Vault-13

Managers in Exton, PA

United States · 155 asset managers within 25 km (6 in Exton itself) · 163 wealth managers, banks and others

ExtonBronxvilleNewarkUnionStaten IslandFlushingEast RutherfordGreat NeckEnglewoodBedford
managers in the town (circle area)this placePick a circle to see who is there. Where places crowd, the map shows the largest; the lists below have them all.

Nearby: Philadelphia, PA 77 · Wayne, PA 68 · Wilmington, DE 63 · Conshohocken, PA 42 · Bala Cynwyd, PA 24 · West Chester, PA 15 · Berwyn, PA 14 · Newtown Square, PA 13 · Bryn Mawr, PA 11 · Blue Bell, PA 10 · King Of Prussia, PA 9 · Villanova, PA 9

Asset managers in and around Exton

#Manager People here Assets Visa salary
51 EMERALD ADVISERS, LLC mutual funds, institutions · King Of Prussia EMERALD ADVISERS, LLC, EMERALD MUTUAL FUND ADVISERS TRUST · 4 related pages $3.3bn 4 $3.3bn
52 SEMINAL FOOD AND NUTRITION INVESTMENTS, LLC private equity · Wayne $613.2m about 4main office $613.2m
53 VENERABLE INVESTMENT ADVISERS, LLC mutual funds, futures · West Chester $16.3bn about 3main office $16.3bn
54 UNIVEST FINANCIAL Corp institutions, bank or insurer · King Of Prussia GIRARD PENSION SERVICES, LLC · 3 related pages $2.0bn 3 $2.0bn
55 AC WEALTH PARTNERS Berwyn $1.1bn about 3main office $1.1bn
56 Veery Capital, LLC institutions · West Chester $971.4m about 3main office $971.4m
57 FDx Advisors, Inc. Berwyn $832.8m about 3main office $832.8m
58 PEAKEQUITY PARTNERS MANAGEMENT CO., L.L.C. private equity · Villanova $485.5m about 3main office $485.5m
59 Owls Nest Partners IA, LLC hedge funds · Chadds Ford $441.2m about 3main office $441.2m
60 TRINITY INVESTMENT ADVISORS, LLC institutions · West Chester $388.2m about 3main office $388.2m
61 SUMMIT GROUP RETIREMENT PLANNERS, INC. institutions · Exton $302.3m about 3main office $302.3m
62 AZARIAS CAPITAL MANAGEMENT, L.P. hedge funds, institutions · West Chester $188.8m about 3main office $188.8m
63 Villanova Investment Management Co LLC institutions · Wayne $143.9m about 3main office $143.9m
64 TIFF ADVISORY SERVICES, LLC hedge funds, futures · Wayne TIFF ADVISORY SERVICES, LLC, TIFF INVESTMENT MANAGEMENT $8.6bn about 2main office $8.6bn
65 HINES CAPITAL ADVISORS LLC hedge funds, private equity, real estate · Chester $5.1bn 2 $5.1bn
66 OLD GLORY ASSET MANAGEMENT LLC institutions · Malvern $655.9m about 2main office $655.9m
67 BIRCH RUN INVESTMENTS, LLC institutions · Exton $457.5m about 2main office $457.5m
68 CGI PLAN ADVISORS, INC. institutions · Malvern $261.0m about 2main office $261.0m
69 FRONTLINE HEALTHCARE PARTNERS private equity · Wayne $168.1m 2 $168.1m
70 ACT CAPITAL MANAGEMENT, LLC hedge funds · Wayne $163.9m about 2main office $163.9m
71 GLOBAL BETA ADVISORS West Chester $28.8m about 2main office $28.8m
72 ISQ CAPITAL hedge funds · King Of Prussia about 2main office
73 FIDUCIARYVEST, LLC institutions · Wayne $4.9bn 1 $4.9bn
74 AMERICAN REALTY ADVISORS hedge funds · Wayne $3.2bn 1 $3.2bn
75 Elequin Capital, LP hedge funds, futures · Wayne $2.1bn 1 $2.1bn
76 Quartz Partners, LLC Wayne $611.9m 1 $611.9m
77 ALPHA LEONIS PARTNERS, LLC venture, institutions · Wayne $418.4m about 1main office $418.4m
78 UNION SQUARE CAPITAL PARTNERS, LLC mutual funds · Kennett Square $188.7m about 1main office $188.7m
79 Gadsden, LLC mutual funds · Newtown Square $161.8m about 1main office $161.8m
80 Brandywine Asset Management, Inc. hedge funds, futures · Thornton $156.0m about 1main office $156.0m
81 37SPRUCE INVESTMENT PARTNERS, LLC hedge funds · Wayne $150.0m 1 $150.0m
82 NORDWAND INVESTMENTS, LLC private equity · Wayne $44.7m about 1main office $44.7m
83 AWH FINANCIAL, LLC King Of Prussia 1
84 CC USA LLC West Chester 1
85 GOALPOST WEALTH MANAGEMENT, LLC Wayne about 1main office
86 GOLDEN RATIO WEALTH MANAGEMENT LLC Wayne about 1main office
87 WELLS FARGO & COMPANY/MN wealth · Collegeville WELLS FARGO ADVISORS FINANCIAL NETWORK, LLC · 8 related pages $671.4bn office $671.4bn
88 ROYAL BANK OF CANADA hedge funds, private equity, venture, real estate and 6 more · Royersford RBC Rochdale, LLC · 23 related pages $590.8bn office $590.8bn
89 PRINCIPAL FINANCIAL GROUP INC hedge funds, private equity, real estate, structured credit and 5 more · Wayne PRINCIPAL SECURITIES, INC. · 9 related pages $427.7bn office $427.7bn
90 Corient Private Wealth LP hedge funds, private equity, venture, real estate and 1 more · Wayne Corient Private Wealth LP · 2 related pages $165.3bn office $165.3bn
91 SEI INVESTMENTS CO Oaks $113.3bn · visa salary $149,400 based here $113.3bn $149,400101 filings
92 WESTERN & SOUTHERN FINANCIAL GROUP, INC. hedge funds, private equity, institutions, futures and 1 more · Wayne W&S BROKERAGE SERVICES, INC. · 3 related pages $93.5bn office $93.5bn
93 OSAIC HOLDINGS, INC. private equity, wealth · Wayne CW Advisors, LLC · 6 related pages $85.1bn office $85.1bn
94 TORONTO DOMINION BANK wealth, bank or insurer · Exton TD PRIVATE CLIENT WEALTH LLC · 8 related pages $60.1bn office $60.1bn
95 Pacer Advisors, Inc. Malvern $38.5bn based here $38.5bn
96 Pathstone Holdings, LLC wealth · Newtown Square ADVISOR PARTNERS II, LLC · 2 related pages $34.3bn office $34.3bn
97 CNO Financial Group, Inc. structured credit, institutions, wealth · King Of Prussia BANKERS LIFE ADVISORY SERVICES, INC. · 4 related pages $30.5bn office $30.5bn
98 AMERITAS HOLDING COMPANY institutions, futures, wealth, bank or insurer · Phoenixville Ameritas Advisory Services, LLC · 3 related pages $29.0bn office $29.0bn
99 RETIREMENT AND WEALTH AT ALLIANT, LLC institutions · Wayne $7.4bn office $7.4bn
100 Conestoga Capital Advisors, LLC Wayne $4.6bn based here $4.6bn

155 families; one row per corporate family, linking to its largest page.

Offices and the people at each come from SEC filings (Form ADV: the main office and up to 25 others); 13F filers that file no Form ADV are placed by the address on their filing. “Asset managers” leaves out firms whose clients are mainly individuals (wealth managers), banks, insurers and companies that only file a 13F; the other filters show them. Places from GeoNames (CC BY 4.0), map outlines from Natural Earth.