylvania advisor database on Falists
Every listing is sourced from the SEC Investment Adviser Public Disclosure database. We surface what matters — firm name, website, fees, team size, specialties, and assets under management — so you can compare and choose with confidence.