Pennsylvania · 771 firms
Wealth Managers in Pennsylvania
Firms serving high-net-worth individuals and managing substantial portfolios. Browse 771 advisers in Pennsylvania matching this specialty, with fees, team size, and AUM from public SEC filings.
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Wealth managers · Trusts & estates · Retirement · Institutional · Planning
Wealth Management firms in Pennsylvania
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
924 total advisers in Pennsylvania. Browse all Pennsylvania advisors