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

The RIA database

Atlas 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. 001
    Vanguard Group IncMalvern, PA · 228 clientsAsset managerHybridVanguard Investments Canada Inc., Vanguard Marketing Corporation
    No custodian reported
    $11.1T
  2. 002
    Vanguard Capital Management, LLCMalvern, PA · 128 clientsAsset managerAffiliated broker-dealerVanguard Investments Canada Inc., Vanguard Marketing Corporation
    No custodian reported
    $8.4T
  3. 008
    Vanguard Portfolio Management, LLCMalvern, PA · 101 clientsAsset managerAffiliated broker-dealerVanguard Investments Canada Inc., Vanguard Marketing Corporation
    No custodian reported
    $2.7T
  4. 028
    Mellon Investments CorporationPittsburgh, PA · 3,942 clientsAsset managerHybridBNY Mellon Asset Management Canada Limited, BNY Mellon Capital Markets, LLC, clears through Pershing
    BNY 61%State Street 23%
    $874B
  5. 040
    Envestnet PMCBerwyn, PA · 2,241,364 clientsWealth managerWrap sponsorHybridEnvestnet Securities, Inc., Fidx Markets LLC
    Fidelity 73%Pershing 27%
    $615B
  6. 042
    Federated Investment Management CompanyPittsburgh, PA · 71 clientsAsset managerAffiliated broker-dealerFederated Securities Corp.
    No custodian reported
    $590B
  7. 074
    Vanguard Advisers, Inc.Malvern, PA · 791,528 clientsWealth managerBank-affiliatedHybridVanguard Marketing Corporation
    Vanguard 100%
    $345B
  8. 103
    Vanguard Global Advisers, LLCMalvern, PA · 78 clientsPrivate fund adviserHybridVanguard Investments Canada Inc., Vanguard Marketing Corporation
    No custodian reported
    $250B
  9. 117
    SEI Investments Management CorpOaks, PA · 112,646 clientsAsset managerHybridSEI Investments (south Africa) Limited, SEI Investments Distribution Co.
    SEI 100%
    $216B
  10. 126
    Federated Investment CounselingPittsburgh, PA · 8,721 clientsAsset managerAffiliated broker-dealerFederated Securities Corp.
    BNY 100%
    $207B
  11. 181
    Hartford FundsWayne, PA · 75 clientsAsset managerHybridHartford Funds Distributors, LLC
    No custodian reported
    $152B
  12. 190
    Nomura Investment Management Business TrustPhiladelphia, PA · 287 clientsAsset managerHybridDelaware Distributors, L.P., Instinet, LLC
    BNY 69%
    $144B
  13. 194
    Hamilton LaneConshohocken, PA · 232 clientsPrivate fund adviserHybridHamilton Lane Securities LLC
    BNY 67%Northern Trust 33%
    $142B
  14. 241
    Janney Montgomery Scott LLCPhiladelphia, PA · 243,808 clientsBroker-dealer firmHybridGlobal Atlantic Distributors, LLC
    No custodian reported
    $110B
  15. 257
    Lincoln Financial Investments CorporationRadnor, PA · 129 clientsAsset managerHybridLincoln Financial Distributors, Inc.
    State Street 100%
    $102B
  16. 367
    Brandywine Global Investment Management, LLCPhiladelphia, PA · 977 clientsAsset managerHybridClarion Partners Emea Limited, Clarion Partners Europe (u.k.) Limited
    State Street 37%BNY 35%Northern Trust 27%
    $65B
  17. 496
    Penn Mutual Asset Management, LLCConshohocken, PA · 35 clientsAsset managerHybridHornor, Townsend & Kent, LLC
    BNY 100%
    $42B
  18. 500
    Pacer Advisors, Inc.Malvern, PA · 71 clientsBroker-dealer firmHybridPacer Financial, Inc.
    No custodian reported
    $42B
  19. 506
    Abrdn Inc.Philadelphia, PA · 166 clientsAsset managerHybridAberdeen Fund Distributors, LLC
    Master Trust Bank of Japan 39%Citi 30%J.P. Morgan 30%
    $41B
  20. 510
    Morgan Stanley AIP GP LPWest Conshohocken, PA · 199 clientsPrivate fund adviserHybridEaton Vance Distributors, Inc., Morgan Stanley & Co. LLC
    BNY 45%State Street 39%
    $41B
  21. 573
    Clark Capital Management Group IncPhiladelphia, PA · 36,013 clientsWealth managerBank-affiliatedHybridCarillon Fund Distributors, Inc., Cebile Capital LLP
    Assetmark Trust 100%
    $36B
  22. 581
    Exeter Property Group, LLCRadnor, PA · 16 clientsPrivate fund adviserAffiliated broker-dealerEQT Partners BD, LLC
    No custodian reported
    $35B
  23. 646
    PNC Wealth ManagementPittsburgh, PA · 164,105 clientsBroker-dealer firmHybridHarris Williams LLC, Harris Williams Primary Fund Placement LLC
    Fidelity 100%
    $30B
  24. 661
    ETF ArchitectNewtown Square, PA · 222 clientsAsset manager
    Interactive Brokers 100%
    $30B
  25. 735
    Hirtle & Co., LLCWest Conshohocken, PA · 1,791 clientsAsset manager
    BNY 36%U.S. Bank 34%Deutsche Bank Trust Company Americas 30%
    $25B
  26. 767
    Xponance LLCPhiladelphia, PA · 131 clientsAsset manager
    Northern Trust 36%State Street 35%
    $24B
  27. 821
    Lincoln InvestmentFort Washington, PA · 138,369 clientsBroker-dealer firmHybrid
    Pershing 100%
    $22B
  28. 959
    Envestnet Portfolio Solutions, Inc.Berwyn, PA · 60,663 clientsWealth managerWrap sponsorHybridEnvestnet Securities, Inc., Fidx Markets LLC
    U.S. Bancorp Investments 89%
    $17B
  29. 992
    Envestnet Retirement Solutions, LLCBerwyn, PA · 4,876 clientsAsset managerAffiliated broker-dealerEnvestnet Securities, Inc., Fidx Markets LLC
    No custodian reported
    $16B
  30. 996
    Venerable Investment Advisers, LLCWest Chester, PA · 21 clientsAsset managerHybridDirected Services LLC
    No custodian reported
    $16B
  31. 1001
    Fs/kkr Advisor, LLCPhiladelphia, PA · 3 clientsAsset managerHybridFS Investment Solutions, LLC, Global Atlantic Distributors, LLC
    No custodian reported
    $16B
  32. 1011
    Mycio Wealth Partners, LLCPhiladelphia, PA · 943 clientsWealth managerPublic-company ownedAffiliated broker-dealer
    Schwab 100%
    $16B
  33. 1074
    Federated Equity Management Company of PennsylvaniaPittsburgh, PA · 14 clientsAsset managerAffiliated broker-dealerFederated Securities Corp.
    No custodian reported
    $14B
  34. 1117
    Centersquare Investment Management LLCConshohocken, PA · 101 clientsAsset managerHybrid
    Northern Trust 30%BNY 28%Citi 25%
    $14B
  35. 1124
    Alpha ArchitectNewtown Square, PA · 135 clientsAsset manager
    Interactive Brokers 100%
    $14B
  36. 1151
    Chartwell Investment Partners, LLCBerwyn, PA · 340 clientsAsset managerHybridCarillon Fund Distributors, Inc., Cebile Capital LLP
    No custodian reported
    $13B
  37. 1201
    Conrad Siegel Investment AdvisorsHarrisburg, PA · 570 clientsAsset manager
    Tiaa-Cref 41%Schwab 34%Empower Advisory Group 24%
    $12B
  38. 1235
    CS McKeeWarrendale, PA · 554 clientsAsset managerHybridSanctuary Securities, Inc.
    Northern Trust 100%
    $12B
  39. 1257
    QRG Capital Management, Inc.Berwyn, PA · 27,393 clientsWealth managerAffiliated broker-dealerEnvestnet Securities, Inc., Fidx Markets LLC
    Fidelity 72%Pershing 28%
    $11B
  40. 1303
    Cbre Investment Management Listed Real Assets LLCRadnor, PA · 44 clientsAsset managerHybridCbre Capital Advisors, Inc.
    J.P. Morgan 61%Citi 24%
    $11B

RIAs by state