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Free from Atlas · SEC filings as of October 1, 2026

The RIA database

Firms we coverAtlas screenerWealth Manager databaseThis month’s moversCustodian profilesRIA statistics

Registered RIAs
17,210
Regulatory AUM
$177.9T
Use more than one custodian
4,024
Hybrid
3,733

Where their clients’ assets sit. Select a custodian to filter the list.

Filters1

564 firms manage $27.2 trillionPennsylvania

Open in the Atlas screener

Atlas The basics here are free. Atlas adds ten years of growth, owners, broker-dealer affiliation, contacts on file and signals for every firm, with alerts and exports. See Atlas

  1. 5462
    Veery Capital, LLCWest Chester, PA · 314 clientsAsset managerHybrid
    SEI 42%Principal 41%
    $971M
  2. 5520
    D.B. Root & Company, LLCPittsburgh, PA · 777 clientsWealth manager
    Schwab 100%
    $952M
  3. 5537
    Almanack Investment PartnersNewtown Square, PA · 426 clientsWealth managerHybrid
    Schwab 80%
    $946M
  4. 5593
    Wick Capital Partners, LLCWayne, PA · 367 clientsWealth manager
    Schwab 100%
    $930M
  5. 5699
    The Fairman Group, LLCChesterbrook, PA · 142 clientsWealth manager
    Schwab 100%
    $902M
  6. 5711
    Axiom Asset ManagementWayne, PA · 589 clientsWealth managerAffiliated broker-dealerHightower Securities, LLC, clears through National Financial Services (Fidelity), Pershing, J.P. Morgan
    No custodian reported
    $900M
  7. 5769
    Covington Investment Advisors, Inc.Ligonier, PA · 236 clientsWealth manager
    Schwab 100%
    $886M
  8. 5830
    WellfullHarleysville, PA · 801 clientsWealth manager
    Schwab 100%
    $866M
  9. 5877
    Radnor Capital Management, LLCWayne, PA · 192 clientsWealth manager
    Schwab 47%PNC Wealth Management 42%
    $855M
  10. 5903
    Pennsylvania Capital Management Inc.Huntingdon Valley, PA · 200 clientsWealth manager
    Schwab 100%
    $849M
  11. 5928
    Stone House Investment Management, LLCTunkhannock, PA · 1,171 clientsWealth manager
    Fidelity 100%
    $842M
  12. 5943
    Twin Capital Management IncMcMurray, PA · 62 clientsAsset manager
    BNY 32%PNC Bank 29%U.S. Bank 24%
    $838M
  13. 5947
    Market Street Wealth ManagementWest Chester, PA · 1,052 clientsWealth managerHybrid
    Fidelity 100%
    $837M
  14. 5959
    FDX Advisors, Inc.Berwyn, PA · 1 clientsAsset managerAffiliated broker-dealerEnvestnet Securities, Inc., Fidx Markets LLC
    Pershing 85%
    $833M
  15. 5965
    Smithbridge Asset Management, Inc.Chadds Ford, PA · 513 clientsWealth manager
    Schwab 100%
    $831M
  16. 6142
    Hoey Investments, Inc.Coatesville, PA · 589 clientsWealth manager
    Schwab 100%
    $788M
  17. 6146
    MMA Asset Management LLCConshohocken, PA · 301 clientsAsset managerHybridMMA Securities LLC, MMC Securities (ireland), clears through Pershing
    Amalgamated Bank 50%Schwab 37%
    $788M
  18. 6165
    Insight Advisors, LLCNewtown, PA · 899 clientsWealth managerHybrid
    Schwab 100%
    $786M
  19. 6212
    Stoneridge PMG Advisors, LLCRadnor, PA · 18 clientsAsset manager
    TD Bank USA, National Association 73%
    $774M
  20. 6225
    Bruton Chisnell Advisors, LLCDowningtown, PA · 630 clientsWealth managerHybrid
    Fidelity Distributors Company 100%
    $772M
  21. 6227
    MTM Financial Group, LLCBethlehem, PA · 3,276 clientsWealth managerHybrid
    Schwab 100%
    $772M
  22. 6235
    Grant Street Asset Management IncCanonsburg, PA · 445 clientsWealth manager
    Schwab 100%
    $769M
  23. 6309
    EWA, LLCPittsburgh, PA · 397 clientsWealth managerWrap sponsor
    Fidelity 100%
    $751M
  24. 6355
    Interchange Capital PartnersPittsburgh, PA · 218 clientsWealth manager
    Pershing 83%
    $744M
  25. 6360
    Absolute Capital Management, LLCPittsburgh, PA · 1,986 clientsWealth managerWrap sponsor
    Fidelity 54%Schwab 46%
    $742M
  26. 6364
    Allegheny InvestmentsPittsburgh, PA · 1,427 clientsWealth managerWrap sponsor
    Fidelity 100%
    $742M
  27. 6388
    Girard Pension Services, LLCAllentown, PA · 62 clientsAsset managerHybridGirard Investment Services, LLC, clears through Pershing
    Schwab 81%
    $734M
  28. 6401
    Sevenbridge Financial Group, LLCHarrisburg, PA · 401 clientsWealth manager
    Schwab 69%Fidelity 31%
    $731M
  29. 6407
    Tiller Private Wealth, Inc.Bethlehem, PA · 348 clientsWealth manager
    Schwab 100%
    $730M
  30. 6430
    FS Credit Income Advisor, LLCPhiladelphia, PA · 1 clientsAsset managerHybridFS Investment Solutions, LLC
    No custodian reported
    $726M
  31. 6449
    Jmac Enterprises LLCNewtown, PA · 183 clientsWealth managerWrap sponsor
    TradePMR / Robinhood 61%Fidelity 39%
    $722M
  32. 6460
    Towercrest Capital Management, LLCNewtown, PA · 84 clientsAsset manager
    Fidelity 100%
    $718M
  33. 6484
    Ventura Wealth ManagementYardley, PA · 590 clientsWealth manager
    Pershing 72%Schwab 28%
    $713M
  34. 6597
    Milestone Asset Management, LLCPittsburgh, PA · 1,359 clientsWealth manager
    Schwab 100%
    $691M
  35. 6610
    Atwater MalickLancaster, PA · 297 clientsWealth manager
    Fidelity 46%Schwab 35%
    $687M
  36. 6653
    Forefront Analytics, LLCW. Conshohocken, PA · 147 clientsAsset manager
    Schwab 72%Fidelity 28%
    $679M
  37. 6695
    Presilium Private Wealth, LLCRadnor, PA · 380 clientsWealth manager
    Fidelity 100%
    $672M
  38. 6744
    Bare Wealth AdvisorsGAP, PA · 841 clientsWealth manager
    Schwab 100%
    $662M
  39. 6745
    Quattro Advisors L.L.C.Pittsburgh, PA · 414 clientsWealth manager
    Fidelity 100%
    $662M
  40. 6747
    LEM Capital, L.P.Philadelphia, PA · 2 clientsPrivate fund adviser
    No custodian reported
    $661M

RIAs by state